CHLSY (Chocoladefabriken Lindt & Spruengli AG) ROE %: 22.39% (As of Dec. 2025) — 93% Above Median


CHLSY Chocoladefabriken Lindt & Spruengli AG CHLSY
82 GF Score
Price $11.96
GF Value $15.82
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Chocoladefabriken Lindt & Spruengli AG ROE %?

Chocoladefabriken Lindt & Spruengli AG CHLSY +0.72% 82 ROE % is 22.39% as of Dec. 2025, which is 93% above its 10-year median of 11.61. GuruFocus rates CHLSY with a GF Score™ of 82/100 and a GF Value™ of $15.82 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 1,916 Consumer Packaged Goods companies, Chocoladefabriken Lindt & Spruengli AG ranks better than 77.09% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Chocoladefabriken Lindt & Spruengli AG's annualized net income for the quarter that ended in Dec. 2025 was $1,351 Mil. Chocoladefabriken Lindt & Spruengli AG's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was $6,035 Mil. Therefore, Chocoladefabriken Lindt & Spruengli AG's annualized ROE % for the quarter that ended in Dec. 2025 was 22.39%.

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

CHLSY' s ROE % Range Over the Past 10 Years
Min: 6.95   Med: 11.61   Max: 15.51
Current: 14.99

During the past 13 years, Chocoladefabriken Lindt & Spruengli AG's highest ROE % was 15.51%. The lowest was 6.95%. And the median was 11.61%.

CHLSY's ROE % is ranked better than
77.09% of 1916 companies
in the Consumer Packaged Goods industry
Industry Median: 6.735 vs CHLSY: 14.99

Chocoladefabriken Lindt & Spruengli AG  (OTCPK:CHLSY) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=1350.986/6035.1545
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1350.986 / 8942.652)*(8942.652 / 10975.164)*(10975.164 / 6035.1545)
=Net Margin %*Asset Turnover*Equity Multiplier
=15.11 %*0.8148*1.8185
=ROA %*Equity Multiplier
=12.31 %*1.8185
=22.39 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Dec. 2025 )
=Net Income/Total Stockholders Equity
=1350.986/6035.1545
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1350.986 / 1708.37) * (1708.37 / 1786.422) * (1786.422 / 8942.652) * (8942.652 / 10975.164) * (10975.164 / 6035.1545)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7908 * 0.9563 * 19.98 % * 0.8148 * 1.8185
=22.39 %

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. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


Chocoladefabriken Lindt & Spruengli AG ROE % Related Terms


Chocoladefabriken Lindt & Spruengli AG ROE % Historical Data

* Premium members only.

The historical data trend for Chocoladefabriken Lindt & Spruengli AG's ROE % 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 ROE % Chart

Chocoladefabriken Lindt & Spruengli AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 9.82 11.77 16.10 14.57 15.67

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
ROE % 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 22.12 9.98 19.83 8.24 22.39

CHLSY vs MDLZ, HSY, TR: ROE % Comparison

For the Confectioners subindustry, Chocoladefabriken Lindt & Spruengli AG's ROE %, along with its competitors' market caps and ROE % 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 ROE % vs Consumer Packaged Goods Industry

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

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


CHLSY
82GF Score
Chocoladefabriken Lindt & Spruengli AG CHLSY
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Chocoladefabriken Lindt & Spruengli AG ROE % Calculation

Chocoladefabriken Lindt & Spruengli AG's annualized ROE % for the fiscal year that ended in Dec. 2025 is calculated as

ROE %=Net Income (A: Dec. 2025 )/( (Total Stockholders Equity (A: Dec. 2024 )+Total Stockholders Equity (A: Dec. 2025 ))/ count )
=912.536/( (5427.995+6219.35)/ 2 )
=912.536/5823.6725
=15.67 %

Chocoladefabriken Lindt & Spruengli AG's annualized ROE % for the quarter that ended in Dec. 2025 is calculated as

ROE %=Net Income (Q: Dec. 2025 )/( (Total Stockholders Equity (Q: Jun. 2025 )+Total Stockholders Equity (Q: Dec. 2025 ))/ count )
=1350.986/( (5850.959+6219.35)/ 2 )
=1350.986/6035.1545
=22.39 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder equity 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. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 22.39% mean?
Chocoladefabriken Lindt & Spruengli AG (CHLSY) has a ROE % of 22.39% as of Dec. 2025. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Chocoladefabriken Lindt & Spruengli AG and its competitors. This is 93% above median its historical median of 11.61. Over the past decade, Chocoladefabriken Lindt & Spruengli AG's ROE % has ranged from 6.95 to 15.51. According to the industry distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #439 out of 1916 companies in the Consumer Packaged Goods industry, placing it in the top 22.9%.
Is Chocoladefabriken Lindt & Spruengli AG's ROE % too high?
Chocoladefabriken Lindt & Spruengli AG's current ROE % of 22.39% is 93% above median its 10-year median of 11.61. Over the past 10 years, this metric has ranged from a low of 6.95 to a high of 15.51. The Consumer Packaged Goods industry median ROE % is 6.74. Chocoladefabriken Lindt & Spruengli AG's value of 22.39% is 232.4% above this industry median. Based on the distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #439 out of 1916 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 ROE % compare to MDLZ and HSY?
According to the Consumer Packaged Goods industry distribution chart, Chocoladefabriken Lindt & Spruengli AG ranks #439 out of 1916 companies for ROE %. This places Chocoladefabriken Lindt & Spruengli AG in the top 23% of its industry — outperforming the majority of peers. The industry median ROE % is 6.74. Chocoladefabriken Lindt & Spruengli AG's value of 22.39% is 232.4% above this benchmark. Historically, Chocoladefabriken Lindt & Spruengli AG's own ROE % has ranged from 6.95 to 15.51 over the past decade. While the company's 10-year median is 11.61 vs. the industry median of 6.74, 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 ROE % for a Consumer Packaged Goods company?
The median ROE % among Consumer Packaged Goods companies is 6.74, based on 1,916 companies in the industry. Companies in the top quartile (top 25%) have a ROE % significantly above this median, while those in the bottom quartile fall well below. However, ROE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Chocoladefabriken Lindt & Spruengli AG's current ROE % of 22.39% is 232.4% 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 ROE % mean?
A high ROE % can signal that a stock is expensive relative to its fundamentals. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Chocoladefabriken Lindt & Spruengli AG and its competitors. For the Consumer Packaged Goods industry, the median ROE % is 6.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Chocoladefabriken Lindt & Spruengli AG's current ROE % is 22.39%, which is 93% above median its own 10-year median of 11.61. 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 (CHLSY) is currently considered Modestly Undervalued. The stock's GF Value™ is $15.82, compared to a current price of $11.96 — trading 24.4% below its estimated fair value. The current ROE % is 22.39%, which is 93% above median its 10-year median of 11.61 and 232.4% above the Consumer Packaged Goods industry median of 6.74. 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 ROE % calculated?
ROE % is calculated from a company's financial statements. For Chocoladefabriken Lindt & Spruengli AG (CHLSY), the current ROE % is 22.39% 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 (CHLSY) Overvalued in 2026?

Based on GuruFocus' analysis, Chocoladefabriken Lindt & Spruengli AG stock appears to be undervalued. The current stock price of $11.96 is trading 24.4% below its estimated GF Value™ of $15.82. GuruFocus considers Chocoladefabriken Lindt & Spruengli AG to be Modestly Undervalued.

Key valuation signals for CHLSY:

  • ROE %: 22.39% (93% above median its 10-year median of 11.61)
  • GF Value™: $15.82 vs. price of $11.96 (24.4% below fair value)
  • GF Score™: 82/100 with 2 warning signs
  • Industry Position: 232.4% above the Consumer Packaged Goods median (#439 of 1916)

No single metric tells the full story. See the CHLSY 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 CHLSY

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

$11.96
Price
$15.82
GF Value