Simona AG (FRA:SIM0) ROE %: 6.92% (As of Dec. 2025) — 31% Below Median


FRA:SIM0 Simona AG FRA:SIM0
65 GF Score
Price €56.00
GF Value €60.61
Valuation Fairly Valued
! 7 Warning Signs
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What is Simona AG ROE %?

Simona AG FRA:SIM0 +0.90% 65 ROE % is 6.92% as of Dec. 2025, which is 31% below its 10-year median of 10.02. GuruFocus rates FRA:SIM0 with a GF Score™ of 65/100 and a GF Value™ of €60.61 (Fairly Valued). The stock has 7 warning signs investors should review. Among 3,009 Industrial Products companies, Simona AG ranks worse than 54.07% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Simona AG's annualized net income for the quarter that ended in Dec. 2025 was €25.2 Mil. Simona AG's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was €364.1 Mil. Therefore, Simona AG's annualized ROE % for the quarter that ended in Dec. 2025 was 6.92%.

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

FRA:SIM0' s ROE % Range Over the Past 10 Years
Min: 5.08   Med: 10.02   Max: 16.45
Current: 5.17

During the past 13 years, Simona AG's highest ROE % was 16.45%. The lowest was 5.08%. And the median was 10.02%.

FRA:SIM0's ROE % is ranked worse than
54.07% of 3009 companies
in the Industrial Products industry
Industry Median: 5.91 vs FRA:SIM0: 5.17

Simona AG  (FRA:SIM0) 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
=25.184/364.0815
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(25.184 / 560.744)*(560.744 / 662.366)*(662.366 / 364.0815)
=Net Margin %*Asset Turnover*Equity Multiplier
=4.49 %*0.8466*1.8193
=ROA %*Equity Multiplier
=3.8 %*1.8193
=6.92 %

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
=25.184/364.0815
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (25.184 / 33.516) * (33.516 / -62.708) * (-62.708 / 560.744) * (560.744 / 662.366) * (662.366 / 364.0815)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7514 * -0.5345 * -11.18 % * 0.8466 * 1.8193
=6.92 %

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.


Simona AG ROE % Related Terms


Simona AG ROE % Historical Data

* Premium members only.

The historical data trend for Simona 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.

Simona AG ROE % Chart

Simona 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 16.45 12.12 8.44 6.27 5.08

Simona 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 9.88 7.29 5.17 3.53 6.92

FRA:SIM0 vs ATI, CRS, MLI: ROE % Comparison

For the Metal Fabrication subindustry, Simona 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.


Simona AG ROE % vs Industrial Products Industry

For the Industrial Products industry and Industrials sector, Simona AG's ROE % distribution charts can be found below:

* The bar in red indicates where Simona AG's ROE % falls into.


FRA:SIM0
65GF Score
Simona AG FRA:SIM0
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Simona AG ROE % Calculation

Simona 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 )
=19.058/( (377.318+372.799)/ 2 )
=19.058/375.0585
=5.08 %

Simona 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 )
=25.184/( (355.364+372.799)/ 2 )
=25.184/364.0815
=6.92 %

* 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 6.92% mean?
Simona AG (FRA:SIM0) has a ROE % of 6.92% 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 Simona AG and its competitors. This is 31% below median its historical median of 10.02. Over the past decade, Simona AG's ROE % has ranged from 5.08 to 16.45. According to the industry distribution chart, Simona AG ranks #1627 out of 3009 companies in the Industrial Products industry, placing it in the top 54.1%.
Is Simona AG's ROE % too high?
Simona AG's current ROE % of 6.92% is 31% below median its 10-year median of 10.02. Over the past 10 years, this metric has ranged from a low of 5.08 to a high of 16.45. The Industrial Products industry median ROE % is 5.91. Simona AG's value of 6.92% is 17.1% above this industry median. Based on the distribution chart, Simona AG ranks #1627 out of 3009 companies in the Industrial Products industry, which is below the industry midpoint. Overall, Simona AG has a GF Score™ of 65/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Simona AG's ROE % compare to ATI and CRS?
According to the Industrial Products industry distribution chart, Simona AG ranks #1627 out of 3009 companies for ROE %. This places Simona AG in the lower half of its industry. The industry median ROE % is 5.91. Simona AG's value of 6.92% is 17.1% above this benchmark. Historically, Simona AG's own ROE % has ranged from 5.08 to 16.45 over the past decade. While the company's 10-year median is 10.02 vs. the industry median of 5.91, Simona 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 an Industrial Products company?
The median ROE % among Industrial Products companies is 5.91, based on 3,009 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. Simona AG's current ROE % of 6.92% is 17.1% 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 Simona AG and its competitors. For the Industrial Products industry, the median ROE % is 5.91 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Simona AG's current ROE % is 6.92%, which is 31% below median its own 10-year median of 10.02. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Simona AG stock overvalued right now?
Based on GuruFocus' analysis, Simona AG (FRA:SIM0) is currently considered Fairly Valued. The stock's GF Value™ is €60.61, compared to a current price of €56.00 — trading 7.6% below its estimated fair value. The current ROE % is 6.92%, which is 31% below median its 10-year median of 10.02 and 17.1% above the Industrial Products industry median of 5.91. Simona AG's overall GF Score™ is 65/100 with 7 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 Simona AG (FRA:SIM0), the current ROE % is 6.92% 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 Simona AG (FRA:SIM0) Overvalued in 2026?

Based on GuruFocus' analysis, Simona AG stock appears to be undervalued. The current stock price of €56.00 is trading 7.6% below its estimated GF Value™ of €60.61. GuruFocus considers Simona AG to be Fairly Valued.

Key valuation signals for FRA:SIM0:

  • ROE %: 6.92% (31% below median its 10-year median of 10.02)
  • GF Value™: €60.61 vs. price of €56.00 (7.6% below fair value)
  • GF Score™: 65/100 with 7 warning signs
  • Industry Position: 17.1% above the Industrial Products median (#1627 of 3009)

No single metric tells the full story. See the FRA:SIM0 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Simona AG Business Description

Address Teichweg 16, Kirn, RP, DEU, 55606
Simona AG is Germany based company that is engaged in developing, manufacturing and marketing semi-finished thermoplastics, pipes, and fittings as well as finished parts and profiles. The company's products include sheets, twin wall sheets, rods, profiles, welding rods, pipes, fittings, flanges, valves, solid rods, hollow rods, U-profiles and square pipes and finished parts and profiles. The company organizes its business into geographic segments namely EMEA, the Americas, and Asia-Pacific. All three segments generate their revenues through the sale of Semi-finished and finished parts and Pipes and fittings.
65GF Score

Get the complete analysis for FRA:SIM0

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

€56.00
Price
€60.61
GF Value