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Schloss Wachenheim AGXTRA:SWA Stock Report

Market Cap €122.0m
Share Price
€15.40
My Fair Value
€20.1
23.4% undervalued intrinsic discount
1Y-1.9%
7D-0.6%
Portfolio Value
View

Schloss Wachenheim AG

XTRA:SWA Stock Report

Market Cap: €122.0m

Schloss Wachenheim (SWA) Stock Overview

Produces and distributes sparkling and semi-sparkling wine products in Europe and internationally. More details

SWA fundamental analysis
Snowflake Score
Valuation4/6
Future Growth1/6
Past Performance1/6
Financial Health5/6
Dividends5/6

SWA Community Fair Values

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See what 15 others think this stock is worth. Follow their fair value or set your own to get alerts.

Schloss Wachenheim AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Schloss Wachenheim
Historical stock prices
Current Share Price€15.40
52 Week High€16.10
52 Week Low€13.60
Beta0.091
1 Month Change6.21%
3 Month Change1.99%
1 Year Change-1.91%
3 Year Change-7.23%
5 Year Change4.05%
Change since IPO62.11%

Recent News & Updates

Schloss Wachenheim (ETR:SWA) Is Paying Out A Dividend Of €0.60

Oct 18
Schloss Wachenheim (ETR:SWA) Is Paying Out A Dividend Of €0.60

Recent updates

Schloss Wachenheim (ETR:SWA) Is Paying Out A Dividend Of €0.60

Oct 18
Schloss Wachenheim (ETR:SWA) Is Paying Out A Dividend Of €0.60

There May Be Underlying Issues With The Quality Of Schloss Wachenheim's (ETR:SWA) Earnings

May 16
There May Be Underlying Issues With The Quality Of Schloss Wachenheim's (ETR:SWA) Earnings

Schloss Wachenheim's (ETR:SWA) Soft Earnings Don't Show The Whole Picture

Mar 02
Schloss Wachenheim's (ETR:SWA) Soft Earnings Don't Show The Whole Picture

Does Schloss Wachenheim (ETR:SWA) Have A Healthy Balance Sheet?

Jul 04
Does Schloss Wachenheim (ETR:SWA) Have A Healthy Balance Sheet?

Schloss Wachenheim (ETR:SWA) Has A Pretty Healthy Balance Sheet

Mar 07
Schloss Wachenheim (ETR:SWA) Has A Pretty Healthy Balance Sheet

These 4 Measures Indicate That Schloss Wachenheim (ETR:SWA) Is Using Debt Reasonably Well

Oct 05
These 4 Measures Indicate That Schloss Wachenheim (ETR:SWA) Is Using Debt Reasonably Well

Are Investors Undervaluing Schloss Wachenheim AG (ETR:SWA) By 38%?

Jun 02
Are Investors Undervaluing Schloss Wachenheim AG (ETR:SWA) By 38%?

Returns On Capital At Schloss Wachenheim (ETR:SWA) Have Stalled

May 12
Returns On Capital At Schloss Wachenheim (ETR:SWA) Have Stalled

Shareholders Are Loving Schloss Wachenheim AG's (ETR:SWA) 2.5% Yield

Apr 07
Shareholders Are Loving Schloss Wachenheim AG's (ETR:SWA) 2.5% Yield

Schloss Wachenheim (ETR:SWA) Seems To Use Debt Quite Sensibly

Mar 16
Schloss Wachenheim (ETR:SWA) Seems To Use Debt Quite Sensibly

What Type Of Returns Would Schloss Wachenheim's(ETR:SWA) Shareholders Have Earned If They Purchased Their SharesThree Years Ago?

Feb 18
What Type Of Returns Would Schloss Wachenheim's(ETR:SWA) Shareholders Have Earned If They Purchased Their SharesThree Years Ago?

Should You Be Impressed By Schloss Wachenheim's (ETR:SWA) Returns on Capital?

Jan 28
Should You Be Impressed By Schloss Wachenheim's (ETR:SWA) Returns on Capital?

Here's How We Evaluate Schloss Wachenheim AG's (ETR:SWA) Dividend

Jan 06
Here's How We Evaluate Schloss Wachenheim AG's (ETR:SWA) Dividend

Schloss Wachenheim (ETR:SWA) Takes On Some Risk With Its Use Of Debt

Dec 16
Schloss Wachenheim (ETR:SWA) Takes On Some Risk With Its Use Of Debt

Schloss Wachenheim AG (ETR:SWA) Stock Goes Ex-Dividend In Just Three Days

Nov 22
Schloss Wachenheim AG (ETR:SWA) Stock Goes Ex-Dividend In Just Three Days

Shareholder Returns

SWADE BeverageDE Market
7D-0.6%-0.2%-0.07%
1Y-1.9%-0.9%12.1%

Return vs Industry: SWA underperformed the German Beverage industry which returned -0.6% over the past year.

Return vs Market: SWA underperformed the German Market which returned 12.3% over the past year.

Price Volatility

Is SWA's price volatile compared to industry and market?
SWA volatility
SWA Average Weekly Movement2.3%
Beverage Industry Average Movement2.9%
Market Average Movement4.9%
10% most volatile stocks in DE Market12.2%
10% least volatile stocks in DE Market2.4%

Stable Share Price: SWA has not had significant price volatility in the past 3 months compared to the German market.

Volatility Over Time: SWA's weekly volatility (2%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
18881,557Oliver Glodenwww.schloss-wachenheim.com

Schloss Wachenheim AG produces and distributes sparkling and semi-sparkling wine products in Europe and internationally. The company offers dealcoholized sparkling wines and wines, vermouth, cider, spirits, and other wine-based beverages. It also provides non-alcoholic wine-based products and children's party drinks.

Schloss Wachenheim AG Fundamentals Summary

How do Schloss Wachenheim's earnings and revenue compare to its market cap?
SWA fundamental statistics
Market cap€121.97m
Earnings (TTM)€8.01m
Revenue (TTM)€447.37m
15.2x
P/E Ratio
0.3x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SWA income statement (TTM)
Revenue€447.37m
Cost of Revenue€262.65m
Gross Profit€184.72m
Other Expenses€176.71m
Earnings€8.01m

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 06, 2025

Earnings per share (EPS)1.01
Gross Margin41.29%
Net Profit Margin1.79%
Debt/Equity Ratio28.4%

How did SWA perform over the long term?

See historical performance and comparison

Dividends

3.9%
Current Dividend Yield
59%
Payout Ratio

Does SWA pay a reliable dividends?

See SWA dividend history and benchmarks
When do you need to buy SWA by to receive an upcoming dividend?
Schloss Wachenheim dividend dates
Ex Dividend DateNov 21 2025
Dividend Pay DateNov 25 2025
Days until Ex dividend27 days
Days until Dividend pay date31 days

Does SWA pay a reliable dividends?

See SWA dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/10/23 10:32
End of Day Share Price 2025/10/23 00:00
Earnings2025/06/30
Annual Earnings2025/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Schloss Wachenheim AG is covered by 4 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Simon ScholesFirst Berlin Equity Research GmbH
Anne GronskiMATELAN Research
Alexander Zienkowiczmwb research AG