Schwälbchen Molkerei Jakob Berz AG (SMB) Fair Value & Analysis
Consumer Defensive · DE · Market cap €47.4M
Strengths
Risks
Fair value as of: Aug 20, 2026
From 15 valuation models · updated yesterday
Share price +4.9% over the past month.
A solid business, screening 34% undervalued on our models.
What matters now
- Solid quality (56/100) at a price below fair value, the discount is the argument here, not the business quality.
- Our model range runs from €47.67 (bear) to €71.48 (bull), base €63.56. The closer the price sits to the lower half, the larger the margin of safety.
- Quality 56/100 (solid quality) with medium evidence: read the verdict with care.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.
How to read this chart
60‑month range €26.72 – €56.48 · fair‑value band €47.67 – €71.48 · the €47.40 price screens below the €63.56 fair value. Dashed = 300-day average. As of Aug 20, 2026.
Analysis
Schwälbchen Molkerei Jakob Berz AG (SMB) currently trades at €47.40, while our model-based Fair Value estimate is €63.56, implying the stock looks roughly 34.1% undervalued today. The Quality Score stands at 56/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: medium), always confirm before acting.
Over the trailing twelve months, Schwälbchen Molkerei Jakob Berz AG generated revenue of €211M at a net margin of 1.6%. Revenue grew 2.1% year over year. It earns a return on equity of 7.6%. The stock trades on a trailing P/E of 20.2. Fundamentals as of Aug 20, 2026
Our scenario range runs from €47.67 (bear case) to €71.48 (bull case); at €47.40, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 4% below its 52-week high and 17% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -14% fair-value upside, at 34%, SMB screens cheaper than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 15 models by family
Widest divergence: Multiples (€63.56) versus Dividend Discount (€8.91). Highest evidence: Residual Income (76).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 56
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Schwälbchen Molkerei Jakob Berz AG produces and sells milk products in Germany. It offers fresh and long-life milk, yogurt, cream and sour cream products, quark, classics, spreads and specialties, bay, and cold coffee. It also provides butter, mixed, fats condensed milk, and whey powder, as well as cheese products.
Full company description
Schwälbchen Molkerei Jakob Berz AG produces and sells milk products in Germany. It offers fresh and long-life milk, yogurt, cream and sour cream products, quark, classics, spreads and specialties, bay, and cold coffee. It also provides butter, mixed, fats condensed milk, and whey powder, as well as cheese products. The company was founded in 1938 and is based in Bad Schwalbach, Germany.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Schwälbchen Molkerei Jakob Berz AG reported revenue of €211M in FY2025 versus €158M in FY2021, a compound +7.6%/yr. Reported net income was €3.0M in FY2025.
Watch SMB: get an alert when its fair value changes →
Peer Group
Packaged Foods · 658 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Packaged Foods median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Packaged Foods stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Nestlé India Limited NESTLEIND | ₹1,507 | ₹362.37 | -76% |
| Britannia Industries Limited BRITANNIA | ₹5,511 | ₹1,765 | -68% |
| Tata Consumer Products Limited TATACONSUM | ₹1,062 | ₹327.27 | -69% |
| PT Indofood CBP Sukses Makmur Tbk ICBP | 7,550 IDR | 12,864 IDR | +70% |
| Samyang Foods Co 003230 | 1,219,000 KRW | 1,010,543 KRW | -17% |
| Vietnam Dairy Products Joint Stock Company VNM | 61,600 VND | 52,858 VND | -14% |
| Patanjali Foods Limited PATANJALI | ₹350.95 | ₹144.77 | -59% |
| PT Mayora Indah Tbk, MYOR | 1,650 IDR | 2,699 IDR | +64% |
| PT Cisarua Mountain Dairy Tbk CMRY | 4,610 IDR | 4,350 IDR | -6% |
| Nongshim Co 004370 | 389,500 KRW | 530,619 KRW | +36% |
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Frequently asked questions
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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