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Schloss Wachenheim AGXTRA:SWA Stock Report

Market Cap €107.7m
Share Price
n/a
1Y-8.7%
7D0%
1D0.4%
Portfolio Value
View

Schloss Wachenheim AG

XTRA:SWA Stock Report

Market Cap: €107.7m

Schloss Wachenheim (SWA) Stock Overview

Produces and distributes sparkling and semi-sparkling wine products in Europe, France, Poland, Romania, the Czech Republic, Slovakia, and Great. More details

SWA fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance1/6
Financial Health5/6
Dividends5/6

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Schloss Wachenheim AG Competitors

Price History & Performance

Summary of share price highs, lows and changes for Schloss Wachenheim
Historical stock prices
Current Share Price€13.60
52 Week High€16.50
52 Week Low€13.20
Beta0.16
1 Month Change-3.20%
3 Month Change-2.86%
1 Year Change-8.72%
3 Year Change-16.56%
5 Year Change-27.66%
Change since IPO43.16%

Recent News & Updates

Analysis Article Oct 18

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

Schloss Wachenheim AG's ( ETR:SWA ) investors are due to receive a payment of €0.60 per share on 25th of November...

Recent updates

Analysis Article Oct 18

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

Schloss Wachenheim AG's ( ETR:SWA ) investors are due to receive a payment of €0.60 per share on 25th of November...
Analysis Article May 16

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

Despite posting some strong earnings, the market for Schloss Wachenheim AG's ( ETR:SWA ) stock hasn't moved much. We...
Analysis Article Mar 02

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

Soft earnings didn't appear to concern Schloss Wachenheim AG's ( ETR:SWA ) shareholders over the last week. Our...
Analysis Article Jul 04

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Mar 07

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Oct 05

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

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Jun 02

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

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Schloss Wachenheim AG...
Analysis Article May 12

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Analysis Article Apr 07

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

Dividend paying stocks like Schloss Wachenheim AG ( ETR:SWA ) tend to be popular with investors, and for good reason...
Analysis Article Mar 16

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Feb 18

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

In order to justify the effort of selecting individual stocks, it's worth striving to beat the returns from a market...
Analysis Article Jan 28

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
Analysis Article Jan 06

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

Is Schloss Wachenheim AG ( ETR:SWA ) a good dividend stock? How can we tell? Dividend paying companies with growing...
Analysis Article Dec 16

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

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Nov 22

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

Regular readers will know that we love our dividends at Simply Wall St, which is why it's exciting to see Schloss...

Shareholder Returns

SWADE BeverageDE Market
7D0%-2.2%-0.4%
1Y-8.7%-10.9%-0.8%

Return vs Industry: SWA exceeded the German Beverage industry which returned -11% over the past year.

Return vs Market: SWA underperformed the German Market which returned -0.8% over the past year.

Price Volatility

Is SWA's price volatile compared to industry and market?
SWA volatility
SWA Average Weekly Movement2.1%
Beverage Industry Average Movement4.1%
Market Average Movement5.4%
10% most volatile stocks in DE Market12.8%
10% least volatile stocks in DE Market2.8%

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
18881,778Oliver Glodenwww.schloss-wachenheim.com

Schloss Wachenheim AG produces and distributes sparkling and semi-sparkling wine products in Europe, France, Poland, Romania, the Czech Republic, Slovakia, and Great. The company offers dealcoholized still and sparkling 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€107.71m
Earnings (TTM)€8.35m
Revenue (TTM)€451.94m
12.9x
P/E Ratio
0.2x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
SWA income statement (TTM)
Revenue€451.94m
Cost of Revenue€258.73m
Gross Profit€193.21m
Other Expenses€184.86m
Earnings€8.35m

Last Reported Earnings

Mar 31, 2026

Next Earnings Date

Sep 25, 2026

Earnings per share (EPS)1.05
Gross Margin42.75%
Net Profit Margin1.85%
Debt/Equity Ratio36.9%

How did SWA perform over the long term?

See historical performance and comparison

Dividends

4.4%
Current Dividend Yield
57%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/19 05:02
End of Day Share Price 2026/07/17 00:00
Earnings2026/03/31
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 3 analysts. 3 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
Alexander Zienkowiczmwb research AG
Ulf van LengerichSolventis Wertpapierhandelsbank GmbH