About Schloss Wachenheim AG (SWA)
Schloss Wachenheim AG is a Beverages - Wineries & Distilleries company operating in the Consumer Defensive sector. The company is headquartered in Trier, Germany. SWA has been publicly traded since 2000, giving it 26+ years of trading history.
Schloss Wachenheim AG (SWA) has been publicly traded since 2000, making it a 26-year-old public company. It operates in the Beverages - Wineries & Distilleries industry within the Consumer Defensive sector. The company is headquartered in Trier, Germany and employs approximately 1,755 people. With a market capitalization of €113 million, SWA is a micro-cap company.
SWA trades on the German stock exchanges (XETRA/Frankfurt) and is classified as a micro-cap-cap stock with a market capitalization of approximately €113 million. The company employs approximately 1,755 people worldwide.
Key Statistics
- Current Price
- €14.30
- Market Cap
- €113.26M
- 52-Week High
- €16.40
- 52-Week Low
- €13.60
- Sector
- Consumer Defensive
- Industry
- Beverages - Wineries & Distilleries
SWA Investment Performance
SWA has declined 1.4% year-to-date in 2026. Over the past 5 years, a €1,000 investment in SWA would have grown to €1,063, representing a 6.3% total return. Since its IPO in 2000, a €1,000 investment would now be worth €2,948.
€1,000 Invested in Schloss Wachenheim AG (SWA)
How much would €1,000 invested in SWA be worth today?
What would €1,000 invested in SWA 1 year ago be worth today?
A €1,000 investment in Schloss Wachenheim AG (SWA) in 2025 would be worth €1,055 as of March 2026, representing a +5.5% total return.
What would €1,000 invested in SWA 3 years ago be worth today?
A €1,000 investment in Schloss Wachenheim AG (SWA) in 2023 would be worth €1,044 as of March 2026, representing a +4.4% total return.
What would €1,000 invested in SWA 5 years ago be worth today?
A €1,000 investment in Schloss Wachenheim AG (SWA) in 2021 would be worth €1,063 as of March 2026, representing a +6.3% total return.
What would €1,000 invested in SWA 10 years ago be worth today?
A €1,000 investment in Schloss Wachenheim AG (SWA) in 2016 would be worth €1,427 as of March 2026, representing a +42.7% total return.
What would €1,000 invested in SWA at IPO be worth today?
A €1,000 investment in Schloss Wachenheim AG (SWA) at IPO would be worth €2,948 as of March 2026, representing a +194.8% total return.
Monthly Returns Heatmap
Over the past 25+ years (306 months), Schloss Wachenheim AG (SWA) has averaged a monthly return of +0.55% with a median return of +0.00%. The stock had 139 positive months (45%) and 137 negative months (45%). The best month in SWA's history was December 2002 with a +30.9% return, while the worst was October 2008 at -16.4%. Historically, October tends to be the strongest month (averaging +2.0%), and June the weakest (-1.4%).
SWA's longest winning streak was 7 consecutive months of gains, while its longest losing streak was 7 consecutive months of losses. The best full year was 2009 with a cumulative return of +41.8%, and the worst was 2008 at -56.4%.
Annual Returns
Over 26 years of trading history, Schloss Wachenheim AG (SWA) has delivered an average annual return of +6.84% with a median return of +5.62%. The compound annual growth rate (CAGR) is +4.36%. The stock posted gains in 16 years (62%) and losses in 10 years (38%).
SWA's best year was 2013 with a +46.59% gain, while the worst was 2008 at -46.18%. The longest streak of consecutive positive years was 6, and the longest losing streak was 3 years. SWA achieved double-digit gains (10%+) in 9 years. It suffered double-digit losses in 5 years.
| Year | Return | Start | End |
|---|---|---|---|
| 2026 | -1.38% | €14.50 | €14.30 |
| 2025 | +6.20% | €13.65 | €14.50 |
| 2024 | -9.70% | €15.12 | €13.65 |
| 2023 | +8.28% | €13.96 | €15.12 |
| 2022 | -17.73% | €16.98 | €13.96 |
| 2021 | +34.49% | €12.62 | €16.98 |
| 2020 | -3.94% | €13.14 | €12.62 |
| 2019 | -0.53% | €13.21 | €13.14 |
| 2018 | -16.09% | €15.74 | €13.21 |
| 2017 | +36.36% | €11.54 | €15.74 |
| 2016 | +5.12% | €10.98 | €11.54 |
| 2015 | +23.16% | €8.92 | €10.98 |
| 2014 | +6.11% | €8.40 | €8.92 |
| 2013 | +46.59% | €5.73 | €8.40 |
| 2012 | +17.36% | €4.88 | €5.73 |
| 2011 | -5.15% | €5.15 | €4.88 |
| 2010 | +27.22% | €4.05 | €5.15 |
| 2009 | +42.86% | €2.83 | €4.05 |
| 2008 | -46.18% | €5.26 | €2.83 |
| 2007 | -24.77% | €7.00 | €5.26 |
| 2006 | +11.83% | €6.26 | €7.00 |
| 2005 | +7.85% | €5.80 | €6.26 |
| 2004 | +43.10% | €4.05 | €5.80 |
| 2003 | +1.49% | €4.00 | €4.05 |
| 2002 | +3.30% | €3.87 | €4.00 |
| 2001 | -18.10% | €4.72 | €3.87 |
SWA Investment Analysis: Valuation, Risk & Dividends
Key factors to consider when evaluating Schloss Wachenheim AG as an investment
Valuation
SWA currently trades at a trailing P/E ratio of 12.7, which is considered low relative to the broader market. The forward P/E of 9.5 suggests analysts expect earnings to be lower in the coming year. The price-to-book ratio stands at 0.6. The price-to-sales ratio is 0.3.
Dividends
Schloss Wachenheim AG pays a dividend to shareholders with a current yield of 4.20%. This translates to €0.60 per share annually. The payout ratio of 53% indicates sustainable dividend coverage.
Risk & Volatility
SWA has a beta of 0.16, indicating it is less volatile than the overall market. The stock's 52-week range is €13.60 to €16.40, and it currently trades in the lower half of its 52-week range.
Analyst Ratings
Based on 4 analyst opinions, SWA has a consensus "strong_buy" rating. The average price target of €20.27 suggests 41.8% upside from current levels.
Frequently Asked Questions: SWA
What sector is SWA in? ▼
SWA operates in the Consumer Defensive sector, specifically in the Beverages - Wineries & Distilleries industry.
How has SWA performed historically? ▼
Over 26 years of trading history, SWA has posted gains in 16 years (62% of the time). The best year was 2013 with a +46.6% return. Past performance does not guarantee future results.
How can I invest in SWA? ▼
You can invest in SWA through any brokerage account that offers access to German exchanges. Popular options include commission-free brokers like Fidelity, Charles Schwab, or Robinhood (US), or international brokers like Interactive Brokers. You can buy individual shares or invest through ETFs that hold SWA.
Does SWA pay dividends? ▼
Schloss Wachenheim AG pays a dividend to shareholders with a current yield of 4.20%. This translates to €0.60 per share annually. The payout ratio of 53% indicates sustainable dividend coverage.
What does Schloss Wachenheim AG do? ▼
Schloss Wachenheim AG is a Beverages - Wineries & Distilleries company operating in the Consumer Defensive sector. The company is headquartered in Trier, Germany.
What sector is SWA in? ▼
SWA operates in the Consumer Defensive sector, specifically in the Beverages - Wineries & Distilleries industry.
When did SWA go public? ▼
Schloss Wachenheim AG went public in 2000, making it a 26-year-old public company as of 2026.
How much would €1,000 invested in SWA 5 years ago be worth today? ▼
A €1,000 investment in SWA five years ago would be worth approximately €1,063 today, representing a 6.3% return.
How much would €1,000 invested in SWA 10 years ago be worth today? ▼
A €1,000 investment in SWA ten years ago would be worth approximately €1,427 today, representing a 42.7% total return over the decade.
What is SWA's 3-year return? ▼
Over the past 3 years, SWA has returned 4.4%. A €1,000 investment would have grown to €1,044.
How much would €1,000 invested in SWA at IPO be worth today? ▼
If you invested €1,000 in SWA at its IPO in 2000, it would be worth approximately €2,948 today, a 194.8% return over 26 years.
Does SWA pay dividends? ▼
Yes, Schloss Wachenheim AG pays a dividend with a current yield of 4.20%, which is €0.6 per share annually.
What is SWA's market cap? ▼
Schloss Wachenheim AG has a market capitalization of €113 million, classifying it as a micro-cap company.
What is SWA's P/E ratio? ▼
SWA has a trailing P/E ratio of 12.7 and a forward P/E of 9.5, which measures how much investors are paying per dollar of earnings.
Is SWA a buy, hold, or sell? ▼
Based on 4 opinions, SWA has a consensus "strong_buy" rating. The average price target is €20.27.
Last updated: 3/15/2026