WBAG:UIV

Stock Analysis Report

Executive Summary

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.


Snowflake Analysis

Share Price & News

How has Unternehmens Invest's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: UIV has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-1.2%

UIV

1.1%

AT Capital Markets

0.1%

AT Market


1 Year Return

-22.3%

UIV

19.8%

AT Capital Markets

4.3%

AT Market

Return vs Industry: UIV underperformed the Austrian Capital Markets industry which returned 19.5% over the past year.

Return vs Market: UIV underperformed the Austrian Market which returned 4.8% over the past year.


Shareholder returns

UIVIndustryMarket
7 Day-1.2%1.1%0.1%
30 Day-1.7%4.6%-0.3%
90 Day-3.4%10.8%0.2%
1 Year-22.3%-22.3%24.7%19.8%8.1%4.3%
3 Year-24.2%-25.3%16.6%3.0%25.9%14.5%
5 Year-12.6%-18.6%9.8%-10.6%53.9%32.6%

Price Volatility Vs. Market

How volatile is Unternehmens Invest's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Unternehmens Invest undervalued compared to its fair value and its price relative to the market?

0.71x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: Insufficient data to calculate UIV's fair value to establish if it is undervalued.

Significantly Below Fair Value: Insufficient data to calculate UIV's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: UIV is unprofitable, so we can't compare its PE Ratio to the Capital Markets industry average.

PE vs Market: UIV is unprofitable, so we can't compare its PE Ratio to the Austrian market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate UIV's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: UIV is good value based on its PB Ratio (0.7x) compared to the XE Capital Markets industry average (1.4x).

Future Growth

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

19.2%

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.

Past Performance

How has Unternehmens Invest performed over the past 5 years?

-6.8%

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 -6.8% 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 (4%).


Return on Equity

High ROE: UIV has a negative Return on Equity (-3.15%), as it is currently unprofitable.


Return on Assets


Return on Capital Employed

Financial Health

How is Unternehmens Invest's financial position? (This company is analysed differently as a bank or financial institution)


Financial Position Analysis


Debt to Equity History and Analysis


Balance Sheet

Inventory Level: UIV has a high level of physical assets or inventory.

Debt Coverage by Assets: UIV's debt is covered by short term assets (assets are 1.7x debt).


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: UIV has been profitable on average in the past, therefore cash runway is not a concern.

Forecast Cash Runway: UIV has been profitable on average in the past, therefore cash runway is not a concern.


Financial Institutions Analysis

Asset Level: UIV's level of assets compared to its equity is low.

Allowance for Bad Loans: Insufficient data to determine if UIV has a sufficient allowance for bad loans.

Low Risk Liabilities: UIV reports no customer deposits, loans are made up entirely of externally borrowed funds.

Loan Level: Insufficient data to determine if UIV has an acceptable proportion of non-loan assets held.

Low Risk Deposits: UIV has advanced significantly more loans than the customer deposits it holds.

Level of Bad Loans: Insufficient data to determine if UIV has an appropriate level of bad loans.

Dividend

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


Dividend Yield vs Market

company0%marketbottom25%1.6%markettop25%4.5%industryaverage3.1%forecastin3Yearsn/a

Current dividend yield vs market & industry

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

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


Current Payout to Shareholders

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


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of UIV's dividend in 3 years as they are not forecast to pay a notable one for the Austrian market.

Management

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

6.6yrs

Average board tenure


CEO

Rudolf Knünz (68yo)

9.6yrs

Tenure

Dr. Rudolf Knünz, Ph.D., serves as Member of Supervisory Board at All for One Steeb AG since March 15, 2018. Dr. Knünz serves as the Managing Director at Knünz GmbH. Dr. Knünz has been the Chief Executive  ...


CEO Compensation Analysis

Compensation vs Market: Rudolf's total compensation ($USD0.00) is below average for companies of similar size in the Austrian market ($USD313.70K).

Compensation vs Earnings: Rudolf's compensation has increased whilst the company is unprofitable.


Board Members

NamePositionTenureCompensationOwnership
Manfred De Bock
Independent Deputy Chairman of the Supervisory Board7.8yrsno datano data
Otto Urbanek
Independent Member of the Supervisory Board6.6yrsno datano data
Norbert Nagele
Independent Chairman of the Supervisory Board7.8yrsno datano data
Valentin Geisler-Knünz
Member of the Supervisory Board1.8yrsno datano data
Michael Magerl
Independent Member of the Supervisory Board0.8yrsno datano data

6.6yrs

Average Tenure

64yo

Average Age

Experienced Board: UIV's board of directors are considered experienced (6.6 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 been substantially diluted in the past year, with total shares outstanding growing by 84.6%.


Top Shareholders

Company Information

Unternehmens Invest AG's company bio, 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
  • Market Cap: €108.910m
  • 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

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
UIVWBAG (Wiener Boerse AG)YesCommon SharesATEURJun 1992
UIADB (Deutsche Boerse AG)YesCommon SharesDEEURJun 1992
UIABRSE (Berne Stock Exchange)YesCommon SharesCHCHFJun 1992

Biography

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 automobile sector. It also holds investments in various growth companies in the technology sector to maintain strategic options for further involvement in this area. The firm considers investments in companies having headquarters in Austria, Germany, and Switzerland. It typically invests in companies with sales revenue between €15 million ($16.57 million) and €150 million ($165.7 million) and an EBITDA margin of up to 10 percent. The firm aims for majority investments in its portfolio companies. The firm seeks to make balance sheet investments. The firm prefers investing in B2C and B2B companies. The firm prefers taking an exit either by initial public offering of the shareholding or its sale to a large-scale investor. Unternehmens Invest AG was founded in 1990 and is based in Vienna, Austria. It operates as a subsidiary. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/02/18 20:37
End of Day Share Price2020/02/17 00:00
Earnings2019/09/30
Annual Earnings2019/09/30


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.