Marie Brizard Wine & Spirits (MBWS) - Net Assets
Based on the latest financial reports, Marie Brizard Wine & Spirits (MBWS) has net assets worth €214.91 Million EUR (≈ $251.26 Million USD) as of June 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (€280.68 Million ≈ $328.15 Million USD) and total liabilities (€65.77 Million ≈ $76.89 Million USD). 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. Check MBWS asset resilience ratio to evaluate the company's liquid asset resilience ratio.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | €214.91 Million |
| % of Total Assets | 76.57% |
| Annual Growth Rate | 3.48% |
| 5-Year Change | 222.07% |
| 10-Year Change | 4.58% |
| Growth Volatility | 367.9 |
Marie Brizard Wine & Spirits - Net Assets Trend (2000–2024)
This chart illustrates how Marie Brizard Wine & Spirits's net assets have evolved over time, based on quarterly financial data. Also explore balance sheet size of Marie Brizard Wine & Spirits for the complete picture of this company's asset base.
Annual Net Assets for Marie Brizard Wine & Spirits (2000–2024)
The table below shows the annual net assets of Marie Brizard Wine & Spirits from 2000 to 2024. For live valuation and market cap data, see MBWS market cap overview.
| Year | Net Assets | Change |
|---|---|---|
| 2024-12-31 | €213.69 Million ≈ $249.82 Million |
+5.08% |
| 2023-12-31 | €203.35 Million ≈ $237.74 Million |
+4.31% |
| 2022-12-31 | €194.94 Million ≈ $227.91 Million |
+12.08% |
| 2021-12-31 | €173.93 Million ≈ $203.34 Million |
+162.15% |
| 2020-12-31 | €66.35 Million ≈ $77.57 Million |
-29.22% |
| 2019-12-31 | €93.74 Million ≈ $109.59 Million |
-9.30% |
| 2018-12-31 | €103.35 Million ≈ $120.82 Million |
-36.94% |
| 2017-12-31 | €163.88 Million ≈ $191.59 Million |
-31.30% |
| 2016-12-31 | €238.53 Million ≈ $278.86 Million |
+16.73% |
| 2015-12-31 | €204.33 Million ≈ $238.89 Million |
+2.59% |
| 2014-12-31 | €199.18 Million ≈ $232.87 Million |
-10.03% |
| 2013-12-31 | €221.38 Million ≈ $258.82 Million |
+174.04% |
| 2012-12-31 | €-299.00 Million ≈ $-349.56 Million |
-51.26% |
| 2011-12-31 | €-197.68 Million ≈ $-231.11 Million |
-6.41% |
| 2010-12-31 | €-185.77 Million ≈ $-217.18 Million |
-10.69% |
| 2009-12-31 | €-167.82 Million ≈ $-196.20 Million |
-1655.91% |
| 2008-12-31 | €10.79 Million ≈ $12.61 Million |
-90.98% |
| 2007-12-31 | €119.56 Million ≈ $139.78 Million |
-24.07% |
| 2006-12-31 | €157.47 Million ≈ $184.10 Million |
+126.59% |
| 2005-12-31 | €69.50 Million ≈ $81.25 Million |
+48.23% |
| 2004-12-31 | €46.88 Million ≈ $54.81 Million |
+6.61% |
| 2003-12-31 | €43.98 Million ≈ $51.42 Million |
+48.14% |
| 2002-12-31 | €29.69 Million ≈ $34.71 Million |
+74.22% |
| 2001-12-31 | €17.04 Million ≈ $19.92 Million |
-81.88% |
| 2000-12-31 | €94.07 Million ≈ $109.98 Million |
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Equity Component Analysis
This analysis shows how different components contribute to Marie Brizard Wine & Spirits'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 decreased by 34.2% over the analyzed period, potentially due to dividend distributions or operating losses.
Current Equity Component Breakdown (December 2024)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | €9.64 Million | 4.52% |
| Common Stock | €156.79 Million | 73.41% |
| Other Comprehensive Income | €-8.21 Million | -3.85% |
| Other Components | €55.36 Million | 25.92% |
| Total Equity | €213.58 Million | 100.00% |
Marie Brizard Wine & Spirits Competitors by Market Cap
The table below lists competitors of Marie Brizard Wine & Spirits ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
DEE Development Eng Ltd
NSE:DEEDEV
|
$312.36 Million |
|
Precious Shipping Public Company Limited
BK:PSL-R
|
$312.37 Million |
|
Cognor S.A.
WAR:COG
|
$312.48 Million |
|
Nepes Ark Corp.
KQ:330860
|
$312.53 Million |
|
Eaton Vance Senior Floating Rate Closed Fund
NYSE:EFR
|
$312.06 Million |
|
Tang Eng Iron Works Co Ltd
TWO:2035
|
$312.06 Million |
|
Shandong Kehui Power Automation Co Ltd
SHG:688681
|
$312.00 Million |
|
Tien Phong Securities Corp
VN:ORS
|
$311.73 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Marie Brizard Wine & Spirits's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2023 to 2024, total equity changed from 203,254,000 to 213,577,000, a change of 10,323,000 (5.1%).
- Net income of 9,645,000 contributed positively to equity growth.
- Other comprehensive income increased equity by 17,213,000.
- Other factors decreased equity by 16,535,000.
Equity Change Factors (2023 to 2024)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | €9.64 Million | +4.52% |
| Other Comprehensive Income | €17.21 Million | +8.06% |
| Other Changes | €-16.54 Million | -7.74% |
| Total Change | €- | 5.08% |
Book Value vs Market Value Analysis
This analysis compares Marie Brizard Wine & Spirits'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: 1.46x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has increased from 0.05x to 1.46x over the analyzed period, suggesting growing market confidence.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2006-12-31 | €51.33 | €2.78 | x |
| 2007-12-31 | €38.45 | €2.78 | x |
| 2008-12-31 | €0.46 | €2.78 | x |
| 2009-12-31 | €-102.77 | €2.78 | x |
| 2010-12-31 | €-89.80 | €2.78 | x |
| 2011-12-31 | €-73.43 | €2.78 | x |
| 2012-12-31 | €-97.98 | €2.78 | x |
| 2013-12-31 | €8.09 | €2.78 | x |
| 2014-12-31 | €5.56 | €2.78 | x |
| 2015-12-31 | €6.95 | €2.78 | x |
| 2016-12-31 | €8.09 | €2.78 | x |
| 2017-12-31 | €5.56 | €2.78 | x |
| 2018-12-31 | €3.45 | €2.78 | x |
| 2019-12-31 | €2.17 | €2.78 | x |
| 2020-12-31 | €1.42 | €2.78 | x |
| 2021-12-31 | €1.83 | €2.78 | x |
| 2022-12-31 | €1.74 | €2.78 | x |
| 2023-12-31 | €1.82 | €2.78 | x |
| 2024-12-31 | €1.91 | €2.78 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Marie Brizard Wine & Spirits 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): 4.52%
- The company may be facing challenges in efficiently utilizing shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 5.12%
- • Asset Turnover: 0.68x
- • Equity Multiplier: 1.31x
- Recent ROE (4.52%) is above the historical average (-283.16%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2001 | 11.97% | 1.20% | 1.77x | 5.62x | €320.20K |
| 2002 | 41.87% | 4.50% | 1.81x | 5.13x | €7.51 Million |
| 2003 | 22.58% | 2.39% | 2.36x | 4.01x | €4.65 Million |
| 2004 | 7.57% | 0.65% | 2.05x | 5.66x | €-959.90K |
| 2006 | 8.90% | 1.69% | 0.77x | 6.84x | €-1.62 Million |
| 2007 | 0.80% | 0.08% | 1.03x | 9.23x | €-10.12 Million |
| 2008 | -6472.06% | -5.16% | 1.34x | 934.53x | €-61.26 Million |
| 2009 | 0.00% | -28.68% | 0.89x | 0.00x | €-159.75 Million |
| 2010 | 0.00% | -6.27% | 1.20x | 0.00x | €-34.44 Million |
| 2011 | 0.00% | -6.02% | 1.27x | 0.00x | €-34.21 Million |
| 2012 | 0.00% | -13.16% | 1.58x | 0.00x | €-87.11 Million |
| 2013 | 89.97% | 22.13% | 1.61x | 2.52x | €169.11 Million |
| 2014 | -10.13% | -4.09% | 0.94x | 2.63x | €-37.94 Million |
| 2015 | 3.04% | 1.30% | 0.94x | 2.48x | €-13.41 Million |
| 2016 | 2.96% | 1.60% | 0.91x | 2.04x | €-16.41 Million |
| 2017 | -41.69% | -16.25% | 0.98x | 2.62x | €-83.56 Million |
| 2018 | -60.94% | -15.94% | 1.08x | 3.54x | €-72.17 Million |
| 2019 | -70.50% | -23.93% | 0.85x | 3.47x | €-75.28 Million |
| 2020 | -58.26% | -22.75% | 0.63x | 4.08x | €-45.07 Million |
| 2021 | 2.88% | 3.34% | 0.62x | 1.39x | €-13.76 Million |
| 2022 | -0.49% | -0.52% | 0.65x | 1.43x | €-20.41 Million |
| 2023 | 4.30% | 4.50% | 0.70x | 1.36x | €-11.59 Million |
| 2024 | 4.52% | 5.12% | 0.68x | 1.31x | €-11.71 Million |
Industry Comparison
This section compares Marie Brizard Wine & Spirits's net assets metrics with peer companies in the Beverages - Wineries & Distilleries industry.
Industry Context
- Industry: Beverages - Wineries & Distilleries
- Average net assets among peers: $2,378,474,403
- Average return on equity (ROE) among peers: 4.50%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Marie Brizard Wine & Spirits (MBWS) | €214.91 Million | 11.97% | 0.31x | $312.08 Million |
| Lanson BCC SA (ALLAN) | $287.85 Million | 3.51% | 2.56x | $196.95 Million |
| Laurent-Perrier (LPE) | $440.04 Million | 5.39% | 1.16x | $550.73 Million |
| Lombard et Medot SA (MLCAC) | $13.82 Million | 0.22% | 1.57x | $7.48 Million |
| MAISON POMMERY & ASSOCIES (POMRY) | $401.60 Million | 0.23% | 2.34x | $93.31 Million |
| Remy Cointreau (RCO) | $1.01 Billion | 6.17% | 1.25x | $2.03 Billion |
| Pernod Ricard S.A. (RI) | $16.18 Billion | 8.99% | 0.92x | $18.50 Billion |
| Oeneo SA (SBT) | $319.49 Million | 9.87% | 0.53x | $595.60 Million |
| Vranken-Pommery Monopole Société Anonyme (VRAP) | $371.10 Million | 1.61% | 2.44x | $100.87 Million |
About Marie Brizard Wine & Spirits
Marie Brizard Wine & Spirits SA engages in producing, marketing, and selling wines and spirits in France, Europe, Africa, the Americas, and the Asia Pacific. The company offers scotch whisky, polish vodka, liqueurs and syrups, cognac, and tequila. It sells its products under the William Peel, Sobieski, Marie Brizard, Cognac Gautier, and San José brands, as well as various local brands. The compan… Read more