Schaeffler AG (SHA0) - Net Assets

Latest as of March 2026: €3.14 Billion EUR ≈ $3.67 Billion USD

Based on the latest financial reports, Schaeffler AG (SHA0) has net assets worth €3.14 Billion EUR (≈ $3.67 Billion USD) as of March 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€21.36 Billion ≈ $24.97 Billion USD) and total liabilities (€18.21 Billion ≈ $21.30 Billion USD). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off. Check tangible net worth ratio of Schaeffler AG to evaluate the tangible quality of the company's equity base.

Key Net Assets Metrics

Metric Value
Current Net Assets €3.14 Billion
% of Total Assets 14.7%
Annual Growth Rate -0.6%
5-Year Change -3.51%
10-Year Change 52.93%
Growth Volatility 145.13

Schaeffler AG - Net Assets Trend (2010–2025)

This chart illustrates how Schaeffler AG's net assets have evolved over time, based on quarterly financial data. See SHA0 days of operational coverage to measure how many days the company can operate on defensive assets alone.

Annual Net Assets for Schaeffler AG (2010–2025)

The table below shows the annual net assets of Schaeffler AG from 2010 to 2025. For live valuation and market cap data, see Schaeffler AG market capitalisation.

Year Net Assets Change
2025-12-31 €3.05 Billion
≈ $3.57 Billion
-23.05%
2024-12-31 €3.97 Billion
≈ $4.64 Billion
+1.43%
2023-12-31 €3.91 Billion
≈ $4.57 Billion
-5.51%
2022-12-31 €4.14 Billion
≈ $4.84 Billion
+30.84%
2021-12-31 €3.17 Billion
≈ $3.70 Billion
+56.61%
2020-12-31 €2.02 Billion
≈ $2.36 Billion
-30.72%
2019-12-31 €2.92 Billion
≈ $3.41 Billion
-4.67%
2018-12-31 €3.06 Billion
≈ $3.58 Billion
+18.56%
2017-12-31 €2.58 Billion
≈ $3.02 Billion
+29.24%
2016-12-31 €2.00 Billion
≈ $2.33 Billion
+27.36%
2015-12-31 €1.57 Billion
≈ $1.83 Billion
+507.75%
2014-12-31 €258.00 Million
≈ $301.63 Million
+113.12%
2013-12-31 €-1.97 Billion
≈ $-2.30 Billion
-193.26%
2012-12-31 €2.11 Billion
≈ $2.46 Billion
+22.99%
2011-12-31 €1.71 Billion
≈ $2.00 Billion
-48.70%
2010-12-31 €3.34 Billion
≈ $3.91 Billion
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Equity Component Analysis

This analysis shows how different components contribute to Schaeffler AG's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 100.0% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (December 2025)

Component Amount Percentage
Common Stock €945.00 Million 32.56%
Other Comprehensive Income €-391.00 Million -13.47%
Other Components €2.35 Billion 80.91%
Total Equity €2.90 Billion 100.00%

Schaeffler AG Competitors by Market Cap

The table below lists competitors of Schaeffler AG ranked by their market capitalization.

Company Market Cap
Agree Realty Corporation
NYSE:ADC
$8.65 Billion
Shanghai International Airport Co Ltd
SHG:600009
$8.66 Billion
National Aluminium Company Limited
NSE:NATIONALUM
$8.68 Billion
Chongqing Rural Commercial Bank Co
SHG:601077
$8.68 Billion
Stonex Group Inc
NASDAQ:SNEX
$8.64 Billion
CITIC Securities Company Limited
F:CI9
$8.64 Billion
Oil India Limited
NSE:OIL
$8.64 Billion
Airtac International Group
TW:1590
$8.63 Billion

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Schaeffler AG's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 3,814,000,000 to 2,902,000,000, a change of -912,000,000 (-23.9%).
  • Net loss of 424,000,000 reduced equity.
  • Dividend payments of 236,000,000 reduced retained earnings.
  • Other comprehensive income decreased equity by 912,000,000.
  • Other factors increased equity by 660,000,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income €-424.00 Million -14.61%
Dividends Paid €236.00 Million -8.13%
Other Comprehensive Income €-912.00 Million -31.43%
Other Changes €660.00 Million +22.74%
Total Change €- -23.91%

Book Value vs Market Value Analysis

This analysis compares Schaeffler AG's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 3.39x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has increased from 2.10x to 3.39x over the analyzed period, suggesting growing market confidence.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2010-12-31 €4.95 €10.40 x
2011-12-31 €2.49 €10.40 x
2012-12-31 €3.08 €10.40 x
2013-12-31 €-3.04 €10.40 x
2014-12-31 €0.37 €10.40 x
2015-12-31 €2.40 €10.40 x
2016-12-31 €2.85 €10.40 x
2017-12-31 €3.71 €10.40 x
2018-12-31 €4.46 €10.40 x
2019-12-31 €4.24 €10.40 x
2020-12-31 €2.89 €10.40 x
2021-12-31 €4.58 €10.40 x
2022-12-31 €6.03 €10.40 x
2023-12-31 €5.66 €10.40 x
2024-12-31 €5.18 €10.40 x
2025-12-31 €3.07 €10.40 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Schaeffler AG utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): -14.61%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: -1.80%
  • • Asset Turnover: 1.06x
  • • Equity Multiplier: 7.62x
  • Recent ROE (-14.61%) is below the historical average (38.17%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2010 1.91% 0.66% 0.71x 4.05x €-266.40 Million
2011 53.52% 8.31% 0.82x 7.82x €722.90 Million
2012 42.48% 7.82% 0.82x 6.61x €665.20 Million
2013 0.00% 1.13% 1.27x 0.00x €329.30 Million
2014 349.73% 5.39% 1.04x 62.12x €635.30 Million
2015 39.93% 4.48% 1.06x 8.43x €443.00 Million
2016 45.28% 6.44% 1.15x 6.10x €669.30 Million
2017 39.61% 6.99% 1.22x 4.66x €732.60 Million
2018 29.63% 6.19% 1.15x 4.16x €583.70 Million
2019 15.17% 2.97% 1.12x 4.56x €145.80 Million
2020 -22.20% -3.40% 0.93x 7.01x €-620.80 Million
2021 24.76% 5.46% 0.96x 4.70x €450.70 Million
2022 13.87% 3.52% 1.11x 3.56x €155.40 Million
2023 8.22% 1.90% 1.09x 3.98x €-67.10 Million
2024 -16.57% -3.47% 0.85x 5.60x €-1.01 Billion
2025 -14.61% -1.80% 1.06x 7.62x €-714.20 Million

Industry Comparison

This section compares Schaeffler AG's net assets metrics with peer companies in the Auto Parts industry.

Industry Context

  • Industry: Auto Parts
  • Average net assets among peers: $383,917,872,030
  • Average return on equity (ROE) among peers: 4.96%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Schaeffler AG (SHA0) €3.14 Billion 1.91% 5.80x $8.65 Billion
ADIENT PLC DL-001 (18I) $2.42 Billion -4.96% 2.78x $1.43 Billion
AETHER CATALYST SOLUT. (2QZ) $-595.83K 0.00% 0.00x $37.72K
Fuyao Glass Industry Group Co. Ltd (4FG) $28.99 Billion 16.41% 0.75x $4.26 Billion
AUMOVIO N (AMV0) $4.13 Billion -8.06% 4.87x $3.91 Billion
Bertrandt Aktiengesellschaft (BDT) $280.32 Million 22.24% 0.68x $101.06 Million
Bridgestone Corporation (BGTA) $3.79 Trillion 7.53% 0.51x $21.84 Billion
AURRIGO INT.PLCLS-002 (CI0) $3.52 Million 2.04% 1.33x $63.45 Million
Continental Aktiengesellschaft (CON) $4.16 Billion -3.97% 3.28x $14.00 Billion
CONTINENTAL AG ADR 1/10 (CONA) $12.67 Billion 11.33% 1.81x $14.61 Billion
Delticom AG (DEX) $39.67 Million 7.09% 3.92x $37.45 Million

About Schaeffler AG

XETRA:SHA0 Germany Auto Parts
Market Cap
$11.49 Billion
€9.83 Billion EUR
Market Cap Rank
#2497 Global
#504 in Germany
Share Price
€10.40
Change (1 day)
-3.88%
52-Week Range
€4.03 - €11.89
All Time High
€11.89
About

Schaeffler AG, together with its subsidiaries, develops, manufactures, and sells components and systems for industrial applications in Europe, the Americas, China, and the Asia Pacific. It operates through E-Mobility, Powertrain and Chassis, Vehicle Lifetime Solutions, Bearings & Industrial Solutions divisions. The E-Mobility division offers mechanical, mechatronic, and electronic components and … Read more