Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-1.06%
0%
-1.06%
6 Months
-3.25%
0%
-3.25%
1 Year
3.95%
0%
3.95%
2 Years
5.2%
0%
5.2%
3 Years
10.52%
0%
10.52%
4 Years
-10.9%
0%
-10.9%
5 Years
-0.68%
0%
-0.68%
Fundamenta Real Estate AG for the last several years.
Risk Adjusted Returns v/s 
News
No Recent News for the Company
Announcements 
No announcement available
Corporate Actions 
No corporate action available
Quality key factors 
Factor
Value
Sales Growth (5y)
7.30%
EBIT Growth (5y)
9.10%
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
59.15%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
5.99%
ROE (avg)
3.78%
Valuation key factors
Factor
Value
P/E Ratio
17
Industry P/E
Price to Book Value
1.01
EV to EBIT
17.69
EV to EBITDA
17.69
EV to Capital Employed
1.01
EV to Sales
12.58
PEG Ratio
0.07
Dividend Yield
5.45%
ROCE (Latest)
5.72%
ROE (Latest)
5.83%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Mildly Bullish
Mildly Bearish
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Annual Results Snapshot (Consolidated) - Dec'22
Dec'22
Dec'21
Change(%)
Net Sales
41.00
37.30
9.92%
Operating Profit (PBDIT) excl Other Income
27.70
24.70
12.15%
Interest
5.20
4.60
13.04%
Exceptional Items
3.90
15.30
-74.51%
Consolidate Net Profit
22.30
28.90
-22.84%
Operating Profit Margin (Excl OI)
676.10%
664.00%
1.21%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2022 is 9.92% vs 11.34% in Dec 2021
Consolidated Net Profit
YoY Growth in year ended Dec 2022 is -22.84% vs 8.24% in Dec 2021
About Fundamenta Real Estate AG 
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 
Company Details
Poststrasse 4a , ZUG ZUG : 6300
Registrar Details






