Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) ROCE %: 8.91% (As of Dec. 2025)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

FRA:SMB Schwalbchen Molkerei Jakob Berz AG FRA:SMB
76 GF Score
Price €45.00
GF Value €42.67
Valuation Fairly Valued
! 3 Warning Signs
View Full Analysis

What is Schwalbchen Molkerei Jakob Berz AG ROCE %?

Schwalbchen Molkerei Jakob Berz AG FRA:SMB 76 ROCE % is 8.91% as of Dec. 2025. 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.

ROCE % measures how well a company generates profits from its capital. It is calculated as EBIT divided by Capital Employed, where Capital Employed is calculated as Total Assets minus Total Current Liabilities. Schwalbchen Molkerei Jakob Berz AG's annualized ROCE % for the quarter that ended in Dec. 2025 was 8.91%.


Schwalbchen Molkerei Jakob Berz AG  (FRA:SMB) ROCE % Explanation

ROCE % can be especially useful when comparing the performance of capital-intensive companies. Unlike ROE %, which indicates the profitability of Shareholders Equity, ROCE % also considers long-term debt in Capital Employed. This can be helpful when analyzing companies with significant debt, as the result is neutralized by taking debt into consideration.

Generally speaking, a higher ROCE % indicates a stonger profitability for a company. Moreover, it is important to look at the ratio from a long term perspective. Investors tend to favor companies with stable and rising ROCE % trend over those with volatile ones.


Schwalbchen Molkerei Jakob Berz AG ROCE % Related Terms


Schwalbchen Molkerei Jakob Berz AG ROCE % Historical Data

* Premium members only.

The historical data trend for Schwalbchen Molkerei Jakob Berz AG's ROCE % 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.

Schwalbchen Molkerei Jakob Berz AG ROCE % Chart

Schwalbchen Molkerei Jakob Berz AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -1.71 2.16 16.98 13.59 8.91

Schwalbchen Molkerei Jakob Berz AG Semi-Annual Data
Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROCE % 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 -1.71 2.16 16.98 13.59 8.91
FRA:SMB
76GF Score
Schwalbchen Molkerei Jakob Berz AG FRA:SMB
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Schwalbchen Molkerei Jakob Berz AG ROCE % Calculation

Schwalbchen Molkerei Jakob Berz AG's annualized ROCE % for the fiscal year that ended in Dec. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Dec. 2025 )  (A: Dec. 2024 )(A: Dec. 2025 )
=5.269/( ( (80.308 - 18.85) + (76.978 - 20.128) )/ 2 )
=5.269/( (61.458+56.85)/ 2 )
=5.269/59.154
=8.91 %

Schwalbchen Molkerei Jakob Berz AG's ROCE % of for the quarter that ended in Dec. 2025 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Dec. 2025 )  (Q: Dec. 2024 )(Q: Dec. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Dec. 2025 )  (Q: Dec. 2024 )(Q: Dec. 2025 )
=5.269/( ( (80.308 - 18.85) + (76.978 - 20.128) )/ 2 )
=5.269/( ( 61.458 + 56.85 )/ 2 )
=5.269/59.154
=8.91 %

(1) 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.

Frequently Asked Questions Learn more about ROCE % →
What does a ROCE % of 8.91% mean?
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) has a ROCE % of 8.91% as of Dec. 2025.
Is Schwalbchen Molkerei Jakob Berz AG's ROCE % too high?
Schwalbchen Molkerei Jakob Berz AG's current ROCE % is 8.91%. The Consumer Packaged Goods industry median ROCE % is 8.87. Schwalbchen Molkerei Jakob Berz AG's value of 8.91% is 0.5% above this industry median. 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 ROCE % compare to KHC and GIS?
Schwalbchen Molkerei Jakob Berz AG's ROCE % of 8.91% can be compared against companies in the Consumer Packaged Goods industry. The industry median ROCE % is 8.87. Schwalbchen Molkerei Jakob Berz AG's value of 8.91% is 0.5% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good ROCE % for a Consumer Packaged Goods company?
The median ROCE % among Consumer Packaged Goods companies is 8.87, based on 1,944 companies in the industry. Companies in the top quartile (top 25%) have a ROCE % significantly above this median, while those in the bottom quartile fall well below. However, ROCE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schwalbchen Molkerei Jakob Berz AG's current ROCE % of 8.91% is 0.5% 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 ROCE % mean?
A high ROCE % can signal that a stock is expensive relative to its fundamentals. For the Consumer Packaged Goods industry, the median ROCE % is 8.87 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schwalbchen Molkerei Jakob Berz AG's current ROCE % is 8.91%. 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 ROCE % is 8.91% and 0.5% above the Consumer Packaged Goods industry median of 8.87. 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 ROCE % calculated?
ROCE % is calculated from a company's financial statements. For Schwalbchen Molkerei Jakob Berz AG (FRA:SMB), the current ROCE % is 8.91% 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:

  • ROCE %: 8.91%
  • GF Value™: €42.67 vs. price of €45.00 (5.5% above fair value)
  • GF Score™: 76/100 with 3 warning signs
  • Industry Position: 0.5% above the Consumer Packaged Goods median

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

Address Bad Schwalbach, Bad Schwalbach, DEU, 65307
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

Get the complete analysis for FRA:SMB

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

€45.00
Price
€42.67
GF Value