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UIV

Unternehmens Invest WBAG:UIV Stock Report

Last Price

€20.00

Market Cap

€127.4m

7D

0%

1Y

-2.0%

Updated

05 Aug, 2022

Data

Company Financials
UIV fundamental analysis
Snowflake Score
Valuation0/6
Future Growth0/6
Past Performance0/6
Financial Health4/6
Dividends0/6

UIV Stock Overview

Unternehmens Invest AG is a private equity firm specializing in growth capital, expansion, buyout, succession, spin-offs, turnaround, industry consolidation, demerger, and crisis situation investments.

Unternehmens Invest Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Unternehmens Invest
Historical stock prices
Current Share Price€20.00
52 Week High€30.00
52 Week Low€17.20
Beta0.34
1 Month Change-28.06%
3 Month Change-33.33%
1 Year Change-1.96%
3 Year Change12.36%
5 Year Change-14.89%
Change since IPO132.66%

Recent News & Updates

Mar 04
If You Had Bought Unternehmens Invest (VIE:UIV) Shares A Year Ago You'd Have Earned 44% Returns

If You Had Bought Unternehmens Invest (VIE:UIV) Shares A Year Ago You'd Have Earned 44% Returns

Passive investing in index funds can generate returns that roughly match the overall market. But one can do better than...

Shareholder Returns

UIVAT Capital MarketsAT Market
7D0%-0.09%-0.5%
1Y-2.0%-19.0%-6.3%

Return vs Industry: UIV exceeded the Austrian Capital Markets industry which returned -17.9% over the past year.

Return vs Market: UIV exceeded the Austrian Market which returned -5.2% over the past year.

Price Volatility

Is UIV's price volatile compared to industry and market?
UIV volatility
UIV Average Weekly Movementn/a
Capital Markets Industry Average Movement4.7%
Market Average Movement4.9%
10% most volatile stocks in AT Market7.3%
10% least volatile stocks in AT Market2.8%

Stable Share Price: Insufficient data to determine UIV's volatility over the past 3 months.

Volatility Over Time: Insufficient data to determine UIV's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
19902,678Paul Neumannhttps://www.uiag.at/en/

Unternehmens Invest AG is a private equity firm specializing in growth capital, expansion, buyout, succession, spin-offs, turnaround, industry consolidation, demerger, and crisis situation investments. The firm prefers to make long-term, buy and build investments in national and international mature medium to larger sized enterprises. The firm seeks to invest primarily in plastic industry and IT sector.

Unternehmens Invest Fundamentals Summary

How do Unternehmens Invest's earnings and revenue compare to its market cap?
UIV fundamental statistics
Market Cap€127.38m
Earnings (TTM)-€8.11m
Revenue (TTM)€472.59m

0.3x

P/S Ratio

-15.7x

P/E Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report
UIV income statement (TTM)
Revenue€472.59m
Cost of Revenue€191.15m
Gross Profit€281.44m
Other Expenses€289.55m
Earnings-€8.11m

Last Reported Earnings

Sep 30, 2021

Next Earnings Date

n/a

Earnings per share (EPS)-1.27
Gross Margin59.55%
Net Profit Margin-1.72%
Debt/Equity Ratio91.3%

How did UIV perform over the long term?

See historical performance and comparison
We’ve recently updated our valuation analysis.

Valuation

Is UIV undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Price-To-Book vs Peers

  • Price-To-Book vs Industry

  • Price-To-Book vs Fair Ratio

  • Below Fair Value

  • Significantly Below Fair Value

  • Analyst Forecast

Key Valuation Metric

Which metric is best to use when looking at relative valuation for UIV?

Other financial metrics that can be useful for relative valuation.

UIV key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue0.6x
Enterprise Value/EBITDA7.7x
PEG Ration/a

Price to Book Ratio vs Peers

How does UIV's PB Ratio compare to its peers?

UIV PB Ratio vs Peers
The above table shows the PB ratio for UIV vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyPBEstimated GrowthMarket Cap
Peer Average1.2x
WPB Wiener Privatbank
0.8xn/a€33.8m
TGP 360 Capital Group
0.9xn/aAU$186.1m
A027830 Daesung Private Equity
2.4xn/a₩144.4b
BLS Hotung Investment Holdings
0.6xn/aS$178.4m
UIV Unternehmens Invest
1.2xn/a€127.4m

Price-To-Book vs Peers: UIV is expensive based on its Price-To-Book Ratio (1.2x) compared to the peer average (1.2x).


Price to Earnings Ratio vs Industry

How does UIV's PE Ratio compare vs other companies in the European Capital Markets Industry?

Price-To-Book vs Industry: UIV is expensive based on its Price-To-Book Ratio (1.2x) compared to the European Capital Markets industry average (1.1x)


Price to Book Ratio vs Fair Ratio

What is UIV's PB Ratio compared to its Fair PB Ratio? This is the expected PB Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

UIV PB Ratio vs Fair Ratio.
Fair Ratio
Current PB Ratio1.2x
Fair PB Ration/a

Price-To-Book vs Fair Ratio: Insufficient data to calculate UIV's Price-To-Book Fair Ratio for valuation analysis.


Share Price vs Fair Value

What is the Fair Price of UIV when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: Insufficient data to calculate UIV's fair value for valuation analysis.

Significantly Below Fair Value: Insufficient data to calculate UIV's fair value for valuation analysis.


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Analyst Forecast: Insufficient data to show price forecast.


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Future Growth

How is Unternehmens Invest forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

Future Growth Score

0/6

Future Growth Score 0/6

  • Earnings vs Savings Rate

  • Earnings vs Market

  • High Growth Earnings

  • Revenue vs Market

  • High Growth Revenue

  • Future ROE


12.8%

Forecasted Diversified Financials industry annual growth in earnings

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Unternehmens Invest has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


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  • Examine Unternehmens Invest's financial health to determine how well-positioned it is against times of financial stress by looking at its level of debt over time and how much cash it has left.
  • Unternehmens Invest competitive advantages and company strategy can generally be found in its financial reports archived here.

Past Performance

How has Unternehmens Invest performed over the past 5 years?

Past Performance Score

0/6

Past Performance Score 0/6

  • Quality Earnings

  • Growing Profit Margin

  • Earnings Trend

  • Accelerating Growth

  • Earnings vs Industry

  • High ROE


-68.0%

Historical annual earnings growth

Earnings and Revenue History

Quality Earnings: UIV is currently unprofitable.

Growing Profit Margin: UIV is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: UIV is unprofitable, and losses have increased over the past 5 years at a rate of 68% per year.

Accelerating Growth: Unable to compare UIV's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: UIV is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (23.5%).


Return on Equity

High ROE: UIV has a negative Return on Equity (-2.57%), as it is currently unprofitable.


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Financial Health

How is Unternehmens Invest's financial position?

Financial Health Score

4/6

Financial Health Score 4/6

  • Short Term Liabilities

  • Long Term Liabilities

  • Debt Level

  • Reducing Debt

  • Debt Coverage

  • Interest Coverage

Financial Position Analysis

Short Term Liabilities: UIV's short term assets (€207.9M) exceed its short term liabilities (€160.2M).

Long Term Liabilities: UIV's short term assets (€207.9M) exceed its long term liabilities (€190.8M).


Debt to Equity History and Analysis

Debt Level: UIV's net debt to equity ratio (33.7%) is considered satisfactory.

Reducing Debt: UIV's debt to equity ratio has increased from 3.9% to 91.3% over the past 5 years.

Debt Coverage: UIV's debt is well covered by operating cash flow (20.8%).

Interest Coverage: UIV's interest payments on its debt are not well covered by EBIT (0.2x coverage).


Balance Sheet


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Dividend

What is Unternehmens Invest current dividend yield, its reliability and sustainability?

Dividend Score

0/6

Dividend Score 0/6

  • Notable Dividend

  • High Dividend

  • Stable Dividend

  • Growing Dividend

  • Earnings Coverage

  • Cash Flow Coverage

Dividend Yield vs Market

Notable Dividend: Unable to evaluate UIV's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.

High Dividend: Unable to evaluate UIV's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if UIV's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if UIV's dividend payments have been increasing.


Earnings Payout to Shareholders

Earnings Coverage: UIV is not paying a notable dividend for the Austrian market.


Cash Payout to Shareholders

Cash Flow Coverage: Unable to calculate sustainability of dividends as UIV has not reported any payouts.


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Management

How experienced are the management team and are they aligned to shareholders interests?

3.8yrs

Average board tenure


CEO

Paul Neumann (38 yo)

8.92yrs

Tenure

Mr. Paul Neumann, MBA, has been a Member of the Management Board of Unternehmens Invest AG since September 1, 2013 and also serves as its Chairman of the Management Board since January 2022 and serves as i...


CEO Compensation Analysis

Compensation vs Market: Insufficient data to establish whether Paul's total compensation is reasonable compared to companies of similar size in the Austrian market.

Compensation vs Earnings: Insufficient data to compare Paul's compensation with company performance.


Board Members

Experienced Board: UIV's board of directors are considered experienced (3.8 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Unternehmens Invest AG's employee growth, exchange listings and data sources


Key Information

  • Name: Unternehmens Invest AG
  • Ticker: UIV
  • Exchange: WBAG
  • Founded: 1990
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Implied Market Cap: €127.383m
  • Shares outstanding: 6.37m
  • Website: https://www.uiag.at/en/

Number of Employees


Location

  • Unternehmens Invest AG
  • Am Hof 4
  • Vienna
  • Vienna
  • 1010
  • Austria

Listings


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2022/08/05 00:00
End of Day Share Price2022/08/05 00:00
Earnings2021/09/30
Annual Earnings2021/09/30


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.