Announcement • Apr 14
Mobimo Holding AG to Report Fiscal Year 2026 Final Results on Feb 12, 2027 Mobimo Holding AG announced that they will report fiscal year 2026 final results on Feb 12, 2027 Upcoming Dividend • Mar 26
Upcoming dividend of CHF10.25 per share Eligible shareholders must have bought the stock before 02 April 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (2.7%). Announcement • Mar 09
Mobimo Holding AG, Annual General Meeting, Mar 31, 2026 Mobimo Holding AG, Annual General Meeting, Mar 31, 2026, at 17:00 W. Europe Standard Time. Major Estimate Revision • Feb 20
Consensus EPS estimates fall by 16% The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week. Declared Dividend • Feb 18
Dividend of CHF10.25 announced Dividend of CHF10.25 is the same as last year. Ex-date: 2nd April 2026 Payment date: 8th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 53% over the next 3 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range. Reported Earnings • Feb 16
Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2025 results: EPS: CHF26.35 (up from CHF17.26 in FY 2024). Revenue: CHF353.8m (up 37% from FY 2024). Net income: CHF192.9m (up 54% from FY 2024). Profit margin: 55% (up from 49% in FY 2024). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to decline by 46% p.a. on average during the next 2 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. New Risk • Feb 16
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. Cash payout ratio: 354% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Large one-off items impacting financial results. Announcement • Feb 14
Peter Schaub Not to Stand for Re-Election as Chairman of Mobimo Holding AG Mobimo Holding AG announced that Peter Schaub, who is not standing for re-election after seven years as Chairman and a total of 18 years on the Board of Directors. Peter Schaub has shaped Mobimo’s strategic development with foresight and integrity over many years. Announcement • Jan 12
Mobimo Holding AG to Report First Half, 2026 Results on Aug 07, 2026 Mobimo Holding AG announced that they will report first half, 2026 results on Aug 07, 2026 Major Estimate Revision • Aug 31
Consensus revenue estimates increase by 13% The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week. Major Estimate Revision • Aug 17
Consensus revenue estimates decrease by 32%, EPS upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week. Reported Earnings • Aug 11
First half 2025 earnings released: EPS: CHF15.13 (vs CHF9.04 in 1H 2024) First half 2025 results: EPS: CHF15.13 (up from CHF9.04 in 1H 2024). Revenue: CHF161.5m (up 42% from 1H 2024). Net income: CHF109.8m (up 67% from 1H 2024). Profit margin: 68% (up from 58% in 1H 2024). Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year. Announcement • Apr 10
Mobimo Holding AG to Report Fiscal Year 2025 Results on Feb 13, 2026 Mobimo Holding AG announced that they will report fiscal year 2025 results on Feb 13, 2026 Upcoming Dividend • Mar 26
Upcoming dividend of CHF10.25 per share Eligible shareholders must have bought the stock before 02 April 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (3.2%). Announcement • Mar 10
Mobimo Holding AG, Annual General Meeting, Mar 31, 2025 Mobimo Holding AG, Annual General Meeting, Mar 31, 2025, at 17:00 W. Europe Standard Time. Declared Dividend • Mar 03
Dividend increased to CHF10.25 Dividend of CHF10.25 is 2.5% higher than last year. Ex-date: 2nd April 2025 Payment date: 4th April 2025 Dividend yield will be 3.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 9.8% over the next 3 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range. Major Estimate Revision • Feb 27
Consensus revenue estimates increase by 13% The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week. New Risk • Feb 19
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results. Reported Earnings • Feb 16
Full year 2024 earnings released: EPS: CHF17.26 (vs CHF6.43 in FY 2023) Full year 2024 results: EPS: CHF17.26 (up from CHF6.43 in FY 2023). Revenue: CHF255.4m (up 7.8% from FY 2023). Net income: CHF125.2m (up 168% from FY 2023). Profit margin: 49% (up from 20% in FY 2023). Revenue is expected to fall by 3.2% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Major Estimate Revision • Aug 07
Consensus EPS estimates increase by 29%, revenue downgraded The consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week. Reported Earnings • Aug 05
First half 2024 earnings: EPS exceeds analyst expectations First half 2024 results: EPS: CHF9.04 (up from CHF4.72 in 1H 2023). Revenue: CHF113.5m (up 13% from 1H 2023). Net income: CHF65.6m (up 92% from 1H 2023). Profit margin: 58% (up from 34% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 6.7% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Announcement • Aug 02
Mobimo Holding AG to Report First Half, 2025 Results on Aug 08, 2025 Mobimo Holding AG announced that they will report first half, 2025 results on Aug 08, 2025 Announcement • May 19
Mobimo Holding AG to Report Fiscal Year 2024 Results on Feb 14, 2025 Mobimo Holding AG announced that they will report fiscal year 2024 results on Feb 14, 2025 Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Stephane Maye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 21
Upcoming dividend of CHF10.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (3.8%). New Risk • Feb 11
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (20% net profit margin). New Risk • Aug 07
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 39% Last year net profit margin: 61% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 7.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (39% net profit margin). Announcement • Aug 06
Mobimo Holding AG to Report First Half, 2024 Results on Aug 02, 2024 Mobimo Holding AG announced that they will report first half, 2024 results on Aug 02, 2024 Upcoming Dividend • Apr 06
Upcoming dividend of CHF10.00 per share at 2.0% yield Eligible shareholders must have bought the stock before 13 April 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (3.6%). Announcement • Feb 11
Mobimo Holding AG to Report First Half, 2023 Results on Aug 04, 2023 Mobimo Holding AG announced that they will report first half, 2023 results on Aug 04, 2023 Major Estimate Revision • Feb 08
Consensus EPS estimates fall by 13% The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week. Announcement • Dec 17
Mobimo Holding AG Appoints Jörg Brunner as Chief Financial Officer The Board of Directors of Mobimo Holding AG has appointed Jörg Brunner (1977) as Chief Financial Officer. Jörg Brunner, who has been Head of Group Accounting and Financial Accounting for many years, has already been acting as the company’s interim CFO since May 2022. Jörg Brunner holds a degree in business administration from the University of St. Gallen (lic. oec. HSG) and a diploma as a federally certified auditor. From 2003 to 2010, he worked in the Audit Services division of Ernst & Young AG. He then joined Mobimo and quickly assumed management and thematic responsibility. Major Estimate Revision • Aug 31
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF138.3m to CHF172.3m. EPS estimate unchanged from CHF16.41 at last update. Real Estate industry in Switzerland expected to see average net income decline 32% next year. Consensus price target of CHF275 unchanged from last update. Share price fell 3.9% to CHF237 over the past week. Reported Earnings • Aug 10
First half 2022 earnings released First half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF83.7m from profit in 1H 2021). Profit margin: (down from 45% in 1H 2021). Over the next year, revenue is expected to shrink by 29% compared to a 3.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • Jun 04
Mobimo Holding AG to Report Fiscal Year 2022 Results on Feb 10, 2023 Mobimo Holding AG announced that they will report fiscal year 2022 results on Feb 10, 2023 Announcement • May 14
Mobimo Holding Ag Announces Resignation of Stefan Hilber as CFO Mobimo Holding AG announced that Stefan Hilber, CFO of Mobimo Holding AG, has left the company for personal reasons. Jörg Brunner, Deputy CFO and longstanding Head of Group Accounting and Financial Accounting, will take over as Head of Finance on an interim basis. The selection process for a successor will be initiated immediately. The Board of Directors and the Executive Board would like to thank Stefan Hilber for his successful work as CFO and wish him all the best for the future. Announcement • May 05
Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million. Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million.
Security Name: Shares
Security Type: Common Stock
Securities Offered: 660,154
Price\Range: CHF 245
Transaction Features: Rights Offering Price Target Changed • Apr 27
Price target increased to CHF300 Up from CHF273, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of CHF275. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CHF15.18 for next year compared to CHF21.13 last year. Upcoming Dividend • Apr 07
Upcoming dividend of CHF10.00 per share Eligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.8%). In line with average of industry peers (3.1%). Reported Earnings • Feb 14
Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2021 results: EPS: CHF21.13 (up from CHF14.64 in FY 2020). Revenue: CHF171.0m (down 36% from FY 2020). Net income: CHF139.4m (up 44% from FY 2020). Profit margin: 82% (up from 36% in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 81%. Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year. Price Target Changed • Sep 19
Price target increased to CHF295 Up from CHF273, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of CHF325. Stock is up 23% over the past year. Major Estimate Revision • Aug 11
Consensus revenue estimates increase to CHF175.8m The consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CHF158.7m to CHF175.8m. EPS estimate increased from CHF12.91 to CHF16.81 per share. Net income forecast to shrink 26% next year vs 10% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF278. Share price was steady at CHF320 over the past week. Reported Earnings • Aug 04
First half 2021 earnings released: EPS CHF12.69 (vs CHF6.32 in 1H 2020) The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: CHF186.6m (up 111% from 1H 2020). Net income: CHF83.7m (up 101% from 1H 2020). Profit margin: 45% (down from 47% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year. Announcement • Mar 20
Mobimo Holding AG Announces Information on the Agglolac Project Mobimo Holding AG regretted that a majority of the town councillors of Biel/Bienne and Nidau have rejected the Aggloac project in its existing form. Mobimo will work with the cities to evaluate the situation and will in due course provide information on the way forward. The Agglolac planning project will not have any influence on Mobimo's operating results in the current year. Announcement • Feb 19
Mobimo Holding AG to Report First Half, 2021 Results on Jul 30, 2021 Mobimo Holding AG announced that they will report first half, 2021 results on Jul 30, 2021 Announcement • Feb 06
Mobimo Holding AG Announces Not to Provide Earnings Guidance for the Year 2021 Mobimo Holding AG announced that how corona will influence the 2021 results is very difficult to estimate right now, and therefore, it will not be giving any guidance for 2021. Is New 90 Day High Low • Jan 08
New 90-day high: CHF289 The company is up 5.0% from its price of CHF275 on 09 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF139 per share. Is New 90 Day High Low • Dec 16
New 90-day high: CHF281 The company is up 5.0% from its price of CHF268 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF135 per share. Is New 90 Day High Low • Nov 11
New 90-day high: CHF279 The company is up 8.0% from its price of CHF258 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF124 per share. Announcement • Jul 22
Mobimo Holding AG to Report Fiscal Year 2020 Results on Feb 05, 2021 Mobimo Holding AG announced that they will report fiscal year 2020 results on Feb 05, 2021