Total Returns (Price + Dividend) 
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
-3.02%
0%
-3.02%
6 Months
-3.5%
0%
-3.5%
1 Year
2.93%
0%
2.93%
2 Years
7.55%
0%
7.55%
3 Years
-12.27%
0%
-12.27%
4 Years
-18.57%
0%
-18.57%
5 Years
-16.09%
0%
-16.09%
Warteck Invest 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)
5.90%
EBIT Growth (5y)
6.62%
EBIT to Interest (avg)
4.29
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
15.96%
Dividend Payout Ratio
85.13%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
6.66%
ROE (avg)
4.21%
Valuation key factors
Factor
Value
P/E Ratio
26
Industry P/E
Price to Book Value
1.15
EV to EBIT
16.64
EV to EBITDA
16.55
EV to Capital Employed
1.15
EV to Sales
12.20
PEG Ratio
1.67
Dividend Yield
3.66%
ROCE (Latest)
6.91%
ROE (Latest)
4.47%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Bearish
Bullish
RSI
No Signal
Bearish
Bollinger Bands
Mildly Bearish
Mildly Bullish
Moving Averages
Bearish (Daily)
KST
Bearish
Bullish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Mildly Bearish
Shareholding Snapshot
No data for shareholding present.
Shareholding Compare (%holding) 
No data for shareholding present.
Annual Results Snapshot (Consolidated) - Dec'23
Dec'23
Dec'22
Change(%)
Net Sales
41.30
36.60
12.84%
Operating Profit (PBDIT) excl Other Income
30.40
26.20
16.03%
Interest
8.30
5.90
40.68%
Exceptional Items
-3.70
5.00
-174.00%
Consolidate Net Profit
16.00
21.80
-26.61%
Operating Profit Margin (Excl OI)
734.40%
713.10%
2.13%
USD in Million.
Net Sales
YoY Growth in year ended Dec 2023 is 12.84% vs 1.39% in Dec 2022
Consolidated Net Profit
YoY Growth in year ended Dec 2023 is -26.61% vs -20.44% in Dec 2022
About Warteck Invest AG 
Warteck Invest AG
Realty
Warteck Invest AG, formerly Warteck Invest Ltd., is a Switzerland-based company engaged in the real estate sector. The Company specializes in the promotion, development and leasing of commercial premises and residential properties in the metropolitan areas of Basel and Zurich. The Company's portfolio encompasses primarily residential real estate properties (approximately 42% of the investment portfolio) and commercial real estate properties (approximately 40% of the investment portfolio). The number of properties in the portfolio amounts to approximately 40 real estate properties. The Company provides also maintenance and facility management services for the properties in scope of its portfolio. The Company operates one wholly owned subsidiary, Warteck Sport Holding AG.
Company Coordinates 
Company Details
Grenzacherstrasse 79 , BASEL None : 4058
Registrar Details






