Smart Organic Ad Sofia (XBUL:SO) ROE %: 17.48% (As of Dec. 2025) — 43% Below Median

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XBUL:SO Smart Organic Ad Sofia XBUL:SO
58 GF Score
Price €17.20
! 6 Warning Signs
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What is Smart Organic Ad Sofia ROE %?

Smart Organic Ad Sofia XBUL:SO +1.78% 58 ROE % is 17.48% as of Dec. 2025, which is 43% below its 10-year median of 30.85. GuruFocus rates XBUL:SO with a GF Score™ of 58/100. The stock has 6 warning signs investors should review. Among 1,923 Consumer Packaged Goods companies, Smart Organic Ad Sofia ranks better than 80.14% on this metric.

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Smart Organic Ad Sofia's annualized net income for the quarter that ended in Dec. 2025 was €7.49 Mil. Smart Organic Ad Sofia's average Total Stockholders Equity over the quarter that ended in Dec. 2025 was €42.84 Mil. Therefore, Smart Organic Ad Sofia's annualized ROE % for the quarter that ended in Dec. 2025 was 17.48%.

The historical rank and industry rank for Smart Organic Ad Sofia's ROE % or its related term are showing as below:

XBUL:SO' s ROE % Range Over the Past 10 Years
Min: 16.7   Med: 30.85   Max: 39.12
Current: 16.7

During the past 8 years, Smart Organic Ad Sofia's highest ROE % was 39.12%. The lowest was 16.70%. And the median was 30.85%.

XBUL:SO's ROE % is ranked better than
80.14% of 1923 companies
in the Consumer Packaged Goods industry
Industry Median: 6.81 vs XBUL:SO: 16.70

Smart Organic Ad Sofia  (XBUL:SO) 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
=7.488/42.8435
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(7.488 / 69.578)*(69.578 / 59.6185)*(59.6185 / 42.8435)
=Net Margin %*Asset Turnover*Equity Multiplier
=10.76 %*1.1671*1.3915
=ROA %*Equity Multiplier
=12.56 %*1.3915
=17.48 %

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
=7.488/42.8435
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (7.488 / 8.35) * (8.35 / 9.918) * (9.918 / 69.578) * (69.578 / 59.6185) * (59.6185 / 42.8435)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8968 * 0.8419 * 14.25 % * 1.1671 * 1.3915
=17.48 %

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.


Smart Organic Ad Sofia ROE % Related Terms


Smart Organic Ad Sofia ROE % Historical Data

* Premium members only.

The historical data trend for Smart Organic Ad Sofia'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.

Smart Organic Ad Sofia ROE % Chart

Smart Organic Ad Sofia Annual Data
Trend Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
ROE %
Get a 7-Day Free Trial 32.36 26.16 29.85 23.41 16.75

Smart Organic Ad Sofia Semi-Annual Data
Dec18 Dec19 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 25.92 35.36 16.32 15.81 17.48

XBUL:SO vs KHC, GIS, HRL: ROE % Comparison

For the Packaged Foods subindustry, Smart Organic Ad Sofia'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.


Smart Organic Ad Sofia ROE % vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Smart Organic Ad Sofia's ROE % distribution charts can be found below:

* The bar in red indicates where Smart Organic Ad Sofia's ROE % falls into.


XBUL:SO
58GF Score
Smart Organic Ad Sofia XBUL:SO
ROE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Smart Organic Ad Sofia ROE % Calculation

Smart Organic Ad Sofia'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 )
=6.911/( (38.492+44.028)/ 2 )
=6.911/41.26
=16.75 %

Smart Organic Ad Sofia'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 )
=7.488/( (41.659+44.028)/ 2 )
=7.488/42.8435
=17.48 %

* 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 17.48% mean?
Smart Organic Ad Sofia (XBUL:SO) has a ROE % of 17.48% 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 Smart Organic Ad Sofia and its competitors. This is 43% below median its historical median of 30.85. Over the past decade, Smart Organic Ad Sofia's ROE % has ranged from 16.70 to 39.12. According to the industry distribution chart, Smart Organic Ad Sofia ranks #382 out of 1923 companies in the Consumer Packaged Goods industry, placing it in the top 19.9%.
Is Smart Organic Ad Sofia's ROE % too high?
Smart Organic Ad Sofia's current ROE % of 17.48% is 43% below median its 10-year median of 30.85. Over the past 10 years, this metric has ranged from a low of 16.70 to a high of 39.12. The Consumer Packaged Goods industry median ROE % is 6.81. Smart Organic Ad Sofia's value of 17.48% is 156.7% above this industry median. Based on the distribution chart, Smart Organic Ad Sofia ranks #382 out of 1923 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Smart Organic Ad Sofia has a GF Score™ of 58/100, reflecting its overall financial health beyond just this single metric.
How does Smart Organic Ad Sofia's ROE % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Smart Organic Ad Sofia ranks #382 out of 1923 companies for ROE %. This places Smart Organic Ad Sofia in the top 20% of its industry — outperforming the majority of peers. The industry median ROE % is 6.81. Smart Organic Ad Sofia's value of 17.48% is 156.7% above this benchmark. Historically, Smart Organic Ad Sofia's own ROE % has ranged from 16.70 to 39.12 over the past decade. While the company's 10-year median is 30.85 vs. the industry median of 6.81, Smart Organic Ad Sofia 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 a Consumer Packaged Goods company?
The median ROE % among Consumer Packaged Goods companies is 6.81, based on 1,923 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. Smart Organic Ad Sofia's current ROE % of 17.48% is 156.7% 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 Smart Organic Ad Sofia and its competitors. For the Consumer Packaged Goods industry, the median ROE % is 6.81 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Smart Organic Ad Sofia's current ROE % is 17.48%, which is 43% below median its own 10-year median of 30.85. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Smart Organic Ad Sofia stock overvalued right now?
Smart Organic Ad Sofia (XBUL:SO) has a current ROE % of 17.48%. The current ROE % is 17.48%, which is 43% below median its 10-year median of 30.85 and 156.7% above the Consumer Packaged Goods industry median of 6.81. Smart Organic Ad Sofia's overall GF Score™ is 58/100 with 6 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 Smart Organic Ad Sofia (XBUL:SO), the current ROE % is 17.48% 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.

Smart Organic Ad Sofia Business Description

Other Exchanges J4Y:Germany
Address 6 Damyanitsa Street, Sofia, BGR, 1619
Smart Organic Ad Sofia is a producer and distributor of organic food in Europe. It offers Protein Bars, Fruity Bars, Smoothies, Rice Snacks, and Hazelnut Cocoa spread, among others.
58GF Score

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

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