Is Ultima Capital (BRN:ULTIMA) Using Debt Sensibly?
Dec 19
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Swiss (SMI) Real Estate Sector Analysis
UpdatedDec 22, 2024
DataAggregated Company Financials
Companies24
- 7D0.4%
- 3M3.3%
- 1Y7.2%
- YTD8.8%
Last week, the Real Estate industry hasn't moved much but Ultima Capital is up 26% in that time. The past year has been better, since the industry has gained 7.2% in that time. Looking forward, earnings are forecast to grow by 11% annually.
Sector Valuation and Performance
Has the Swiss Real Estate Sector valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 22 Dec 2024 | CHF 28.0b | CHF 2.9b | CHF 816.9m | 27.2x | 34.3x | 9.8x |
| Tue, 19 Nov 2024 | CHF 26.8b | CHF 2.9b | CHF 775.9m | 25.6x | 34.5x | 9.3x |
| Thu, 17 Oct 2024 | CHF 27.2b | CHF 2.9b | CHF 823.1m | 25.6x | 33x | 9.4x |
| Sat, 14 Sep 2024 | CHF 27.4b | CHF 2.9b | CHF 811.6m | 25.5x | 33.8x | 9.5x |
| Mon, 12 Aug 2024 | CHF 26.2b | CHF 3.0b | CHF 327.3m | 36x | 79.9x | 8.7x |
| Wed, 10 Jul 2024 | CHF 25.7b | CHF 3.0b | CHF 297.2m | 37.7x | 86.5x | 8.6x |
| Fri, 07 Jun 2024 | CHF 25.2b | CHF 3.0b | CHF 286.6m | 37.8x | 88x | 8.4x |
| Sun, 05 May 2024 | CHF 25.5b | CHF 3.0b | CHF 260.0m | 34.4x | 98x | 8.5x |
| Tue, 02 Apr 2024 | CHF 25.6b | CHF 3.0b | CHF 263.3m | 36.7x | 97.2x | 8.6x |
| Thu, 29 Feb 2024 | CHF 25.0b | CHF 3.1b | CHF 507.5m | 30.6x | 49.2x | 7.9x |
| Sat, 27 Jan 2024 | CHF 25.5b | CHF 3.3b | CHF 711.6m | 27.1x | 35.8x | 7.7x |
| Mon, 25 Dec 2023 | CHF 25.7b | CHF 3.3b | CHF 725.8m | 26.9x | 35.4x | 7.7x |
| Wed, 22 Nov 2023 | CHF 24.9b | CHF 3.4b | CHF 769.4m | 26.2x | 32.3x | 7.4x |
| Fri, 20 Oct 2023 | CHF 24.3b | CHF 3.3b | CHF 752.6m | 24.7x | 32.2x | 7.3x |
| Sun, 17 Sep 2023 | CHF 24.9b | CHF 3.3b | CHF 795.7m | 26.1x | 31.3x | 7.5x |
| Tue, 15 Aug 2023 | CHF 24.6b | CHF 3.2b | CHF 1.6b | 15.3x | 15.4x | 7.6x |
| Thu, 13 Jul 2023 | CHF 24.2b | CHF 3.2b | CHF 1.6b | 14.4x | 14.9x | 7.5x |
| Sat, 10 Jun 2023 | CHF 23.9b | CHF 3.2b | CHF 1.7b | 14.6x | 14.5x | 7.4x |
| Mon, 08 May 2023 | CHF 24.4b | CHF 3.2b | CHF 1.8b | 12.9x | 13.7x | 7.5x |
| Wed, 05 Apr 2023 | CHF 24.3b | CHF 3.4b | CHF 1.9b | 12.9x | 12.8x | 7.2x |
| Fri, 03 Mar 2023 | CHF 24.4b | CHF 3.3b | CHF 2.2b | 12.2x | 11.3x | 7.4x |
| Sun, 29 Jan 2023 | CHF 25.6b | CHF 3.1b | CHF 2.4b | 12.1x | 10.7x | 8.2x |
| Tue, 27 Dec 2022 | CHF 24.7b | CHF 3.1b | CHF 2.4b | 11.8x | 10.3x | 7.9x |
| Thu, 24 Nov 2022 | CHF 24.6b | CHF 3.1b | CHF 2.4b | 11.8x | 10.1x | 7.9x |
| Sat, 22 Oct 2022 | CHF 23.9b | CHF 3.1b | CHF 2.4b | 11.3x | 9.9x | 7.8x |
| Mon, 19 Sep 2022 | CHF 25.7b | CHF 3.1b | CHF 2.4b | 11.5x | 10.5x | 8.4x |
| Wed, 17 Aug 2022 | CHF 27.1b | CHF 3.1b | CHF 2.5b | 11.6x | 10.6x | 8.7x |
| Fri, 15 Jul 2022 | CHF 26.0b | CHF 3.2b | CHF 2.6b | 11.5x | 10.1x | 8.1x |
| Sun, 12 Jun 2022 | CHF 27.1b | CHF 3.2b | CHF 2.6b | 12.4x | 10.5x | 8.5x |
| Tue, 10 May 2022 | CHF 27.3b | CHF 3.2b | CHF 2.5b | 12.6x | 10.9x | 8.6x |
| Thu, 07 Apr 2022 | CHF 28.9b | CHF 3.1b | CHF 2.5b | 12.4x | 11.4x | 9.2x |
| Sat, 05 Mar 2022 | CHF 27.7b | CHF 3.1b | CHF 2.4b | 12.8x | 11.6x | 9x |
| Mon, 31 Jan 2022 | CHF 27.5b | CHF 3.1b | CHF 2.4b | 13.5x | 11.4x | 8.9x |
| Wed, 29 Dec 2021 | CHF 27.5b | CHF 3.1b | CHF 2.4b | 13.4x | 11.4x | 8.9x |
Price to Earnings Ratio
11.4x
Current Industry PE
- Investors are optimistic on the Swiss Real Estate industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 34.3x which is higher than its 3-year average PE of 30.3x.
- The 3-year average PS ratio of 8.2x is lower than the industry's current PS ratio of 9.8x.
Past Earnings Growth
- The earnings for companies in the Real Estate industry have declined 30% per year over the last three years,
- Revenues have also declined 2.5% per year.
- This means overall sales from these companies are declining and profits are subsequently falling as well.
Industry Trends
Which industries have driven the changes within the Swiss Real Estate sector?
| CH Market | -2.31% | |
| Real Estate | 0.39% | |
| Real Estate | 0.39% | |
| REITS | 0% | |
| Specialized REITs | 0% | |
| Residential REITs | 0% | |
| Hotel and Resort REITs | 0% | |
| Industrial REITs | 0% | |
| Health Care REITs | 0% | |
| Retail REITs | 0% | |
| Office REITs | 0% | |
Industry PE
- Investors are most optimistic about the Real Estate industry which is trading above its 3-year average PE ratio of 30.3x.
- Analysts are expecting annual earnings growth of 10.6%, which is higher than its past year's earnings decline of 2.1% per year.
- Investors are most pessimistic about the Real Estate industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 30.3x.
Forecasted Growth
- Analysts are most optimistic on the Real Estate industry, expecting annual earnings growth of 11% over the next 5 years.
- This is better than its past earnings decline of 2.1% per year.
- In contrast, the Real Estate industry is expected to see its earnings grow by 11% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ULTIMA Ultima Capital | CHF 88.00 | 25.7% +CHF 106.4m | -5.4% | PS32.9x | |
| VARN Varia US Properties | CHF 28.20 | 5.6% +CHF 15.2m | -23.8% | PS2.5x | |
| PLAN Plazza | CHF 337.00 | 2.1% +CHF 14.5m | 12.7% | PE23.9x | |
| ALLN Allreal Holding | CHF 162.80 | 0.5% +CHF 13.2m | 7.8% | PE30.5x | |
| WARN Warteck Invest | CHF 1.91k | 1.3% +CHF 7.7m | 3.8% | PE43.9x |
