Schaeffler AG Bearer Preference Shares SHA

Morningstar Rating
€4.60 +0.20 (4.55%)
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About Quantitative Ratings

Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.

Price vs Fair Value

SHA is trading at a 552% premium.
Price
€4.31
Fair Value
€8.32
Uncertainty
Very High
1-Star Price
€15.36
5-Star Price
€7.99
Economic Moat
Sfq
Capital Allocation

Trading Information

Previous Close Price
€4.40
Day Range
€4.434.62
52-Week Range
€4.106.78
Bid/Ask
€0.00 / €4.62
Market Cap
€3.06 Bil
Volume/Avg
689,260 / 486,165

Key Statistics

Price/Earnings (Normalized)
7.33
Price/Sales
0.18
Dividend Yield (Trailing)
10.23%
Dividend Yield (Forward)
10.23%
Total Yield
10.23%

Company Profile

Schaeffler AG is an automotive and industrial supplier. The company's business is managed based on three divisions: Automotive Technologies, Automotive Aftermarket, and Industrial. The Automotive Technologies division organizes its business in the Engine Systems, Transmission Systems, E-Mobility, and Chassis Systems business divisions. The industrial division distributes components and systems for rotary and linear movements as well as services for a wide range of industrial sectors. The Automotive Aftermarket division is responsible for business with spare vehicle parts. Its Automotive Technologies generates revenue. Its geographical segments are Europe, the Americas, Greater China, and Asia-Pacific.
Sector
Consumer Cyclical
Industry
Auto Parts
Stock Style Box
Mid Value
Total Number of Employees
83,990

Comparables

Valuation

Metric
SHA
KBX
STM
Price/Earnings (Normalized)
7.3319.858.19
Price/Book Value
0.784.511.38
Price/Sales
0.181.620.73
Price/Cash Flow
2.3011.486.74
Price/Earnings
SHA
KBX
STM

Financial Strength

Metric
SHA
KBX
STM
Quick Ratio
0.830.950.70
Current Ratio
1.621.401.17
Interest Coverage
3.218.6510.40
Quick Ratio
SHA
KBX
STM

Profitability

Metric
SHA
KBX
STM
Return on Assets (Normalized)
2.03%8.29%4.99%
Return on Equity (Normalized)
8.17%24.30%11.67%
Return on Invested Capital (Normalized)
6.27%12.91%6.44%
Return on Assets
SHA
KBX
STM

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