Jumbo S.A.
Jumbo S.A. engages in the retail sale of toys, baby products, gift articles, household products, stationery, seasonal and decoration items, books, and related products in Greece, Cyprus, Bulgaria, and Romania. The company operates e-jumbo, an online store. It is involved in the wholesale of toys and related products to third parties. Jumbo S.A. was incorporated in 1986 and is headquartered in Ath… Read more
Jumbo S.A. (BELA) - Net Assets
Latest net assets as of June 2025: €1.44 Billion EUR
Based on the latest financial reports, Jumbo S.A. (BELA) has net assets worth €1.44 Billion EUR as of June 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€1.71 Billion) and total liabilities (€272.34 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | €1.44 Billion |
| % of Total Assets | 84.08% |
| Annual Growth Rate | 13.35% |
| 5-Year Change | 15.47% |
| 10-Year Change | 76.63% |
| Growth Volatility | 11.94 |
Jumbo S.A. - Net Assets Trend (2004–2024)
This chart illustrates how Jumbo S.A.'s net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Jumbo S.A. (2004–2024)
The table below shows the annual net assets of Jumbo S.A. from 2004 to 2024.
| Year | Net Assets | Change |
|---|---|---|
| 2024-12-31 | €1.41 Billion | +6.07% |
| 2023-12-31 | €1.33 Billion | -6.63% |
| 2022-12-31 | €1.42 Billion | +7.04% |
| 2021-12-31 | €1.33 Billion | +8.92% |
| 2020-12-31 | €1.22 Billion | +5.00% |
| 2018-12-31 | €1.16 Billion | +9.73% |
| 2017-12-31 | €1.06 Billion | +10.07% |
| 2016-12-31 | €961.67 Million | +5.03% |
| 2015-12-31 | €915.59 Million | +14.85% |
| 2014-12-31 | €797.21 Million | +7.08% |
| 2013-12-31 | €744.51 Million | +16.49% |
| 2012-12-31 | €639.12 Million | +7.79% |
| 2011-12-31 | €592.91 Million | +13.38% |
| 2010-12-31 | €522.95 Million | +15.58% |
| 2009-12-31 | €452.47 Million | +27.22% |
| 2008-12-31 | €355.66 Million | +24.96% |
| 2007-12-31 | €284.63 Million | +28.34% |
| 2006-12-31 | €221.77 Million | +31.82% |
| 2005-12-31 | €168.24 Million | +46.34% |
| 2004-12-31 | €114.97 Million | -- |
Equity Component Analysis
This analysis shows how different components contribute to Jumbo S.A.'s total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.
Equity Composition Insights
- Retained earnings have grown by 3442.8% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (December 2024)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | €927.61 Million | 65.87% |
| Other Components | €480.53 Million | 34.13% |
| Total Equity | €1.41 Billion | 100.00% |
Jumbo S.A. Competitors by Market Cap
The table below lists competitors of Jumbo S.A. ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Infrastrutture Wireless Italiane S.p.A
PINK:IFSUF
|
$2.68 Billion |
|
All Winner Technology Co Ltd
SHE:300458
|
$2.68 Billion |
|
Wallenius Wilhelmsen Logistics ASA
OL:WAWI
|
$2.68 Billion |
|
Mercury NZ Limited
PINK:MGHTF
|
$2.69 Billion |
|
Nh Investment And Securities 1p
KO:005945
|
$2.68 Billion |
|
Envestnet Inc
NYSE:ENV
|
$2.68 Billion |
|
China International Marine Containers (Group) Co. Ltd
F:OCM
|
$2.68 Billion |
|
Vodacom Group Ltd PK
PINK:VDMCY
|
$2.68 Billion |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Jumbo S.A.'s equity between the two most recent reporting periods.
Equity Growth Insights
- From 2023 to 2024, total equity changed from 1,327,573,326 to 1,408,143,782, a change of 80,570,456 (6.1%).
- Net income of 320,096,756 contributed positively to equity growth.
- Dividend payments of 217,695,614 reduced retained earnings.
- Share repurchases of 23,667,738 reduced equity.
Equity Change Factors (2023 to 2024)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | €320.10 Million | +22.73% |
| Dividends Paid | €217.70 Million | -15.46% |
| Share Repurchases | €23.67 Million | -1.68% |
| Other Changes | €1.84 Million | +0.13% |
| Total Change | €- | 6.07% |
Book Value vs Market Value Analysis
This analysis compares Jumbo S.A.'s book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.
Valuation Insights
- Current price-to-book ratio: 2.25x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has decreased from 25.71x to 2.25x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2004-12-31 | €0.91 | €23.32 | x |
| 2005-12-31 | €1.36 | €23.32 | x |
| 2006-12-31 | €1.63 | €23.32 | x |
| 2007-12-31 | €2.09 | €23.32 | x |
| 2008-12-31 | €2.61 | €23.32 | x |
| 2009-12-31 | €3.33 | €23.32 | x |
| 2010-12-31 | €3.84 | €23.32 | x |
| 2011-12-31 | €4.36 | €23.32 | x |
| 2012-12-31 | €4.70 | €23.32 | x |
| 2013-12-31 | €5.47 | €23.32 | x |
| 2014-12-31 | €5.86 | €23.32 | x |
| 2015-12-31 | €6.73 | €23.32 | x |
| 2016-12-31 | €7.07 | €23.32 | x |
| 2017-12-31 | €7.78 | €23.32 | x |
| 2018-12-31 | €8.54 | €23.32 | x |
| 2020-12-31 | €8.96 | €23.32 | x |
| 2021-12-31 | €9.76 | €23.32 | x |
| 2022-12-31 | €10.45 | €23.32 | x |
| 2023-12-31 | €9.76 | €23.32 | x |
| 2024-12-31 | €10.35 | €23.32 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Jumbo S.A. utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.
Capital Efficiency Insights
- Current Return on Equity (ROE): 22.73%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 27.84%
- • Asset Turnover: 0.67x
- • Equity Multiplier: 1.21x
- Recent ROE (22.73%) is above the historical average (19.09%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2004 | 29.69% | 14.90% | 0.77x | 2.59x | €22.64 Million |
| 2005 | 29.39% | 17.58% | 0.82x | 2.04x | €32.62 Million |
| 2006 | 30.62% | 19.82% | 0.78x | 1.97x | €45.73 Million |
| 2007 | 28.99% | 20.43% | 0.77x | 1.84x | €54.05 Million |
| 2008 | 26.92% | 20.47% | 0.70x | 1.87x | €60.18 Million |
| 2009 | 17.51% | 16.26% | 0.66x | 1.63x | €33.99 Million |
| 2010 | 18.09% | 19.31% | 0.62x | 1.52x | €42.31 Million |
| 2011 | 16.41% | 19.69% | 0.58x | 1.44x | €38.01 Million |
| 2012 | 11.57% | 14.73% | 0.56x | 1.40x | €10.05 Million |
| 2013 | 13.60% | 18.69% | 0.52x | 1.39x | €26.80 Million |
| 2014 | 13.15% | 18.00% | 0.53x | 1.37x | €25.12 Million |
| 2015 | 13.24% | 19.02% | 0.53x | 1.32x | €29.70 Million |
| 2016 | 13.62% | 19.23% | 0.54x | 1.31x | €34.84 Million |
| 2017 | 14.28% | 20.06% | 0.55x | 1.29x | €45.25 Million |
| 2018 | 14.02% | 20.05% | 0.54x | 1.30x | €46.73 Million |
| 2020 | 11.37% | 19.98% | 0.42x | 1.37x | €16.72 Million |
| 2021 | 16.31% | 26.03% | 0.46x | 1.35x | €83.75 Million |
| 2022 | 17.48% | 26.19% | 0.50x | 1.34x | €106.41 Million |
| 2023 | 22.82% | 28.02% | 0.67x | 1.22x | €170.24 Million |
| 2024 | 22.73% | 27.84% | 0.67x | 1.21x | €179.28 Million |
Industry Comparison
This section compares Jumbo S.A.'s net assets metrics with peer companies in the Specialty Retail industry.
Industry Context
- Industry: Specialty Retail
- Average net assets among peers: $101,177,726
- Average return on equity (ROE) among peers: 6.96%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Jumbo S.A. (BELA) | €1.44 Billion | 29.69% | 0.19x | $2.68 Billion |
| Fourlis Holdings S.A. (FOYRK) | $184.97 Million | 10.36% | 3.07x | $179.32 Million |
| Philippos Nakas S.A (NAKAS) | $17.39 Million | 3.57% | 0.61x | $5.01 Million |