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ams-OSRAM AG (WBO:AMS2) ROE % : 7.82% (As of Sep. 2024)


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What is ams-OSRAM AG ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. ams-OSRAM AG's annualized net income for the quarter that ended in Sep. 2024 was €96 Mil. ams-OSRAM AG's average Total Stockholders Equity over the quarter that ended in Sep. 2024 was €1,228 Mil. Therefore, ams-OSRAM AG's annualized ROE % for the quarter that ended in Sep. 2024 was 7.82%.

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

WBO:AMS2' s ROE % Range Over the Past 10 Years
Min: -66.43   Med: 10.25   Max: 22.91
Current: -59.89

During the past 13 years, ams-OSRAM AG's highest ROE % was 22.91%. The lowest was -66.43%. And the median was 10.25%.

WBO:AMS2's ROE % is ranked worse than
94.2% of 983 companies
in the Semiconductors industry
Industry Median: 3.99 vs WBO:AMS2: -59.89

ams-OSRAM AG ROE % Historical Data

The historical data trend for ams-OSRAM 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.

* Premium members only.

ams-OSRAM AG ROE % Chart

ams-OSRAM AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 20.11 -0.54 -1.00 -14.88 -68.28

ams-OSRAM AG Quarterly Data
Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24
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 -17.51 -20.75 -181.93 -13.77 7.82

Competitive Comparison of ams-OSRAM AG's ROE %

For the Semiconductors subindustry, ams-OSRAM 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.


ams-OSRAM AG's ROE % Distribution in the Semiconductors Industry

For the Semiconductors industry and Technology sector, ams-OSRAM AG's ROE % distribution charts can be found below:

* The bar in red indicates where ams-OSRAM AG's ROE % falls into.



ams-OSRAM AG ROE % Calculation

ams-OSRAM AG's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=-1613/( (2826+1899)/ 2 )
=-1613/2362.5
=-68.28 %

ams-OSRAM AG's annualized ROE % for the quarter that ended in Sep. 2024 is calculated as

ROE %=Net Income (Q: Sep. 2024 )/( (Total Stockholders Equity (Q: Jun. 2024 )+Total Stockholders Equity (Q: Sep. 2024 ))/ count )
=96/( (1217+1239)/ 2 )
=96/1228
=7.82 %

* 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 (Sep. 2024) net income data. ROE % is displayed in the 30-year financial page.


ams-OSRAM AG  (WBO:AMS2) 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: Sep. 2024 )
=Net Income/Total Stockholders Equity
=96/1228
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(96 / 3524)*(3524 / 6800.5)*(6800.5 / 1228)
=Net Margin %*Asset Turnover*Equity Multiplier
=2.72 %*0.5182*5.5379
=ROA %*Equity Multiplier
=1.41 %*5.5379
=7.82 %

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: Sep. 2024 )
=Net Income/Total Stockholders Equity
=96/1228
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (96 / 136) * (136 / 200) * (200 / 3524) * (3524 / 6800.5) * (6800.5 / 1228)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.7059 * 0.68 * 5.68 % * 0.5182 * 5.5379
=7.82 %

Note: The net income data used here is four times the quarterly (Sep. 2024) net income data. The Revenue data used here is four times the quarterly (Sep. 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.


ams-OSRAM AG ROE % Related Terms

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ams-OSRAM AG Business Description

Address
Tobelbader Strasse 30, Premstaetten, AUT, 8141
ams-OSRAM AG designs manufactures and sells sensors, sensor interfaces, and analog integrated circuit solutions. The company is an important supplier to customers in the consumer, communications, medical, automotive, and industrial end markets. The firm operates in two segments semiconductors and Lamps and systems. The majority of its revenue is generated from the semiconductors segment. The company generates maximum revenue from the Asia Pacific region and the rest from the Americas, and Europe, Middle East, and Africa (EMEA).

ams-OSRAM AG Headlines

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