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Schwalbchen Molkerei Jakob Berz AGFRA:SMB 76 ROA % is 3.85% as of Dec. 2025, which is 11% below its 10-year median of 4.32. GuruFocus rates FRA:SMB with a GF Score™ of 76/100 and a GF Value™ of €42.67 (Fairly Valued). The stock has 3 warning signs investors should review. Among 1,996 Consumer Packaged Goods companies, Schwalbchen Molkerei Jakob Berz AG ranks better than 53.91% on this metric.
FRA:SMB'
s ROA % Range Over the Past 10 Years
Min: -1.34 Med: 4.32 Max: 9.18
Current: 3.85
During the past 13 years, Schwalbchen Molkerei Jakob Berz AG's highest ROA % was 9.18%. The lowest was -1.34%. And the median was 4.32%.
FRA:SMB's ROA % is ranked better than 53.91% of 1996
companies
in the Consumer Packaged Goods industry
Industry Median: 3.3
vs FRA:SMB: 3.85
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) ROA % Explanation
ROA % measures the rate of return on the total assets (shareholder equity plus liabilities). It measures a firm's efficiency at generating profits from shareholders' equity plus its liabilities. ROA % shows how well a company uses what it has to generate earnings. ROA %s can vary drastically across industries. Therefore, ROA % should not be used to compare companies in different industries. For retailers, a ROA % of higher than 5% is expected. For example, Wal-Mart (WMT) has a ROA % of about 8% as of 2012. For banks, ROA % is close to their interest spread. A banks ROA % is typically well under 2%.
Similar to ROE, ROA % is affected by profit margins and asset turnover. This can be seen from the Du Pont Formula:
Note:
The Net Income data used here is one times the annual (Dec. 2025) net income data. The Revenue data used here is one times the annual (Dec. 2025) revenue data.
* 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.
Be Aware
Like ROE, ROA % 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. ROA % can be affected by events such as stock buyback or issuance, and by goodwill, a company's tax rate and its interest payment. ROA % 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 ROA % may indicate vulnerability in the durability of the competitive advantage.
E.g. Raising $43b to take on KO is impossible, but $1.7b to take on Moody's is. Although Moody's ROA % and underlying economics is far superior to Coca Cola, the durability is far weaker because of lower entry cost.
Schwalbchen Molkerei Jakob Berz AG ROA % Related Terms
Schwalbchen Molkerei Jakob Berz AG ROA % Historical Data
* 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.
For the Packaged Foods subindustry, Schwalbchen Molkerei Jakob Berz AG's ROA %, along with its competitors' market caps and ROA % 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.
Schwalbchen Molkerei Jakob Berz AG ROA % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Schwalbchen Molkerei Jakob Berz AG's ROA % distribution charts can be found below:
* The bar in red indicates where Schwalbchen Molkerei Jakob Berz AG's ROA % 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 ROA %, the net income of the last fiscal year and the average total assets over the fiscal year are used. In calculating the quarterly data,
the Net Income data used here is one times the annual (Dec. 2025) net income data.
ROA % is displayed in the 30-year financial page.
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) has a ROA % of 3.85% as of Dec. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. This is 11% below median its historical median of 4.32. According to the industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #920 out of 1996 companies in the Consumer Packaged Goods industry, placing it in the top 46.1%.
Is Schwalbchen Molkerei Jakob Berz AG's ROA % too high?
Schwalbchen Molkerei Jakob Berz AG's current ROA % of 3.85% is 11% below median its 10-year median of 4.32. The Consumer Packaged Goods industry median ROA % is 3.30. Schwalbchen Molkerei Jakob Berz AG's value of 3.85% is 16.7% above this industry median. Based on the distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #920 out of 1996 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, Schwalbchen Molkerei Jakob Berz AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schwalbchen Molkerei Jakob Berz AG's ROA % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #920 out of 1996 companies for ROA %. This puts Schwalbchen Molkerei Jakob Berz AG in the upper half of its industry. The industry median ROA % is 3.30. Schwalbchen Molkerei Jakob Berz AG's value of 3.85% is 16.7% above this benchmark. While the company's 10-year median is 4.32 vs. the industry median of 3.30, Schwalbchen Molkerei Jakob Berz 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 ROA % for a Consumer Packaged Goods company?
The median ROA % among Consumer Packaged Goods companies is 3.30, based on 1,996 companies in the industry. Companies in the top quartile (top 25%) have a ROA % significantly above this median, while those in the bottom quartile fall well below. However, ROA % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schwalbchen Molkerei Jakob Berz AG's current ROA % of 3.85% is 16.7% 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 ROA % mean?
A high ROA % can signal that a stock is expensive relative to its fundamentals. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. For the Consumer Packaged Goods industry, the median ROA % is 3.30 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schwalbchen Molkerei Jakob Berz AG's current ROA % is 3.85%, which is 11% below median its own 10-year median of 4.32. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schwalbchen Molkerei Jakob Berz AG stock overvalued right now?
Based on GuruFocus' analysis, Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) is currently considered Fairly Valued. The stock's GF Value™ is €42.67, compared to a current price of €45.00 — trading 5.5% above its estimated fair value. The current ROA % is 3.85%, which is 11% below median its 10-year median of 4.32 and 16.7% above the Consumer Packaged Goods industry median of 3.30. Schwalbchen Molkerei Jakob Berz AG's overall GF Score™ is 76/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is ROA % calculated?
ROA % is calculated from a company's financial statements. For Schwalbchen Molkerei Jakob Berz AG (FRA:SMB), the current ROA % is 3.85% as of Dec. 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.
Is Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) Overvalued in 2026?
Based on GuruFocus' analysis, Schwalbchen Molkerei Jakob Berz AG stock appears to be overvalued.
The current stock price of €45.00 is trading 5.5% above its estimated GF Value™ of €42.67.
GuruFocus considers Schwalbchen Molkerei Jakob Berz AG to be Fairly Valued.
Key valuation signals for FRA:SMB:
ROA %: 3.85% (11% below median its 10-year median of 4.32)
GF Value™: €42.67 vs. price of €45.00 (5.5% above fair value)
Industry Position: 16.7% above the Consumer Packaged Goods median (#920 of 1996)
No single metric tells the full story. See the FRA:SMB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schwalbchen Molkerei Jakob Berz AG Business Description
Schwalbchen Molkerei Jakob Berz AG is engaged in processing and distribution of milk and milk products, the wholesale of dairy products and related foodstuffs. The company acts as a regional brand supplier of fresh and long-life milk, as well as fresh produce such as yogurt, whipped cream, sour cream, natural and fruit quark, cream, and sponge cake under the name SCHWALBCHEN. Specialties such as the coffee beverage Caffreddo and ethnic items such as Ayran are marketed nationwide. The company is engaged in the wholesale consumer trade segment.
76GF Score
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