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Schott Pharma AG KGaA (XTER:1SXP) ROE % : 24.78% (As of Jun. 2024)


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What is Schott Pharma AG KGaA ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Schott Pharma AG KGaA's annualized net income for the quarter that ended in Jun. 2024 was €185.1 Mil. Schott Pharma AG KGaA's average Total Stockholders Equity over the quarter that ended in Jun. 2024 was €746.8 Mil. Therefore, Schott Pharma AG KGaA's annualized ROE % for the quarter that ended in Jun. 2024 was 24.78%.

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

XTER:1SXP' s ROE % Range Over the Past 10 Years
Min: 21.17   Med: 23.46   Max: 27.51
Current: 21.17

During the past 4 years, Schott Pharma AG KGaA's highest ROE % was 27.51%. The lowest was 21.17%. And the median was 23.46%.

XTER:1SXP's ROE % is ranked better than
93.77% of 802 companies
in the Medical Devices & Instruments industry
Industry Median: -0.21 vs XTER:1SXP: 21.17

Schott Pharma AG KGaA ROE % Historical Data

The historical data trend for Schott Pharma AG KGaA'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.

Schott Pharma AG KGaA ROE % Chart

Schott Pharma AG KGaA Annual Data
Trend Sep20 Sep21 Sep22 Sep23
ROE %
24.63 27.51 22.28 21.73

Schott Pharma AG KGaA Quarterly Data
Sep20 Sep21 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only 18.78 20.72 25.20 13.86 24.78

Competitive Comparison of Schott Pharma AG KGaA's ROE %

For the Medical Instruments & Supplies subindustry, Schott Pharma AG KGaA'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.


Schott Pharma AG KGaA's ROE % Distribution in the Medical Devices & Instruments Industry

For the Medical Devices & Instruments industry and Healthcare sector, Schott Pharma AG KGaA's ROE % distribution charts can be found below:

* The bar in red indicates where Schott Pharma AG KGaA's ROE % falls into.



Schott Pharma AG KGaA ROE % Calculation

Schott Pharma AG KGaA's annualized ROE % for the fiscal year that ended in Sep. 2023 is calculated as

ROE %=Net Income (A: Sep. 2023 )/( (Total Stockholders Equity (A: Sep. 2022 )+Total Stockholders Equity (A: Sep. 2023 ))/ count )
=151.842/( (707.278+690.431)/ 2 )
=151.842/698.8545
=21.73 %

Schott Pharma AG KGaA's annualized ROE % for the quarter that ended in Jun. 2024 is calculated as

ROE %=Net Income (Q: Jun. 2024 )/( (Total Stockholders Equity (Q: Mar. 2024 )+Total Stockholders Equity (Q: Jun. 2024 ))/ count )
=185.056/( (726.053+767.567)/ 2 )
=185.056/746.81
=24.78 %

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


Schott Pharma AG KGaA  (XTER:1SXP) 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: Jun. 2024 )
=Net Income/Total Stockholders Equity
=185.056/746.81
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(185.056 / 1014.348)*(1014.348 / 1379.0405)*(1379.0405 / 746.81)
=Net Margin %*Asset Turnover*Equity Multiplier
=18.24 %*0.7355*1.8466
=ROA %*Equity Multiplier
=13.42 %*1.8466
=24.78 %

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: Jun. 2024 )
=Net Income/Total Stockholders Equity
=185.056/746.81
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (185.056 / 223.68) * (223.68 / 157) * (157 / 1014.348) * (1014.348 / 1379.0405) * (1379.0405 / 746.81)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.8273 * 1.4247 * 15.48 % * 0.7355 * 1.8466
=24.78 %

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


Schott Pharma AG KGaA ROE % Related Terms

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Schott Pharma AG KGaA Business Description

Traded in Other Exchanges
Address
Hattenbergstrasse 10, Mainz, RP, DEU, 55122
Schott Pharma AG & CO KGaA caters to the pharma, biotech and life science industry by providing containment solutions and delivery systems for injectable drugs. Its segments include; Drug Containment Solutions (DCS) and Drug Delivery Systems (DDS). The majority of the revenue is generated from Drug Containment Solutions segment which includes products like vials, cartridges and ampoules for safe drug containment. Geographically, the company generates revenue from Europe, Middle East, Africa (EMEA), Asia and South Pacific, North America and South America.
Executives
Dr. Jens Schulte Supervisory Board
Andreas Reisse Board of Directors
Ann-kristin Erkens Supervisory Board
Dr. Almuth Steinkühler Board of Directors
Dr. Wolfgang Wienand Supervisory Board
Peter Goldschmidt Supervisory Board

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