Warteck Invest (5K4) Stock Overview
Engages in the rental of real estate properties in Switzerland. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 0/6 |
| Past Performance | 3/6 |
| Financial Health | 2/6 |
| Dividends | 4/6 |
Rewards
Risk Analysis
5K4 Community Fair Values
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Warteck Invest AG Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | CHF 2,050.00 |
| 52 Week High | CHF 2,190.00 |
| 52 Week Low | CHF 2,000.00 |
| Beta | 0.074 |
| 1 Month Change | -1.44% |
| 3 Month Change | -2.38% |
| 1 Year Change | n/a |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | 22.47% |
Recent News & Updates
Recent updates
Shareholder Returns
| 5K4 | DE Real Estate | DE Market | |
|---|---|---|---|
| 7D | 2.5% | 0.9% | -1.4% |
| 1Y | n/a | -11.7% | 9.6% |
Return vs Industry: Insufficient data to determine how 5K4 performed against the German Real Estate industry.
Return vs Market: Insufficient data to determine how 5K4 performed against the German Market.
Price Volatility
| 5K4 volatility | |
|---|---|
| 5K4 Average Weekly Movement | 1.4% |
| Real Estate Industry Average Movement | 4.3% |
| Market Average Movement | 4.8% |
| 10% most volatile stocks in DE Market | 12.1% |
| 10% least volatile stocks in DE Market | 2.4% |
Stable Share Price: 5K4 has not had significant price volatility in the past 3 months compared to the German market.
Volatility Over Time: Insufficient data to determine 5K4's volatility change over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| n/a | 14 | Daniel Petitjean | www.warteck-invest.ch |
Warteck Invest AG engages in the rental of real estate properties in Switzerland. The company operates in residential properties, mixed-use properties, and development projects, as well as commercial properties, such as office and retail properties. Its portfolio consists of 57 properties in 11 cantons.
Warteck Invest AG Fundamentals Summary
| 5K4 fundamental statistics | |
|---|---|
| Market cap | €654.00m |
| Earnings (TTM) | €37.70m |
| Revenue (TTM) | €48.07m |
Is 5K4 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 5K4 income statement (TTM) | |
|---|---|
| Revenue | CHF 44.46m |
| Cost of Revenue | CHF 6.56m |
| Gross Profit | CHF 37.89m |
| Other Expenses | CHF 3.03m |
| Earnings | CHF 34.86m |
Last Reported Earnings
Jun 30, 2025
Next Earnings Date
n/a
| Earnings per share (EPS) | 112.69 |
| Gross Margin | 85.24% |
| Net Profit Margin | 78.42% |
| Debt/Equity Ratio | 91.9% |
How did 5K4 perform over the long term?
See historical performance and comparisonDividends
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/10/17 22:27 |
| End of Day Share Price | 2025/10/17 00:00 |
| Earnings | 2025/06/30 |
| Annual Earnings | 2024/12/31 |
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 |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
| |
| Key Developments | 10 years |
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* 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.
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 Github.
Analyst Sources
Warteck Invest AG is covered by 1 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 |
|---|---|
| Philippe Züger | Zürcher Kantonalbank |