Beiersdorf AG (XSWX:BEI) ROA %: 6.01% (As of Dec. 2025) — 17% Below Median


XSWX:BEI Beiersdorf AG XSWX:BEI
71 GF Score
Price CHF66.70
GF Value CHF122.27
! 1 Warning Sign
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What is Beiersdorf AG ROA %?

Beiersdorf AG XSWX:BEI +1.55% 71 ROA % is 6.01% as of Dec. 2025, which is 17% below its 10-year median of 7.20. GuruFocus rates XSWX:BEI with a GF Score™ of 71/100 and a GF Value™ of CHF122.27. The stock has 1 warning sign investors should review. Among 1,990 Consumer Packaged Goods companies, Beiersdorf AG ranks better than 72.81% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Beiersdorf AG's annualized Net Income for the quarter that ended in Dec. 2025 was CHF722 Mil. Beiersdorf AG's average Total Assets over the quarter that ended in Dec. 2025 was CHF12,014 Mil. Therefore, Beiersdorf AG's annualized ROA % for the quarter that ended in Dec. 2025 was 6.01%.

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

XSWX:BEI' s ROA % Range Over the Past 10 Years
Min: 5.53   Med: 7.2   Max: 9.82
Current: 7.28

During the past 13 years, Beiersdorf AG's highest ROA % was 9.82%. The lowest was 5.53%. And the median was 7.20%.

XSWX:BEI's ROA % is ranked better than
72.81% of 1990 companies
in the Consumer Packaged Goods industry
Industry Median: 3.26 vs XSWX:BEI: 7.28

Beiersdorf AG  (XSWX:BEI) 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: Dec. 2025 )
=Net Income/Total Assets
=722.248/12013.5015
=(Net Income / Revenue)*(Revenue / Total Assets)
=(722.248 / 8704.312)*(8704.312 / 12013.5015)
=Net Margin %*Asset Turnover
=8.3 %*0.7245
=6.01 %

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


Beiersdorf AG ROA % Related Terms


Beiersdorf AG ROA % Historical Data

* Premium members only.

The historical data trend for Beiersdorf 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.

Beiersdorf AG ROA % Chart

Beiersdorf AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROA %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 5.83 6.22 5.76 7.08 7.29

Beiersdorf AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
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 2.41 9.01 4.91 8.53 6.01

XSWX:BEI vs PG, CL, KVUE: ROA % Comparison

For the Household & Personal Products subindustry, Beiersdorf 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.


Beiersdorf AG ROA % vs Consumer Packaged Goods Industry

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

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


XSWX:BEI
71GF Score
Beiersdorf AG XSWX:BEI
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Beiersdorf AG ROA % Calculation

Beiersdorf AG's annualized ROA % for the fiscal year that ended in Dec. 2025 is calculated as:

ROA %=Net Income (A: Dec. 2025 )/( (Total Assets (A: Dec. 2024 )+Total Assets (A: Dec. 2025 ))/ count )
=876.217/( (12147.233+11904.977)/ 2 )
=876.217/12026.105
=7.29 %

Beiersdorf AG's annualized ROA % for the quarter that ended in Dec. 2025 is calculated as:

ROA %=Net Income (Q: Dec. 2025 )/( (Total Assets (Q: Jun. 2025 )+Total Assets (Q: Dec. 2025 ))/ count )
=722.248/( (12122.026+11904.977)/ 2 )
=722.248/12013.5015
=6.01 %

* 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 (Dec. 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 6.01% mean?
Beiersdorf AG (XSWX:BEI) has a ROA % of 6.01% 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 Beiersdorf AG and its competitors. This is 17% below median its historical median of 7.20. Over the past decade, Beiersdorf AG's ROA % has ranged from 5.53 to 9.82. According to the industry distribution chart, Beiersdorf AG ranks #541 out of 1990 companies in the Consumer Packaged Goods industry, placing it in the top 27.2%.
Is Beiersdorf AG's ROA % too high?
Beiersdorf AG's current ROA % of 6.01% is 17% below median its 10-year median of 7.20. Over the past 10 years, this metric has ranged from a low of 5.53 to a high of 9.82. The Consumer Packaged Goods industry median ROA % is 3.26. Beiersdorf AG's value of 6.01% is 84.4% above this industry median. Based on the distribution chart, Beiersdorf AG ranks #541 out of 1990 companies in the Consumer Packaged Goods industry, which is above the industry midpoint. Overall, Beiersdorf AG has a GF Score™ of 71/100, reflecting its overall financial health beyond just this single metric.
How does Beiersdorf AG's ROA % compare to PG and CL?
According to the Consumer Packaged Goods industry distribution chart, Beiersdorf AG ranks #541 out of 1990 companies for ROA %. This puts Beiersdorf AG in the upper half of its industry. The industry median ROA % is 3.26. Beiersdorf AG's value of 6.01% is 84.4% above this benchmark. Historically, Beiersdorf AG's own ROA % has ranged from 5.53 to 9.82 over the past decade. While the company's 10-year median is 7.20 vs. the industry median of 3.26, Beiersdorf 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 3.26, 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. Beiersdorf AG's current ROA % of 6.01% is 84.4% 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 Beiersdorf AG and its competitors. For the Consumer Packaged Goods industry, the median ROA % is 3.26 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Beiersdorf AG's current ROA % is 6.01%, which is 17% below median its own 10-year median of 7.20. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Beiersdorf AG stock overvalued right now?
Beiersdorf AG (XSWX:BEI) has a current ROA % of 6.01%. The stock's GF Value™ is CHF122.27, compared to a current price of CHF66.70 — trading 45.4% below its estimated fair value. The current ROA % is 6.01%, which is 17% below median its 10-year median of 7.20 and 84.4% above the Consumer Packaged Goods industry median of 3.26. Beiersdorf AG's overall GF Score™ is 71/100 with 1 warning sign 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 Beiersdorf AG (XSWX:BEI), the current ROA % is 6.01% 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 Beiersdorf AG (XSWX:BEI) Overvalued in 2026?

Based on GuruFocus' analysis, Beiersdorf AG stock appears to be undervalued. The current stock price of CHF66.70 is trading 45.4% below its estimated GF Value™ of CHF122.27.

Key valuation signals for XSWX:BEI:

  • ROA %: 6.01% (17% below median its 10-year median of 7.20)
  • GF Value™: CHF122.27 vs. price of CHF66.70 (45.4% below fair value)
  • GF Score™: 71/100 with 1 warning sign
  • Industry Position: 84.4% above the Consumer Packaged Goods median (#541 of 1990)

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


Beiersdorf AG Business Description

Address Beiersdorfstrasse 1-9, Hamburg, DEU, 22529
Beiersdorf is a Germany-based company that produces personal care products, with a focus on manufacturing cosmetic products. The company operates through two business segments. The consumer segment concentrates on skincare and beautycare products and operates portfolio brands such as Nivea, Eucerin, La Prairie, Labello, Hansaplast, Elastoplast, and Florena. The other business segment markets self-adhesive systems and product solutions, primarily for industrial customers, under the Tesa brand. Beiersdorf is majority-owned by Maxingvest.
71GF Score

Get the complete analysis for XSWX:BEI

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

CHF66.70
Price
CHF122.27
GF Value