Halloren Schokoladenfabrik AG (HAM:H2RB) ROE %: 3.85% (As of Dec. 2024)


HAM:H2RB Halloren Schokoladenfabrik AG HAM:H2RB
25 GF Score
Price €4.80
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What is Halloren Schokoladenfabrik AG ROE %?

Halloren Schokoladenfabrik AG HAM:H2RB 25 ROE % is 3.85% as of Dec. 2024. GuruFocus rates HAM:H2RB with a GF Score™ of 25/100. Among 1,916 Consumer Packaged Goods companies, Halloren Schokoladenfabrik AG ranks worse than 61.27% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Halloren Schokoladenfabrik AG's annualized net income for the quarter that ended in Dec. 2024 was €1.29 Mil. Halloren Schokoladenfabrik AG's average Total Stockholders Equity over the quarter that ended in Dec. 2024 was €33.59 Mil. Therefore, Halloren Schokoladenfabrik AG's annualized ROE % for the quarter that ended in Dec. 2024 was 3.85%.

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

HAM:H2RB' s ROE % Range Over the Past 10 Years
Min: -8.43   Med: -1.11   Max: 6.48
Current: 3.85

During the past 13 years, Halloren Schokoladenfabrik AG's highest ROE % was 6.48%. The lowest was -8.43%. And the median was -1.11%.

HAM:H2RB's ROE % is ranked worse than
61.27% of 1916 companies
in the Consumer Packaged Goods industry
Industry Median: 6.72 vs HAM:H2RB: 3.85

Halloren Schokoladenfabrik AG  (HAM:H2RB) 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. 2024 )
=Net Income/Total Stockholders Equity
=1.293/33.59
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(1.293 / 0)*(0 / 36.963)*(36.963 / 33.59)
=Net Margin %*Asset Turnover*Equity Multiplier
=N/A %*0*1.1004
=ROA %*Equity Multiplier
=N/A %*1.1004
=3.85 %

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. 2024 )
=Net Income/Total Stockholders Equity
=1.293/33.59
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (1.293 / 1.34) * (1.34 / -0.31) * (-0.31 / 0) * (0 / 36.963) * (36.963 / 33.59)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.9649 * -4.3226 * N/A % * 0 * 1.1004
=3.85 %

Note: The net income data used here is one times the annual (Dec. 2024) net income data. The Revenue data used here is one times the annual (Dec. 2024) 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.


Halloren Schokoladenfabrik AG ROE % Related Terms


Halloren Schokoladenfabrik AG ROE % Historical Data

* Premium members only.

The historical data trend for Halloren Schokoladenfabrik 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.

Halloren Schokoladenfabrik AG ROE % Chart

Halloren Schokoladenfabrik AG Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.29 0.08 -2.60 2.08 3.85

Halloren Schokoladenfabrik AG Semi-Annual Data
Dec06 Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
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 -2.29 0.08 -2.60 2.08 3.85

HAM:H2RB vs MDLZ, HSY, TR: ROE % Comparison

For the Confectioners subindustry, Halloren Schokoladenfabrik 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.


Halloren Schokoladenfabrik AG ROE % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Halloren Schokoladenfabrik AG's ROE % distribution charts can be found below:

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


HAM:H2RB
25GF Score
Halloren Schokoladenfabrik AG HAM:H2RB
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Halloren Schokoladenfabrik AG ROE % Calculation

Halloren Schokoladenfabrik AG's annualized ROE % for the fiscal year that ended in Dec. 2024 is calculated as

ROE %=Net Income (A: Dec. 2024 )/( (Total Stockholders Equity (A: Dec. 2023 )+Total Stockholders Equity (A: Dec. 2024 ))/ count )
=1.293/( (32.943+34.237)/ 2 )
=1.293/33.59
=3.85 %

Halloren Schokoladenfabrik AG's annualized ROE % for the quarter that ended in Dec. 2024 is calculated as

ROE %=Net Income (Q: Dec. 2024 )/( (Total Stockholders Equity (Q: Dec. 2023 )+Total Stockholders Equity (Q: Dec. 2024 ))/ count )
=1.293/( (32.943+34.237)/ 2 )
=1.293/33.59
=3.85 %

* 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 one times the annual (Dec. 2024) net income data. ROE % is displayed in the 30-year financial page.

Frequently Asked Questions Learn more about ROE % →
What does a ROE % of 3.85% mean?
Halloren Schokoladenfabrik AG (HAM:H2RB) has a ROE % of 3.85% as of Dec. 2024. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Halloren Schokoladenfabrik AG and its competitors. According to the industry distribution chart, Halloren Schokoladenfabrik AG ranks #1174 out of 1916 companies in the Consumer Packaged Goods industry, placing it in the top 61.3%.
Is Halloren Schokoladenfabrik AG's ROE % too high?
Halloren Schokoladenfabrik AG's current ROE % is 3.85%. The Consumer Packaged Goods industry median ROE % is 6.72. Halloren Schokoladenfabrik AG's value of 3.85% is 42.7% below this industry median. Based on the distribution chart, Halloren Schokoladenfabrik AG ranks #1174 out of 1916 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, Halloren Schokoladenfabrik AG has a GF Score™ of 25/100, reflecting its overall financial health beyond just this single metric.
How does Halloren Schokoladenfabrik AG's ROE % compare to MDLZ and HSY?
According to the Consumer Packaged Goods industry distribution chart, Halloren Schokoladenfabrik AG ranks #1174 out of 1916 companies for ROE %. This places Halloren Schokoladenfabrik AG in the lower half of its industry. The industry median ROE % is 6.72. Halloren Schokoladenfabrik AG's value of 3.85% is 42.7% below this benchmark. 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 6.72, 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. Halloren Schokoladenfabrik AG's current ROE % of 3.85% is 42.7% below 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 Halloren Schokoladenfabrik AG and its competitors. For the Consumer Packaged Goods industry, the median ROE % is 6.72 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Halloren Schokoladenfabrik AG's current ROE % is 3.85%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Halloren Schokoladenfabrik AG stock overvalued right now?
Halloren Schokoladenfabrik AG (HAM:H2RB) has a current ROE % of 3.85%. The current ROE % is 3.85% and 42.7% below the Consumer Packaged Goods industry median of 6.72. Halloren Schokoladenfabrik AG's overall GF Score™ is 25/100. 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 Halloren Schokoladenfabrik AG (HAM:H2RB), the current ROE % is 3.85% as of Dec. 2024. 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.

Halloren Schokoladenfabrik AG Business Description

Address Delitzscher Strasse 70, Halle, DEU
Halloren Schokoladenfabrik AG is the oldest producing chocolate factory in Germany. Its origins date back to the founding of a gingerbread bakery in 1804.
25GF Score

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