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Schloss Wachenheim AG (XTER:SWA) Return-on-Tangible-Equity : -12.86% (As of Mar. 2024)


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What is Schloss Wachenheim AG Return-on-Tangible-Equity?

Return-on-Tangible-Equity is calculated as Net Income divided by its average total shareholder tangible equity. Total shareholder tangible equity equals to Total Stockholders Equity minus Intangible Assets. Schloss Wachenheim AG's annualized net income for the quarter that ended in Mar. 2024 was €-12.3 Mil. Schloss Wachenheim AG's average shareholder tangible equity for the quarter that ended in Mar. 2024 was €95.5 Mil. Therefore, Schloss Wachenheim AG's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2024 was -12.86%.

The historical rank and industry rank for Schloss Wachenheim AG's Return-on-Tangible-Equity or its related term are showing as below:

XTER:SWA' s Return-on-Tangible-Equity Range Over the Past 10 Years
Min: 2.43   Med: 15.99   Max: 27.24
Current: 2.43

During the past 13 years, Schloss Wachenheim AG's highest Return-on-Tangible-Equity was 27.24%. The lowest was 2.43%. And the median was 15.99%.

XTER:SWA's Return-on-Tangible-Equity is ranked worse than
67.96% of 206 companies
in the Beverages - Alcoholic industry
Industry Median: 10.29 vs XTER:SWA: 2.43

Schloss Wachenheim AG Return-on-Tangible-Equity Historical Data

The historical data trend for Schloss Wachenheim AG's Return-on-Tangible-Equity 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.

Schloss Wachenheim AG Return-on-Tangible-Equity Chart

Schloss Wachenheim AG Annual Data
Trend Jun14 Jun15 Jun16 Jun17 Jun18 Jun19 Jun20 Jun21 Jun22 Jun23
Return-on-Tangible-Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.87 10.06 13.65 16.47 11.84

Schloss Wachenheim AG Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Mar24
Return-on-Tangible-Equity 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 19.10 -2.16 11.06 11.57 -12.86

Competitive Comparison of Schloss Wachenheim AG's Return-on-Tangible-Equity

For the Beverages - Wineries & Distilleries subindustry, Schloss Wachenheim AG's Return-on-Tangible-Equity, along with its competitors' market caps and Return-on-Tangible-Equity 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's Return-on-Tangible-Equity Distribution in the Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Schloss Wachenheim AG's Return-on-Tangible-Equity distribution charts can be found below:

* The bar in red indicates where Schloss Wachenheim AG's Return-on-Tangible-Equity falls into.



Schloss Wachenheim AG Return-on-Tangible-Equity Calculation

Schloss Wachenheim AG's annualized Return-on-Tangible-Equity for the fiscal year that ended in Jun. 2023 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(A: Jun. 2023 )  (A: Jun. 2022 )(A: Jun. 2023 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets )/ count )
(A: Jun. 2023 )  (A: Jun. 2022 )(A: Jun. 2023 )
=10.905/( (88.254+96.017 )/ 2 )
=10.905/92.1355
=11.84 %

Schloss Wachenheim AG's annualized Return-on-Tangible-Equity for the quarter that ended in Mar. 2024 is calculated as

Return-on-Tangible-Equity=Net Income/( (Total Tangible Equity+Total Tangible Equity)/ count )
(Q: Mar. 2024 )  (Q: Sep. 2023 )(Q: Mar. 2024 )
=Net Income/( (Total Stockholders Equity - Intangible Assets+Total Stockholders Equity - Intangible Assets)/ count )
(Q: Mar. 2024 )  (Q: Sep. 2023 )(Q: Mar. 2024 )
=-12.292/( (95.364+95.734)/ 2 )
=-12.292/95.549
=-12.86 %

* 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 Return-on-Tangible-Equity, the net income of the last fiscal year and the average total shareholder tangible equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Mar. 2024) net income data. Return-on-Tangible-Equity is displayed in the 10-year financial page.


Schloss Wachenheim AG  (XTER:SWA) Return-on-Tangible-Equity Explanation

Return-on-Tangible-Equity measures the rate of return on the ownership interest (shareholder's tangible equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' tangible equity (shareholders equity minus intangibles). Return-on-Tangible-Equity shows how well a company uses investment funds to generate earnings growth. Return-on-Tangible-Equitys between 15% and 20% are considered desirable.


Be Aware

Net Income is used.

Because a company can increase its Return-on-Tangible-Equity by having more financial leverage, it is important to watch the leverage ratio when investing in high Return-on-Tangible-Equity companies. Like Return-on-Tangible-Asset, Return-on-Tangible-Equity 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 Return-on-Tangible-Equitys can be extremely high.


Schloss Wachenheim AG Return-on-Tangible-Equity Related Terms

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Schloss Wachenheim AG (XTER:SWA) Business Description

Traded in Other Exchanges
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.

Schloss Wachenheim AG (XTER:SWA) Headlines

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