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What is Schwalbchen Molkerei Jakob Berz AG WACC %?
Schwalbchen Molkerei Jakob Berz AGFRA:SMB 76 WACC % is 2.14% as of Jul. 27, 2026, which is 16% below its 10-year median of 2.56. GuruFocus rates FRA:SMB with a GF Score™ of 76/100 and a GF Value™ of €42.67 (Fairly Valued). The stock has 3 warning signs investors should review. Among 2,041 Consumer Packaged Goods companies, Schwalbchen Molkerei Jakob Berz AG ranks better than 93.39% on this metric.
As of today (2026-07-27), Schwalbchen Molkerei Jakob Berz AG's weighted average cost of capital is 2.14%%. Schwalbchen Molkerei Jakob Berz AG's ROIC % is 7.33% (calculated using TTM income statement data).
Schwalbchen Molkerei Jakob Berz AG generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.
For a comprehensive WACC calculation, please access the WACC Calculator.
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) WACC % Explanation
Because it costs money to raise capital. A firm that generates higher ROIC % than it costs the company to raise the capital needed for that investment is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases, whereas a firm that earns returns that do not match up to its cost of capital will destroy value as it grows.
As of today, Schwalbchen Molkerei Jakob Berz AG's weighted average cost of capital is 2.14%%. Schwalbchen Molkerei Jakob Berz AG's ROIC % is 7.33% (calculated using TTM income statement data).
Schwalbchen Molkerei Jakob Berz AG generates higher returns on investment than it costs the company to raise the capital needed for that investment. It is earning excess returns. A firm that expects to continue generating positive excess returns on new investments in the future will see its value increase as growth increases.
Be Aware
1. GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding latest one-year annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together.
For companies that report quarterly, GuruFocus combines all of the most recent year's quarterly debt data from the beginning of the year to the year-end and calculates the average.
For companies that report semi-annually, GuruFocus combines all of the most recent year's semi-annual debt data from the start of the year to the year-end and calculates the average.
For companies that report annually, GuruFocus combines the beginning and ending annual debt data from the most recent year and then calculates the average.
2. The WACC formula discussed above does not include Preferred Stock. Please adjust if preferred stock is considered.
3. (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
4. GuruFocus uses the latest annual Interest Expense divided by the latest one-year annual average debt to get the simplified cost of debt.
Related Terms
Schwalbchen Molkerei Jakob Berz AG WACC % Historical Data
* 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.
For the Packaged Foods subindustry, Schwalbchen Molkerei Jakob Berz AG's WACC %, along with its competitors' market caps and WACC % 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 WACC % vs Consumer Packaged Goods Industry
For the Consumer Packaged Goods industry and Consumer Defensive sector, Schwalbchen Molkerei Jakob Berz AG's WACC % distribution charts can be found below:
* The bar in red indicates where Schwalbchen Molkerei Jakob Berz AG's WACC % falls into.
Schwalbchen Molkerei Jakob Berz AG WACC % Calculation
The weighted average cost of capital (WACC) is the rate that a company is expected to pay on average to all its security holders to finance its assets. The WACC is commonly referred to as the firm's cost of capital. Generally speaking, a company's assets are financed by debt and equity. WACC is the average of the costs of these sources of financing, each of which is weighted by its respective use in the given situation. By taking a weighted average, we can see how much interest the company has to pay for every dollar it finances.
WACC
=
E
/
(E + D)
*
Cost of Equity
+
D
/
(E + D)
*
Cost of Debt
*
(1 - Tax Rate)
1. Weights:
Generally speaking, a company's assets are financed by debt and equity. We need to calculate the weight of equity and the weight of debt.
The market value of equity (E) is also called "Market Cap". As of today, Schwalbchen Molkerei Jakob Berz AG's market capitalization (E) is €45.000 Mil.
The market value of debt is typically difficult to calculate, therefore, GuruFocus uses book value of debt (D) to do the calculation. It is simplified by adding the latest one-year annual average Short-Term Debt & Capital Lease Obligation and Long-Term Debt & Capital Lease Obligation together. As of Dec. 2025, Schwalbchen Molkerei Jakob Berz AG's latest one-year annual average Book Value of Debt (D) is €2.162 Mil.
a) weight of equity = E / (E + D) = 45.000 / (45.000 + 2.162) = 0.9542
b) weight of debt = D / (E + D) = 2.162 / (45.000 + 2.162) = 0.0458
2. Cost of Equity:
GuruFocus uses Capital Asset Pricing Model (CAPM) to calculate the required rate of return. The formula is:
Cost of Equity = Risk-Free Rate of Return + Beta of Asset * (Expected Return of the Market - Risk-Free Rate of Return)
a) GuruFocus uses 10-Year Treasury Constant Maturity Rate as the risk-free rate. It is updated daily. The current risk-free rate is 2.97%. Please go to Economic Indicators page for more information. Please note that we use the 10-Year Treasury Constant Maturity Rate of the country/region where the company is headquartered. If the data for that country/region is not available, then we will use the 10-Year Treasury Constant Maturity Rate of the United States as default.
b) Beta is the sensitivity of the expected excess asset returns to the expected excess market returns. Schwalbchen Molkerei Jakob Berz AG's beta is -0.1889.
c) (Expected Return of the Market - Risk-Free Rate of Return) is also called market premium. GuruFocus requires market premium to be 6%.
Cost of Equity = 2.97% + -0.1889 * 6% = 1.8366%
3. Cost of Debt:
GuruFocus uses latest annual Interest Expense divided by the latest one-year annual average debt to get the simplified cost of debt.
As of Dec. 2025, Schwalbchen Molkerei Jakob Berz AG's interest expense (positive number) was €0.283 Mil. Its total Book Value of Debt (D) is €2.162 Mil.
Cost of Debt = 0.283 / 2.162 = 13.0897%.
4. Multiply by one minus annual Tax Rate:
GuruFocus uses the most recent annual Tax Expense divided by the most recent annual Pre-Tax Income to calculate the tax rate. The calculated annual tax rate is limited to between 0% and 100%. If the calculated tax rate is higher than 100%, it is set to 100%. If the calculated tax rate is less than 0%, it is set to 0%.
The latest calculated annual Tax Rate = 1.768 / 4.986 = 35.46%.
* 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.
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) has a WACC % of 2.14% as of Jul. 27, 2026. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. This is 16% below median its historical median of 2.56. Over the past decade, Schwalbchen Molkerei Jakob Berz AG's WACC % has ranged from 0.50 to 5.38. According to the industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #135 out of 2041 companies in the Consumer Packaged Goods industry, placing it in the top 6.6%.
Is Schwalbchen Molkerei Jakob Berz AG's WACC % too high?
Schwalbchen Molkerei Jakob Berz AG's current WACC % of 2.14% is 16% below median its 10-year median of 2.56. Over the past 10 years, this metric has ranged from a low of 0.50 to a high of 5.38. The Consumer Packaged Goods industry median WACC % is 7.66. Schwalbchen Molkerei Jakob Berz AG's value of 2.14% is 72.1% below this industry median. Based on the distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #135 out of 2041 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, Schwalbchen Molkerei Jakob Berz AG has a GF Score™ of 76/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Schwalbchen Molkerei Jakob Berz AG's WACC % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #135 out of 2041 companies for WACC %. This places Schwalbchen Molkerei Jakob Berz AG in the top 7% of its industry — outperforming the majority of peers. The industry median WACC % is 7.66. Schwalbchen Molkerei Jakob Berz AG's value of 2.14% is 72.1% below this benchmark. Historically, Schwalbchen Molkerei Jakob Berz AG's own WACC % has ranged from 0.50 to 5.38 over the past decade. While the company's 10-year median is 2.56 vs. the industry median of 7.66, Schwalbchen Molkerei Jakob Berz AG has consistently been below 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 WACC % for a Consumer Packaged Goods company?
The median WACC % among Consumer Packaged Goods companies is 7.66, based on 2,041 companies in the industry. Companies in the top quartile (top 25%) have a WACC % significantly above this median, while those in the bottom quartile fall well below. However, WACC % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schwalbchen Molkerei Jakob Berz AG's current WACC % of 2.14% is 72.1% below 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 WACC % mean?
A high WACC % can signal that a stock is expensive relative to its fundamentals. The weighted average cost of capital (WACC) is the average rate a company pays to finance assets. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. For the Consumer Packaged Goods industry, the median WACC % is 7.66 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schwalbchen Molkerei Jakob Berz AG's current WACC % is 2.14%, which is 16% below median its own 10-year median of 2.56. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Schwalbchen Molkerei Jakob Berz AG stock overvalued right now?
Based on GuruFocus' analysis, Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) is currently considered Fairly Valued. The stock's GF Value™ is €42.67, compared to a current price of €45.00 — trading 5.5% above its estimated fair value. The current WACC % is 2.14%, which is 16% below median its 10-year median of 2.56 and 72.1% below the Consumer Packaged Goods industry median of 7.66. Schwalbchen Molkerei Jakob Berz AG's overall GF Score™ is 76/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is WACC % calculated?
WACC % is calculated from a company's financial statements. For Schwalbchen Molkerei Jakob Berz AG (FRA:SMB), the current WACC % is 2.14% as of Jul. 27, 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 Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) Overvalued in 2026?
Based on GuruFocus' analysis, Schwalbchen Molkerei Jakob Berz AG stock appears to be overvalued.
The current stock price of €45.00 is trading 5.5% above its estimated GF Value™ of €42.67.
GuruFocus considers Schwalbchen Molkerei Jakob Berz AG to be Fairly Valued.
Key valuation signals for FRA:SMB:
WACC %: 2.14% (16% below median its 10-year median of 2.56)
GF Value™: €42.67 vs. price of €45.00 (5.5% above fair value)
Industry Position: 72.1% below the Consumer Packaged Goods median (#135 of 2041)
No single metric tells the full story. See the FRA:SMB stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Schwalbchen Molkerei Jakob Berz AG Business Description
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 SCHWALBCHEN. 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.
76GF Score
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