Schloss Wachenheim AG (HAM:SWA) ROE % Adjusted to Book Value: -12.06% (As of Mar. 2026)

What is Schloss Wachenheim AG ROE % Adjusted to Book Value?

Schloss Wachenheim AG HAM:SWA +1.12% 73 ROE % Adjusted to Book Value is -12.06% as of Mar. 2026. GuruFocus rates HAM:SWA with a GF Score™ of 73/100 and a GF Value™ of €15.76 (Modestly Undervalued). The stock has 2 warning signs investors should review.

Schloss Wachenheim AG's ROE % for the quarter that ended in Mar. 2026 was -6.39%. Schloss Wachenheim AG's PB Ratio for the quarter that ended in Mar. 2026 was 0.53. Schloss Wachenheim AG's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 was -12.06%.

Schloss Wachenheim AG ROE % Adjusted to Book Value Related Terms

Schloss Wachenheim AG ROE % Adjusted to Book Value Historical Data

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The historical data trend for Schloss Wachenheim AG's ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value Chart

Schloss Wachenheim AG Annual Data

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Jun25

ROE % Adjusted to Book Value

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7.16

10.51

8.67

7.98

6.93

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
ROE % Adjusted to Book Value	Get a 7-Day Free Trial															-9.40	1.41	7.25	32.36	-12.06

HAM:SWA vs BF.B: ROE % Adjusted to Book Value Comparison

For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim AG's ROE % Adjusted to Book Value, along with its competitors' market caps and ROE % Adjusted to Book Value 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.

Schloss Wachenheim AG ROE % Adjusted to Book Value vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's ROE % Adjusted to Book Value distribution charts can be found below:

* The bar in red indicates where Schloss Wachenheim AG's ROE % Adjusted to Book Value falls into.

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73GF Score

Schloss Wachenheim AG HAM:SWA

ROE % Adjusted to Book Value is just one metric. See GF Score™, valuation, warning signs, and more.

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Schloss Wachenheim AG ROE % Adjusted to Book Value Calculation

Schloss Wachenheim AG's ROE % Adjusted to Book Value for the fiscal year that ended in Jun. 2025 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	4.02%	/	0.58
	=	6.93%

Schloss Wachenheim AG's ROE % Adjusted to Book Value for the quarter that ended in Mar. 2026 is calculated as

ROE % Adjusted to Book Value	=	ROE %	/	PB Ratio
	=	-6.39%	/	0.53
	=	-12.06%

Frequently Asked Questions Learn more about ROE % Adjusted to Book Value →

What does a ROE % Adjusted to Book Value of -12.06% mean?

Schloss Wachenheim AG (HAM:SWA) has a ROE % Adjusted to Book Value of -12.06% as of Mar. 2026. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Schloss Wachenheim AG and its competitors.

Is Schloss Wachenheim AG's ROE % Adjusted to Book Value too high?

Schloss Wachenheim AG's current ROE % Adjusted to Book Value is -12.06%. 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 ROE % Adjusted to Book Value compare to BF.B?

Schloss Wachenheim AG's ROE % Adjusted to Book Value of -12.06% can be compared against companies in the Beverages - Alcoholic industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.

What is a good ROE % Adjusted to Book Value for a Beverages - Alcoholic company?

A good ROE % Adjusted to Book Value depends on the Beverages - Alcoholic industry context. However, ROE % Adjusted to Book Value 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 ROE % Adjusted to Book Value mean?

A high ROE % Adjusted to Book Value can signal that a stock is expensive relative to its fundamentals. Return on equity adjusted to book is the ratio of return on equity to price-book ratio. View historical data on Schloss Wachenheim AG and its competitors. Schloss Wachenheim AG's current ROE % Adjusted to Book Value is -12.06%. 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 €15.76, compared to a current price of €13.50 — trading 14.3% below its estimated fair value. The current ROE % Adjusted to Book Value is -12.06%. 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 ROE % Adjusted to Book Value calculated?

ROE % Adjusted to Book Value is calculated from a company's financial statements. For Schloss Wachenheim AG (HAM:SWA), the current ROE % Adjusted to Book Value is -12.06% 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 €13.50 is trading 14.3% below its estimated GF Value™ of €15.76. GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.

Key valuation signals for HAM:SWA:

ROE % Adjusted to Book Value: -12.06%
GF Value™: €15.76 vs. price of €13.50 (14.3% 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

Industry Consumer Defensive Beverages - Alcoholic

Comparable Companies XTER:HAW XTER:BEZ SHSE:600519 LSE:DGE SZSE:000858 SHSE:600809 XPAR:RI SZSE:000568 BF.B BOM:532432 SZSE:002304 SGX:Y92 MIL:CPR XZIM:AFDS.ZW SZSE:000596 BOM:532497 SHSE:603369 ASX:EDV PHS:EMI SHSE:603198

Other Exchanges SWA:Germany

Address Niederkircher Strasse 27, Trier, DEU, 54294

Website http://www.schloss-wachenheim.com

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

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

€13.50

Price

€15.76

GF Value

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