Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) 5-Year Yield-on-Cost %: 1.11 (As of Jul. 26, 2026) — 36% Below Median

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FRA:SMB Schwalbchen Molkerei Jakob Berz AG FRA:SMB
76 GF Score
Price €45.00
GF Value €42.67
Valuation Fairly Valued
! 3 Warning Signs
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What is Schwalbchen Molkerei Jakob Berz AG 5-Year Yield-on-Cost %?

Schwalbchen Molkerei Jakob Berz AG FRA:SMB 76 5-Year Yield-on-Cost % is 1.11 as of Jul. 26, 2026, which is 36% below its 10-year median of 1.74. 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 1,172 Consumer Packaged Goods companies, Schwalbchen Molkerei Jakob Berz AG ranks worse than 83.87% on this metric.

Schwalbchen Molkerei Jakob Berz AG's yield on cost for the quarter that ended in Dec. 2025 was 1.11.


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

FRA:SMB' s 5-Year Yield-on-Cost % Range Over the Past 10 Years
Min: 0.71   Med: 1.74   Max: 2.55
Current: 1.11


During the past 13 years, Schwalbchen Molkerei Jakob Berz AG's highest Yield on Cost was 2.55. The lowest was 0.71. And the median was 1.74.


FRA:SMB's 5-Year Yield-on-Cost % is ranked worse than
83.87% of 1172 companies
in the Consumer Packaged Goods industry
Industry Median: 3.455 vs FRA:SMB: 1.11

Schwalbchen Molkerei Jakob Berz AG  (FRA:SMB) 5-Year Yield-on-Cost % Explanation

Of course the risk here is that the company may not raise its dividends as it did before. The key is to select the companies that can consistently raise its dividends. Usually companies with long history of raising dividends tend to do so.


Schwalbchen Molkerei Jakob Berz AG 5-Year Yield-on-Cost % Related Terms


FRA:SMB vs KHC, GIS, HRL: 5-Year Yield-on-Cost % Comparison

For the Packaged Foods subindustry, Schwalbchen Molkerei Jakob Berz AG's 5-Year Yield-on-Cost %, along with its competitors' market caps and 5-Year Yield-on-Cost % 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 5-Year Yield-on-Cost % vs Consumer Packaged Goods Industry

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

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


FRA:SMB
76GF Score
Schwalbchen Molkerei Jakob Berz AG FRA:SMB
5-Year Yield-on-Cost % is just one metric. See GF Score™, valuation, warning signs, and more.
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Schwalbchen Molkerei Jakob Berz AG 5-Year Yield-on-Cost % Calculation

Dividend Yield % and dividend growth of a stock is an important factor for income investors. But if company A raises its dividend constantly faster than company B, company A's future dividend yield might be much higher than Company B's even if their yields are the same now and their stock prices do not change.

Yield on Cost assumes that you buy and the stock today, and hold it for 5 years. If the company raises it dividends at the same rate as it did over the past 5 years, the dividends investors receive annually in 5 years relative to the stock price today.

Therefore, Yield-on-Cost of Schwalbchen Molkerei Jakob Berz AG is calculated as

Yield-on-Cost=Dividend Yield %*(1+Dividend Growth Rate)^5
Frequently Asked Questions Learn more about 5-Year Yield-on-Cost % →
What does a 5-Year Yield-on-Cost % of 1.11 mean?
Schwalbchen Molkerei Jakob Berz AG (FRA:SMB) has a 5-Year Yield-on-Cost % of 1.11 as of Jul. 26, 2026. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. This is 36% below median its historical median of 1.74. Over the past decade, Schwalbchen Molkerei Jakob Berz AG's 5-Year Yield-on-Cost % has ranged from 0.71 to 2.55. According to the industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #983 out of 1172 companies in the Consumer Packaged Goods industry, placing it in the top 83.9%.
Is Schwalbchen Molkerei Jakob Berz AG's 5-Year Yield-on-Cost % too high?
Schwalbchen Molkerei Jakob Berz AG's current 5-Year Yield-on-Cost % of 1.11 is 36% below median its 10-year median of 1.74. Over the past 10 years, this metric has ranged from a low of 0.71 to a high of 2.55. The Consumer Packaged Goods industry median 5-Year Yield-on-Cost % is 3.46. Schwalbchen Molkerei Jakob Berz AG's value of 1.11 is 67.9% below this industry median. Based on the distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #983 out of 1172 companies in the Consumer Packaged Goods industry, which is in the bottom quartile 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 5-Year Yield-on-Cost % compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Schwalbchen Molkerei Jakob Berz AG ranks #983 out of 1172 companies for 5-Year Yield-on-Cost %. This places Schwalbchen Molkerei Jakob Berz AG in the lower half of its industry. The industry median 5-Year Yield-on-Cost % is 3.46. Schwalbchen Molkerei Jakob Berz AG's value of 1.11 is 67.9% below this benchmark. Historically, Schwalbchen Molkerei Jakob Berz AG's own 5-Year Yield-on-Cost % has ranged from 0.71 to 2.55 over the past decade. While the company's 10-year median is 1.74 vs. the industry median of 3.46, 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 5-Year Yield-on-Cost % for a Consumer Packaged Goods company?
The median 5-Year Yield-on-Cost % among Consumer Packaged Goods companies is 3.46, based on 1,172 companies in the industry. Companies in the top quartile (top 25%) have a 5-Year Yield-on-Cost % significantly above this median, while those in the bottom quartile fall well below. However, 5-Year Yield-on-Cost % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Schwalbchen Molkerei Jakob Berz AG's current 5-Year Yield-on-Cost % of 1.11 is 67.9% 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 5-Year Yield-on-Cost % mean?
A high 5-Year Yield-on-Cost % can signal that a stock is expensive relative to its fundamentals. 5-Year Yield on Cost measures the expected yield based on a company's current yield and 5-year dividend growth. View historical data on Schwalbchen Molkerei Jakob Berz AG and its competitors. For the Consumer Packaged Goods industry, the median 5-Year Yield-on-Cost % is 3.46 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Schwalbchen Molkerei Jakob Berz AG's current 5-Year Yield-on-Cost % is 1.11, which is 36% below median its own 10-year median of 1.74. 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 5-Year Yield-on-Cost % is 1.11, which is 36% below median its 10-year median of 1.74 and 67.9% below the Consumer Packaged Goods industry median of 3.46. 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 5-Year Yield-on-Cost % calculated?
5-Year Yield-on-Cost % is calculated from a company's financial statements. For Schwalbchen Molkerei Jakob Berz AG (FRA:SMB), the current 5-Year Yield-on-Cost % is 1.11 as of Jul. 26, 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:

  • 5-Year Yield-on-Cost %: 1.11 (36% below median its 10-year median of 1.74)
  • GF Value™: €42.67 vs. price of €45.00 (5.5% above fair value)
  • GF Score™: 76/100 with 3 warning signs
  • Industry Position: 67.9% below the Consumer Packaged Goods median (#983 of 1172)

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

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 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

Get the complete analysis for FRA:SMB

5-Year Yield-on-Cost % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€45.00
Price
€42.67
GF Value