The historical rank and industry rank for Schloss Wachenheim AG's ROE % or its related term are showing as below:
HAM:SWA'
s ROE % Range Over the Past 10 Years
Min: 4.02 Med: 6.4 Max: 7.78
Current: 4.11
During the past 13 years, Schloss Wachenheim AG's highest ROE % was 7.78%. The lowest was 4.02%. And the median was 6.40%.
HAM:SWA's ROE % is ranked worse than 57.49% of 207
companies
in the Beverages - Alcoholic industry
Industry Median: 5.74
vs HAM:SWA: 4.11
Schloss Wachenheim AG (HAM:SWA) 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:
Note:
The net income data used here is four times the quarterly (Mar. 2026) net income data. The Revenue data used here is four times the quarterly (Mar. 2026) 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.
* 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.
For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim 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.
Schloss Wachenheim AG ROE % vs Beverages - Alcoholic Industry
For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's ROE % distribution charts can be found below:
* The bar in red indicates where Schloss Wachenheim AG's ROE % falls into.
* 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 four times the quarterly (Mar. 2026) net income data.
ROE % is displayed in the 30-year financial page.
Schloss Wachenheim AG (HAM:SWA) has a ROE % of -6.39% as of Mar. 2026. Return on equity is the ratio of current-period net income to average two-period total equity. View historical data on Schloss Wachenheim AG and its competitors. Over the past decade, Schloss Wachenheim AG's ROE % has ranged from 4.02 to 7.78. According to the industry distribution chart, Schloss Wachenheim AG ranks #119 out of 207 companies in the Beverages - Alcoholic industry, placing it in the top 57.5%.
Is Schloss Wachenheim AG's ROE % too high?
Schloss Wachenheim AG's current ROE % is -6.39%. Over the past 10 years, this metric has ranged from a low of 4.02 to a high of 7.78. Based on the distribution chart, Schloss Wachenheim AG ranks #119 out of 207 companies in the Beverages - Alcoholic industry, which is below the industry midpoint. 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 % compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Schloss Wachenheim AG ranks #119 out of 207 companies for ROE %. This places Schloss Wachenheim AG in the lower half of its industry. The industry median ROE % is 5.74. Historically, Schloss Wachenheim AG's own ROE % has ranged from 4.02 to 7.78 over the past decade. 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 Beverages - Alcoholic company?
The median ROE % among Beverages - Alcoholic companies is 5.74, based on 207 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. 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 Schloss Wachenheim AG and its competitors. For the Beverages - Alcoholic industry, the median ROE % is 5.74 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schloss Wachenheim AG's current ROE % is -6.39%. 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 €13.45 — trading 11.2% below its estimated fair value. The current ROE % is -6.39%. 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 % calculated?
ROE % is calculated from a company's financial statements. For Schloss Wachenheim AG (HAM:SWA), the current ROE % is -6.39% 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 €13.45 is trading 11.2% below its estimated GF Value™ of €15.14.
GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.
Key valuation signals for HAM:SWA:
ROE %: -6.39%
GF Value™: €15.14 vs. price of €13.45 (11.2% below fair value)
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 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
ROE % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
Quick Browse
Personalize
Premium Gurus 
Create New Portfolio
HAM:SWA has been successfully added to your 
