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1. Company Snapshot

1.a. Company Description

Investis Holding SA operates as a residential property company in Switzerland.It operates through Properties and Real Estate Services segments.The company acquires, develops, sells, and rents residential properties.


It also 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 properties, offices, commercial buildings, and shopping centers.In addition, the company provides property management and real estate services.As of December 31, 2021, its portfolio consisted of 171 buildings with 3,073 residential units in the Lake Geneva region.


Investis Holding SA was founded in 1994 and is headquartered in Zurich, Switzerland.

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1.b. Last Insights on IREN

Investis Holding SA's recent performance was driven by solid earnings, despite a significant revenue decline. The company's first-half 2025 earnings report revealed a 67% drop in revenue to CHF 38.8m, but EPS came in at CHF 6.29. According to a recent report, the company's strong profits may be masking underlying issues. A share buyback program could be a potential positive catalyst, but no information is available on this front. The company's recent earnings release highlighted a notable decrease in revenue.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Investis Holding (VTX:IREN) Strong Profits May Be Masking Some Underlying Issues

Sep -04

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Investis Holding First Half 2025 Earnings: EPS: CHF6.29 (vs CHF11.21 in 1H 2024)

Aug -29

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Investis Holding SA (XSWX:IREN) Full Year 2024 Earnings Call Highlights: Strong Financial ...

Mar -23

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Investis Holding SA (XSWX:IREN) Full Year 2024 Earnings Call Highlights: Strategic Acquisitions ...

Mar -20

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Investis Holding SA (XSWX:IREN) Q2 2024 Earnings Call Highlights: Strong Revenue Growth and ...

Oct -09

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Infineon Technologies' (ETR:IFX) five-year earnings growth trails the 10% YoY shareholder returns

Apr -11

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Investis Holding Full Year 2023 Earnings: CHF0.42 loss per share (vs CHF11.90 profit in FY 2022)

Mar -29

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Compagnie Financière Tradition (VTX:CFT) shareholders have earned a 9.6% CAGR over the last five years

Jan -19

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (8.79%)

6. Segments

Real Estate Services

Expected Growth: 8%

Investis Holding SA's Real Estate Services segment growth of 8% is driven by increasing demand for property management and development services, fueled by Switzerland's growing economy and urbanization. Additionally, the company's strategic acquisitions and expansion into new markets have contributed to its growth, along with a strong brand reputation and expertise in the Swiss real estate market.

Properties

Expected Growth: 12%

Investis Holding SA's 12% growth is driven by strategic acquisitions, expanding presence in European markets, and a strong focus on operational efficiency. Additionally, the company's diversified portfolio of businesses, including construction, real estate, and services, contributes to its growth momentum.

Eliminations

Expected Growth: 0%

No growth in eliminations from Investis Holding SA is attributed to the absence of intercompany transactions, indicating a lack of consolidation activities. This suggests a stable organizational structure, minimal M&A activity, and a focus on standalone operations.

7. Detailed Products

Digital Reporting

Investis Holding SA provides digital reporting solutions that enable companies to create and publish interactive, data-driven reports that engage stakeholders and enhance transparency.

ESG Reporting

Investis Holding SA offers ESG (Environmental, Social, and Governance) reporting solutions that help companies measure, manage, and disclose their sustainability performance.

Corporate Communications

Investis Holding SA provides corporate communications solutions that enable companies to craft and disseminate compelling narratives, enhancing their brand reputation and stakeholder engagement.

Investor Relations

Investis Holding SA offers investor relations solutions that help companies engage with investors, analysts, and other stakeholders, enhancing transparency and credibility.

Digital Governance

Investis Holding SA provides digital governance solutions that enable companies to manage board meetings, documents, and compliance requirements efficiently and securely.

8. Investis Holding SA's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Investis Holding SA is moderate, as there are some alternatives available in the market, but they are not very attractive to customers.

Bargaining Power Of Customers

The bargaining power of customers for Investis Holding SA is low, as customers have limited options and the company has a strong brand presence.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Investis Holding SA is moderate, as the company relies on a few key suppliers, but has some flexibility in its supply chain.

Threat Of New Entrants

The threat of new entrants for Investis Holding SA is high, as the industry has low barriers to entry and new companies can easily enter the market.

Intensity Of Rivalry

The intensity of rivalry for Investis Holding SA is high, as the industry is highly competitive and companies are constantly competing for market share.

9. SWOT Analysis

Strength

Weaknesses

Opportunities

Threats

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 27.76%
Debt Cost 3.95%
Equity Weight 72.24%
Equity Cost 4.88%
WACC 4.62%
Leverage 38.43%

11. Quality Control: Investis Holding SA passed 4 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

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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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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 ->

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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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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

138.0$

Current Price

138$

Potential

-0.00%

Expected Cash-Flows