Fundamenta Real Estate AG

  • Market Cap: N/A
  • Industry: Realty
  • ISIN: CH0045825517
CHF
17.45
-0.05 (-0.29%)
  • 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

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Dashboard
1

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

 
2

Flat results in Dec 24

3

With ROE of 5.83%, it has a Very Expensive valuation with a 1.01 Price to Book Value

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Realty

stock-summary
Market cap

CHF 596 Million ()

stock-summary
P/E

17.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

4.84%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

5.83%

stock-summary
Price to Book

1.14

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
-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 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)
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
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'22",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2022 is 9.92% vs 11.34% in Dec 2021",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2022 is -22.84% vs 8.24% in Dec 2021",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'22",
        "Dec'21",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "41.00",
          "val2": "37.30",
          "chgp": "9.92%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "27.70",
          "val2": "24.70",
          "chgp": "12.15%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "5.20",
          "val2": "4.60",
          "chgp": "13.04%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "3.90",
          "val2": "15.30",
          "chgp": "-74.51%",
          "chgp_class": "negative"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "22.30",
          "val2": "28.90",
          "chgp": "-22.84%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "676.10%",
          "val2": "664.00%",
          "chgp": "1.21%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Annual Results Snapshot (Consolidated) - Dec'22stock-summary
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.
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2022 is 9.92% vs 11.34% in Dec 2021

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2022 is -22.84% vs 8.24% in Dec 2021

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