SVE Stock Overview
Shareholder Value Beteiligungen AG is a publicly owned investment manager.
Shareholder Value Beteiligungen Competitors
Price History & Performance
|Historical stock prices|
|Current Share Price||€129.00|
|52 Week High||€160.00|
|52 Week Low||€128.00|
|1 Month Change||-9.16%|
|3 Month Change||-14.00%|
|1 Year Change||-0.77%|
|3 Year Change||29.00%|
|5 Year Change||10.83%|
|Change since IPO||545.00%|
Recent News & Updates
|SVE||DE Capital Markets||DE Market|
Return vs Industry: SVE exceeded the German Capital Markets industry which returned -16.2% over the past year.
Return vs Market: SVE exceeded the German Market which returned -23.9% over the past year.
|SVE Average Weekly Movement||2.6%|
|Capital Markets Industry Average Movement||4.8%|
|Market Average Movement||5.6%|
|10% most volatile stocks in DE Market||9.8%|
|10% least volatile stocks in DE Market||2.8%|
Stable Share Price: SVE is less volatile than 75% of German stocks over the past 3 months, typically moving +/- 3% a week.
Volatility Over Time: SVE's weekly volatility (3%) has been stable over the past year.
About the Company
Shareholder Value Beteiligungen AG is a publicly owned investment manager. The firm provides its services to Institutional and private investors. It also manages various funds.
Shareholder Value Beteiligungen Fundamentals Summary
|SVE fundamental statistics|
Is SVE overvalued?See Fair Value and valuation analysis
Earnings & Revenue
|SVE income statement (TTM)|
|Cost of Revenue||€0|
Last Reported Earnings
Dec 31, 2021
Next Earnings Date
|Earnings per share (EPS)||54.47|
|Net Profit Margin||114.11%|
How did SVE perform over the long term?See historical performance and comparison
Is SVE undervalued compared to its fair value, analyst forecasts and its price relative to the market?
Valuation Score 2/6
Price-To-Earnings vs Peers
Price-To-Earnings vs Industry
Price-To-Earnings vs Fair Ratio
Below Fair Value
Significantly Below Fair Value
Key Valuation Metric
Which metric is best to use when looking at relative valuation for SVE?
Other financial metrics that can be useful for relative valuation.
|What is SVE's n/a Ratio?|
Price to Earnings Ratio vs Peers
How does SVE's PE Ratio compare to its peers?
|SVE PE Ratio vs Peers|
|Company||PE||Estimated Growth||Market Cap|
L1OA Lloyd Fonds
LEH Lehner Investments
HXCK Ernst Russ
SVE Shareholder Value Beteiligungen
Price-To-Earnings vs Peers: SVE is good value based on its Price-To-Earnings Ratio (2.4x) compared to the peer average (11.6x).
Price to Earnings Ratio vs Industry
How does SVE's PE Ratio compare vs other companies in the DE Capital Markets Industry?
Price-To-Earnings vs Industry: SVE is good value based on its Price-To-Earnings Ratio (2.4x) compared to the German Capital Markets industry average (10.8x)
Price to Earnings Ratio vs Fair Ratio
What is SVE's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.
|Current PE Ratio||2.4x|
|Fair PE Ratio||n/a|
Price-To-Earnings vs Fair Ratio: Insufficient data to calculate SVE's Price-To-Earnings Fair Ratio for valuation analysis.
Share Price vs Fair Value
What is the Fair Price of SVE when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.
Below Fair Value: Insufficient data to calculate SVE's fair value for valuation analysis.
Significantly Below Fair Value: Insufficient data to calculate SVE's fair value for valuation analysis.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate SVE's PEG Ratio to determine if it is good value.
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How is Shareholder Value Beteiligungen forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?
Future Growth Score0/6
Future Growth Score 0/6
Earnings vs Savings Rate
Earnings vs Market
High Growth Earnings
Revenue vs Market
High Growth Revenue
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 Shareholder Value Beteiligungen 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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- Check out Shareholder Value Beteiligungen's track record over time to understand how much the company has returned to shareholders and its earnings growth rate in the past.
- Shareholder Value Beteiligungen competitive advantages and company strategy can generally be found in its financial reports archived here.
How has Shareholder Value Beteiligungen performed over the past 5 years?
Past Performance Score6/6
Past Performance Score 6/6
Growing Profit Margin
Earnings vs Industry
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: SVE has high quality earnings.
Growing Profit Margin: SVE's current net profit margins are higher than last year (2.4%).
Past Earnings Growth Analysis
Earnings Trend: SVE's earnings have grown by 10.3% per year over the past 5 years.
Accelerating Growth: SVE's earnings growth over the past year (23247.8%) exceeds its 5-year average (10.3% per year).
Earnings vs Industry: SVE earnings growth over the past year (23247.8%) exceeded the Capital Markets industry 27.5%.
Return on Equity
High ROE: SVE's Return on Equity (40.1%) is considered outstanding.
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How is Shareholder Value Beteiligungen's financial position?
Financial Health Score6/6
Financial Health Score 6/6
Short Term Liabilities
Long Term Liabilities
Financial Position Analysis
Short Term Liabilities: SVE's short term assets (€32.8M) exceed its short term liabilities (€1.6K).
Long Term Liabilities: SVE's short term assets (€32.8M) exceed its long term liabilities (€60.0K).
Debt to Equity History and Analysis
Debt Level: SVE is debt free.
Reducing Debt: SVE has no debt compared to 5 years ago when its debt to equity ratio was 24.8%.
Debt Coverage: SVE has no debt, therefore it does not need to be covered by operating cash flow.
Interest Coverage: SVE has no debt, therefore coverage of interest payments is not a concern.
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What is Shareholder Value Beteiligungen current dividend yield, its reliability and sustainability?
Dividend Score 0/6
Future Dividend Coverage
Dividend Yield vs Market
Notable Dividend: Unable to evaluate SVE's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate SVE'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 SVE's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if SVE'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 SVE has not reported any payouts.
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How experienced are the management team and are they aligned to shareholders interests?
Frank Fischer (58 yo)
Mr. Frank Fischer serves as Chief Investment Officer, Chief Executive Officer and Member of the Management Board at Frankfurter Aktienfonds fur Stiftungen and was Portfolio Manager. Mr. Fischer has been a...
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.
Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.
Shareholder Value Beteiligungen AG's employee growth, exchange listings and data sources
- Name: Shareholder Value Beteiligungen AG
- Ticker: SVE
- Exchange: XTRA
- Founded: 1999
- Industry: Asset Management and Custody Banks
- Sector: Diversified Financials
- Implied Market Cap: €89.648m
- Shares outstanding: 694.94k
- Website: https://www.shareholdervalue.de
- Shareholder Value Beteiligungen AG
- Neue Mainzer Strasse 1
- Frankfurt am Main
Company Analysis and Financial Data Status
|Data||Last Updated (UTC time)|
|Company Analysis||2022/07/03 00:00|
|End of Day Share Price||2022/07/01 00:00|
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.