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Schloss Wachenheim AG

SWA.DEXETRA
Consumer Defensive
Beverages - Wineries & Distilleries
14.00
0.10(0.72%)
German Market opens in 11h 6m

Schloss Wachenheim AG Fundamental Analysis

Schloss Wachenheim AG (SWA.DE) shows weak financial fundamentals with a PE ratio of 12.24, profit margin of 1.99%, and ROE of 4.43%. The company generates $0.5B in annual revenue with weak year-over-year growth of 1.33%.

Key Strengths

PEG Ratio-2.43

Areas of Concern

ROE4.43%
Operating Margin6.30%
We analyze SWA.DE's fundamental strength across five key dimensions.

The stock receives a Fundamental Health Score of 30.2/100 based on profitability, valuation, growth, and balance sheet metrics. The F grade reflects weak fundamentals and significant financial concerns.

Fundamental Health Score

F
30.2/100

We analyze SWA.DE's fundamental strength across five key dimensions:

Efficiency Score

Weak

SWA.DE struggles to generate sufficient returns from assets.

ROA > 10%
1.70%

Valuation Score

Excellent

SWA.DE trades at attractive valuation levels.

PE < 25
12.24
PEG Ratio < 2
-2.43

Growth Score

Weak

SWA.DE faces weak or negative growth trends.

Revenue Growth > 5%
1.33%
EPS Growth > 10%
-15.83%

Financial Health Score

Excellent

SWA.DE maintains a strong and stable balance sheet.

Debt/Equity < 1
0.49
Current Ratio > 1
1.47

Profitability Score

Weak

SWA.DE struggles to sustain strong margins.

ROE > 15%
4.43%
Net Margin ≥ 15%
1.99%
Positive Free Cash Flow
Yes

Key Financial Metrics

Is SWA.DE Expensive or Cheap?

P/E Ratio

SWA.DE trades at 12.24 times earnings. This suggests potential undervaluation.

12.24

PEG Ratio

When adjusting for growth, SWA.DE's PEG of -2.43 indicates potential undervaluation.

-2.43

Price to Book

The market values Schloss Wachenheim AG at 0.53 times its book value. This may indicate undervaluation.

0.53

EV/EBITDA

Enterprise value stands at 0.37 times EBITDA. This is generally considered low.

0.37

How Well Does SWA.DE Make Money?

Net Profit Margin

For every $100 in sales, Schloss Wachenheim AG keeps $1.99 as profit after all expenses.

1.99%

Operating Margin

Core operations generate 6.30 in profit for every $100 in revenue, before interest and taxes.

6.30%

ROE

Management delivers $4.43 in profit for every $100 of shareholder equity.

4.43%

ROA

Schloss Wachenheim AG generates $1.70 in profit for every $100 in assets, demonstrating efficient asset deployment.

1.70%

Following the Money - Real Cash Generation

Operating Cash Flow

Schloss Wachenheim AG generates limited operating cash flow of $29.14M, signaling weaker underlying cash strength.

$29.14M

Free Cash Flow

Schloss Wachenheim AG generates weak or negative free cash flow of $2.37M, restricting financial flexibility.

$2.37M

FCF Per Share

Each share generates $0.30 in free cash annually.

$0.30

FCF Yield

SWA.DE converts 2.15% of its market value into free cash.

2.15%

Financial Ratios Analysis

Valuation Ratios

P/E Ratio

Price to earnings ratio

12.24

vs 25 benchmark

PEG Ratio

Price/earnings to growth ratio

-2.43

vs 25 benchmark

P/B Ratio

Price to book value ratio

0.53

vs 25 benchmark

P/S Ratio

Price to sales ratio

0.24

vs 25 benchmark

Financial Health

Debt/Equity

Total debt to shareholders' equity

0.49

vs 25 benchmark

Current Ratio

Current assets to current liabilities

1.47

vs 25 benchmark

Efficiency Ratios

ROE

Return on equity percentage

0.04

vs 25 benchmark

ROA

Return on assets percentage

0.02

vs 25 benchmark

ROCE

Return on capital employed

0.08

vs 25 benchmark

How SWA.DE Stacks Against Its Sector Peers

MetricSWA.DE ValueSector AveragePerformance
P/E Ratio12.2422.46 Better (Cheaper)
ROE4.43%1260.00% Weak
Net Margin1.99%-5313.00% (disorted) Weak
Debt/Equity0.490.84 Strong (Low Leverage)
Current Ratio1.472.49 Neutral
ROA1.70%-193380.00% (disorted) Weak

SWA.DE outperforms its industry in 2 out of 6 key metrics, but lagging in ROE.

Historical Growth Performance

5-Year Growth Trajectory

This section reviews Schloss Wachenheim AG's 5-year compound annual growth rate (CAGR) and compares its performance against the typical investment style of its industry.

Revenue CAGR

32.13%

Industry Style: Defensive, Dividend, Low Volatility

High Growth

EPS CAGR

5.05%

Industry Style: Defensive, Dividend, Low Volatility

Growing

FCF CAGR

169.65%

Industry Style: Defensive, Dividend, Low Volatility

High Growth

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