Ina Invest Holding (SWX:INA) - Share price, News & Analysis

INA fundamental analysis
Snowflake Score
Valuation	2/6
Future Growth	5/6
Past Performance	1/6
Financial Health	3/6
Dividends	0/6

INA Stock Overview

Ina Invest Holding AG operates as a real estate company in Switzerland.

Rewards

Earnings are forecast to grow 31.24% per year

Earnings grew by 272.5% over the past year

Risk Analysis

Large one-off items impacting financial results

Profit margins (33.5%) are lower than last year (63.7%)

Shareholders have been diluted in the past year

Ina Invest Holding Competitors

Price History & Performance

Summary of all time highs, changes and price drops for Ina Invest Holding
Historical stock prices
Current Share Price	CHF19.00
52 Week High	CHF20.40
52 Week Low	CHF18.02
Beta	0
1 Month Change	-3.06%
3 Month Change	-1.45%
1 Year Change	1.60%
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-14.41%

Recent News & Updates

Mar 29

Brokers Are Upgrading Their Views On Ina Invest Holding AG (VTX:INA) With These New Forecasts

Ina Invest Holding AG ( VTX:INA ) shareholders will have a reason to smile today, with the analysts making substantial...

Mar 07

What Kind Of Shareholders Hold The Majority In Ina Invest Holding AG's (VTX:INA) Shares?

The big shareholder groups in Ina Invest Holding AG ( VTX:INA ) have power over the company. Large companies usually...

Shareholder Returns

	INA	CH Real Estate	CH Market
7D	-1.8%	1.3%	-2.8%
1Y	1.6%	2.7%	-2.4%

Return vs Industry: INA underperformed the Swiss Real Estate industry which returned 2.7% over the past year.

Return vs Market: INA exceeded the Swiss Market which returned -2.4% over the past year.

Price Volatility

Is INA's price volatile compared to industry and market?
INA volatility
INA Average Weekly Movement	1.3%
Real Estate Industry Average Movement	2.9%
Market Average Movement	5.0%
10% most volatile stocks in CH Market	9.0%
10% least volatile stocks in CH Market	2.5%

Stable Share Price: INA is less volatile than 75% of Swiss stocks over the past 3 months, typically moving +/- 1% a week.

Volatility Over Time: INA's weekly volatility (1%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
n/a	10	Marc Pointet	https://www.ina-invest.com

Ina Invest Holding AG operates as a real estate company in Switzerland. The company engages in developing and building real estate and construction projects; planning and completion of new buildings and conversions of real estate; and holding, managing, renting, and brokering real estate properties. It develops residential and commercial properties.

Ina Invest Holding Fundamentals Summary

How do Ina Invest Holding's earnings and revenue compare to its market cap?
INA fundamental statistics
Market Cap	CHF185.31m
Earnings (TTM)	CHF6.92m
Revenue (TTM)	CHF20.68m

26.8x

P/E Ratio

9.0x

P/S Ratio

Is INA overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report
INA income statement (TTM)
Revenue	CHF20.68m
Cost of Revenue	CHF17.34m
Gross Profit	CHF3.34m
Other Expenses	-CHF3.59m
Earnings	CHF6.92m

Last Reported Earnings

Dec 31, 2021

Next Earnings Date

Aug 19, 2022

Earnings per share (EPS)	0.71
Gross Margin	16.14%
Net Profit Margin	33.48%
Debt/Equity Ratio	12.3%

How did INA perform over the long term?

See historical performance and comparison

Valuation

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

Valuation Score

2/6

Valuation Score 2/6

Below Fair Value
Significantly Below Fair Value
PE vs Industry
PE vs Market
PEG Ratio
PB vs Industry

26.76x

Price to Earnings (PE) ratio

Share Price vs. Fair Value

Below Fair Value: INA (CHF19) is trading above our estimate of fair value (CHF6.66)

Significantly Below Fair Value: INA is trading above our estimate of fair value.

Price To Earnings Ratio

PE vs Industry: INA is poor value based on its PE Ratio (26.8x) compared to the Swiss Real Estate industry average (12.6x).

PE vs Market: INA is poor value based on its PE Ratio (26.8x) compared to the Swiss market (17.9x).

Price to Earnings Growth Ratio

PEG Ratio: INA is good value based on its PEG Ratio (0.9x)

Price to Book Ratio

PB vs Industry: INA is good value based on its PB Ratio (0.9x) compared to the CH Real Estate industry average (1.1x).

Future Growth

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

Future Growth Score

5/6

Future Growth Score 5/6

Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
Future ROE

31.2%

Forecasted annual earnings growth

Earnings and Revenue Growth Forecasts

Analyst Future Growth Forecasts

Earnings vs Savings Rate: INA's forecast earnings growth (31.2% per year) is above the savings rate (-0.3%).

Earnings vs Market: INA's earnings (31.2% per year) are forecast to grow faster than the Swiss market (6% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: INA's revenue (28.3% per year) is forecast to grow faster than the Swiss market (4.3% per year).

High Growth Revenue: INA's revenue (28.3% per year) is forecast to grow faster than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: INA's Return on Equity is forecast to be low in 3 years time (1.6%).

Past Performance

How has Ina Invest Holding performed over the past 5 years?

Past Performance Score

1/6

Past Performance Score 1/6

Quality Earnings
Growing Profit Margin
Earnings Trend
Accelerating Growth
Earnings vs Industry
High ROE

272.5%

Last years earnings growth

Earnings and Revenue History

Quality Earnings: INA has a large one-off gain of CHF15.5M impacting its December 31 2021 financial results.

Growing Profit Margin: INA's current net profit margins (33.5%) are lower than last year (63.7%).

Past Earnings Growth Analysis

Earnings Trend: Unable to establish if INA's year-on-year earnings growth rate was positive over the past 5 years as it has been trading publicly for less than 3 years.

Accelerating Growth: Unable to compare INA's past year earnings growth to its 5-year average as it has been trading publicly for less than 3 years.

Earnings vs Industry: INA earnings growth over the past year (272.5%) exceeded the Real Estate industry 61.3%.

Return on Equity

High ROE: INA's Return on Equity (3.4%) is considered low.

Financial Health

How is Ina Invest Holding's financial position?

Financial Health Score

3/6

Financial Health Score 3/6

Short Term Liabilities
Long Term Liabilities
Debt Level
Reducing Debt
Debt Coverage
Interest Coverage

Financial Position Analysis

Short Term Liabilities: INA's short term assets (CHF81.1M) exceed its short term liabilities (CHF8.4M).

Long Term Liabilities: INA's short term assets (CHF81.1M) do not cover its long term liabilities (CHF91.8M).

Debt to Equity History and Analysis

Debt Level: INA's net debt to equity ratio (9.1%) is considered satisfactory.

Reducing Debt: Insufficient data to determine if INA's debt to equity ratio has reduced over the past 5 years.

Debt Coverage: INA's debt is well covered by operating cash flow (21.8%).

Interest Coverage: Insufficient data to determine if INA's interest payments on its debt are well covered by EBIT.

Balance Sheet

Dividend

What is Ina Invest Holding 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
Future Dividend Coverage

1.71%

Forecast Dividend Yield

Dividend Yield vs Market

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

High Dividend: Unable to evaluate INA'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 INA's dividends per share have been stable in the past.

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

Earnings Payout to Shareholders

Earnings Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.

Cash Payout to Shareholders

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

Discover strong dividend paying companies

Management

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

CEO

Marc Pointet (47 yo)

1.92yrs

Tenure

Mr. Marc A. Pointet serves as the Chief Executive Officer of Ina Invest Holding AG since June 2020 and serves as its Member of Management Board. Mr. Pointet served as a Member of the Executive Board at Mob...

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 diluted in the past year, with total shares outstanding growing by 10%.

Data	Last Updated (UTC time)
Company Analysis	2022/05/23 00:00
End of Day Share Price	2022/05/23 00:00
Earnings	2021/12/31
Annual Earnings	2021/12/31