Schloss Wachenheim AG (FRA:SWA) Cyclically Adjusted PB Ratio: 0.54 (As of Jul. 22, 2026) — 32% Below Median

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FRA:SWA Schloss Wachenheim AG FRA:SWA
73 GF Score
Price €13.55
GF Value €15.35
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Schloss Wachenheim AG Cyclically Adjusted PB Ratio?

Schloss Wachenheim AG FRA:SWA -2.52% 73 Cyclically Adjusted PB Ratio is 0.54 as of Jul. 22, 2026, which is 32% below its 10-year median of 0.79. GuruFocus rates FRA:SWA with a GF Score™ of 73/100 and a GF Value™ of €15.35 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 170 Beverages - Alcoholic companies, Schloss Wachenheim AG ranks better than 82.35% on this metric.

As of today (2026-07-22), Schloss Wachenheim AG's current share price is €13.55. Schloss Wachenheim AG's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 was €25.11. Schloss Wachenheim AG's Cyclically Adjusted PB Ratio for today is 0.54.

The historical rank and industry rank for Schloss Wachenheim AG's Cyclically Adjusted PB Ratio or its related term are showing as below:

FRA:SWA' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 0.52   Med: 0.79   Max: 1.36
Current: 0.53

During the past years, Schloss Wachenheim AG's highest Cyclically Adjusted PB Ratio was 1.36. The lowest was 0.52. And the median was 0.79.

FRA:SWA's Cyclically Adjusted PB Ratio is ranked better than
82.35% of 170 companies
in the Beverages - Alcoholic industry
Industry Median: 1.545 vs FRA:SWA: 0.53

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Schloss Wachenheim AG's adjusted book value per share data for the three months ended in Mar. 2026 was €25.547. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is €25.11 for the trailing ten years ended in Mar. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Schloss Wachenheim AG  (FRA:SWA) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Schloss Wachenheim AG Cyclically Adjusted PB Ratio Related Terms


Schloss Wachenheim AG Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Schloss Wachenheim AG's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Schloss Wachenheim AG Cyclically Adjusted PB Ratio Chart

Schloss Wachenheim AG Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.98 0.80 0.70 0.62 0.61

Schloss Wachenheim AG Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.57 0.61 0.57 0.57 0.54

FRA:SWA vs BF.B: Cyclically Adjusted PB Ratio Comparison

For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim AG's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Schloss Wachenheim AG Cyclically Adjusted PB Ratio vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Schloss Wachenheim AG's Cyclically Adjusted PB Ratio falls into.


FRA:SWA
73GF Score
Schloss Wachenheim AG FRA:SWA
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
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Schloss Wachenheim AG Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Schloss Wachenheim AG's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=13.55/25.11
=0.54

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Schloss Wachenheim AG's Cyclically Adjusted Book per Share for the quarter that ended in Mar. 2026 is calculated as:

For example, Schloss Wachenheim AG's adjusted Book Value per Share data for the three months ended in Mar. 2026 was:

Adj_Book=Book Value per Share/CPI of Mar. 2026 (Change)*Current CPI (Mar. 2026)
=25.547/131.2583*131.2583
=25.547

Current CPI (Mar. 2026) = 131.2583.

Schloss Wachenheim AG Quarterly Data

Book Value per Share CPI Adj_Book
201606 18.077 100.717 23.559
201609 18.497 101.017 24.034
201612 18.799 101.217 24.379
201703 18.972 101.417 24.554
201706 19.246 102.117 24.738
201709 19.517 102.717 24.940
201712 19.971 102.617 25.545
201803 19.982 102.917 25.485
201806 20.022 104.017 25.266
201809 20.410 104.718 25.583
201812 20.751 104.217 26.135
201903 20.740 104.217 26.121
201906 20.953 105.718 26.015
201909 20.991 106.018 25.989
201912 21.232 105.818 26.337
202003 20.911 105.718 25.963
202006 21.183 106.618 26.079
202009 21.318 105.818 26.443
202012 21.790 105.518 27.106
202103 21.752 107.518 26.555
202106 22.039 108.486 26.665
202109 22.321 109.435 26.772
202112 22.955 110.384 27.296
202203 22.867 113.968 26.336
202206 23.167 115.760 26.269
202209 23.552 118.818 26.018
202212 23.713 119.345 26.080
202303 23.675 122.402 25.388
202306 24.207 123.140 25.803
202309 24.341 124.195 25.725
202312 24.869 123.773 26.373
202403 24.530 125.038 25.750
202406 24.930 125.882 25.995
202409 25.055 126.198 26.060
202412 25.665 127.041 26.517
202503 25.456 127.779 26.149
202506 25.411 128.412 25.974
202509 25.641 129.255 26.038
202512 26.060 129.361 26.442
202603 25.547 131.258 25.547

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 0.54 mean?
Schloss Wachenheim AG (FRA:SWA) has a Cyclically Adjusted PB Ratio of 0.54 as of Jul. 22, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Schloss Wachenheim AG and its competitors. This is 32% below median its historical median of 0.79. Over the past decade, Schloss Wachenheim AG's Cyclically Adjusted PB Ratio has ranged from 0.52 to 1.36. According to the industry distribution chart, Schloss Wachenheim AG ranks #30 out of 170 companies in the Beverages - Alcoholic industry, placing it in the top 17.6%.
Is Schloss Wachenheim AG's Cyclically Adjusted PB Ratio too high?
Schloss Wachenheim AG's current Cyclically Adjusted PB Ratio of 0.54 is 32% below median its 10-year median of 0.79. Over the past 10 years, this metric has ranged from a low of 0.52 to a high of 1.36. The Beverages - Alcoholic industry median Cyclically Adjusted PB Ratio is 1.55. Schloss Wachenheim AG's value of 0.54 is 65% below this industry median. Based on the distribution chart, Schloss Wachenheim AG ranks #30 out of 170 companies in the Beverages - Alcoholic industry, which is in the top quartile — a strong position relative to peers. Overall, Schloss Wachenheim AG has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Schloss Wachenheim AG's Cyclically Adjusted PB Ratio compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Schloss Wachenheim AG ranks #30 out of 170 companies for Cyclically Adjusted PB Ratio. This places Schloss Wachenheim AG in the top 18% of its industry — outperforming the majority of peers. The industry median Cyclically Adjusted PB Ratio is 1.55. Schloss Wachenheim AG's value of 0.54 is 65% below this benchmark. Historically, Schloss Wachenheim AG's own Cyclically Adjusted PB Ratio has ranged from 0.52 to 1.36 over the past decade. While the company's 10-year median is 0.79 vs. the industry median of 1.55, Schloss Wachenheim AG has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Beverages - Alcoholic company?
The median Cyclically Adjusted PB Ratio among Beverages - Alcoholic companies is 1.55, based on 170 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schloss Wachenheim AG's current Cyclically Adjusted PB Ratio of 0.54 is 65% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Schloss Wachenheim AG and its competitors. For the Beverages - Alcoholic industry, the median Cyclically Adjusted PB Ratio is 1.55 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schloss Wachenheim AG's current Cyclically Adjusted PB Ratio is 0.54, which is 32% below median its own 10-year median of 0.79. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schloss Wachenheim AG stock overvalued right now?
Based on GuruFocus' analysis, Schloss Wachenheim AG (FRA:SWA) is currently considered Modestly Undervalued. The stock's GF Value™ is €15.35, compared to a current price of €13.55 — trading 11.7% below its estimated fair value. The current Cyclically Adjusted PB Ratio is 0.54, which is 32% below median its 10-year median of 0.79 and 65% below the Beverages - Alcoholic industry median of 1.55. Schloss Wachenheim AG's overall GF Score™ is 73/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Schloss Wachenheim AG (FRA:SWA), the current Cyclically Adjusted PB Ratio is 0.54 as of Jul. 22, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Schloss Wachenheim AG (FRA:SWA) Overvalued in 2026?

Based on GuruFocus' analysis, Schloss Wachenheim AG stock appears to be undervalued. The current stock price of €13.55 is trading 11.7% below its estimated GF Value™ of €15.35. GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.

Key valuation signals for FRA:SWA:

  • Cyclically Adjusted PB Ratio: 0.54 (32% below median its 10-year median of 0.79)
  • GF Value™: €15.35 vs. price of €13.55 (11.7% below fair value)
  • GF Score™: 73/100 with 2 warning signs
  • Industry Position: 65% below the Beverages - Alcoholic median (#30 of 170)

No single metric tells the full story. See the FRA:SWA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Schloss Wachenheim AG Business Description

Other Exchanges SWA:Germany
Address Niederkircher Strasse 27, Trier, DEU, 54294
Schloss Wachenheim AG is a producer and supplier of sparkling wine. It offers sparkling, semi-sparkling and carbonated sparkling wine products, non-alcoholic sparkling wine, imported wine from Italy and Romania and other wine-based beverages.
73GF Score

Get the complete analysis for FRA:SWA

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€13.55
Price
€15.35
GF Value