Schaeffler AG (SHA0) - Net Assets
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. Also explore Schaeffler AG balance sheet assets for the complete picture of this company's asset 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. Check SHA0 tangible net worth ratio to evaluate the tangible quality of the company's equity base.
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 how much is Schaeffler AG worth.
| 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 |
|---|---|
|
China Eastern Airlines Corp Ltd
SHG:600115
|
$8.77 Billion |
|
Persistent Systems Limited
NSE:PERSISTENT
|
$8.77 Billion |
|
Autoliv Inc
NYSE:ALV
|
$8.78 Billion |
|
CelcomDigi Berhad
KLSE:6947
|
$8.78 Billion |
|
Petronas Gas Bhd
KLSE:6033
|
$8.75 Billion |
|
ICICI Lombard General Insurance Company Limited
NSE:ICICIGI
|
$8.75 Billion |
|
Acuity Brands Inc
NYSE:AYI
|
$8.75 Billion |
|
Grupo Aeroportuario del Sureste SAB de CV ADR
F:AEDA
|
$8.75 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: 2.58x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has increased from 1.60x to 2.58x 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 | €7.93 | x |
| 2011-12-31 | €2.49 | €7.93 | x |
| 2012-12-31 | €3.08 | €7.93 | x |
| 2013-12-31 | €-3.04 | €7.93 | x |
| 2014-12-31 | €0.37 | €7.93 | x |
| 2015-12-31 | €2.40 | €7.93 | x |
| 2016-12-31 | €2.85 | €7.93 | x |
| 2017-12-31 | €3.71 | €7.93 | x |
| 2018-12-31 | €4.46 | €7.93 | x |
| 2019-12-31 | €4.24 | €7.93 | x |
| 2020-12-31 | €2.89 | €7.93 | x |
| 2021-12-31 | €4.58 | €7.93 | x |
| 2022-12-31 | €6.03 | €7.93 | x |
| 2023-12-31 | €5.66 | €7.93 | x |
| 2024-12-31 | €5.18 | €7.93 | x |
| 2025-12-31 | €3.07 | €7.93 | 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: $383,198,394,611
- Average return on equity (ROE) among peers: -10.98%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Schaeffler AG (SHA0) | €3.14 Billion | 1.91% | 5.80x | $8.76 Billion |
| ADIENT PLC DL-001 (18I) | $2.16 Billion | -13.02% | 3.15x | $1.43 Billion |
| AETHER CATALYST SOLUT. (2QZ) | $558.50K | -83.99% | 0.37x | $37.72K |
| Fuyao Glass Industry Group Co. Ltd (4FG) | $20.19 Billion | 20.41% | 0.71x | $4.29 Billion |
| AUMOVIO N (AMV0) | $4.35 Billion | -23.28% | 4.67x | $3.91 Billion |
| Bertrandt Aktiengesellschaft (BDT) | $454.63 Million | 6.70% | 1.10x | $100.42 Million |
| Bridgestone Corporation (BGTA) | $3.79 Trillion | 7.53% | 0.51x | $21.84 Billion |
| AURRIGO INT.PLCLS-002 (CI0) | $8.63 Million | -25.42% | 0.59x | $63.45 Million |
| Continental Aktiengesellschaft (CON) | $4.16 Billion | -3.97% | 3.28x | $14.00 Billion |
| CONTINENTAL AG ADR 1/10 (CONA) | $14.12 Billion | 8.18% | 1.67x | $14.61 Billion |
| Delticom AG (DEX) | $49.25 Million | -2.95% | 3.72x | $37.45 Million |
About Schaeffler AG
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