Schloss Wachenheim AG (HAM:SWA) ROCE %: -3.48% (As of Mar. 2026)


HAM:SWA Schloss Wachenheim AG HAM:SWA
73 GF Score
Price €13.35
GF Value €15.14
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Schloss Wachenheim AG ROCE %?

Schloss Wachenheim AG HAM:SWA -0.74% 73 ROCE % is -3.48% as of Mar. 2026. GuruFocus rates HAM:SWA with a GF Score™ of 73/100 and a GF Value™ of €15.14 (Modestly Undervalued). The stock has 2 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. Schloss Wachenheim AG's annualized ROCE % for the quarter that ended in Mar. 2026 was -3.48%.

Schloss Wachenheim AG  (HAM:SWA) 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.

Schloss Wachenheim AG ROCE % Related Terms

Schloss Wachenheim AG ROCE % Historical Data

* Premium members only.

The historical data trend for Schloss Wachenheim 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.

Schloss Wachenheim AG ROCE % Chart

Schloss Wachenheim AG Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROCE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.25 10.66 9.56 9.21 8.38

Schloss Wachenheim AG Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
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 Premium Member Only -2.87 3.56 6.68 26.36 -3.48
HAM:SWA
73GF Score
Schloss Wachenheim AG HAM:SWA
ROCE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Schloss Wachenheim AG ROCE % Calculation

Schloss Wachenheim AG's annualized ROCE % for the fiscal year that ended in Jun. 2025 is calculated as:

ROCE %=EBIT/( (Capital Employed+Capital Employed)/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(A: Jun. 2025 )  (A: Jun. 2024 )(A: Jun. 2025 )
=26.884/( ( (470.281 - 156.604) + (477.526 - 149.501) )/ 2 )
=26.884/( (313.677+328.025)/ 2 )
=26.884/320.851
=8.38 %

Schloss Wachenheim AG's ROCE % of for the quarter that ended in Mar. 2026 is calculated as:

ROCE %=EBIT (1)/( (Capital Employed+Capital Employed)/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=EBIT/( ( (Total Assets - Total Current Liabilities)+(Total Assets - Total Current Liabilities) )/ count )
(Q: Mar. 2026 )  (Q: Dec. 2025 )(Q: Mar. 2026 )
=-11.664/( ( (529.818 - 192.093) + (482.609 - 150.507) )/ 2 )
=-11.664/( ( 337.725 + 332.102 )/ 2 )
=-11.664/334.9135
=-3.48 %

(1) Note: The EBIT data used here is four times the quarterly (Mar. 2026) 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 -3.48% mean?
Schloss Wachenheim AG (HAM:SWA) has a ROCE % of -3.48% as of Mar. 2026.
Is Schloss Wachenheim AG's ROCE % too high?
Schloss Wachenheim AG's current ROCE % is -3.48%. Overall, Schloss Wachenheim AG has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Schloss Wachenheim AG's ROCE % compare to BF.B?
Schloss Wachenheim AG's ROCE % of -3.48% can be compared against companies in the Beverages - Alcoholic industry. The industry median ROCE % is 7.68. 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 Beverages - Alcoholic company?
The median ROCE % among Beverages - Alcoholic companies is 7.68, based on 208 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. 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 Beverages - Alcoholic industry, the median ROCE % is 7.68 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schloss Wachenheim AG's current ROCE % is -3.48%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schloss Wachenheim AG stock overvalued right now?
Based on GuruFocus' analysis, Schloss Wachenheim AG (HAM:SWA) is currently considered Modestly Undervalued. The stock's GF Value™ is €15.14, compared to a current price of €13.35 — trading 11.8% below its estimated fair value. The current ROCE % is -3.48%. Schloss Wachenheim AG's overall GF Score™ is 73/100 with 2 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 Schloss Wachenheim AG (HAM:SWA), the current ROCE % is -3.48% as of Mar. 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 Schloss Wachenheim AG (HAM:SWA) Overvalued in 2026?

Based on GuruFocus' analysis, Schloss Wachenheim AG stock appears to be undervalued. The current stock price of €13.35 is trading 11.8% below its estimated GF Value™ of €15.14. GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.

Key valuation signals for HAM:SWA:

  • ROCE %: -3.48%
  • GF Value™: €15.14 vs. price of €13.35 (11.8% below fair value)
  • GF Score™: 73/100 with 2 warning signs

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

Schloss Wachenheim AG Business Description

Other Exchanges SWA:Germany
Address Niederkircher Strasse 27, Trier, DEU, 54294
Schloss Wachenheim AG is a producer and supplier of sparkling wine. It offers sparkling, semi-sparkling and carbonated sparkling wine products, non-alcoholic sparkling wine, imported wine from Italy and Romania and other wine-based beverages.
73GF Score

Get the complete analysis for HAM:SWA

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

€13.35
Price
€15.14
GF Value