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Schloss Wachenheim AG (SWA.DE)
EUR13.55
-0.10 (-0.73%)
DE XETRA Consumer Defensive Beverages - Wineries & Distilleries
Address
Niederkircher Strasse 27 54294
Trier, DE
Trier, DE
CEO
Oliver Gloden
Website
schloss-wachenheim.com
IPO
2000-09-22
ISIN DE0007229007
Description
Schloss Wachenheim AG is a company specializing in the production and global distribution of sparkling and semi-sparkling wines. Its diverse product portfolio encompasses non-alcoholic sparkling wines and still wines, vermouths, ciders, spirits, various other wine-based beverages, and even alcohol-free drinks tailored for children. These offerings are sold under numerous brand names, such as YPSO Hard Seltzer, Robby Bubble, and Schloss Wachenheim in Germany; Charles Volner, Opera, and Veuve Amiot in France; and CIN & CIN, Fresco, and Cydr Lubelski throughout East Central Europe. The company, which was founded in Trier, Germany, in 1888, was previously known as Sektkellerei Schloss Wachenheim AG before rebranding to its current name in December 2014.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
EUR13.55
-0.10 (-0.73%)
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Volume Profile
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Liquidity & share structure
Average Volume
1.1K
Beta
0.15
Float Shares
2.39M
Free Float %
30.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -1.44% | -2.14% | -0.36% | -4.86% | -12.74% | -5.52% | -7.43% | -15.43% | -17.96% | +0.29% | +44.21% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
13.55
DCF (Unlevered)
17.45
+28.8%
DCF (Levered)
38.04
+180.7%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
100% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 2 | 0 |
| Buy | 2 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
2.08
Grey zone
Piotroski F-Score
5 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
A-
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
2 / 5
Medium
ROA Score
3 / 5
Medium
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
-
Revenue growth Beverages - Wineries & Distilleries: -2.7%+1.3% ★ Q1'26: -0.3% (vs Q1'25)
-
EPS growth Beverages - Wineries & Distilleries: -4.2%-15.8% Q1'26: -24.2% (vs Q1'25)
-
FCF margin FCF growth · Beverages - Wineries & Distilleries: +19.1%+3.9% Q1'26: +30.0% (vs Q1'25)
-
EBIT margin Beverages - Wineries & Distilleries: +16.0%+6.0% Q1'26: -3.6% (vs Q1'25)
-
ROIC Beverages - Wineries & Distilleries: +6.4%+5.8% Q1'26: -2.9% (vs Q1'25)
-
Share dilution Beverages - Wineries & Distilleries: +0.0%+0.1% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Beverages - Wineries & Distilleries: -0.29×2.18× Q1'26: 13.66× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Jun 2009 actual |
Jun 2010 actual |
Jun 2011 actual |
Jun 2012 actual |
Jun 2013 actual |
Jun 2014 actual |
Jun 2015 actual |
Jun 2016 actual |
Jun 2017 actual |
Jun 2018 actual |
Jun 2019 actual |
Jun 2020 actual |
Jun 2021 actual |
Jun 2022 actual |
Jun 2023 actual |
Jun 2024 actual |
Jun 2025 actual |
Jun 2026 3 Rev. Ana. 2 EPS Ana. |
Jun 2027 3 Rev. Ana. 2 EPS Ana. |
Jun 2028 3 Rev. Ana. 2 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
278.78M
est: 288.62M (-3.4%)
|
266.61M
est: 267.06M (-0.2%)
|
279.30M
est: 279.30M (0.0%)
|
293.43M
est: 297.76M (-1.5%)
|
306.96M
est: 308.66M (-0.6%)
|
314.24M
est: 326.65M (-3.8%)
|
288.68M
est: 290.22M (-0.5%)
|
293.18M
est: 294.50M (-0.4%)
|
296.06M
est: 293.76M (+0.8%)
|
324.53M
est: 321.19M (+1.0%)
|
337.16M
est: 342.00M (-1.4%)
|
338.21M
est: 334.30M (+1.2%)
|
354.58M
est: 346.99M (+2.2%)
|
383.98M
est: 371.27M (+3.4%)
|
425.75M
est: 422.83M (+0.7%)
|
441.51M
est: 447.77M (-1.4%)
|
447.37M
est: 461.99M (-3.2%)
|
466.16M
466.13M – 466.20M
+0.9% YoY
|
483.98M
482.45M – 484.77M
+3.8% YoY
|
496.00M
494.76M – 497.24M
+2.5% YoY
|
| EBITDA |
23.24M
est: 30.49M (-23.8%)
|
25.20M
est: 28.78M (-12.4%)
|
27.12M
est: 30.10M (-9.9%)
|
25.60M
est: 31.45M (-18.6%)
|
28.01M
est: 32.61M (-14.1%)
|
28.28M
est: 20.19M (+40.1%)
|
28.41M
est: 16.91M (+68.0%)
|
28.31M
est: 22.42M (+26.3%)
|
30.00M
est: 23.19M (+29.3%)
|
32.75M
est: 26.14M (+25.3%)
|
32.39M
est: 27.21M (+19.1%)
|
33.20M
est: 25.08M (+32.4%)
|
39.59M
est: 25.57M (+54.9%)
|
44.94M
est: 26.82M (+67.6%)
|
44.72M
est: 27.84M (+60.6%)
|
46.04M
est: 48.25M (-4.6%)
|
45.08M
est: 49.78M (-9.4%)
|
50.23M
50.23M – 50.24M
+0.9% YoY
|
52.15M
51.99M – 52.24M
+3.8% YoY
|
53.45M
53.31M – 53.58M
+2.5% YoY
|
| EBIT |
18.96M
est: 18.83M (+0.7%)
|
17.91M
est: 17.77M (+0.8%)
|
20.24M
est: 18.59M (+8.9%)
|
18.64M
est: 19.43M (-4.0%)
|
20.02M
est: 20.63M (-2.9%)
|
20.35M
est: 22.01M (-7.6%)
|
20.60M
est: 19.39M (+6.3%)
|
20.65M
est: 20.94M (-1.4%)
|
22.26M
est: 20.34M (+9.4%)
|
23.61M
est: 24.25M (-2.7%)
|
22.98M
est: 25.23M (-8.9%)
|
18.83M
est: 22.71M (-17.1%)
|
24.47M
est: 19.47M (+25.7%)
|
29.13M
est: 20.42M (+42.6%)
|
27.67M
est: 21.20M (+30.5%)
|
27.93M
est: 29.80M (-6.3%)
|
26.68M
est: 30.74M (-13.2%)
|
31.02M
31.02M – 31.03M
+0.9% YoY
|
32.21M
32.11M – 32.26M
+3.8% YoY
|
33.01M
32.93M – 33.09M
+2.5% YoY
|
| Net Income |
5.49M
est: 2.25M (+143.4%)
|
8.95M
|
11.93M
|
8.79M
est: 10.22M (-14.0%)
|
9.61M
est: 10.22M (-6.0%)
|
12.55M
est: 10.16M (+23.5%)
|
10.20M
est: 11.36M (-10.3%)
|
10.19M
est: 10.31M (-1.2%)
|
11.50M
est: 10.19M (+12.9%)
|
11.12M
est: 12.57M (-11.6%)
|
10.89M
est: 11.77M (-7.5%)
|
7.62M
est: 10.76M (-29.2%)
|
10.43M
est: 7.82M (+33.4%)
|
13.73M
est: 8.20M (+67.5%)
|
10.91M
est: 10.91M (+0.0%)
|
9.47M
est: 10.74M (-11.8%)
|
8.01M
est: 10.72M (-25.3%)
|
10.91M
10.89M – 10.93M
+1.8% YoY
|
11.97M
11.95M – 11.99M
+9.7% YoY
|
13.24M
12.86M – 13.62M
+10.6% YoY
|
| SGA |
—
est: 28.52M (-100.0%)
|
—
est: 26.92M (-100.0%)
|
—
est: 28.15M (-100.0%)
|
—
est: 29.42M (-100.0%)
|
30.77M
est: 30.50M (+0.9%)
|
33.55M
est: 84.98M (-60.5%)
|
32.13M
est: 40.13M (-19.9%)
|
29.82M
est: 62.77M (-52.5%)
|
29.59M
est: 81.88M (-63.9%)
|
32.64M
est: 89.40M (-63.5%)
|
34.47M
est: 97.16M (-64.5%)
|
34.03M
est: 95.81M (-64.5%)
|
30.40M
est: 97.71M (-68.9%)
|
33.21M
est: 102.49M (-67.6%)
|
34.75M
est: 106.40M (-67.3%)
|
35.08M
est: 110.59M (-68.3%)
|
76.34M
est: 46.56M (+63.9%)
|
46.98M
46.98M – 46.99M
+0.9% YoY
|
48.78M
48.62M – 48.86M
+3.8% YoY
|
49.99M
49.87M – 50.12M
+2.5% YoY
|
| EPS |
0.69
est: 0.28 (+144.0%)
|
0.77
|
1.16
|
1.11
est: 1.28 (-13.5%)
|
1.23
est: 1.28 (-4.1%)
|
1.58
est: 1.35 (+16.7%)
|
1.29
est: 1.13 (+14.2%)
|
1.29
est: 1.20 (+7.5%)
|
1.45
est: 1.39 (+4.3%)
|
1.40
est: 1.37 (+2.2%)
|
1.38
est: 1.38 (+0.0%)
|
0.96
est: 0.81 (+18.5%)
|
1.32
est: 1.26 (+5.2%)
|
1.73
est: 1.54 (+12.7%)
|
1.38
est: 1.36 (+1.5%)
|
1.20
est: 1.36 (-11.4%)
|
1.01
est: 1.35 (-25.3%)
|
1.38
1.37 – 1.38
+1.8% YoY
|
1.51
1.51 – 1.51
+9.7% YoY
|
1.67
1.62 – 1.72
+10.6% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-08 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 | 4/5 | 5/5 |
| 2026-05-07 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 | 4/5 | 5/5 |
| 2026-05-06 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 | 4/5 | 5/5 |
| 2026-05-05 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 | 4/5 | 5/5 |
| 2026-05-04 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-30 | A- | 4/5 | 5/5 | 2/5 | 3/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-29 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-23 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-22 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-21 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-20 | A | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 4/5 | 5/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 2/5 | 4/5 | 2/5 | 3/5 | 5/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
11.86M
OE per share TTM
1.50
Owner's Yield
10.73%
Maintenance CapEx ratio
—
Maint CapEx / Avg PPE
26.9%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 3 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Dimensional World ex U.S. Core Equity 2 ETF DFAX | 0.00% | 2.3K | 0.28% |
| 2 | Dimensional - International Small Cap ETF DFIS | 0.00% | 188.62 | 0.39% |
| 3 | Dimensional - International Small Cap Value ETF DISV | 0.00% | 141.95 | 0.42% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
15.3K
Shares Outstanding
7.92M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Anneliese Hieke | Business Consultant | — | female |
| Annette Weber | Head of Public Relations of Wachenheim Plant | — | female |
| Boris Schlimbach | Member of Management Board | — | male |
| Oliver Gloden | Chairman of Management Board | — | male |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for SWA.DE
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
