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Schwalbchen Molkerei Jakob Berz AGFRA:SMB 76 ROC (Joel Greenblatt) % is 13.57% as of Dec. 2025, which is 15% above its 10-year median of 11.83. 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 1,982 Consumer Packaged Goods companies, Schwalbchen Molkerei Jakob Berz AG ranks better than 54.89% on this metric.
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits). He defines ROC (Joel Greenblatt) % as EBIT divided by the total of Property, Plant and Equipment and net working capital. Schwalbchen Molkerei Jakob Berz AG's annualized ROC (Joel Greenblatt) % for the quarter that ended in Dec. 2025 was 13.57%.
The historical rank and industry rank for Schwalbchen Molkerei Jakob Berz AG's ROC (Joel Greenblatt) % or its related term are showing as below:
FRA:SMB'
s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -2.45 Med: 11.83 Max: 24.06
Current: 13.57
During the past 13 years, Schwalbchen Molkerei Jakob Berz AG's highest ROC (Joel Greenblatt) % was 24.06%. The lowest was -2.45%. And the median was 11.83%.
FRA:SMB's ROC (Joel Greenblatt) % is ranked better than 54.89% of 1982
companies
in the Consumer Packaged Goods industry
Industry Median: 11.99
vs FRA:SMB: 13.57
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) ROC (Joel Greenblatt) % Explanation
The way Joel Greenblatt defines Return on Capital is a more accurate measure of how efficiently the company generates returns onthe capital actually invested in the business. EBIT is used instead of net income because the tax and interest payment may be affected by factors other than the core business operation. Intangible assets are not included in the calculation because they don't need to be replaced.
* 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.
Schwalbchen Molkerei Jakob Berz AG ROC (Joel Greenblatt) % Chart
FRA:SMB vs KHC, GIS, HRL: ROC (Joel Greenblatt) % Comparison
For the Packaged Foods subindustry, Schwalbchen Molkerei Jakob Berz AG's ROC (Joel Greenblatt) %, along with its competitors' market caps and ROC (Joel Greenblatt) % 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 ROC (Joel Greenblatt) % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Schwalbchen Molkerei Jakob Berz AG's ROC (Joel Greenblatt) % distribution charts can be found below:
* The bar in red indicates where Schwalbchen Molkerei Jakob Berz AG's ROC (Joel Greenblatt) % falls into.
Schwalbchen Molkerei Jakob Berz AG ROC (Joel Greenblatt) % Calculation
Joel Greenblatt defined Return on Capital differently in his book The Little Book That Still Beats the Market (Little Books. Big Profits) . He defines Return on Capital as follows:
EBIT stands for Earnings Before Interest and Taxes.
Fixed Assets are also known as non-current assets. They include the Property, Plant and Equipment that the firm needs in its operation.
GuruFocus calculates net working capital as: (Accounts Receivable + Total Inventories + Other Current Assets) - (Accounts Payable & Accrued Expense + Deferred Revenue + Other Current Liabilities). We're trying to account for OPERATING assets and liabilities (part of daily business) when calculating working capital. Cash and marketable securities are considered NON-OPERATING assets and are not included in calculation. We will also back out all interest bearing debt, short term debt and the portion of long term debt that is due in the current period from the current liabilities. This debt will be considered when computing cost of capital and it would be inappropriate to count it twice.
Note:
The EBIT data used here is one times the annual (Dec. 2025) EBIT 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.
What does a ROC (Joel Greenblatt) % of 13.57% mean?
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) has a ROC (Joel Greenblatt) % of 13.57% as of Dec. 2025. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. This is 15% above median its historical median of 11.83. According to the industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #894 out of 1982 companies in the Consumer Packaged Goods industry, placing it in the top 45.1%.
Is Schwalbchen Molkerei Jakob Berz AG's ROC (Joel Greenblatt) % too high?
Schwalbchen Molkerei Jakob Berz AG's current ROC (Joel Greenblatt) % of 13.57% is 15% above median its 10-year median of 11.83. The Consumer Packaged Goods industry median ROC (Joel Greenblatt) % is 11.99. Schwalbchen Molkerei Jakob Berz AG's value of 13.57% is 13.2% above this industry median. Based on the distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #894 out of 1982 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 ROC (Joel Greenblatt) % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #894 out of 1982 companies for ROC (Joel Greenblatt) %. This puts Schwalbchen Molkerei Jakob Berz AG in the upper half of its industry. The industry median ROC (Joel Greenblatt) % is 11.99. Schwalbchen Molkerei Jakob Berz AG's value of 13.57% is 13.2% above this benchmark. While the company's 10-year median is 11.83 vs. the industry median of 11.99, 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 ROC (Joel Greenblatt) % for a Consumer Packaged Goods company?
The median ROC (Joel Greenblatt) % among Consumer Packaged Goods companies is 11.99, based on 1,982 companies in the industry. Companies in the top quartile (top 25%) have a ROC (Joel Greenblatt) % significantly above this median, while those in the bottom quartile fall well below. However, ROC (Joel Greenblatt) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schwalbchen Molkerei Jakob Berz AG's current ROC (Joel Greenblatt) % of 13.57% is 13.2% 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 ROC (Joel Greenblatt) % mean?
A high ROC (Joel Greenblatt) % can signal that a stock is expensive relative to its fundamentals. Joel Greenblatt's return on capital is the ratio of EBIT to average fixed assets and net working capital. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. For the Consumer Packaged Goods industry, the median ROC (Joel Greenblatt) % is 11.99 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schwalbchen Molkerei Jakob Berz AG's current ROC (Joel Greenblatt) % is 13.57%, which is 15% above median its own 10-year median of 11.83. 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 ROC (Joel Greenblatt) % is 13.57%, which is 15% above median its 10-year median of 11.83 and 13.2% above the Consumer Packaged Goods industry median of 11.99. 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 ROC (Joel Greenblatt) % calculated?
ROC (Joel Greenblatt) % is calculated from a company's financial statements. For Schwalbchen Molkerei Jakob Berz AG (FRA:SMB), the current ROC (Joel Greenblatt) % is 13.57% 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:
ROC (Joel Greenblatt) %: 13.57% (15% above median its 10-year median of 11.83)
GF Value™: €42.67 vs. price of €45.00 (5.5% above fair value)
Industry Position: 13.2% above the Consumer Packaged Goods median (#894 of 1982)
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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