Schaeffler AG (SCFLF)
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Schaeffler AG (SCFLF) trades at $4.80 with AI Score 45/100 (Grade C). Schaeffler AG is a global manufacturer of precision components and systems for the automotive and industrial sectors. Market cap: $3.44B, Sector: Consumer cyclical.
Price live · AI analysis from Mar 18, 2026Analyst Coverage for SCFLF: SCFLF does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SCFLF against Consumer Cyclical peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SCFLF: the 1 perspectives are evenly split.
How is this calculated? →Schaeffler AG (SCFLF) Consumer Business Overview
Schaeffler AG, a German-based global supplier, specializes in precision components and systems for the automotive and industrial sectors. With a focus on innovation and technology, the company navigates the evolving automotive landscape, including electric and hybrid vehicle components, while maintaining a presence in traditional industrial applications, with a P/E ratio of 9.8.
What Is the Investment Thesis for SCFLF?
Schaeffler AG presents a mixed investment case. The company's established position in both automotive and industrial sectors offers diversification. The company's focus on electric and hybrid vehicle components aligns with the automotive industry's shift towards electrification. However, a low profit margin of 1.9% and a beta of 1.35 indicate potential volatility. The company's P/E ratio of 9.8 may indicate undervaluation relative to peers, but investors should carefully assess the risks associated with the company's exposure to cyclical industries and technological transitions. Upcoming catalysts include potential growth in the electric vehicle component market, while ongoing risks include fluctuating raw material prices and evolving industry standards.
Based on FMP financials and quantitative analysis
SCFLF Key Highlights
- Schaeffler AG operates with 83,990 employees globally, reflecting its significant scale.
- The company's market capitalization stands at $3.44 billion as of 2026-03-18.
- Schaeffler AG's gross margin is 22.0%, indicating moderate profitability in its operations.
- The company's beta of 1.35 suggests higher volatility compared to the overall market.
- Schaeffler AG has a P/E ratio of 9.8, potentially indicating an attractive valuation relative to earnings.
Who Are SCFLF's Competitors?
SCFLF is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| BRBOY Brembo S.p.A. | $12.00 | -7.69% | $3.88B | 50 |
| INREF InRetail Perú Corp. | $26.84 | +0.00% | $2.85B | 51 |
| LGDDF Lagardere S.A. | $20.33 | +0.00% | $2.90B | 48 |
| LRENY Lojas Renner S.A. | $3.11 | -11.14% | $3.15B | 50 |
| INVZ Innoviz Technologies Ltd. | $0.68 | -2.17% | $150.02M | 68 |
| HYLN Hyliion Holdings Corp. | $4.30 | -0.35% | $767.70M | 66 |
| SES SES AI Corporation | $0.88 | -0.05% | $322.33M | 62 |
| TMH Toyota Motor Corporation ADRhedged | $48.56 | +3.48% | $3.58B | 60 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SCFLF's Key Strengths?
- Global presence and diversified customer base.
- Technological expertise in automotive and industrial components.
- Strong relationships with automotive OEMs.
- Comprehensive product portfolio.
What Are SCFLF's Weaknesses?
- Low profit margin of 1.9%.
- Exposure to cyclical industries.
- Dependence on automotive industry trends.
- Potential impact from fluctuating raw material prices.
What Could Drive SCFLF Stock Higher?
- Potential growth in the electric vehicle component market as the automotive industry shifts towards electrification.
- Strategic partnerships and collaborations to expand technological capabilities and market reach.
- Expansion in emerging markets to tap into new sources of revenue and diversify geographic footprint.
What Are the Key Risks for SCFLF?
- Financial-distress signal — its Altman Z-Score of 1.48 sits in the distress zone (elevated bankruptcy risk).
- Intense competition in the automotive and industrial sectors.
- Technological disruptions and evolving industry standards.
- Economic downturns and reduced demand for automotive and industrial components.
- Fluctuating raw material prices impacting profitability.
What Are the Growth Opportunities for SCFLF?
- Expansion in Electric Vehicle Components: Schaeffler AG has the opportunity to capitalize on the growing demand for electric vehicle components. As the automotive industry shifts towards electrification, the market for electric axle drives, hybrid modules, and electrical wheel hub drives is expected to grow significantly. The global electric vehicle market is projected to reach $800 billion by 2027, offering substantial growth potential for Schaeffler AG. The company's existing expertise in automotive systems positions it favorably to capture a significant share of this market. Timeline: Ongoing.
- Strategic Partnerships and Collaborations: Schaeffler AG can leverage strategic partnerships and collaborations to expand its technological capabilities and market reach. The company's existing partnership with Fraunhofer-Gesellschaft exemplifies this approach. By collaborating with research institutions and other companies, Schaeffler AG can accelerate innovation and develop new products and solutions. These partnerships can also provide access to new markets and customer segments. Timeline: Ongoing.
- Growth in the Automotive Aftermarket: The automotive aftermarket presents a stable and recurring revenue stream for Schaeffler AG. As vehicles age, the demand for replacement parts and repair solutions increases. Schaeffler AG's Automotive Aftermarket division can capitalize on this trend by expanding its product offerings and improving its distribution network. The global automotive aftermarket is projected to reach $500 billion by 2028, providing a significant growth opportunity for Schaeffler AG. Timeline: Ongoing.
- Penetration of Emerging Markets: Schaeffler AG can expand its presence in emerging markets to drive growth. Countries like China, India, and Brazil are experiencing rapid industrialization and increasing demand for automotive and industrial components. By establishing manufacturing facilities and distribution networks in these markets, Schaeffler AG can tap into new sources of revenue and diversify its geographic footprint. Timeline: Ongoing.
- Focus on Sustainable Solutions: Schaeffler AG can differentiate itself by focusing on sustainable solutions and environmentally friendly products. As environmental concerns grow, customers are increasingly demanding products that reduce emissions and improve energy efficiency. Schaeffler AG can develop and market products that meet these demands, such as lightweight components and energy-efficient systems. This focus on sustainability can enhance the company's brand image and attract environmentally conscious customers. Timeline: Ongoing.
What Opportunities Does SCFLF Have?
- Growth in electric vehicle components market.
- Expansion in emerging markets.
- Strategic partnerships and collaborations.
- Focus on sustainable solutions.
What Threats Does SCFLF Face?
- Intense competition in the automotive and industrial sectors.
- Technological disruptions and evolving industry standards.
- Economic downturns and reduced demand.
- Geopolitical risks and trade barriers.
What Are SCFLF's Competitive Advantages?
- Established relationships with automotive OEMs.
- Technological expertise in precision components and systems.
- Global manufacturing and distribution network.
- Diversified customer base across automotive and industrial sectors.
What Does SCFLF Do?
Founded in 1946 and headquartered in Herzogenaurach, Germany, Schaeffler AG has evolved from INA Beteiligungsgesellschaft mit beschränkter Haftung to a prominent player in the automotive and industrial sectors. The company operates through three primary divisions: Automotive OEM, Automotive Aftermarket, and Industrial. The Automotive OEM division provides engine systems, transmission systems, chassis systems, and hybrid and electrical drive systems to automotive manufacturers. The Automotive Aftermarket division offers repair solutions and supporting services for various vehicle types. The Industrial division delivers components and systems to sectors including mobility, energy and raw materials, production machinery, aerospace, and industrial distribution. Schaeffler AG has a global presence, with operations in Europe, the Americas, China, and the Asia Pacific. The company's strategic partnership with Fraunhofer-Gesellschaft underscores its commitment to innovation and technological advancement. Schaeffler AG is a subsidiary of IHO Verwaltungs GmbH.
What Products and Services Does SCFLF Offer?
- Manufactures precision components for automotive and industrial applications.
- Develops and supplies engine systems for vehicles, including rolling bearing solutions.
- Provides transmission systems such as torsion dampers and clutches.
- Offers chassis systems, including wheel bearings and steering components.
- Creates hybrid and electrical drive systems, including electric axle drives.
- Supplies repair solutions for passenger cars, commercial vehicles, and tractors.
- Serves customers in the mobility, energy, and aerospace industries.
How Does SCFLF Make Money?
- Develops and manufactures precision components and systems.
- Sells products to automotive OEMs, aftermarket distributors, and industrial customers.
- Provides repair solutions and supporting services.
- Generates revenue through product sales and service contracts.
What Industry Does SCFLF Operate In?
Schaeffler AG operates within the automotive and industrial parts industry, a sector undergoing significant transformation. The automotive industry is shifting towards electric vehicles, creating opportunities for companies that can supply components for electric and hybrid powertrains. The industrial sector is also evolving, with increasing demand for automation and precision components. Schaeffler AG competes with companies like BRBOY (Brembo SpA), FESTF (Festo SE & Co. KG), INREF (Infineon Technologies AG), LGDDF (LG Display Co Ltd), and LRENY (Legrand SA). The industry is characterized by intense competition and the need for continuous innovation.
Who Are SCFLF's Key Customers?
- Automotive manufacturers (OEMs).
- Automotive aftermarket distributors and repair shops.
- Industrial companies in various sectors (mobility, energy, aerospace).
- Industrial distributors.
Company Profile
Schaeffler AG operates in the Auto - Parts industry within the Consumer Cyclical sector. It is headquartered in Herzogenaurach, DE. The company is led by CEO Klaus Rosenfeld. SCFLF has traded publicly since 2015.
How Schaeffler AG Is Valued
Schaeffler AG carries a market capitalization of $3.44B, placing it in the mid-cap category. Relative to its peer group, SCFLF's quantitative score of 45/100 is roughly in line with the peer average of 53/100.
ROE 8%Key Financial Metrics
Return on equity for Schaeffler AG stands at 8.0%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 2.1%, showing how much profit it generates from its asset base. SCFLF trades at a trailing price-to-earnings ratio of 9.83, below the Consumer Cyclical sector average of ~39x. Its free cash flow yield is 13.6%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.33 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 10.2%, the inverse of the P/E and a quick read on earnings relative to price.
F-Score 5/9Financial Health
Schaeffler AG's Piotroski F-Score is 5/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 1.48 places it in the distress zone, a signal of elevated financial risk.
FY2026 estForward Outlook
Wall Street analysts project Schaeffler AG revenue of about $30.70B for fiscal 2026, with EPS near $1.14.
SCFLF Financials
Fundamental Snapshot
Based on FMP financials and quantitative analysis
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests those in the know see value, which is a positive signal for the stock's prospects.
- The community seems to be picking up on potential growth opportunities, even if they are still speculative.
- Schaeffler's focus on industrial solutions is gaining traction, aligning with the broader trend of automation and efficiency.
- The market is starting to recognize Schaeffler's diversification efforts, which could reduce risk and open new revenue streams.
Bear Case
- Some community members are concerned about the company's exposure to cyclical industries, making it vulnerable to economic downturns.
- There's chatter about potential challenges in integrating recent acquisitions, which could impact profitability in the short term.
- Increased competition in the automotive sector is raising concerns about Schaeffler's market share and pricing power.
- The overall market sentiment is cautious due to global economic uncertainty, which could weigh on Schaeffler's performance.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SCFLF Latest News
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Schaeffler, Spire Global team up for space hardware, satellite platforms in Europe
reuters.com · May 27, 2026
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Schaeffler and Spire Global Partner to Build Sovereign European Space Infrastructure
businesswire.com · May 27, 2026
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Schaeffler: Undercovered But Overvalued
seekingalpha.com · May 25, 2026
SCFLF Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SCFLF.
Price Targets
Wall Street price target analysis for SCFLF.
SCFLF MoonshotScore
What does this score mean?
The MoonshotScore rates SCFLF's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Latest News
Leadership: Klaus Rosenfeld
CEO
Klaus Rosenfeld has served as the CEO of Schaeffler AG. His career includes significant experience in finance and management. He has a strong background in the automotive industry, bringing a wealth of knowledge to his leadership role at Schaeffler. His expertise spans strategic planning, financial management, and operational excellence. He is known for his focus on innovation and sustainable growth.
Track Record: Under Klaus Rosenfeld's leadership, Schaeffler AG has focused on expanding its presence in the electric vehicle component market and strengthening its strategic partnerships. He has overseen the company's efforts to adapt to the evolving automotive industry and invest in new technologies. Key milestones include navigating industry disruptions and maintaining a competitive edge in a challenging market environment.
SCFLF OTC Market Information
The OTC Other tier represents the lowest tier of over-the-counter (OTC) markets. Companies in this tier often have limited or no financial disclosure, making it difficult for investors to assess their financial health and operational performance. Unlike companies listed on major exchanges like the NYSE or NASDAQ, OTC Other companies do not have to meet stringent listing requirements, resulting in higher risks for investors. This tier is often populated by shell companies, bankrupt entities, or companies with questionable business practices.
- OTC Tier: OTC Other
- Disclosure Status: Unknown
- Limited financial disclosure increases the risk of investing in SCFLF.
- Lower liquidity can lead to difficulty in buying or selling shares.
- Wider bid-ask spreads can result in higher transaction costs.
- Potential for price manipulation due to less regulatory oversight.
- Higher risk of fraud or questionable business practices.
- Verify the company's registration and legal status.
- Assess the company's management team and their track record.
- Attempt to obtain and review any available financial statements.
- Research the company's business model and competitive landscape.
- Evaluate the company's risk factors and potential liabilities.
- Consult with a financial advisor before investing.
- Understand the risks associated with OTC investments.
- Schaeffler AG is a subsidiary of IHO Verwaltungs GmbH, a reputable holding company.
- The company has a long operating history, founded in 1946.
- Schaeffler AG has a global presence and serves well-known automotive OEMs.
- The company has a strategic partnership with Fraunhofer-Gesellschaft.
SCFLF Consumer Cyclical Stock FAQ
What does Schaeffler AG do?
Schaeffler AG is a global manufacturer of precision components and systems for the automotive and industrial sectors. The company operates through three divisions: Automotive OEM, Automotive Aftermarket, and Industrial. The Automotive OEM division supplies engine, transmission, and chassis systems to automotive manufacturers. The Automotive Aftermarket division provides repair solutions and supporting services. The Industrial division delivers components and systems to various industries, including mobility, energy, and aerospace. Schaeffler AG's products are used in a wide range of applications, from passenger cars and commercial vehicles to industrial machinery and aerospace equipment.
What are the main risks for SCFLF?
Schaeffler AG faces several risks, including intense competition in the automotive and industrial sectors, technological disruptions, and economic downturns. The company's exposure to cyclical industries makes it vulnerable to fluctuations in demand. Fluctuating raw material prices can also impact profitability. Additionally, evolving industry standards and technological advancements require continuous innovation and investment. Geopolitical risks and trade barriers can also affect the company's global operations. Investors should carefully assess these risks before investing in SCFLF.
What are the key factors to evaluate for SCFLF?
Schaeffler AG (SCFLF) holds an AI score of 45/100 (low). P/E: 9.8x vs the S&P 500's ~20-25x. Not financial advice.
How frequently does SCFLF data refresh on this page?
SCFLF prices update in real time during U.S. market hours. Fundamentals refresh after quarterly filings; analyst ratings and AI insights update daily; news is aggregated continuously.
What has driven SCFLF's recent stock price performance?
Schaeffler AG (SCFLF) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Global presence and diversified customer base. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SCFLF overvalued or undervalued right now?
Schaeffler AG (SCFLF) trades at 9.8x earnings. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
What research should beginners do before buying SCFLF?
Before investing in Schaeffler AG (SCFLF), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SCFLF to a portfolio?
Key strength of Schaeffler AG (SCFLF): Global presence and diversified customer base. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on available information as of 2026-03-18.
- AI analysis is pending and may provide further insights.