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Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) 5-Year ROIIC % : 163.78% (As of Dec. 2023)


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What is Schwalbchen Molkerei Jakob Berz AG 5-Year ROIIC %?

5-Year Return on Invested Incremental Capital (5-Year ROIIC %) measures the change in earnings as a percentage of change in investment over 5-year. Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % for the quarter that ended in Dec. 2023 was 163.78%. High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

The industry rank for Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % or its related term are showing as below:

FRA:SMB's 5-Year ROIIC % is ranked better than
96.19% of 1757 companies
in the Consumer Packaged Goods industry
Industry Median: 1.76 vs FRA:SMB: 163.78

Schwalbchen Molkerei Jakob Berz AG 5-Year ROIIC % Historical Data

The historical data trend for Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % 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.

Schwalbchen Molkerei Jakob Berz AG 5-Year ROIIC % Chart

Schwalbchen Molkerei Jakob Berz AG Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year ROIIC %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 8.56 144.12 106.56 106.37 163.78

Schwalbchen Molkerei Jakob Berz AG Semi-Annual Data
Dec07 Dec08 Dec09 Dec10 Dec11 Dec12 Dec13 Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
5-Year ROIIC % 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 8.56 144.12 106.56 106.37 163.78

Competitive Comparison of Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC %

For the Packaged Foods subindustry, Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC %, along with its competitors' market caps and 5-Year ROIIC % 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.


Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % Distribution in the Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % distribution charts can be found below:

* The bar in red indicates where Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % falls into.



Schwalbchen Molkerei Jakob Berz AG 5-Year ROIIC % Calculation

Schwalbchen Molkerei Jakob Berz AG's 5-Year ROIIC % for the quarter that ended in Dec. 2023 is calculated as:

5-Year ROIIC %=5-Year Incremental Net Operating Profit After Taxes (NOPAT)**/5-Year Incremental Invested Capital**
=( 7.0568899 (Dec. 2023) - 3.5225652 (Dec. 2018) )/( 43.621 (Dec. 2023) - 41.463 (Dec. 2018) )
=3.5343247/2.158
=163.78%***

* 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.

** Annual data of NOPAT and Invested Capital was used to calculate 5-Year ROIIC %.
*** Please be aware that the ROIIC (Return on Invested Capital) calculations are based on company-level data using the primary share class. The calculated data provided is for demonstration purposes and may slightly differ from the results displayed in the title due to potential variations caused by currency exchange rate differences throughout the year.


Schwalbchen Molkerei Jakob Berz AG  (FRA:SMB) 5-Year ROIIC % Explanation

Return on Incremental Invested Capital (ROIIC) is an extension of Return on Investment Capital (ROIC). ROIC % tells investors how efficiently that profitability is earned per dollar of company capital. ROIIC narrows the focus even further and shows how profitable each additional unit of capital investment could be. ROIIC % is a more powerful metric than ROIC because it measures how much money the company can generate going forward on future capital investments.

High ROIIC is generally an indication that your business is capital efficient or has a higher operating leverage.

Be Aware

It's important to keep in mind that when tracking ROIIC, the metric is better suited to forecasting the trend of future returns rather than measuring current return on investment.


Schwalbchen Molkerei Jakob Berz AG 5-Year ROIIC % Related Terms

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Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) Business Description

Traded in Other Exchanges
N/A
Address
Bad Schwalbach, Bad Schwalbach, DEU, 65307
Schwalbchen Molkerei Jakob Berz AG is engaged in processing and distribution of milk and milk products, the wholesale of dairy products and related foodstuffs. The company acts as a regional brand supplier of fresh and long-life milk, as well as fresh produce such as yogurt, whipped cream, sour cream, natural and fruit quark, cream, and sponge cake under the name SCHWÄLBCHEN. Specialties such as the coffee beverage Caffreddo and ethnic items such as Ayran are marketed nationwide. The company is engaged in the wholesale consumer trade segment.