Wurmtal Beteiligungen AG (HAM:B9V) Return-on-Tangible-Equity: 21.00% (As of Apr. 2025) — Near Median

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HAM:B9V Wurmtal Beteiligungen AG HAM:B9V
26 GF Score
Price €5.45
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What is Wurmtal Beteiligungen AG Return-on-Tangible-Equity?

Wurmtal Beteiligungen AG HAM:B9V +0.93% 26 Return-on-Tangible-Equity is 21.00% as of Apr. 2025, which is 3% above its 10-year median of 20.34. GuruFocus rates HAM:B9V with a GF Score™ of 26/100. Among 1,589 Asset Management companies, Wurmtal Beteiligungen AG ranks better than 78.85% on this metric.

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Wurmtal Beteiligungen AG's annualized net income for the quarter that ended in Apr. 2025 was €0.72 Mil. Wurmtal Beteiligungen AG's average shareholder tangible equity for the quarter that ended in Apr. 2025 was €3.41 Mil. Therefore, Wurmtal Beteiligungen AG's annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2025 was 21.00%.

The historical rank and industry rank for Wurmtal Beteiligungen AG's Return-on-Tangible-Equity or its related term are showing as below:

HAM:B9V' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: -2.5   Med: 20.34   Max: 24.69
Current: 21

During the past 6 years, Wurmtal Beteiligungen AG's highest Return-on-Tangible-Equity was 24.69%. The lowest was -2.50%. And the median was 20.34%.

HAM:B9V's Return-on-Tangible-Equity is ranked better than
78.85% of 1589 companies
in the Asset Management industry
Industry Median: 7.21 vs HAM:B9V: 21.00

Wurmtal Beteiligungen AG  (HAM:B9V) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their Return-on-Tangible-Equitys can be extremely high.


Wurmtal Beteiligungen AG Return-on-Tangible-Equity Related Terms


Wurmtal Beteiligungen AG Return-on-Tangible-Equity Historical Data

* Premium members only.

The historical data trend for Wurmtal Beteiligungen AG's Return-on-Tangible-Equity 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.

Wurmtal Beteiligungen AG Return-on-Tangible-Equity Chart

Wurmtal Beteiligungen AG Annual Data
Trend Apr20 Apr21 Apr22 Apr23 Apr24 Apr25
Return-on-Tangible-Equity
Get a 7-Day Free Trial 24.69 21.36 19.68 18.03 21.00

Wurmtal Beteiligungen AG Semi-Annual Data
Apr20 Apr21 Apr22 Apr23 Apr24 Apr25
Return-on-Tangible-Equity Get a 7-Day Free Trial 24.69 21.36 19.68 18.03 21.00

HAM:B9V vs BLK, BX, KKR: Return-on-Tangible-Equity Comparison

For the Asset Management subindustry, Wurmtal Beteiligungen AG's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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.


Wurmtal Beteiligungen AG Return-on-Tangible-Equity vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Wurmtal Beteiligungen AG's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Wurmtal Beteiligungen AG's Return-on-Tangible-Equity falls into.


HAM:B9V
26GF Score
Wurmtal Beteiligungen AG HAM:B9V
Return-on-Tangible-Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Wurmtal Beteiligungen AG Return-on-Tangible-Equity Calculation

Wurmtal Beteiligungen AG's annualized Return-on-Tangible-Equity for the fiscal year that ended in Apr. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Apr. 2025 )  (A: Apr. 2024 )(A: Apr. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Apr. 2025 )  (A: Apr. 2024 )(A: Apr. 2025 )
=0.717/( (3.313+3.514 )/ 2 )
=0.717/3.4135
=21.00 %

Wurmtal Beteiligungen AG's annualized Return-on-Tangible-Equity for the quarter that ended in Apr. 2025 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Apr. 2025 )  (Q: Apr. 2024 )(Q: Apr. 2025 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Apr. 2025 )  (Q: Apr. 2024 )(Q: Apr. 2025 )
=0.717/( (3.313+3.514)/ 2 )
=0.717/3.4135
=21.00 %

* 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-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is one times the annual (Apr. 2025) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.

What does a Return-on-Tangible-Equity of 21.00% mean?
Wurmtal Beteiligungen AG (HAM:B9V) has a Return-on-Tangible-Equity of 21.00% as of Apr. 2025. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Wurmtal Beteiligungen AG and its competitors. This is near median its historical median of 20.34. According to the industry distribution chart, Wurmtal Beteiligungen AG ranks #336 out of 1589 companies in the Asset Management industry, placing it in the top 21.1%.
Is Wurmtal Beteiligungen AG's Return-on-Tangible-Equity too high?
Wurmtal Beteiligungen AG's current Return-on-Tangible-Equity of 21.00% is near median its 10-year median of 20.34. The Asset Management industry median Return-on-Tangible-Equity is 7.21. Wurmtal Beteiligungen AG's value of 21.00% is 191.3% above this industry median. Based on the distribution chart, Wurmtal Beteiligungen AG ranks #336 out of 1589 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Wurmtal Beteiligungen AG has a GF Score™ of 26/100, reflecting its overall financial health beyond just this single metric.
How does Wurmtal Beteiligungen AG's Return-on-Tangible-Equity compare to BLK and BX?
According to the Asset Management industry distribution chart, Wurmtal Beteiligungen AG ranks #336 out of 1589 companies for Return-on-Tangible-Equity. This places Wurmtal Beteiligungen AG in the top 21% of its industry — outperforming the majority of peers. The industry median Return-on-Tangible-Equity is 7.21. Wurmtal Beteiligungen AG's value of 21.00% is 191.3% above this benchmark. While the company's 10-year median is 20.34 vs. the industry median of 7.21, Wurmtal Beteiligungen AG has consistently been above 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 Return-on-Tangible-Equity for an Asset Management company?
The median Return-on-Tangible-Equity among Asset Management companies is 7.21, based on 1,589 companies in the industry. Companies in the top quartile (top 25%) have a Return-on-Tangible-Equity significantly above this median, while those in the bottom quartile fall well below. However, Return-on-Tangible-Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Wurmtal Beteiligungen AG's current Return-on-Tangible-Equity of 21.00% is 191.3% above 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 Return-on-Tangible-Equity mean?
A high Return-on-Tangible-Equity can signal that a stock is expensive relative to its fundamentals. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Wurmtal Beteiligungen AG and its competitors. For the Asset Management industry, the median Return-on-Tangible-Equity is 7.21 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Wurmtal Beteiligungen AG's current Return-on-Tangible-Equity is 21.00%, which is near median its own 10-year median of 20.34. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Wurmtal Beteiligungen AG stock overvalued right now?
Wurmtal Beteiligungen AG (HAM:B9V) has a current Return-on-Tangible-Equity of 21.00%. The current Return-on-Tangible-Equity is 21.00%, which is near median its 10-year median of 20.34 and 191.3% above the Asset Management industry median of 7.21. Wurmtal Beteiligungen AG's overall GF Score™ is 26/100. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Return-on-Tangible-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Wurmtal Beteiligungen AG (HAM:B9V), the current Return-on-Tangible-Equity is 21.00% as of Apr. 2025. 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.

Wurmtal Beteiligungen AG Business Description

Address Carlstraße 50, Ubach-Palenberg, NW, DEU, D-52531
Wurmtal Beteiligungen AG invests exclusively in established companies.
26GF Score

Get the complete analysis for HAM:B9V

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

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