SM Wirtschaftsberatungs AG (FRA:SMWN) ROA %: -0.96% (As of Jun. 2025)


FRA:SMWN SM Wirtschaftsberatungs AG FRA:SMWN
49 GF Score
Price €4.46
GF Value €6.64
Valuation Possible Value Trap
! 2 Warning Signs
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What is SM Wirtschaftsberatungs AG ROA %?

SM Wirtschaftsberatungs AG FRA:SMWN 49 ROA % is -0.96% as of Jun. 2025. GuruFocus rates FRA:SMWN with a GF Score™ of 49/100 and a GF Value™ of €6.64 (Possible Value Trap). The stock has 2 warning signs investors should review. Among 938 REITs companies, SM Wirtschaftsberatungs AG ranks better than 88.49% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. SM Wirtschaftsberatungs AG's annualized Net Income for the quarter that ended in Jun. 2025 was €-0.18 Mil. SM Wirtschaftsberatungs AG's average Total Assets over the quarter that ended in Jun. 2025 was €19.15 Mil. Therefore, SM Wirtschaftsberatungs AG's annualized ROA % for the quarter that ended in Jun. 2025 was -0.96%.

The historical rank and industry rank for SM Wirtschaftsberatungs AG's ROA % or its related term are showing as below:

FRA:SMWN' s ROA % Range Over the Past 10 Years
Min: -3.37   Med: 5.53   Max: 11.78
Current: 11.35

During the past 13 years, SM Wirtschaftsberatungs AG's highest ROA % was 11.78%. The lowest was -3.37%. And the median was 5.53%.

FRA:SMWN's ROA % is ranked better than
88.49% of 938 companies
in the REITs industry
Industry Median: 3.23 vs FRA:SMWN: 11.35

SM Wirtschaftsberatungs AG  (FRA:SMWN) 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 bank’s 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:

ROA %(Q: Jun. 2025 )
=Net Income/Total Assets
=-0.184/19.149
=(Net Income / Revenue)*(Revenue / Total Assets)
=(-0.184 / 0.702)*(0.702 / 19.149)
=Net Margin %*Asset Turnover
=-26.21 %*0.0367
=-0.96 %

Note: The Net Income data used here is two times the semi-annual (Jun. 2025) net income data. The Revenue data used here is two times the semi-annual (Jun. 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.


SM Wirtschaftsberatungs AG ROA % Related Terms


SM Wirtschaftsberatungs AG ROA % Historical Data

* Premium members only.

The historical data trend for SM Wirtschaftsberatungs AG's ROA % 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.

SM Wirtschaftsberatungs AG ROA % Chart

SM Wirtschaftsberatungs AG Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.90 6.93 0.82 -3.37 11.78

SM Wirtschaftsberatungs AG Semi-Annual Data
Dec15 Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25
ROA % 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 0.43 -7.26 -1.51 25.22 -0.96

FRA:SMWN vs VICI, WPC, BNL: ROA % Comparison

For the REIT - Diversified subindustry, SM Wirtschaftsberatungs 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.


SM Wirtschaftsberatungs AG ROA % vs REITs Industry

For the REITs industry and Real Estate sector, SM Wirtschaftsberatungs AG's ROA % distribution charts can be found below:

* The bar in red indicates where SM Wirtschaftsberatungs AG's ROA % falls into.


FRA:SMWN
49GF Score
SM Wirtschaftsberatungs AG FRA:SMWN
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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SM Wirtschaftsberatungs AG ROA % Calculation

SM Wirtschaftsberatungs AG's annualized ROA % for the fiscal year that ended in Dec. 2024 is calculated as:

ROA %=Net Income (A: Dec. 2024 )/( (Total Assets (A: Dec. 2023 )+Total Assets (A: Dec. 2024 ))/ count )
=2.039/( (16.782+17.842)/ 2 )
=2.039/17.312
=11.78 %

SM Wirtschaftsberatungs AG's annualized ROA % for the quarter that ended in Jun. 2025 is calculated as:

ROA %=Net Income (Q: Jun. 2025 )/( (Total Assets (Q: Dec. 2024 )+Total Assets (Q: Jun. 2025 ))/ count )
=-0.184/( (17.842+20.456)/ 2 )
=-0.184/19.149
=-0.96 %

* 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 two times the semi-annual (Jun. 2025) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of -0.96% mean?
SM Wirtschaftsberatungs AG (FRA:SMWN) has a ROA % of -0.96% as of Jun. 2025. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on SM Wirtschaftsberatungs AG and its competitors. According to the industry distribution chart, SM Wirtschaftsberatungs AG ranks #108 out of 938 companies in the REITs industry, placing it in the top 11.5%.
Is SM Wirtschaftsberatungs AG's ROA % too high?
SM Wirtschaftsberatungs AG's current ROA % is -0.96%. Based on the distribution chart, SM Wirtschaftsberatungs AG ranks #108 out of 938 companies in the REITs industry, which is in the top quartile — a strong position relative to peers. Overall, SM Wirtschaftsberatungs AG has a GF Score™ of 49/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does SM Wirtschaftsberatungs AG's ROA % compare to VICI and WPC?
According to the REITs industry distribution chart, SM Wirtschaftsberatungs AG ranks #108 out of 938 companies for ROA %. This places SM Wirtschaftsberatungs AG in the top 12% of its industry — outperforming the majority of peers. The industry median ROA % is 3.23. 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 REITs company?
The median ROA % among REITs companies is 3.23, based on 938 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. 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 SM Wirtschaftsberatungs AG and its competitors. For the REITs industry, the median ROA % is 3.23 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. SM Wirtschaftsberatungs AG's current ROA % is -0.96%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is SM Wirtschaftsberatungs AG stock overvalued right now?
Based on GuruFocus' analysis, SM Wirtschaftsberatungs AG (FRA:SMWN) is currently considered Possible Value Trap. The stock's GF Value™ is €6.64, compared to a current price of €4.46 — trading 32.8% below its estimated fair value. The current ROA % is -0.96%. SM Wirtschaftsberatungs AG's overall GF Score™ is 49/100 with 2 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 SM Wirtschaftsberatungs AG (FRA:SMWN), the current ROA % is -0.96% as of Jun. 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 SM Wirtschaftsberatungs AG (FRA:SMWN) Overvalued in 2026?

Based on GuruFocus' analysis, SM Wirtschaftsberatungs AG stock appears to be undervalued. The current stock price of €4.46 is trading 32.8% below its estimated GF Value™ of €6.64. GuruFocus considers SM Wirtschaftsberatungs AG to be Possible Value Trap.

Key valuation signals for FRA:SMWN:

  • ROA %: -0.96%
  • GF Value™: €6.64 vs. price of €4.46 (32.8% below fair value)
  • GF Score™: 49/100 with 2 warning signs

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


SM Wirtschaftsberatungs AG Business Description

Industry Real EstateREITs
Address Fronackerstrasse 34, Sindelfingen, DEU, 71063
SM Wirtschaftsberatungs AG is a diversified financial services company located in Germany. The company focuses on the real estate sector and is involved in capital investment management, project development, and the management of its own assets.
49GF Score

Get the complete analysis for FRA:SMWN

ROA % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€4.46
Price
€6.64
GF Value