Foley Wines (NZSE:FWL) ROE %: 3.23% (As of Dec. 2025) — Near Median


NZSE:FWL Foley Wines Ltd NZSE:FWL
32 GF Score
Price NZ$0.48
GF Value NZ$0.89
Valuation Possible Value Trap
! 4 Warning Signs
View Full Analysis

What is Foley Wines ROE %?

Foley Wines NZSE:FWL 32 ROE % is 3.23% as of Dec. 2025, which is 4% below its 10-year median of 3.36. GuruFocus rates NZSE:FWL with a GF Score™ of 32/100 and a GF Value™ of NZ$0.89 (Possible Value Trap). The stock has 4 warning signs investors should review. Among 207 Beverages - Alcoholic companies, Foley Wines ranks worse than 71.98% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Foley Wines's annualized net income for the quarter that ended in Dec. 2025 was NZ$4.60 Mil. Foley Wines's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was NZ$142.49 Mil. Therefore, Foley Wines's annualized ROE % for the quarter that ended in Dec. 2025 was 3.23%.

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

NZSE:FWL' s ROE % Range Over the Past 10 Years
Min: -2.81   Med: 3.36   Max: 7.71
Current: -0.45

During the past 13 years, Foley Wines's highest ROE % was 7.71%. The lowest was -2.81%. And the median was 3.36%.

NZSE:FWL's ROE % is ranked worse than
71.98% of 207 companies
in the Beverages - Alcoholic industry
Industry Median: 5.38 vs NZSE:FWL: -0.45

Foley Wines  (NZSE:FWL) 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
=4.6/142.4915
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(4.6 / 64.98)*(64.98 / 229.1095)*(229.1095 / 142.4915)
=Net Margin %*Asset Turnover*Equity Multiplier
=7.08 %*0.2836*1.6079
=ROA %*Equity Multiplier
=2.01 %*1.6079
=3.23 %

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
=4.6/142.4915
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (4.6 / 6.586) * (6.586 / -3.678) * (-3.678 / 64.98) * (64.98 / 229.1095) * (229.1095 / 142.4915)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.6985 * -1.7906 * -5.66 % * 0.2836 * 1.6079
=3.23 %

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.


Foley Wines ROE % Related Terms


Foley Wines ROE % Historical Data

* Premium members only.

The historical data trend for Foley Wines'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.

Foley Wines ROE % Chart

Foley Wines Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 3.00 4.49 4.35 -2.81 -1.30

Foley Wines 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 2.26 -7.87 1.51 -4.11 3.23

NZSE:FWL vs BF.B: ROE % Comparison

For the Beverages - Wineries & Distilleries subindustry, Foley Wines'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.


Foley Wines ROE % vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Foley Wines's ROE % distribution charts can be found below:

* The bar in red indicates where Foley Wines's ROE % falls into.


NZSE:FWL
32GF Score
Foley Wines Ltd NZSE:FWL
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Foley Wines ROE % Calculation

Foley Wines's annualized ROE % for the fiscal year that ended in Jun. 2025 is calculated as

ROE %=Net Income (A: Jun. 2025 )/( (Total Stockholders Equity (A: Jun. 2024 )+Total Stockholders Equity (A: Jun. 2025 ))/ count )
=-1.857/( (143.427+141.999)/ 2 )
=-1.857/142.713
=-1.30 %

Foley Wines'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 )
=4.6/( (141.999+142.984)/ 2 )
=4.6/142.4915
=3.23 %

* 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 3.23% mean?
Foley Wines (NZSE:FWL) has a ROE % of 3.23% 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 Foley Wines and its competitors. This is near median its historical median of 3.36. According to the industry distribution chart, Foley Wines ranks #149 out of 207 companies in the Beverages - Alcoholic industry, placing it in the top 72%.
Is Foley Wines' ROE % too high?
Foley Wines' current ROE % of 3.23% is near median its 10-year median of 3.36. The Beverages - Alcoholic industry median ROE % is 5.38. Foley Wines' value of 3.23% is 40% below this industry median. Based on the distribution chart, Foley Wines ranks #149 out of 207 companies in the Beverages - Alcoholic industry, which is below the industry midpoint. Overall, Foley Wines has a GF Score™ of 32/100 and is considered Possible Value Trap, reflecting its overall financial health beyond just this single metric.
How does Foley Wines' ROE % compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Foley Wines ranks #149 out of 207 companies for ROE %. This places Foley Wines in the lower half of its industry. The industry median ROE % is 5.38. Foley Wines' value of 3.23% is 40% below this benchmark. While the company's 10-year median is 3.36 vs. the industry median of 5.38, Foley Wines has consistently been below 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 Beverages - Alcoholic company?
The median ROE % among Beverages - Alcoholic companies is 5.38, 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. Foley Wines's current ROE % of 3.23% is 40% 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 Foley Wines and its competitors. For the Beverages - Alcoholic industry, the median ROE % is 5.38 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Foley Wines's current ROE % is 3.23%, which is near median its own 10-year median of 3.36. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Foley Wines stock overvalued right now?
Based on GuruFocus' analysis, Foley Wines (NZSE:FWL) is currently considered Possible Value Trap. The stock's GF Value™ is NZ$0.89, compared to a current price of NZ$0.48 — trading 46.1% below its estimated fair value. The current ROE % is 3.23%, which is near median its 10-year median of 3.36 and 40% below the Beverages - Alcoholic industry median of 5.38. Foley Wines' overall GF Score™ is 32/100 with 4 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 Foley Wines (NZSE:FWL), the current ROE % is 3.23% 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 Foley Wines (NZSE:FWL) Overvalued in 2026?

Based on GuruFocus' analysis, Foley Wines stock appears to be undervalued. The current stock price of NZ$0.48 is trading 46.1% below its estimated GF Value™ of NZ$0.89. GuruFocus considers Foley Wines to be Possible Value Trap.

Key valuation signals for NZSE:FWL:

  • ROE %: 3.23% (near median its 10-year median of 3.36)
  • GF Value™: NZ$0.89 vs. price of NZ$0.48 (46.1% below fair value)
  • GF Score™: 32/100 with 4 warning signs
  • Industry Position: 40% below the Beverages - Alcoholic median (#149 of 207)

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


Foley Wines Business Description

Address 13 Waihopai Valley Road, RD6, Blenheim, MBH, NZL, 7276
Foley Wines Ltd is a wine company that produces table wines and markets and sells premium wines in New Zealand and various export markets. The company's vineyards are in Marlborough and Martinborough, New Zealand. The company earns majority of its revenue from sale of bottled wines. It sells its products in New Zealand, Australia, the United States, the United Kingdom, Europe, and the rest of the world.
32GF Score

Get the complete analysis for NZSE:FWL

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

NZ$0.48
Price
NZ$0.89
GF Value