Chocoladefabriken Lindt & Spruengli AG N (LISN) - Net Assets

Latest as of June 2025: CHF4.76 Billion CHF

Based on the latest financial reports, Chocoladefabriken Lindt & Spruengli AG N (LISN) has net assets worth CHF4.76 Billion CHF as of June 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (CHF8.57 Billion) and total liabilities (CHF3.81 Billion). 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 CHF4.76 Billion
% of Total Assets 55.55%
Annual Growth Rate 9.84%
5-Year Change 5.06%
10-Year Change 38.68%
Growth Volatility 12.05

Chocoladefabriken Lindt & Spruengli AG N - Net Assets Trend (1999–2024)

This chart illustrates how Chocoladefabriken Lindt & Spruengli AG N's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Chocoladefabriken Lindt & Spruengli AG N (1999–2024)

The table below shows the annual net assets of Chocoladefabriken Lindt & Spruengli AG N from 1999 to 2024.

Year Net Assets Change
2024-12-31 CHF4.84 Billion +13.67%
2023-12-31 CHF4.26 Billion -3.25%
2022-12-31 CHF4.40 Billion -15.76%
2021-12-31 CHF5.22 Billion +13.40%
2020-12-31 CHF4.61 Billion -1.37%
2019-12-31 CHF4.67 Billion +4.10%
2018-12-31 CHF4.49 Billion +6.95%
2017-12-31 CHF4.20 Billion +14.18%
2016-12-31 CHF3.67 Billion +5.28%
2015-12-31 CHF3.49 Billion +16.26%
2014-12-31 CHF3.00 Billion +13.93%
2013-12-31 CHF2.63 Billion +52.55%
2012-12-31 CHF1.73 Billion +6.67%
2011-12-31 CHF1.62 Billion -3.19%
2010-12-31 CHF1.67 Billion +3.39%
2009-12-31 CHF1.62 Billion +9.38%
2008-12-31 CHF1.48 Billion +6.45%
2007-12-31 CHF1.39 Billion +20.21%
2006-12-31 CHF1.16 Billion +19.02%
2005-12-31 CHF971.10 Million +22.35%
2004-12-31 CHF793.70 Million +8.92%
2003-12-31 CHF728.70 Million +19.67%
2002-12-31 CHF608.90 Million +13.05%
2001-12-31 CHF538.60 Million +8.17%
2000-12-31 CHF497.90 Million +7.61%
1999-12-31 CHF462.70 Million --

Equity Component Analysis

This analysis shows how different components contribute to Chocoladefabriken Lindt & Spruengli AG N'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 500670000000.0% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings CHF5.01 Billion 103.45%
Common Stock CHF23.30 Million 0.48%
Other Comprehensive Income CHF-365.30 Million -7.55%
Other Components CHF174.90 Million 3.61%
Total Equity CHF4.84 Billion 100.00%

Chocoladefabriken Lindt & Spruengli AG N Competitors by Market Cap

The table below lists competitors of Chocoladefabriken Lindt & Spruengli AG N ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Chocoladefabriken Lindt & Spruengli AG N's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 4,257,600,000 to 4,839,600,000, a change of 582,000,000 (13.7%).
  • Net income of 672,300,000 contributed positively to equity growth.
  • Dividend payments of 321,700,000 reduced retained earnings.
  • Share repurchases of 304,900,000 reduced equity.
  • New share issuances of 188,400,000 increased equity.
  • Other comprehensive income increased equity by 251,900,000.
  • Other factors increased equity by 96,000,000.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income CHF672.30 Million +13.89%
Dividends Paid CHF321.70 Million -6.65%
Share Repurchases CHF304.90 Million -6.3%
Share Issuances CHF188.40 Million +3.89%
Other Comprehensive Income CHF251.90 Million +5.2%
Other Changes CHF96.00 Million +1.98%
Total Change CHF- 13.67%

Book Value vs Market Value Analysis

This analysis compares Chocoladefabriken Lindt & Spruengli AG N'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: 51.29x
  • The company is trading at a significant premium to its book value, suggesting the market values its earnings potential, brand, or other intangibles highly.
  • The price-to-book ratio has decreased from 501.12x to 51.29x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1999-12-31 CHF213.52 CHF107000.00 x
2000-12-31 CHF228.71 CHF107000.00 x
2001-12-31 CHF231.76 CHF107000.00 x
2002-12-31 CHF262.01 CHF107000.00 x
2003-12-31 CHF313.55 CHF107000.00 x
2004-12-31 CHF341.52 CHF107000.00 x
2005-12-31 CHF417.86 CHF107000.00 x
2006-12-31 CHF497.33 CHF107000.00 x
2007-12-31 CHF597.85 CHF107000.00 x
2008-12-31 CHF636.40 CHF107000.00 x
2009-12-31 CHF696.08 CHF107000.00 x
2010-12-31 CHF719.66 CHF107000.00 x
2011-12-31 CHF696.69 CHF107000.00 x
2012-12-31 CHF743.16 CHF107000.00 x
2013-12-31 CHF1133.69 CHF107000.00 x
2014-12-31 CHF1290.92 CHF107000.00 x
2015-12-31 CHF1499.78 CHF107000.00 x
2016-12-31 CHF1577.97 CHF107000.00 x
2017-12-31 CHF1801.33 CHF107000.00 x
2018-12-31 CHF1926.55 CHF107000.00 x
2019-12-31 CHF1941.58 CHF107000.00 x
2020-12-31 CHF1890.22 CHF107000.00 x
2021-12-31 CHF2150.51 CHF107000.00 x
2022-12-31 CHF1843.57 CHF107000.00 x
2023-12-31 CHF1813.29 CHF107000.00 x
2024-12-31 CHF2086.03 CHF107000.00 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Chocoladefabriken Lindt & Spruengli AG N 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): 13.89%
  • The company shows good efficiency in utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: 12.29%
  • • Asset Turnover: 0.60x
  • • Equity Multiplier: 1.89x
  • Recent ROE (13.89%) is below the historical average (14.05%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1999 15.06% 4.84% 1.01x 3.08x CHF23.43 Million
2000 15.30% 4.96% 1.05x 2.95x CHF26.41 Million
2001 16.99% 5.75% 1.06x 2.79x CHF37.64 Million
2002 16.74% 6.06% 1.13x 2.45x CHF41.01 Million
2003 16.80% 6.80% 1.13x 2.19x CHF49.53 Million
2004 18.77% 7.47% 1.16x 2.16x CHF69.63 Million
2005 17.78% 7.69% 1.18x 1.96x CHF75.59 Million
2006 18.08% 8.08% 1.21x 1.84x CHF93.42 Million
2007 18.03% 8.50% 1.19x 1.78x CHF111.56 Million
2008 17.68% 10.16% 1.07x 1.63x CHF113.60 Million
2009 11.94% 7.65% 1.02x 1.53x CHF31.33 Million
2010 14.46% 9.38% 1.02x 1.51x CHF74.65 Million
2011 15.22% 9.91% 0.99x 1.55x CHF84.59 Million
2012 15.74% 10.19% 1.02x 1.52x CHF99.19 Million
2013 11.50% 10.48% 0.75x 1.47x CHF39.53 Million
2014 11.41% 10.08% 0.61x 1.86x CHF42.39 Million
2015 10.91% 10.38% 0.59x 1.80x CHF31.85 Million
2016 11.44% 10.72% 0.61x 1.75x CHF52.98 Million
2017 10.77% 10.98% 0.59x 1.67x CHF32.07 Million
2018 10.83% 11.20% 0.60x 1.62x CHF37.37 Million
2019 10.94% 11.26% 0.56x 1.73x CHF43.62 Million
2020 6.99% 8.01% 0.49x 1.77x CHF-138.38 Million
2021 9.39% 10.70% 0.51x 1.74x CHF-31.86 Million
2022 12.95% 11.46% 0.61x 1.84x CHF129.64 Million
2023 15.77% 12.91% 0.66x 1.85x CHF245.64 Million
2024 13.89% 12.29% 0.60x 1.89x CHF188.34 Million

Industry Comparison

This section compares Chocoladefabriken Lindt & Spruengli AG N's net assets metrics with peer companies in the Confectioners industry.

Industry Context

  • Industry: Confectioners
  • Average net assets among peers: $1,361,749,000
  • Average return on equity (ROE) among peers: 10.44%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Chocoladefabriken Lindt & Spruengli AG N (LISN) CHF4.76 Billion 15.06% 0.80x $18.11 Billion
Barry Callebaut AG (BARN) $1.36 Billion 10.44% 1.63x $7.52 Billion

About Chocoladefabriken Lindt & Spruengli AG N

SW:LISN Switzerland Confectioners
Market Cap
$18.11 Billion
CHF14.33 Billion CHF
Market Cap Rank
#1257 Global
#17 in Switzerland
Share Price
CHF107000.00
Change (1 day)
+1.90%
52-Week Range
CHF105000.00 - CHF134800.00
All Time High
CHF134800.00
About

Chocoladefabriken Lindt & Sprüngli AG, together with its subsidiaries, engages in the manufacture and sale of chocolate products worldwide. The company sells its products under the Lindt, Ghirardelli, Russell Stover, Whitman's, Caffarel, Hofbauer and Küfferle, and Pangburn's, Gold Bunny, and Lindor brands. It serves customers through a network of independent distributors, as well as through own s… Read more