Varia US Properties AG

LSE:0RKW UK
Market Cap
$204.25 Million
£166.97 Million GBP
Market Cap Rank
#17016 Global
#331 in UK
Share Price
£18.55
Change (1 day)
+5.40%
52-Week Range
£17.60 - £21.40
All Time High
£21.40
About

Varia US Properties AG, a real estate investment company, acquires, holds, and sells properties in the United States. The company's portfolio comprises low-moderate income and workforce multifamily housing properties. The company was founded in 2015 and is based in Zug, Switzerland.

Varia US Properties AG (0RKW) - Net Assets

Latest net assets as of September 2025: £351.39 Million GBP

Based on the latest financial reports, Varia US Properties AG (0RKW) has net assets worth £351.39 Million GBP as of September 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (£1.19 Billion) and total liabilities (£840.43 Million). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets £351.39 Million
% of Total Assets 29.48%
Annual Growth Rate 5.89%
5-Year Change -8.69%
10-Year Change N/A
Growth Volatility 20.5

Varia US Properties AG - Net Assets Trend (2016–2024)

This chart illustrates how Varia US Properties AG's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Varia US Properties AG (2016–2024)

The table below shows the annual net assets of Varia US Properties AG from 2016 to 2024.

Year Net Assets Change
2024-12-31 £355.76 Million -10.45%
2023-12-31 £397.25 Million -34.76%
2022-12-31 £608.92 Million +18.39%
2021-12-31 £514.35 Million +32.01%
2020-12-31 £389.63 Million +15.85%
2019-12-31 £336.32 Million +0.59%
2018-12-31 £334.34 Million +23.65%
2017-12-31 £270.38 Million +20.17%
2016-12-31 £225.00 Million --

Equity Component Analysis

This analysis shows how different components contribute to Varia US Properties AG's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have grown by 1678.5% over the analyzed period, indicating profitable operations and earnings retention.

Current Equity Component Breakdown (December 2024)

Component Amount Percentage
Retained Earnings £157.83 Million 44.36%
Common Stock £10.30 Million 2.89%
Other Components £187.63 Million 52.74%
Total Equity £355.76 Million 100.00%

Varia US Properties AG Competitors by Market Cap

The table below lists competitors of Varia US Properties AG ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Varia US Properties AG's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2023 to 2024, total equity changed from 397,252,883 to 355,759,108, a change of -41,493,775 (-10.4%).
  • Net loss of 17,513,657 reduced equity.
  • Share repurchases of 23,030,710 reduced equity.
  • Other comprehensive income decreased equity by 2,721,938.

Equity Change Factors (2023 to 2024)

Factor Impact Contribution
Net Income £-17.51 Million -4.92%
Share Repurchases £23.03 Million -6.47%
Other Comprehensive Income £-2.72 Million -0.77%
Other Changes £1.77 Million +0.5%
Total Change £- -10.45%

Book Value vs Market Value Analysis

This analysis compares Varia US Properties AG's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.53x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
2016-12-31 £30.81 £18.55 x
2017-12-31 £36.60 £18.55 x
2018-12-31 £37.43 £18.55 x
2019-12-31 £37.36 £18.55 x
2020-12-31 £42.85 £18.55 x
2021-12-31 £50.79 £18.55 x
2022-12-31 £60.08 £18.55 x
2023-12-31 £39.23 £18.55 x
2024-12-31 £35.13 £18.55 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Varia US Properties AG utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): -4.92%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: -16.13%
  • • Asset Turnover: 0.09x
  • • Equity Multiplier: 3.52x
  • Recent ROE (-4.92%) is below the historical average (6.06%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
2016 3.41% 22.67% 0.07x 2.16x £-13.74 Million
2017 11.33% 46.83% 0.09x 2.70x £3.30 Million
2018 7.45% 32.68% 0.09x 2.47x £-8.51 Million
2019 12.71% 48.10% 0.09x 2.86x £9.12 Million
2020 9.12% 36.11% 0.09x 2.71x £-3.45 Million
2021 30.33% 144.56% 0.07x 2.93x £104.57 Million
2022 20.13% 96.88% 0.07x 2.95x £61.71 Million
2023 -34.99% -112.11% 0.09x 3.44x £-178.73 Million
2024 -4.92% -16.13% 0.09x 3.52x £-53.09 Million

Industry Comparison

This section compares Varia US Properties AG's net assets metrics with peer companies in the same industry.

Industry Context

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Varia US Properties AG (0RKW) £351.39 Million 3.41% 2.39x $132.88 Million
Nyfosa AB (0A0K) $2.92 Billion 39.50% 2.88x $973.31 Million
High Templar Tech Limited (0A2T) $12.52 Billion 4.70% 0.13x $255.82 Million
Strategy Inc (0A7O) $51.04 Billion -7.54% 0.21x $40.17 Billion
NACON SASU (0A9N) $67.54 Million 15.85% 1.20x $7.64 Million
Antin Infrastructure Partners (0AA5) $23.79 Million 108.98% 1.09x $573.10 Million
Truecaller AB Series B (0AA7) $1.41 Billion 18.30% 0.20x $281.60 Million
Brockhaus Technologies AG (0AAW) $254.92 Million -6.23% 1.68x $74.40 Million
Hyloris Pharmaceuticals S.A. (0AB6) $48.06 Million -24.09% 0.32x $71.96 Million
Kalray S.A. (0ABT) $28.43 Million -41.56% 0.67x $33.84 Million
Webuild S.p.A. (0BJP) $1.43 Billion 10.29% 7.14x $1.13 Billion