IRENZ Stock Overview

Operates as a residential real estate company in Switzerland. More details

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

Rewards

Price-To-Earnings ratio (8.7x) is below the UK market (16x)

Earnings grew by 10037.8% over the past year

Trading at good value compared to peers and industry

Risk Analysis

Earnings are forecast to decline by an average of 53% per year for the next 3 years

Large one-off items impacting financial results

My Notes

Capture your thoughts, links and company narrative

Investis Holding SA Competitors

Savills

LSE:SVS

UK£1.4b

Dar Global

LSE:DAR

US$1.4b

M Winkworth

AIM:WINK

UK£25.2m

Sirius Real Estate

LSE:SRE

UK£1.2b

Price History & Performance

Summary of share price highs, lows and changes for Investis Holding
Historical stock prices
Current Share Price	CHF 109.50
52 Week High	CHF 111.00
52 Week Low	CHF 92.20
Beta	0.15
1 Month Change	1.39%
3 Month Change	-0.45%
1 Year Change	11.51%
3 Year Change	4.78%
5 Year Change	n/a
Change since IPO	92.61%

Recent updates

Shareholder Returns

	IRENZ	GB Real Estate	GB Market
7D	-0.5%	2.7%	-2.2%
1Y	11.5%	-1.6%	2.4%

Return vs Industry: IRENZ exceeded the UK Real Estate industry which returned -1.6% over the past year.

Return vs Market: IRENZ exceeded the UK Market which returned 2.4% over the past year.

Price Volatility

Is IRENZ's price volatile compared to industry and market?
IRENZ volatility
IRENZ Average Weekly Movement	1.4%
Real Estate Industry Average Movement	3.5%
Market Average Movement	4.8%
10% most volatile stocks in GB Market	10.5%
10% least volatile stocks in GB Market	2.6%

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

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

About the Company

Founded	Employees	CEO	Website
1994	20	Stéphane Bonvin	www.investisgroup.com

Investis Holding SA operates as a residential real estate company in Switzerland. The company operates two segments, through Properties and Real Estate Services. It offers property management services to residential buildings, commercial buildings, or shopping centers; and facility management services, such as the maintenance of buildings, as well as outdoor services for residential buildings, offices, commercial buildings, and shopping centers.

Investis Holding SA Fundamentals Summary

How do Investis Holding's earnings and revenue compare to its market cap?
IRENZ fundamental statistics
Market cap	CHF 1.40b
Earnings (TTM)	CHF 162.00m
Revenue (TTM)	CHF 233.29m

8.7x

P/E Ratio

6.0x

P/S Ratio

Is IRENZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IRENZ income statement (TTM)
Revenue	CHF 233.29m
Cost of Revenue	CHF 25.93m
Gross Profit	CHF 207.36m
Other Expenses	CHF 45.36m
Earnings	CHF 162.00m

Last Reported Earnings

Jun 30, 2024

Next Earnings Date

Mar 19, 2025

Earnings per share (EPS)	12.71
Gross Margin	88.89%
Net Profit Margin	69.44%
Debt/Equity Ratio	24.3%

How did IRENZ perform over the long term?

See historical performance and comparison

Dividends

2.3%

Current Dividend Yield

20%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/23 02:12
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

Investis Holding SA is covered by 3 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