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Hawesko Holding SE (XTER:HAW) ROE % : 4.30% (As of Mar. 2024)


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What is Hawesko Holding SE ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. Hawesko Holding SE's annualized net income for the quarter that ended in Mar. 2024 was €5.3 Mil. Hawesko Holding SE's average Total Stockholders Equity over the quarter that ended in Mar. 2024 was €122.5 Mil. Therefore, Hawesko Holding SE's annualized ROE % for the quarter that ended in Mar. 2024 was 4.30%.

The historical rank and industry rank for Hawesko Holding SE's ROE % or its related term are showing as below:

XTER:HAW' s ROE % Range Over the Past 10 Years
Min: 5.28   Med: 19.89   Max: 27.43
Current: 5.28

During the past 13 years, Hawesko Holding SE's highest ROE % was 27.43%. The lowest was 5.28%. And the median was 19.89%.

XTER:HAW's ROE % is ranked worse than
58.1% of 210 companies
in the Beverages - Alcoholic industry
Industry Median: 7.065 vs XTER:HAW: 5.28

Hawesko Holding SE ROE % Historical Data

The historical data trend for Hawesko Holding SE's ROE % 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.

Hawesko Holding SE ROE % Chart

Hawesko Holding SE Annual Data
Trend Dec14 Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23
ROE %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 14.63 21.47 27.43 19.54 6.41

Hawesko Holding SE Quarterly Data
Mar19 Jun19 Sep19 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Sep23 Dec23 Mar24
ROE % 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 28.16 8.54 - 17.50 4.30

Competitive Comparison of Hawesko Holding SE's ROE %

For the Beverages - Wineries & Distilleries subindustry, Hawesko Holding SE's ROE %, along with its competitors' market caps and ROE % 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.


Hawesko Holding SE's ROE % Distribution in the Beverages - Alcoholic Industry

For the Beverages - Alcoholic industry and Consumer Defensive sector, Hawesko Holding SE's ROE % distribution charts can be found below:

* The bar in red indicates where Hawesko Holding SE's ROE % falls into.



Hawesko Holding SE ROE % Calculation

Hawesko Holding SE's annualized ROE % for the fiscal year that ended in Dec. 2023 is calculated as

ROE %=Net Income (A: Dec. 2023 )/( (Total Stockholders Equity (A: Dec. 2022 )+Total Stockholders Equity (A: Dec. 2023 ))/ count )
=8.126/( (131.481+122.165)/ 2 )
=8.126/126.823
=6.41 %

Hawesko Holding SE's annualized ROE % for the quarter that ended in Mar. 2024 is calculated as

ROE %=Net Income (Q: Mar. 2024 )/( (Total Stockholders Equity (Q: Dec. 2023 )+Total Stockholders Equity (Q: Mar. 2024 ))/ count )
=5.272/( (122.165+122.831)/ 2 )
=5.272/122.498
=4.30 %

* 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 ROE %, the net income of the last fiscal year and the average total shareholder 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. ROE % is displayed in the 30-year financial page.


Hawesko Holding SE  (XTER:HAW) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Mar. 2024 )
=Net Income/Total Stockholders Equity
=5.272/122.498
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(5.272 / 576.56)*(576.56 / 438.751)*(438.751 / 122.498)
=Net Margin %*Asset Turnover*Equity Multiplier
=0.91 %*1.3141*3.5817
=ROA %*Equity Multiplier
=1.2 %*3.5817
=4.30 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Mar. 2024 )
=Net Income/Total Stockholders Equity
=5.272/122.498
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (5.272 / 8.172) * (8.172 / 14.66) * (14.66 / 576.56) * (576.56 / 438.751) * (438.751 / 122.498)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.6451 * 0.5574 * 2.54 % * 1.3141 * 3.5817
=4.30 %

Note: The net income data used here is four times the quarterly (Mar. 2024) net income data. The Revenue data used here is four times the quarterly (Mar. 2024) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* 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.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % 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 ROE %s can be extremely high.


Hawesko Holding SE ROE % Related Terms

Thank you for viewing the detailed overview of Hawesko Holding SE's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


Hawesko Holding SE (XTER:HAW) Business Description

Traded in Other Exchanges
Address
Elbkaihaus, Grosse Elbstrasse 145d, Hamburg, DEU, 22767
Hawesko Holding SE is a seller of premium wines and champagnes. It trades and sells wines, champagnes, and other alcoholic drinks to consumers and re-sellers through specialist wine-shop retail, wholesale and distance selling. The operating business segments are specialist wine-shop retail, distance selling, and wholesale/distribution. The specialist wine-shop retail and distance-selling reach end customers along with a variety of sales channels, while the wholesale segment supplies the catering trade and re-sellers. most of the revenue generates from specialist wine-shop retail. Geographically company generates most of the revenue from Germany.
Executives
Herr Alexander Borwitzky Board of Directors

Hawesko Holding SE (XTER:HAW) Headlines

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