IYP Stock Overview

Operates as a real estate company in Switzerland. More details

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

Rewards

Price-To-Earnings ratio (6.4x) is below the German market (19.2x)

Became profitable this year

Risk Analysis

Debt is not well covered by operating cash flow

Shares are highly illiquid

Earnings are forecast to decline by an average of 61.5% per year for the next 3 years

Large one-off items impacting financial results

Community vs My Fair Value

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Investis Holding SA Competitors

PATRIZIA

XTRA:PAT

€658.8m

FCR Immobilien

XTRA:FC9

€122.4m

Grand City Properties

XTRA:GYC

€1.9b

Deutsche EuroShop

XTRA:DEQ

€1.5b

Price History & Performance

Summary of share price highs, lows and changes for Investis Holding
Historical stock prices
Current Share Price	CHF 132.00
52 Week High	CHF 135.50
52 Week Low	CHF 128.50
Beta	0.12
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	153.77%

Recent updates

Shareholder Returns

	IYP	DE Real Estate	DE Market
7D	-1.5%	-0.9%	0.7%
1Y	n/a	4.8%	13.8%

Return vs Industry: Insufficient data to determine how IYP performed against the German Real Estate industry.

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

Price Volatility

Is IYP's price volatile compared to industry and market?
IYP volatility
IYP Average Weekly Movement	n/a
Real Estate Industry Average Movement	5.3%
Market Average Movement	6.4%
10% most volatile stocks in DE Market	12.9%
10% least volatile stocks in DE Market	3.1%

Stable Share Price: IYP's share price has been volatile over the past 3 months compared to the German market.

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

About the Company

Founded	Employees	CEO	Website
1994	14	Stéphane Bonvin	www.investisgroup.com

Investis Holding SA operates as a real estate company in Switzerland. It owns, manages, and rents residential properties, such as mid-range apartments; and commercial properties. The company was founded in 1994 and is based in Zurich, Switzerland.

Investis Holding SA Fundamentals Summary

How do Investis Holding's earnings and revenue compare to its market cap?
IYP fundamental statistics
Market cap	€1.69b
Earnings (TTM)	€262.93m
Revenue (TTM)	€162.87m

6.4x

P/E Ratio

10.4x

P/S Ratio

Is IYP overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IYP income statement (TTM)
Revenue	CHF 152.71m
Cost of Revenue	CHF 22.07m
Gross Profit	CHF 130.64m
Other Expenses	-CHF 115.89m
Earnings	CHF 246.53m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

Aug 27, 2025

Earnings per share (EPS)	19.31
Gross Margin	85.55%
Net Profit Margin	161.44%
Debt/Equity Ratio	41.1%

How did IYP perform over the long term?

See historical performance and comparison

Dividends

2.1%

Current Dividend Yield

13%

Payout Ratio

Does IYP pay a reliable dividends?

See IYP dividend history and benchmarks

When do you need to buy IYP by to receive an upcoming dividend?
Investis Holding dividend dates
Ex Dividend Date	May 08 2025
Dividend Pay Date	May 12 2025
Days until Ex dividend	6 days
Days until Dividend pay date	2 days

Does IYP pay a reliable dividends?

See IYP dividend history and benchmarks

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 19:29
End of Day Share Price	2025/05/12 00:00
Earnings	2024/12/31
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	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.

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

Investis Holding SA is covered by 4 analysts. 1 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
Serge Rotzer	Credit Suisse
Tommaso Operto	Credit Suisse
Philippe Züger	Zürcher Kantonalbank

Investis Holding DB:IYP Stock Report