May 25, 2026, 1:30 AMseekingalpha.comSFFLY
Schaeffler: Undercovered But Overvalued
Financial reports
Schaeffler remains a 'Hold' with a reduced price target of €4/share due to persistent structural and execution challenges. The company's e-mobility segment continues to post deeply negative EBIT margins, undermining profits from stronger legacy segments. Restructuring costs, a junk credit rating, and a high debt burden constrain flexibility and raise long-term risk.