Schloss Wachenheim AG (HAM:SWA) Return-on-Tangible-Asset: -3.22% (As of Mar. 2026)

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HAM:SWA Schloss Wachenheim AG HAM:SWA
73 GF Score
Price €13.20
GF Value €15.35
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Schloss Wachenheim AG Return-on-Tangible-Asset?

Schloss Wachenheim AG HAM:SWA +1.15% 73 Return-on-Tangible-Asset is -3.22% as of Mar. 2026. GuruFocus rates HAM: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 212 Beverages - Alcoholic companies, Schloss Wachenheim AG ranks worse than 57.55% on this metric.

Return-on-Tangible-Asset is calculated as Net Income divided by its average total tangible assets. Total tangible assets equals to Total Assets minus Intangible Assets. Schloss Wachenheim AG's annualized Net Income for the quarter that ended in Mar. 2026 was €-13.1 Mil. Schloss Wachenheim AG's average total tangible assets for the quarter that ended in Mar. 2026 was €404.9 Mil. Therefore, Schloss Wachenheim AG's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 was -3.22%.

The historical rank and industry rank for Schloss Wachenheim AG's Return-on-Tangible-Asset or its related term are showing as below:

HAM:SWA' s Return-on-Tangible-Asset Range Over the Past 10 Years
Min: 2.14   Med: 4.01   Max: 5.02
Current: 2.15

During the past 13 years, Schloss Wachenheim AG's highest Return-on-Tangible-Asset was 5.02%. The lowest was 2.14%. And the median was 4.01%.

HAM:SWA's Return-on-Tangible-Asset is ranked worse than
57.55% of 212 companies
in the Beverages - Alcoholic industry
Industry Median: 3.1 vs HAM:SWA: 2.15

Schloss Wachenheim AG  (HAM:SWA) Return-on-Tangible-Asset Explanation

Return-on-Tangible-Asset measures the rate of return on the average total tangible assets (total assets minus intangible assets). Tangible means physical in nature. Intangible Assets are assets that are not physical in nature, and typically "derive their value from legal or intellectual rights." Return-on-Tangible-Asset measures a firm's efficiency at generating profits from its tangible assets. It shows how well a company uses what it has to generate earnings. Return-on-Tangible-Assets can vary drastically across industries. Therefore, Return-on-Tangible-Asset should not be used to compare companies in different industries.


Be Aware

Like ROE and ROA, Return-on-Tangible-Asset is calculated with only 12 months data. Fluctuations in the company’s earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective. Return-on-Tangible-Asset can be affected by events such as stock buyback or issuance, and by a company’s tax rate and its interest payment. Return-on-Tangible-Asset may not reflect the true earning power of the assets. A more accurate measurement is ROC % (ROC).

Many analysts argue the higher return the better. Buffett states that really high Return-on-Tangible-Asset may indicate vulnerability in the durability of the competitive advantage.


Schloss Wachenheim AG Return-on-Tangible-Asset Related Terms


Schloss Wachenheim AG Return-on-Tangible-Asset Historical Data

* Premium members only.

The historical data trend for Schloss Wachenheim AG's Return-on-Tangible-Asset 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 Return-on-Tangible-Asset Chart

Schloss Wachenheim AG Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
Return-on-Tangible-Asset
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.72 4.61 3.29 2.63 2.14

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
Return-on-Tangible-Asset 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 -2.69 0.44 2.20 8.98 -3.22

HAM:SWA vs BF.B: Return-on-Tangible-Asset Comparison

For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim AG's Return-on-Tangible-Asset, along with its competitors' market caps and Return-on-Tangible-Asset 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 Return-on-Tangible-Asset vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's Return-on-Tangible-Asset distribution charts can be found below:

* The bar in red indicates where Schloss Wachenheim AG's Return-on-Tangible-Asset falls into.


HAM:SWA
73GF Score
Schloss Wachenheim AG HAM:SWA
Return-on-Tangible-Asset is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Schloss Wachenheim AG Return-on-Tangible-Asset Calculation

Schloss Wachenheim AG's annualized Return-on-Tangible-Asset for the fiscal year that ended in Jun. 2025 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=8.008/( (370.501+376.52)/ 2 )
=8.008/373.5105
=2.14 %

Schloss Wachenheim AG's annualized Return-on-Tangible-Asset for the quarter that ended in Mar. 2026 is calculated as:

Return-on-Tangible-Asset=Net Income/( (Total Tangible Assets+Total Tangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=Net Income/( (Total Assets - Intangible Assets+Total Assets - Intangible Assets)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=-13.052/( (428.617+381.116)/ 2 )
=-13.052/404.8665
=-3.22 %

* 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.

In the calculation of annual Return-on-Tangible-Asset, the net income of the last fiscal year and the average total tangible assets over the fiscal year are used. In calculating the quarterly data, the Net Income data used here is four times the quarterly (Mar. 2026) net income data.

What does a Return-on-Tangible-Asset of -3.22% mean?
Schloss Wachenheim AG (HAM:SWA) has a Return-on-Tangible-Asset of -3.22% as of Mar. 2026. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Schloss Wachenheim AG and its competitors. Over the past decade, Schloss Wachenheim AG's Return-on-Tangible-Asset has ranged from 2.14 to 5.02. According to the industry distribution chart, Schloss Wachenheim AG ranks #122 out of 212 companies in the Beverages - Alcoholic industry, placing it in the top 57.5%.
Is Schloss Wachenheim AG's Return-on-Tangible-Asset too high?
Schloss Wachenheim AG's current Return-on-Tangible-Asset is -3.22%. Over the past 10 years, this metric has ranged from a low of 2.14 to a high of 5.02. Based on the distribution chart, Schloss Wachenheim AG ranks #122 out of 212 companies in the Beverages - Alcoholic industry, which is below the industry midpoint. 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 Return-on-Tangible-Asset compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Schloss Wachenheim AG ranks #122 out of 212 companies for Return-on-Tangible-Asset. This places Schloss Wachenheim AG in the lower half of its industry. The industry median Return-on-Tangible-Asset is 3.10. Historically, Schloss Wachenheim AG's own Return-on-Tangible-Asset has ranged from 2.14 to 5.02 over the past decade. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Return-on-Tangible-Asset for a Beverages - Alcoholic company?
The median Return-on-Tangible-Asset among Beverages - Alcoholic companies is 3.10, based on 212 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Asset significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Asset should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Return-on-Tangible-Asset mean?
A high Return-on-Tangible-Asset can signal that a stock is expensive relative to its fundamentals. Return on tangible assets is the ratio of current-period net income to average two-period tangible assets. View historical data on Schloss Wachenheim AG and its competitors. For the Beverages - Alcoholic industry, the median Return-on-Tangible-Asset is 3.10 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schloss Wachenheim AG's current Return-on-Tangible-Asset is -3.22%. 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 (HAM:SWA) is currently considered Modestly Undervalued. The stock's GF Value™ is €15.35, compared to a current price of €13.20 — trading 14% below its estimated fair value. The current Return-on-Tangible-Asset is -3.22%. 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 Return-on-Tangible-Asset calculated?
Return-on-Tangible-Asset is calculated from a company's financial statements. For Schloss Wachenheim AG (HAM:SWA), the current Return-on-Tangible-Asset is -3.22% as of Mar. 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 (HAM:SWA) Overvalued in 2026?

Based on GuruFocus' analysis, Schloss Wachenheim AG stock appears to be undervalued. The current stock price of €13.20 is trading 14% below its estimated GF Value™ of €15.35. GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.

Key valuation signals for HAM:SWA:

  • Return-on-Tangible-Asset: -3.22%
  • GF Value™: €15.35 vs. price of €13.20 (14% below fair value)
  • GF Score™: 73/100 with 2 warning signs

No single metric tells the full story. See the HAM: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 HAM:SWA

Return-on-Tangible-Asset is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€13.20
Price
€15.35
GF Value