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About the company
Fundamenta Real Estate AG is a Switzerland-based Company engaged in the real estate industry. The Company’s purpose is to acquire, develop, hold, and sell real estate that have stable rental income, and optimization prospects potential in German-speaking regions of Switzerland. The Company’s activities are focused mainly on rental income prospects and the largest part of its portfolio are residential properties followed by mixed-use properties, which are properties that can accommodate residential and commercial activities simultaneously in the same building. In order to expand the portfolio, the Company invests in development projects that are in various stages of construction or renovations.
- Revenue in CHF (TTM)41.02m
- Net income in CHF8.31m
- Incorporated2006
- Employees0.00
- LocationFundamenta Real Estate AGPoststrasse 4aZUG 6300SwitzerlandCHE
- Phone+41 414442222
- Fax+41 414442223
- Websitehttps://fundamentarealestate.ch/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Procimmo Group AG | 30.47m | 13.14m | 183.33m | -- | 13.95 | 3.98 | 13.29 | 6.02 | 0.2918 | 0.2918 | 0.6765 | 1.02 | 0.2816 | -- | 3.94 | -- | 12.14 | 17.28 | 13.03 | 19.84 | 98.47 | 97.21 | 43.13 | 42.26 | -- | 256.09 | 0.5893 | 47.47 | -10.60 | 71.41 | -23.49 | 105.59 | 75.06 | -- |
| Peach Property Group AG | 130.32m | -183.82m | 195.91m | 228.00 | -- | 0.1927 | -- | 1.50 | -8.92 | -8.92 | 6.33 | 44.80 | 0.0496 | -- | 5.06 | 571,578.80 | -7.21 | 1.73 | -7.72 | 1.87 | -- | -- | -145.49 | 17.71 | 0.7436 | 0.2321 | 0.6016 | 5.49 | -16.39 | 5.14 | -1,054.18 | -- | 4.40 | -- |
| SF Urban Properties AG | 51.87m | 320.00k | 253.85m | 2.00 | 974.13 | 0.8218 | -- | 4.89 | 0.0955 | 0.0955 | 15.47 | 113.17 | 0.0611 | -- | 3.77 | -- | 0.082 | 2.96 | 0.0981 | 3.49 | 57.64 | 61.90 | 1.34 | 47.18 | -- | 0.9459 | 0.4983 | 36.00 | -18.94 | 5.69 | -98.81 | -52.61 | -- | 0.00 |
| Novavest Real Estate AG | 29.86m | -3.97m | 258.33m | 2.00 | -- | 0.7784 | -- | 8.65 | -0.5147 | -0.5147 | 3.87 | 43.04 | 0.0369 | 0.6788 | 5.44 | 14,929,970.00 | -0.4909 | 2.30 | -0.5778 | 2.64 | 82.62 | 83.93 | -13.29 | 61.06 | 0.0885 | 0.7903 | 0.5628 | 80.02 | 2.40 | 8.98 | -117.72 | -- | -- | 9.03 |
| Ina Invest AG | 3.66m | -5.49m | 308.04m | 10.00 | -- | 0.8128 | -- | 84.23 | -0.5616 | -0.5616 | 0.3742 | 22.88 | 0.0043 | 0.1265 | 0.7367 | 365,700.00 | -1.31 | -- | -3.28 | -- | 25.46 | -- | -307.49 | -- | 0.096 | -1.23 | 0.4477 | -- | -88.21 | -- | -157.46 | -- | -- | -- |
| Eph European Property Holdings Plc | 76.62m | -36.81m | 348.86m | 0.00 | -- | 0.6088 | -- | 4.55 | -2.65 | -2.65 | 5.52 | 41.07 | 0.0467 | 0.4704 | 14.60 | -- | -2.18 | 1.47 | -2.49 | 1.59 | 58.05 | 69.90 | -46.65 | 25.43 | 0.6142 | 0.4556 | 0.6379 | -- | 167.77 | 3.61 | -63.83 | -- | -- | -- |
| Varia US Properties AG | 106.49m | -101.03m | 353.90m | 0.00 | -- | 1.01 | -- | 3.32 | -9.98 | -9.98 | 10.52 | 34.71 | 0.0765 | -- | 44.08 | -- | -7.25 | 3.39 | -7.87 | 3.54 | 73.22 | 75.13 | -94.88 | 39.92 | -- | 0.2948 | 0.6867 | 30.78 | -2.02 | 10.21 | -213.39 | -- | -- | -1.38 |
| Warteck Invest AG | 39.71m | 16.01m | 436.84m | 14.00 | 27.28 | 1.04 | 27.14 | 11.00 | 64.70 | 64.70 | 160.45 | 1,696.16 | 0.0403 | -- | 61.00 | 2,836,500.00 | 1.63 | 2.87 | 1.99 | 3.42 | 87.14 | 85.81 | 40.32 | 69.00 | -- | 2.53 | 0.5609 | 29.17 | 9.16 | 3.51 | -26.42 | -3.04 | 43.02 | 0.7174 |
| Fundamenta Real Estate AG | 41.02m | 8.31m | 499.04m | 0.00 | 60.08 | 1.00 | -- | 12.17 | 0.2763 | 0.2763 | 1.36 | 16.58 | 0.0336 | -- | 7.83 | -- | 0.6806 | 2.07 | 0.6969 | 2.12 | 86.03 | 86.47 | 20.25 | 59.68 | -- | 1.60 | 0.5699 | 69.82 | 0.2126 | 9.71 | -62.70 | -18.42 | -- | 2.22 |
| HIAG Immobilien Holding AG | 70.31m | 46.97m | 744.80m | 88.00 | 15.83 | 0.6881 | 15.67 | 10.59 | 4.65 | 4.65 | 6.96 | 106.96 | 0.0351 | 24.27 | 2.53 | 798,965.90 | 2.35 | 2.43 | 2.61 | 2.70 | 85.67 | 75.67 | 66.80 | 68.03 | 0.5287 | -- | 0.4191 | 48.82 | 3.90 | 3.84 | -52.75 | -5.08 | -53.82 | -4.49 |
| Zug Estates Holding AG | 84.49m | 24.19m | 817.10m | 134.00 | 37.42 | 0.9121 | 29.40 | 9.67 | 47.44 | 47.44 | 165.67 | 1,946.15 | 0.047 | 61.83 | 58.76 | 630,537.30 | 1.34 | 2.95 | 1.48 | 3.20 | 89.10 | 70.49 | 28.63 | 50.00 | 0.1948 | 2.30 | 0.4045 | 43.31 | 5.87 | 3.78 | -39.21 | -9.02 | 86.46 | 9.46 |
| Intershop Holding AG | 172.05m | 82.50m | 1.14bn | 70.00 | 13.41 | 1.28 | 13.80 | 6.63 | 8.95 | 8.95 | 18.67 | 94.09 | 0.1205 | -- | 131.34 | 2,457,886.00 | 5.78 | 7.42 | 6.38 | 8.32 | 61.66 | 85.98 | 47.95 | 64.98 | -- | -- | 0.3054 | 46.45 | -26.08 | -0.2799 | -43.28 | -7.16 | -35.96 | 4.56 |
| Investis Holding SA | 231.53m | -5.39m | 1.24bn | 1.58k | -- | 1.19 | -- | 5.35 | -0.4242 | -0.4242 | 18.17 | 81.03 | 0.1442 | 1.99 | 15.17 | 146,352.70 | -0.3365 | 7.86 | -0.4129 | 9.54 | 88.99 | 88.47 | -2.33 | 60.84 | 0.0956 | 0.917 | 0.2776 | 24.98 | 1.75 | 3.23 | -103.56 | -- | 20.66 | 1.25 |
Data as of Jun 07 2024. Currency figures normalised to Fundamenta Real Estate AG's reporting currency: Swiss Franc CHF
28.13%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Luzerner Kantonalbank AG (Private Banking)as of 31 Dec 2022 | 3.40m | 11.31% |
| Bernische Lehrerversicherungskasseas of 19 Dec 2023 | 1.50m | 4.99% |
| UBS Asset Management Switzerland AGas of 31 Dec 2022 | 1.43m | 4.76% |
| Credit Suisse Asset Management (Schweiz) AGas of 29 Feb 2024 | 487.29k | 1.62% |
| Z�rcher Kantonalbank (Investment Management)as of 28 Mar 2024 | 427.95k | 1.42% |
| Swiss Finance & Property Funds AGas of 31 Dec 2023 | 376.17k | 1.25% |
| LUKB Expert Fondsleitung AGas of 31 Jul 2023 | 338.04k | 1.12% |
| Migros Bank AGas of 31 Dec 2023 | 225.00k | 0.75% |
| Banque Cantonale Vaudoise (Investment Management)as of 28 Mar 2024 | 193.28k | 0.64% |
| Pictet Asset Management SAas of 31 Jan 2024 | 78.08k | 0.26% |
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Data from 31 Jul 2023 - 30 Apr 2024Source: FactSet Research Systems Inc.
