Fundamenta Real Estate AG

  • Market Cap: N/A
  • Industry: Realty
  • ISIN: CH0045825517
CHF
17.10
-0.15 (-0.87%)
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

52 Week

Valuation
Technical
Day's Volume

CASH

N/A

Shareholding

FII

N/A

DII

N/A

Promoter

N/A

iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

Dashboard

1

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 3.78%

 
2

Flat results in Jun 25

3

With ROE of 7.59%, it has a Very Expensive valuation with a 1.04 Price to Book Value

4

Below par performance in long term as well as near term

stock-summaryMojo Parameters

Mojo Parameters

Stock DNA

stock-summary
Industry

Realty

stock-summary
Market cap

CHF 600 Million ()

stock-summary
P/E

14.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

4.81%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

7.59%

stock-summary
Price to Book

0.99

Revenue and Profits:
Net Sales:
(Quarterly Results - )
Net Profit:
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-10.0%
0%
-10.0%
6 Months
-1.72%
0%
-1.72%
1 Year
-3.32%
0%
-3.32%
2 Years
3.09%
0%
3.09%
3 Years
3.71%
0%
3.71%
4 Years
-10.17%
0%
-10.17%
5 Years
-10.64%
0%
-10.64%

Fundamenta Real Estate AG for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions

News

Icon
No Recent News for the Company

Announcements stock-summary

Icon
No announcement available

Corporate Actions stock-summary

Icon
No corporate action available
stock-summaryKey Factors

Quality key factors stock-summary

Factor
Value
Sales Growth (5y)
4.80%
EBIT Growth (5y)
5.86%
EBIT to Interest (avg)
4.88
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
18.23%
Dividend Payout Ratio
39.96%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
5.99%
ROE (avg)
3.78%

Valuation key factors

Factor
Value
P/E Ratio
14
Industry P/E
Price to Book Value
1.04
EV to EBIT
21.11
EV to EBITDA
21.11
EV to Capital Employed
1.04
EV to Sales
14.85
PEG Ratio
0.42
Dividend Yield
4.57%
ROCE (Latest)
4.92%
ROE (Latest)
7.59%

Technicals key factors

Indicator
Weekly
Monthly
MACD
Bearish
Mildly Bearish
RSI
Bullish
No Signal
Bollinger Bands
Bearish
Bearish
Moving Averages
Mildly Bullish (Daily)
KST
Mildly Bearish
Mildly Bearish
Dow Theory
Mildly Bearish
Mildly Bearish
OBV
Mildly Bearish
Mildly Bearish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshotstock-summary
Icon
No data for shareholding present.
Shareholding Compare (%holding) stock-summary
Icon
No data for shareholding present.
stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "alert": "No Quarterly Results declared by Fundamenta Real Estate AG"
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 2.19% vs 0.24% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 267.47% vs -62.78% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "42.00",
          "val2": "41.10",
          "chgp": "2.19%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "29.80",
          "val2": "29.00",
          "chgp": "2.76%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "8.30",
          "val2": "8.90",
          "chgp": "-6.74%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "10.90",
          "val2": "-10.00",
          "chgp": "209.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "30.50",
          "val2": "8.30",
          "chgp": "267.47%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "711.30%",
          "val2": "704.20%",
          "chgp": "0.71%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]

Annual Results Snapshot (Consolidated) - Dec'24stock-summary

Dec'24
Dec'23
Change(%)
Net Sales
42.00
41.10
2.19%
Operating Profit (PBDIT) excl Other Income
29.80
29.00
2.76%
Interest
8.30
8.90
-6.74%
Exceptional Items
10.90
-10.00
209.00%
Consolidate Net Profit
30.50
8.30
267.47%
Operating Profit Margin (Excl OI)
711.30%
704.20%
0.71%
USD in Million.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 2.19% vs 0.24% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 267.47% vs -62.78% in Dec 2023

stock-summaryCompany CV
About Fundamenta Real Estate AG stock-summary
stock-summary
Fundamenta Real Estate AG
Realty
Fundamenta Real Estate Inc is a Switzerland-based company engaged in the real estate sector. The Company focuses its activities on residential properties in the in German-speaking part of Switzerland. As of December 31, 2011, the Company's real estate portfolio comprised 15 properties, from which 55% was Zuerich-based. As of December 31, 2011, 81% of the Company's portfolio comprised of residential real estate. The total living area of the Company's portfolio encompassed 25,359 square meters, whereas the industrial and office space comprised 6,716 square meters. The Company acts as an Asset Manager for Fundamenta Real Estate AG and Fundamenta Group AG. It is a wholly owned subsidiary of the Fundamenta Group.
Company Coordinates stock-summary
Company Details
Poststrasse 4a , ZUG ZUG : 6300
Registrar Details