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. Schloss Wachenheim AG's annualized net income for the quarter that ended in Mar. 2026 was €-13.1 Mil. Schloss Wachenheim AG's average shareholder tangible equity for the quarter that ended in Mar. 2026 was €103.0 Mil. Therefore, Schloss Wachenheim AG's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2026 was -12.67%.
The historical rank and industry rank for Schloss Wachenheim AG's Return-on-Tangible-Equity or its related term are showing as below:
HAM:SWA'
s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 8.09 Med: 14.26 Max: 16.6
Current: 8.2
During the past 13 years, Schloss Wachenheim AG's highest Return-on-Tangible-Equity was 16.60%. The lowest was 8.09%. And the median was 14.26%.
HAM:SWA's Return-on-Tangible-Equity is ranked worse than 50.75% of 201
companies
in the Beverages - Alcoholic industry
Industry Median: 8.55
vs HAM:SWA: 8.20
Schloss Wachenheim AG (HAM:SWA) 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.
Schloss Wachenheim AG Return-on-Tangible-Equity Related Terms
Schloss Wachenheim AG Return-on-Tangible-Equity Historical Data
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The historical data trend for Schloss Wachenheim 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.
Schloss Wachenheim AG Return-on-Tangible-Equity Chart
HAM:SWA vs BF.B: Return-on-Tangible-Equity Comparison
For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim 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.
Schloss Wachenheim AG Return-on-Tangible-Equity vs Beverages - Alcoholic Industry
For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's Return-on-Tangible-Equity distribution charts can be found below:
* The bar in red indicates where Schloss Wachenheim AG's Return-on-Tangible-Equity falls into.
* 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 four times the quarterly (Mar. 2026) net income data.
Return-on-Tangible-Equity is displayed in the 10-year financial page.
What does a Return-on-Tangible-Equity of -12.67% mean?
Schloss Wachenheim AG (HAM:SWA) has a Return-on-Tangible-Equity of -12.67% as of Mar. 2026. Return on tangible equity is the ratio of current-period net income to average two-period tangible equity. View historical data on Schloss Wachenheim AG and its competitors. Over the past decade, Schloss Wachenheim AG's Return-on-Tangible-Equity has ranged from 8.09 to 16.60. According to the industry distribution chart, Schloss Wachenheim AG ranks #102 out of 201 companies in the Beverages - Alcoholic industry, placing it in the top 50.7%.
Is Schloss Wachenheim AG's Return-on-Tangible-Equity too high?
Schloss Wachenheim AG's current Return-on-Tangible-Equity is -12.67%. Over the past 10 years, this metric has ranged from a low of 8.09 to a high of 16.60. Based on the distribution chart, Schloss Wachenheim AG ranks #102 out of 201 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-Equity compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Schloss Wachenheim AG ranks #102 out of 201 companies for Return-on-Tangible-Equity. This places Schloss Wachenheim AG in the lower half of its industry. The industry median Return-on-Tangible-Equity is 8.55. Historically, Schloss Wachenheim AG's own Return-on-Tangible-Equity has ranged from 8.09 to 16.60 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-Equity for a Beverages - Alcoholic company?
The median Return-on-Tangible-Equity among Beverages - Alcoholic companies is 8.55, based on 201 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. 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 Schloss Wachenheim AG and its competitors. For the Beverages - Alcoholic industry, the median Return-on-Tangible-Equity is 8.55 — 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-Equity is -12.67%. 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 €15.47, compared to a current price of €13.55 — trading 12.4% below its estimated fair value. The current Return-on-Tangible-Equity is -12.67%. 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-Equity calculated?
Return-on-Tangible-Equity is calculated from a company's financial statements. For Schloss Wachenheim AG (HAM:SWA), the current Return-on-Tangible-Equity is -12.67% 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 €13.55 is trading 12.4% below its estimated GF Value™ of €15.47.
GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.
Key valuation signals for HAM:SWA:
Return-on-Tangible-Equity: -12.67%
GF Value™: €15.47 vs. price of €13.55 (12.4% below fair value)
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 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-Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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