Schloss Wachenheim AG (FRA:SWA) 3-Year RORE % : -3.45% (As of Mar. 2026)


FRA:SWA Schloss Wachenheim AG FRA:SWA
73 GF Score
Price €13.40
GF Value €16.05
Valuation Modestly Undervalued
! 2 Warning Signs
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What is Schloss Wachenheim AG 3-Year RORE %?

Schloss Wachenheim AG FRA:SWA -0.37% 73 3-Year RORE % is -3.45 as of Mar. 2026. GuruFocus rates FRA:SWA with a GF Score™ of 73/100 and a GF Value™ of €16.05 (Modestly Undervalued). The stock has 2 warning signs investors should review. Among 201 Beverages - Alcoholic companies, Schloss Wachenheim AG ranks worse than 53.23% on this metric.

Return on Retained Earnings (RORE) is an indicator of a company's growth potential, it shows how much a company earns by reinvesting its retained earnings, i.e. profits after dividend payments. Schloss Wachenheim AG's 3-Year RORE % for the quarter that ended in Mar. 2026 was -3.45%.

The industry rank for Schloss Wachenheim AG's 3-Year RORE % or its related term are showing as below:

FRA:SWA's 3-Year RORE % is ranked worse than
53.23% of 201 companies
in the Beverages - Alcoholic industry
Industry Median: -0.68 vs FRA:SWA: -3.45

Schloss Wachenheim AG  (FRA:SWA) 3-Year RORE % Explanation

Return on Retained Earnings (RORE) is important to investors because it reveals a company's efficiency and growth potential. A higher RORE indicates a higher return. A high RORE indicates that the company should reinvest profits into the business. A lower RORE suggests that the company should distribute profits to shareholders by paying out dividends, since those dollars aren't generating much additional growth for the company.

There are a several different ways to arrive at the Return on Retained Earnings. The simplest way to calculate it is by using published information on Earnings per Share (EPS) and Dividend per Share (DPS) over a selected period. Here, 3-year period is chosen.

Be Aware

Please keep in mind that the RORE is relative to the nature of the business and its competitors. If another company in the same sector is producing a lower return on retained earnings, it doesn’t necessarily mean it’s a bad investment. It may just suggest the company is older and no longer in a high growth stage. At such a stage in the business cycle, it would be expected to see a lower RORE and higher dividend payout.


Schloss Wachenheim AG 3-Year RORE % Related Terms


Schloss Wachenheim AG 3-Year RORE % Historical Data

* Premium members only.

The historical data trend for Schloss Wachenheim AG's 3-Year RORE % 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.

Schloss Wachenheim AG 3-Year RORE % Chart

Schloss Wachenheim AG Annual Data
Trend Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23 Jun24 Jun25
3-Year RORE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only -2.82 29.49 2.01 -20.31 -20.67

Schloss Wachenheim AG Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
3-Year RORE % 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 0.98 -20.67 0.67 -14.35 -3.45

FRA:SWA vs BF.B: 3-Year RORE % Comparison

For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim AG's 3-Year RORE %, along with its competitors' market caps and 3-Year RORE % 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.


Schloss Wachenheim AG 3-Year RORE % vs Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's 3-Year RORE % distribution charts can be found below:

* The bar in red indicates where Schloss Wachenheim AG's 3-Year RORE % falls into.


FRA:SWA
73GF Score
Schloss Wachenheim AG FRA:SWA
3-Year RORE % is just one metric. See GF Score™, valuation, warning signs, and more.
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Schloss Wachenheim AG 3-Year RORE % Calculation

Schloss Wachenheim AG's 3-Year RORE % for the quarter that ended in Mar. 2026 is calculated as:

3-Year RORE %=( Most Recent EPS (Diluted)- First Period EPS (Diluted) )/( Cumulative EPS (Diluted) for 3-year -Cumulative Dividends per Share for 3-year )
=( 1.05-1.11 )/( 3.54-1.8 )
=-0.06/1.74
=-3.45 %

* 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 3-Year RORE %, the most recent and first period EPS (Diluted) is the trailing twelve months (TTM) data ended in Mar. 2026 and 3-year before.

Frequently Asked Questions Learn more about 3-Year RORE % →
What does a 3-Year RORE % of -3.45 mean?
Schloss Wachenheim AG (FRA:SWA) has a 3-Year RORE % of -3.45 as of Mar. 2026. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Schloss Wachenheim AG and its competitors. According to the industry distribution chart, Schloss Wachenheim AG ranks #107 out of 201 companies in the Beverages - Alcoholic industry, placing it in the top 53.2%.
Is Schloss Wachenheim AG's 3-Year RORE % too high?
Schloss Wachenheim AG's current 3-Year RORE % is -3.45. Based on the distribution chart, Schloss Wachenheim AG ranks #107 out of 201 companies in the Beverages - Alcoholic industry, which is below the industry midpoint. Overall, Schloss Wachenheim AG has a GF Score™ of 73/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Schloss Wachenheim AG's 3-Year RORE % compare to BF.B?
According to the Beverages - Alcoholic industry distribution chart, Schloss Wachenheim AG ranks #107 out of 201 companies for 3-Year RORE %. This places Schloss Wachenheim AG in the lower half of its industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 3-Year RORE % for a Beverages - Alcoholic company?
A good 3-Year RORE % depends on the Beverages - Alcoholic industry context. However, 3-Year RORE % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 3-Year RORE % mean?
A high 3-Year RORE % can signal that a stock is expensive relative to its fundamentals. 3-Year RORE % shows how much a company earns by reinvesting its retained earnings in 3-year. View historical data on Schloss Wachenheim AG and its competitors. Schloss Wachenheim AG's current 3-Year RORE % is -3.45. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schloss Wachenheim AG stock overvalued right now?
Based on GuruFocus' analysis, Schloss Wachenheim AG (FRA:SWA) is currently considered Modestly Undervalued. The stock's GF Value™ is €16.05, compared to a current price of €13.40 — trading 16.5% below its estimated fair value. The current 3-Year RORE % is -3.45. Schloss Wachenheim AG's overall GF Score™ is 73/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 3-Year RORE % calculated?
3-Year RORE % is calculated from a company's financial statements. For Schloss Wachenheim AG (FRA:SWA), the current 3-Year RORE % is -3.45 as of Mar. 2026. 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 Schloss Wachenheim AG (FRA:SWA) Overvalued in 2026?

Based on GuruFocus' analysis, Schloss Wachenheim AG stock appears to be undervalued. The current stock price of €13.40 is trading 16.5% below its estimated GF Value™ of €16.05. GuruFocus considers Schloss Wachenheim AG to be Modestly Undervalued.

Key valuation signals for FRA:SWA:

  • 3-Year RORE %: -3.45
  • GF Value™: €16.05 vs. price of €13.40 (16.5% below fair value)
  • GF Score™: 73/100 with 2 warning signs

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


Schloss Wachenheim AG Business Description

Other Exchanges SWA:Germany
Address Niederkircher Strasse 27, Trier, DEU, 54294
Schloss Wachenheim AG is a producer and supplier of sparkling wine. It offers sparkling, semi-sparkling and carbonated sparkling wine products, non-alcoholic sparkling wine, imported wine from Italy and Romania and other wine-based beverages.
73GF Score

Get the complete analysis for FRA:SWA

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

€13.40
Price
€16.05
GF Value