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1. Company Snapshot

1.a. Company Description

Fundamenta Real Estate AG engages in the acquisition, development, and maintenance of living spaces in German-speaking Switzerland.The company was founded in 2006 and is based in Zug, Switzerland.

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1.b. Last Insights on FREN

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1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (4.83%)

6. Segments

Rental Apartments

Expected Growth: 4.83%

Strong demand for rental apartments driven by urbanization, low vacancy rates, and increasing housing prices. Fundamenta Real Estate AG's strategic focus on affordable and sustainable living, coupled with efficient property management, contributes to the 4.83% growth. Additionally, favorable government policies and demographics, such as aging population and single-person households, support the segment's expansion.

Office and Commercial Space

Expected Growth: 4.83%

Fundamenta Real Estate AG's 4.83% growth in Office and Commercial Space is driven by increasing demand for modern, flexible workspaces, fueled by the rise of the gig economy and remote work. Additionally, urbanization and infrastructure development in key cities support growing business activity, leading to higher occupancy rates and rents.

Other

Expected Growth: 4.83%

Fundamenta Real Estate AG's 4.83% growth is driven by increasing demand for sustainable and energy-efficient properties, strategic acquisitions, and expansion into high-growth markets. Additionally, the company's focus on digitalization and process optimization has improved operational efficiency, contributing to its growth momentum.

7. Detailed Products

Residential Real Estate

Fundamenta Real Estate AG offers a diverse portfolio of residential properties, including apartments, houses, and condominiums, catering to individual and institutional investors.

Commercial Real Estate

The company provides a range of commercial properties, including office buildings, retail spaces, and logistics facilities, tailored to meet the needs of businesses and investors.

Real Estate Development

Fundamenta Real Estate AG develops and redevelops properties, transforming underutilized sites into vibrant communities and thriving commercial hubs.

Property Management

The company offers comprehensive property management services, ensuring optimal asset performance, tenant satisfaction, and risk minimization.

Real Estate Consulting

Fundamenta Real Estate AG provides expert advisory services, including market research, feasibility studies, and transaction support, to inform strategic real estate decisions.

8. Fundamenta Real Estate AG's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Fundamenta Real Estate AG is medium due to the availability of alternative investment options in the real estate market.

Bargaining Power Of Customers

The bargaining power of customers for Fundamenta Real Estate AG is low due to the company's strong brand reputation and limited alternatives for customers.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Fundamenta Real Estate AG is medium due to the company's dependence on a few key suppliers for materials and services.

Threat Of New Entrants

The threat of new entrants for Fundamenta Real Estate AG is high due to the relatively low barriers to entry in the real estate market.

Intensity Of Rivalry

The intensity of rivalry for Fundamenta Real Estate AG is high due to the competitive nature of the real estate market and the presence of several established players.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 56.99%
Debt Cost 3.95%
Equity Weight 43.01%
Equity Cost 4.41%
WACC 4.15%
Leverage 132.48%

11. Quality Control: Fundamenta Real Estate AG passed 2 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
SF Urban Properties

A-Score: 6.8/10

Value: 5.8

Growth: 5.2

Quality: 6.4

Yield: 6.9

Momentum: 6.5

Volatility: 10.0

1-Year Total Return ->

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Stock-Card
Investis Holding

A-Score: 6.4/10

Value: 3.4

Growth: 4.7

Quality: 7.2

Yield: 4.4

Momentum: 8.5

Volatility: 10.0

1-Year Total Return ->

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Stock-Card
Fundamenta Real Estate

A-Score: 6.2/10

Value: 3.6

Growth: 3.6

Quality: 6.3

Yield: 6.2

Momentum: 7.5

Volatility: 10.0

1-Year Total Return ->

View Full Report
Stock-Card
Mountview Estates

A-Score: 6.0/10

Value: 5.7

Growth: 2.1

Quality: 6.1

Yield: 8.1

Momentum: 6.5

Volatility: 7.3

1-Year Total Return ->

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Stock-Card
S IMMO

A-Score: 4.5/10

Value: 3.4

Growth: 4.9

Quality: 6.2

Yield: 1.2

Momentum: 5.0

Volatility: 6.3

1-Year Total Return ->

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Stock-Card
Nyfosa

A-Score: 3.8/10

Value: 3.0

Growth: 4.7

Quality: 4.7

Yield: 4.4

Momentum: 1.5

Volatility: 4.7

1-Year Total Return ->

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Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

17.45$

Current Price

17.45$

Potential

-0.00%

Expected Cash-Flows