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1. Company Snapshot

1.a. Company Description

Leader in the prime segment of the Parisian commercial real estate market, Société Foncière Lyonnaise stands out for the quality of its property portfolio, which is valued at €7.2 billion and is focused on the Central Business District of Paris (#cloud.paris, Edouard VII, Washington Plaza, etc.), and for the quality of its client portfolio, which is composed of prestigious companies in the consulting, media, digital, luxury, finance and insurance sectors.As France's oldest property company, SFL demonstrates year after year an unwavering commitment to its strategy focused on creating a high value in use for users and, ultimately, substantial appraisal values for its properties.Société Foncière Lyonnaise SA operates as a subsidiary of Inmobiliaria Colonial, SOCIMI, S.A.

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1.b. Last Insights on FLY

Société Foncière Lyonnaise faces scrutiny amid quiet trading days and subtle shifts in investor sentiment. The company's recent financial report revealed no major surprises, but investors are reevaluating its fundamentals. A 3% price drop over the past week and a 4.6% month-long dip have raised questions about underlying confidence or uncertainty. With a 9.8% 1-year return, investors are assessing the stock's prospects. The company's liquidity contract and interim financial report were published, but no significant catalysts were announced, contributing to the stock's recent movements.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Finalization of the Merger Between Colonial and Société Foncière Lyonnaise

Sep -19

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How Should Investors View Société Foncière Lyonnaise After This Week’s 3% Price Drop?

Sep -15

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LVMH: Share transactions disclosure

Sep -09

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Cointreau Launches First-Ever Ready-To-Serve Range – Introducing Cointreau Citrus Spritz

Sep -09

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What Does the Steep 20% Drop Mean for Rémy Cointreau’s 2025 Outlook?

Sep -09

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Société Foncière Lyonnaise (ENXTPA:FLY): Assessing Valuation After a Year of Solid Share Price Gains

Sep -09

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Minor Hotels Europe & Americas (BME:NHH): Exploring Valuation After Steady Share Performance

Sep -09

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What Recent Earnings Mean for Forvia’s 2025 Value Prospects

Sep -09

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (7.00%)

6. Segments

Property and Related Activities

Expected Growth: 7%

Société Foncière Lyonnaise's 7% growth in Property and Related Activities is driven by increasing demand for prime office spaces, strategic acquisitions, and a strong pipeline of redevelopment projects. Additionally, the company's focus on sustainability and energy-efficient buildings, as well as its diversified tenant base, contribute to its growth momentum.

7. Detailed Products

Office Properties

Société Foncière Lyonnaise offers high-quality office spaces for rent, providing companies with modern and flexible work environments.

Retail Properties

The company owns and operates a portfolio of retail properties, including shopping centers and high-street stores, providing retailers with prime locations to showcase their products.

Residential Properties

Société Foncière Lyonnaise offers a range of residential properties for rent, including apartments and houses, catering to individuals and families seeking high-quality living spaces.

Logistics and Industrial Properties

The company provides logistics and industrial properties for rent, offering flexible and secure spaces for businesses to store and distribute their products.

Healthcare Properties

Société Foncière Lyonnaise owns and operates healthcare properties, including hospitals, clinics, and medical offices, providing high-quality facilities for healthcare professionals and patients.

8. Société Foncière Lyonnaise's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Société Foncière Lyonnaise 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 Société Foncière Lyonnaise 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 Société Foncière Lyonnaise is medium due to the company's dependence on a few large suppliers for construction materials and services.

Threat Of New Entrants

The threat of new entrants for Société Foncière Lyonnaise is low due to the high barriers to entry in the real estate market, including regulatory hurdles and high capital requirements.

Intensity Of Rivalry

The intensity of rivalry for Société Foncière Lyonnaise is high due to the competitive nature of the real estate market, with many established players 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 42.60%
Debt Cost 3.95%
Equity Weight 57.40%
Equity Cost 5.70%
WACC 4.95%
Leverage 74.22%

11. Quality Control: Société Foncière Lyonnaise passed 3 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
CTP

A-Score: 6.6/10

Value: 4.8

Growth: 6.8

Quality: 6.7

Yield: 6.2

Momentum: 6.5

Volatility: 8.3

1-Year Total Return ->

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Stock-Card
SFL

A-Score: 6.2/10

Value: 3.3

Growth: 3.6

Quality: 6.3

Yield: 6.9

Momentum: 7.0

Volatility: 10.0

1-Year Total Return ->

View Full Report
Stock-Card
Colonial

A-Score: 5.8/10

Value: 5.5

Growth: 4.1

Quality: 6.6

Yield: 6.9

Momentum: 3.5

Volatility: 8.3

1-Year Total Return ->

View Full Report
Stock-Card
Gecina

A-Score: 5.7/10

Value: 5.7

Growth: 3.2

Quality: 4.4

Yield: 8.8

Momentum: 2.5

Volatility: 9.3

1-Year Total Return ->

View Full Report
Stock-Card
Derwent London

A-Score: 4.8/10

Value: 4.5

Growth: 2.3

Quality: 6.6

Yield: 6.2

Momentum: 1.5

Volatility: 7.7

1-Year Total Return ->

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Stock-Card
CA Immobilien

A-Score: 4.8/10

Value: 3.0

Growth: 2.3

Quality: 4.7

Yield: 8.8

Momentum: 2.5

Volatility: 7.3

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

73.8$

Current Price

73.8$

Potential

-0.00%

Expected Cash-Flows