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

IPOK is expensive based on its Price-To-Book Ratio (1.2x) compared to the peer average (1x).

How does IPOK's PB Ratio compare vs other companies in the DE Capital Markets Industry?

IPOK is good value based on its Price-To-Book Ratio (1.2x) compared to the German Capital Markets industry average (1.2x).

What is IPOK'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.

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

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

Insufficient data to calculate IPOK's fair value for valuation analysis.

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

Insufficient data to show price forecast.

Heidelberger Beteiligungsholding XTRA:IPOK Stock Report

Last Price

€89.50

Market Cap

€24.0m

7D

0%

1Y

-1.6%

Updated

23 Dec, 2024

Data

Company Financials

Heidelberger Beteiligungsholding AG

XTRA:IPOK Stock Report

Market Cap: €24.0m

IPOK Stock Overview

Operates as an investment company in Germany. More details

IPOK fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	0/6
Past Performance	0/6
Financial Health	6/6
Dividends	0/6

Risk Analysis

Makes less than USD$1m in revenue (€-2M)

Earnings have declined by 33.7% per year over past 5 years

Does not have a meaningful market cap (€24M)

My Notes

Capture your thoughts, links and company narrative

Heidelberger Beteiligungsholding AG Competitors

GBK Beteiligungen

BST:GBQ

€33.8m

PEH Wertpapier

DB:PEH

€36.9m

AdCapital

DB:ADC

€27.8m

Consulting Team Holding

DUSE:5GG

€15.8m

Price History & Performance

Summary of share price highs, lows and changes for Heidelberger Beteiligungsholding
Historical stock prices
Current Share Price	€89.50
52 Week High	€93.00
52 Week Low	€86.50
Beta	0.35
1 Month Change	0%
3 Month Change	2.29%
1 Year Change	-1.65%
3 Year Change	-21.49%
5 Year Change	n/a
Change since IPO	-52.89%

Recent News & Updates

Recent updates

Shareholder Returns

	IPOK	DE Capital Markets	DE Market
7D	0%	-2.9%	-2.0%
1Y	-1.6%	20.5%	6.8%

Return vs Industry: IPOK underperformed the German Capital Markets industry which returned 21.1% over the past year.

Return vs Market: IPOK underperformed the German Market which returned 6.9% over the past year.

Price Volatility

Is IPOK's price volatile compared to industry and market?
IPOK volatility
IPOK Average Weekly Movement	0.8%
Capital Markets Industry Average Movement	4.4%
Market Average Movement	4.9%
10% most volatile stocks in DE Market	11.4%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: IPOK has not had significant price volatility in the past 3 months compared to the German market.

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

About the Company

Founded	Employees	CEO	Website
1923	n/a	n/a	www.heidelberger-beteiligungsholding.de

Heidelberger Beteiligungsholding AG operates as an investment company in Germany. It primarily invests in listed securities. The company was incorporated in 1923 and is based in Heidelberg, Germany.

Heidelberger Beteiligungsholding AG Fundamentals Summary

How do Heidelberger Beteiligungsholding's earnings and revenue compare to its market cap?
IPOK fundamental statistics
Market cap	€24.01m
Earnings (TTM)	-€1.65m
Revenue (TTM)	n/a

-13.3x

P/S Ratio

-14.6x

P/E Ratio

Is IPOK overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IPOK income statement (TTM)
Revenue	-€1.81m
Cost of Revenue	€0
Gross Profit	-€1.81m
Other Expenses	-€165.06k
Earnings	-€1.65m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	-6.13
Gross Margin	100.00%
Net Profit Margin	90.88%
Debt/Equity Ratio	0%

How did IPOK perform over the long term?

See historical performance and comparison

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 11:09
End of Day Share Price	2024/12/23 00:00
Earnings	2024/06/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Heidelberger Beteiligungsholding AG is covered by 0 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution