Chocoladefabriken Lindt & Spruengli AG (XSWX:LISP) ROA %: 12.19% (As of Dec. 2025) — 81% Above Median


XSWX:LISP Chocoladefabriken Lindt & Spruengli AG XSWX:LISP
82 GF Score
Price CHF9,725.00
GF Value CHF12,624.92
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Chocoladefabriken Lindt & Spruengli AG ROA %?

Chocoladefabriken Lindt & Spruengli AG XSWX:LISP +1.94% 82 ROA % is 12.19% as of Dec. 2025, which is 81% above its 10-year median of 6.73. GuruFocus rates XSWX:LISP with a GF Score™ of 82/100 and a GF Value™ of CHF12,624.92 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,990 Consumer Packaged Goods companies, Chocoladefabriken Lindt & Spruengli AG ranks better than 76.93% on this metric.

ROA % is calculated as Net Income divided by its average Total Assets over a certain period of time. Chocoladefabriken Lindt & Spruengli AG's annualized Net Income for the quarter that ended in Dec. 2025 was CHF1,077 Mil. Chocoladefabriken Lindt & Spruengli AG's average Total Assets over the quarter that ended in Dec. 2025 was CHF8,832 Mil. Therefore, Chocoladefabriken Lindt & Spruengli AG's annualized ROA % for the quarter that ended in Dec. 2025 was 12.19%.

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

XSWX:LISP' s ROA % Range Over the Past 10 Years
Min: 4   Med: 6.73   Max: 8.5
Current: 8.13

During the past 13 years, Chocoladefabriken Lindt & Spruengli AG's highest ROA % was 8.50%. The lowest was 4.00%. And the median was 6.73%.

XSWX:LISP's ROA % is ranked better than
76.93% of 1990 companies
in the Consumer Packaged Goods industry
Industry Median: 3.26 vs XSWX:LISP: 8.13

Chocoladefabriken Lindt & Spruengli AG  (XSWX:LISP) 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
=1076.6/8831.95
=(Net Income / Revenue)*(Revenue / Total Assets)
=(1076.6 / 7126.4)*(7126.4 / 8831.95)
=Net Margin %*Asset Turnover
=15.11 %*0.8069
=12.19 %

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.


Chocoladefabriken Lindt & Spruengli AG ROA % Related Terms


Chocoladefabriken Lindt & Spruengli AG ROA % Historical Data

* Premium members only.

The historical data trend for Chocoladefabriken Lindt & Spruengli 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.

Chocoladefabriken Lindt & Spruengli AG ROA % Chart

Chocoladefabriken Lindt & Spruengli 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 5.77 6.74 8.50 7.90 7.97

Chocoladefabriken Lindt & Spruengli 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 12.07 5.52 10.63 4.26 12.19

XSWX:LISP vs MDLZ, HSY, TR: ROA % Comparison

For the Confectioners subindustry, Chocoladefabriken Lindt & Spruengli 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.


Chocoladefabriken Lindt & Spruengli AG ROA % vs Consumer Packaged Goods Industry

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

* The bar in red indicates where Chocoladefabriken Lindt & Spruengli AG's ROA % falls into.


XSWX:LISP
82GF Score
Chocoladefabriken Lindt & Spruengli AG XSWX:LISP
ROA % is just one metric. See GF Score™, valuation, warning signs, and more.
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Chocoladefabriken Lindt & Spruengli AG ROA % Calculation

Chocoladefabriken Lindt & Spruengli 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 )
=727.2/( (9156.9+9098.7)/ 2 )
=727.2/9127.8
=7.97 %

Chocoladefabriken Lindt & Spruengli 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 )
=1076.6/( (8565.2+9098.7)/ 2 )
=1076.6/8831.95
=12.19 %

* 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 12.19% mean?
Chocoladefabriken Lindt & Spruengli AG (XSWX:LISP) has a ROA % of 12.19% 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 Chocoladefabriken Lindt & Spruengli AG and its competitors. This is 81% above median its historical median of 6.73. Over the past decade, Chocoladefabriken Lindt & Spruengli AG's ROA % has ranged from 4.00 to 8.50. According to the industry distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #459 out of 1990 companies in the Consumer Packaged Goods industry, placing it in the top 23.1%.
Is Chocoladefabriken Lindt & Spruengli AG's ROA % too high?
Chocoladefabriken Lindt & Spruengli AG's current ROA % of 12.19% is 81% above median its 10-year median of 6.73. Over the past 10 years, this metric has ranged from a low of 4.00 to a high of 8.50. The Consumer Packaged Goods industry median ROA % is 3.26. Chocoladefabriken Lindt & Spruengli AG's value of 12.19% is 273.9% above this industry median. Based on the distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #459 out of 1990 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Chocoladefabriken Lindt & Spruengli AG has a GF Score™ of 82/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Chocoladefabriken Lindt & Spruengli AG's ROA % compare to MDLZ and HSY?
According to the Consumer Packaged Goods industry distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #459 out of 1990 companies for ROA %. This places Chocoladefabriken Lindt & Spruengli AG in the top 23% of its industry — outperforming the majority of peers. The industry median ROA % is 3.26. Chocoladefabriken Lindt & Spruengli AG's value of 12.19% is 273.9% above this benchmark. Historically, Chocoladefabriken Lindt & Spruengli AG's own ROA % has ranged from 4.00 to 8.50 over the past decade. While the company's 10-year median is 6.73 vs. the industry median of 3.26, Chocoladefabriken Lindt & Spruengli 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. Chocoladefabriken Lindt & Spruengli AG's current ROA % of 12.19% is 273.9% 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 Chocoladefabriken Lindt & Spruengli 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. Chocoladefabriken Lindt & Spruengli AG's current ROA % is 12.19%, which is 81% above median its own 10-year median of 6.73. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Chocoladefabriken Lindt & Spruengli AG stock overvalued right now?
Based on GuruFocus' analysis, Chocoladefabriken Lindt & Spruengli AG (XSWX:LISP) is currently considered Modestly Undervalued. The stock's GF Value™ is CHF12,624.92, compared to a current price of CHF9,725.00 — trading 23% below its estimated fair value. The current ROA % is 12.19%, which is 81% above median its 10-year median of 6.73 and 273.9% above the Consumer Packaged Goods industry median of 3.26. Chocoladefabriken Lindt & Spruengli AG's overall GF Score™ is 82/100 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 Chocoladefabriken Lindt & Spruengli AG (XSWX:LISP), the current ROA % is 12.19% 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 Chocoladefabriken Lindt & Spruengli AG (XSWX:LISP) Overvalued in 2026?

Based on GuruFocus' analysis, Chocoladefabriken Lindt & Spruengli AG stock appears to be undervalued. The current stock price of CHF9,725.00 is trading 23% below its estimated GF Value™ of CHF12,624.92. GuruFocus considers Chocoladefabriken Lindt & Spruengli AG to be Modestly Undervalued.

Key valuation signals for XSWX:LISP:

  • ROA %: 12.19% (81% above median its 10-year median of 6.73)
  • GF Value™: CHF12,624.92 vs. price of CHF9,725.00 (23% below fair value)
  • GF Score™: 82/100 with 2 warning signs
  • Industry Position: 273.9% above the Consumer Packaged Goods median (#459 of 1990)

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


Chocoladefabriken Lindt & Spruengli AG Business Description

Address Seestrasse 204, Kilchberg, CHE, CH-8802
Swiss-based Chocoladefabriken Lindt & Spruengli is a manufacturer of premium chocolate. Key brands include Lindt, Lindor, Ghirardelli, Russell Stover, Whitman's, and Caffarel. The company bought US-based Russell Stover, its largest-ever acquisition, in 2014. It derives the bulk of its sales from Europe (47% of its consolidated base) but also competes in North America (40%) and the rest of the world (13%). The company operates 11 manufacturing plants in Europe and the United States. Its distribution network includes more than 620 own stores.
82GF Score

Get the complete analysis for XSWX:LISP

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

CHF9,725.00
Price
CHF12,624.92
GF Value