Loading...
Back to narrative

Update shared on22 Oct 2025

Fair value Increased 0.54%
AnalystConsensusTarget's Fair Value
CHF 118.80
4.3% undervalued intrinsic discount
22 Oct
CHF 113.70
Loading
1Y
19.4%
7D
-0.4%

Analysts have raised their price target for Swiss Prime Site to CHF 118.80, up slightly from CHF 118.17. They cite improved earnings growth outlook and sector defensiveness as key factors behind the revision.

Analyst Commentary

Recent assessments of Swiss Prime Site highlight both its strengths in the current environment and areas where continued monitoring is warranted. Below is a summary of the major bullish and bearish takeaways from analyst research.

Bullish Takeaways
  • Bullish analysts cite the company’s defensiveness within the Swiss real estate sector, making it an attractive option during times of market uncertainty.
  • Upward revisions to earnings growth expectations support increased price targets and reflect confidence in the management’s execution.
  • Swiss Prime Site’s ability to stand out among peers with “superior” earnings growth underscores its potential for sustained valuation upside.
  • A stable regulatory and macroeconomic context in Switzerland further strengthens the case for the company’s resilience and appeal to investors.
Bearish Takeaways
  • Bearish analysts remain cautious about the potential for slower growth if the macroeconomic environment becomes less favorable.
  • Competitive pressures within the real estate market could challenge the company’s ability to maintain its premium valuation.
  • Some concerns remain about the sustainability of recent above-average earnings growth over the longer term.

What's in the News

  • Marcel Kucher has been appointed as the next Chief Executive Officer of Swiss Prime Site, effective 16 September 2025. He will succeed René Zahnd, who is concluding a nearly 10-year tenure. A search for a new Chief Financial Officer is underway. (Key Developments)
  • Swiss Prime Site is acquiring a modern, sustainably built office property in Lausanne-West. The property is fully let to more than 15 international tenants from the technology, defense, and research sectors, featuring a long-term lease profile and a net yield of around 4.0%. (Key Developments)

Valuation Changes

  • The consensus analyst price target has risen slightly to CHF 118.80 from CHF 118.17.
  • The discount rate has declined modestly to 7.09% from 7.19%.
  • The revenue growth estimate has increased to 1.92% from 1.86%.
  • The net profit margin projection has decreased to 65.58% from 68.54%.
  • The future P/E ratio has risen to 29.73x from 28.43x.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.