How does AR4's PE Ratio compare to its peers?

AR4 is good value based on its Price-To-Earnings Ratio (4x) compared to the peer average (20.3x).

How does AR4's PE Ratio compare vs other companies in the DE Capital Markets Industry?

AR4 is good value based on its Price-To-Earnings Ratio (4x) compared to the German Capital Markets industry average (22.8x).

What is AR4'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.

Insufficient data to calculate AR4's Price-To-Earnings Fair Ratio for valuation analysis.

What is the Fair Price of AR4 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

AR4 (€13.6) is trading below our estimate of [[fair value]] (€25.63)

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.

AR4 Stock Overview

A private equity firm specializing in acquisitions, growth, complex transaction structures/carve outs, add on acquisitions, redemption of existing creditors, management buyouts, management buy-ins in lower middle market companies. More details

AR4 fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	0/6
Past Performance	5/6
Financial Health	3/6
Dividends	1/6

Rewards

Trading at 46.9% below our estimate of its fair value

Earnings grew by 291.9% over the past year

Risk Analysis

Shares are highly illiquid

Unstable dividend track record

My Notes

Capture your thoughts, links and company narrative

AURELIUS Equity Opportunities SE & Co. KGaA Competitors

OVB Holding

XTRA:O4B

€279.3m

Deutsche Beteiligungs

XTRA:DBAN

€411.6m

MLP

XTRA:MLP

€655.8m

Ernst Russ

XTRA:HXCK

€200.1m

Price History & Performance

Summary of share price highs, lows and changes for AURELIUS Equity Opportunities SE KGaA
Historical stock prices
Current Share Price	€13.60
52 Week High	€18.22
52 Week Low	€9.90
Beta	1.42
1 Month Change	0%
3 Month Change	1.04%
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	-12.37%

Recent updates

Shareholder Returns

	AR4	DE Capital Markets	DE Market
7D	0%	-2.1%	-1.6%
1Y	n/a	20.4%	6.8%

Return vs Industry: Insufficient data to determine how AR4 performed against the German Capital Markets industry.

Return vs Market: Insufficient data to determine how AR4 performed against the German Market.

Price Volatility

Is AR4's price volatile compared to industry and market?
AR4 volatility
AR4 Average Weekly Movement	n/a
Capital Markets Industry Average Movement	4.5%
Market Average Movement	4.9%
10% most volatile stocks in DE Market	11.6%
10% least volatile stocks in DE Market	2.4%

Stable Share Price: AR4 has not had significant price volatility in the past 3 months.

Volatility Over Time: Insufficient data to determine AR4's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
2006	10,144	Matthias Taubl	www.aurelius-group.com/en/equity-opportunities/

AURELIUS Equity Opportunities SE & Co. KGaA is a private equity firm specializing in acquisitions, growth, complex transaction structures/carve outs, add on acquisitions, redemption of existing creditors, management buyouts, management buy-ins, P2Ps, industry consolidation, strategic acquisitions in special target industries for existing platform investments in lower middle market companies. The firm acquires, restructures and eventually sells companies in special situations including corporate spin-offs, corporate carve-outs, platform build-up succession issues, and privately held companies with issues. It seeks to invest in company spin-offs and medium-sized companies with unresolved succession, significant operational problems, and balance sheet problems due to high debt levels.

AURELIUS Equity Opportunities SE & Co. KGaA Fundamentals Summary

How do AURELIUS Equity Opportunities SE KGaA's earnings and revenue compare to its market cap?
AR4 fundamental statistics
Market cap	€403.71m
Earnings (TTM)	€101.10m
Revenue (TTM)	€3.00b

4.0x

P/E Ratio

0.1x

P/S Ratio

Is AR4 overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
AR4 income statement (TTM)
Revenue	€3.00b
Cost of Revenue	€1.92b
Gross Profit	€1.07b
Other Expenses	€972.50m
Earnings	€101.10m

Last Reported Earnings

Jun 30, 2023

Next Earnings Date

n/a

Earnings per share (EPS)	3.79
Gross Margin	35.82%
Net Profit Margin	3.37%
Debt/Equity Ratio	56.1%

How did AR4 perform over the long term?

See historical performance and comparison

Dividends

3.3%

Current Dividend Yield

-38%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/03/11 07:47
End of Day Share Price	2023/12/29 00:00
Earnings	2023/06/30
Annual Earnings	2022/12/31

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

AURELIUS Equity Opportunities SE & Co. KGaA is covered by 9 analysts. 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
Gerhard Schwarz	Baader Helvea Equity Research
Gerhard Orgonas	Berenberg
Christoph Blieffert	Commerzbank AG