Barry Callebaut AG (STU:BCLM) ROA %: 1.47% (As of Feb. 2026) — 70% Below Median


STU:BCLM Barry Callebaut AG STU:BCLM
79 GF Score
Price €12.20
GF Value €21.01
! 6 Warning Signs
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What is Barry Callebaut AG ROA %?

Barry Callebaut AG STU:BCLM -2.40% 79 ROA % is 1.47% as of Feb. 2026, which is 70% below its 10-year median of 4.94. GuruFocus rates STU:BCLM with a GF Score™ of 79/100 and a GF Value™ of €21.01. The stock has 6 warning signs investors should review. Among 1,990 Consumer Packaged Goods companies, Barry Callebaut AG ranks worse than 60.8% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Barry Callebaut AG's annualized Net Income for the quarter that ended in Feb. 2026 was €196 Mil. Barry Callebaut AG's average Total Assets over the quarter that ended in Feb. 2026 was €13,311 Mil. Therefore, Barry Callebaut AG's annualized ROA % for the quarter that ended in Feb. 2026 was 1.47%.

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

STU:BCLM' s ROA % Range Over the Past 10 Years
Min: 1.34   Med: 4.94   Max: 6.3
Current: 1.72

During the past 13 years, Barry Callebaut AG's highest ROA % was 6.30%. The lowest was 1.34%. And the median was 4.94%.

STU:BCLM's ROA % is ranked worse than
60.8% of 1990 companies
in the Consumer Packaged Goods industry
Industry Median: 3.245 vs STU:BCLM: 1.72

Barry Callebaut AG  (STU:BCLM) 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: Feb. 2026 )
=Net Income/Total Assets
=195.664/13311.1325
=(Net Income / Revenue)*(Revenue / Total Assets)
=(195.664 / 14781.694)*(14781.694 / 13311.1325)
=Net Margin %*Asset Turnover
=1.32 %*1.1105
=1.47 %

Note: The Net Income data used here is two times the semi-annual (Feb. 2026) net income data. The Revenue data used here is two times the semi-annual (Feb. 2026) 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.


Barry Callebaut AG ROA % Related Terms


Barry Callebaut AG ROA % Historical Data

* Premium members only.

The historical data trend for Barry Callebaut 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.

Barry Callebaut AG ROA % Chart

Barry Callebaut AG Annual Data
Trend Aug16 Aug17 Aug18 Aug19 Aug20 Aug21 Aug22 Aug23 Aug24 Aug25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.34 5.05 5.52 1.62 1.34

Barry Callebaut AG Semi-Annual Data
Aug16 Feb17 Aug17 Feb18 Aug18 Feb19 Aug19 Feb20 Aug20 Feb21 Aug21 Feb22 Aug22 Feb23 Aug23 Feb24 Aug24 Feb25 Aug25 Feb26
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 1.44 1.57 0.39 2.02 1.47

STU:BCLM vs MDLZ, HSY, TR: ROA % Comparison

For the Confectioners subindustry, Barry Callebaut 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.


Barry Callebaut AG ROA % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Barry Callebaut AG's ROA % distribution charts can be found below:

* The bar in red indicates where Barry Callebaut AG's ROA % falls into.


STU:BCLM
79GF Score
Barry Callebaut AG STU:BCLM
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Barry Callebaut AG ROA % Calculation

Barry Callebaut AG's annualized ROA % for the fiscal year that ended in Aug. 2025 is calculated as:

ROA %=Net Income (A: Aug. 2025 )/( (Total Assets (A: Aug. 2024 )+Total Assets (A: Aug. 2025 ))/ count )
=198.138/( (16026.887+13478.686)/ 2 )
=198.138/14752.7865
=1.34 %

Barry Callebaut AG's annualized ROA % for the quarter that ended in Feb. 2026 is calculated as:

ROA %=Net Income (Q: Feb. 2026 )/( (Total Assets (Q: Aug. 2025 )+Total Assets (Q: Feb. 2026 ))/ count )
=195.664/( (13478.686+13143.579)/ 2 )
=195.664/13311.1325
=1.47 %

* 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 (Feb. 2026) net income data. ROA % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROA % →
What does a ROA % of 1.47% mean?
Barry Callebaut AG (STU:BCLM) has a ROA % of 1.47% as of Feb. 2026. Return on assets is the ratio of current-period net income to average two-period total assets. View historical data on Barry Callebaut AG and its competitors. This is 70% below median its historical median of 4.94. Over the past decade, Barry Callebaut AG's ROA % has ranged from 1.34 to 6.30. According to the industry distribution chart, Barry Callebaut AG ranks #1210 out of 1990 companies in the Consumer Packaged Goods industry, placing it in the top 60.8%.
Is Barry Callebaut AG's ROA % too high?
Barry Callebaut AG's current ROA % of 1.47% is 70% below median its 10-year median of 4.94. Over the past 10 years, this metric has ranged from a low of 1.34 to a high of 6.30. The Consumer Packaged Goods industry median ROA % is 3.25. Barry Callebaut AG's value of 1.47% is 54.7% below this industry median. Based on the distribution chart, Barry Callebaut AG ranks #1210 out of 1990 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, Barry Callebaut AG has a GF Score™ of 79/100, reflecting its overall financial health beyond just this single metric.
How does Barry Callebaut AG's ROA % compare to MDLZ and HSY?
According to the Consumer Packaged Goods industry distribution chart, Barry Callebaut AG ranks #1210 out of 1990 companies for ROA %. This places Barry Callebaut AG in the lower half of its industry. The industry median ROA % is 3.25. Barry Callebaut AG's value of 1.47% is 54.7% below this benchmark. Historically, Barry Callebaut AG's own ROA % has ranged from 1.34 to 6.30 over the past decade. While the company's 10-year median is 4.94 vs. the industry median of 3.25, Barry Callebaut AG has consistently been below 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 3.25, based on 1,990 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. Barry Callebaut AG's current ROA % of 1.47% is 54.7% below 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 Barry Callebaut AG and its competitors. For the Consumer Packaged Goods industry, the median ROA % is 3.25 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Barry Callebaut AG's current ROA % is 1.47%, which is 70% below median its own 10-year median of 4.94. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barry Callebaut AG stock overvalued right now?
Barry Callebaut AG (STU:BCLM) has a current ROA % of 1.47%. The stock's GF Value™ is €21.01, compared to a current price of €12.20 — trading 41.9% below its estimated fair value. The current ROA % is 1.47%, which is 70% below median its 10-year median of 4.94 and 54.7% below the Consumer Packaged Goods industry median of 3.25. Barry Callebaut AG's overall GF Score™ is 79/100 with 6 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 Barry Callebaut AG (STU:BCLM), the current ROA % is 1.47% as of Feb. 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 Barry Callebaut AG (STU:BCLM) Overvalued in 2026?

Based on GuruFocus' analysis, Barry Callebaut AG stock appears to be undervalued. The current stock price of €12.20 is trading 41.9% below its estimated GF Value™ of €21.01.

Key valuation signals for STU:BCLM:

  • ROA %: 1.47% (70% below median its 10-year median of 4.94)
  • GF Value™: €21.01 vs. price of €12.20 (41.9% below fair value)
  • GF Score™: 79/100 with 6 warning signs
  • Industry Position: 54.7% below the Consumer Packaged Goods median (#1210 of 1990)

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


Barry Callebaut AG Business Description

Address Hardturmstrasse 181, Zurich, CHE, 8005
Barry Callebaut is the leading global manufacturer and supplier of cocoa and chocolate ingredients, employing over 13,000 people. Customers include food and beverage manufacturers as well as artisans, chocolatiers, pastry chefs, and bakers who use chocolate professionally. Barry Callebaut is vertically integrated, from raw material (cocoa bean) procurement through to chocolate manufacturing, without owning any cocoa farms. The firm produces around 40% of the world's industrial chocolate (open market), and its products are used in approximately 20% of the world's chocolate and cocoa goods.
79GF Score

Get the complete analysis for STU:BCLM

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

€12.20
Price
€21.01
GF Value