Investis Holding SA
Investis Holding SA operates as a real estate company in Switzerland. It owns, manages, and rents residential properties, such as mid-range apartments; and commercial properties. The company was founded in 1994 and is based in Zurich, Switzerland.
Investis Holding SA (IREN) - Net Assets
Latest net assets as of June 2025: CHF1.39 Billion CHF
Based on the latest financial reports, Investis Holding SA (IREN) has net assets worth CHF1.39 Billion CHF as of June 2025.
Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (CHF2.22 Billion) and total liabilities (CHF839.14 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 | CHF1.39 Billion |
| % of Total Assets | 62.27% |
| Annual Growth Rate | 11.24% |
| 5-Year Change | 62.97% |
| 10-Year Change | 213.4% |
| Growth Volatility | 12.03 |
Investis Holding SA - Net Assets Trend (2013–2024)
This chart illustrates how Investis Holding SA's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.
Annual Net Assets for Investis Holding SA (2013–2024)
The table below shows the annual net assets of Investis Holding SA from 2013 to 2024.
| Year | Net Assets | Change |
|---|---|---|
| 2024-12-31 | CHF1.34 Billion | +29.63% |
| 2023-12-31 | CHF1.03 Billion | -3.40% |
| 2022-12-31 | CHF1.07 Billion | +10.51% |
| 2021-12-31 | CHF967.98 Million | +17.77% |
| 2020-12-31 | CHF821.95 Million | +11.08% |
| 2019-12-31 | CHF739.98 Million | +25.74% |
| 2018-12-31 | CHF588.51 Million | +3.43% |
| 2017-12-31 | CHF568.99 Million | +2.05% |
| 2016-12-31 | CHF557.57 Million | +30.45% |
| 2015-12-31 | CHF427.41 Million | +8.55% |
| 2014-12-31 | CHF393.73 Million | -5.15% |
| 2013-12-31 | CHF415.11 Million | -- |
Equity Component Analysis
This analysis shows how different components contribute to Investis Holding SA'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 247.6% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (December 2024)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | CHF1.34 Billion | 100.16% |
| Common Stock | CHF1.28 Million | 0.10% |
| Other Comprehensive Income | CHF-953.00K | -0.07% |
| Total Equity | CHF1.34 Billion | 100.00% |
Investis Holding SA Competitors by Market Cap
The table below lists competitors of Investis Holding SA ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
DOM DEVELOPMENT SE.A.ZY 1
F:6WV
|
$450.29 Million |
|
Tinexta S.p.A.
LSE:0RIW
|
$450.40 Million |
|
Procter & Gamble Health Limited
NSE:PGHL
|
$450.44 Million |
|
DRI Healthcare Trust
TO:DHT-U
|
$450.44 Million |
|
Teyi Pharmaceutical Group Co Ltd
SHE:002728
|
$450.20 Million |
|
SIPEF SA (POST SPLIT)
F:BZ3
|
$450.18 Million |
|
Luyan Pharma Co Ltd
SHE:002788
|
$450.11 Million |
|
Chongqing Shunbo Aluminum Co Ltd
SHE:002996
|
$449.92 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Investis Holding SA's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2023 to 2024, total equity changed from 1,032,933,000 to 1,339,505,000, a change of 306,572,000 (29.7%).
- Net income of 246,528,000 contributed positively to equity growth.
- Dividend payments of 31,920,000 reduced retained earnings.
- Other comprehensive income increased equity by 52,000.
- Other factors increased equity by 91,912,000.
Equity Change Factors (2023 to 2024)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | CHF246.53 Million | +18.4% |
| Dividends Paid | CHF31.92 Million | -2.38% |
| Other Comprehensive Income | CHF52.00K | +0.0% |
| Other Changes | CHF91.91 Million | +6.86% |
| Total Change | CHF- | 29.68% |
Book Value vs Market Value Analysis
This analysis compares Investis Holding SA'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: 1.43x
- The company is trading above its book value, indicating the market recognizes value beyond its reported assets.
- The price-to-book ratio has decreased from 3.89x to 1.43x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2013-12-31 | CHF38.70 | CHF150.50 | x |
| 2014-12-31 | CHF36.54 | CHF150.50 | x |
| 2015-12-31 | CHF39.69 | CHF150.50 | x |
| 2016-12-31 | CHF48.82 | CHF150.50 | x |
| 2017-12-31 | CHF44.39 | CHF150.50 | x |
| 2018-12-31 | CHF46.13 | CHF150.50 | x |
| 2019-12-31 | CHF58.14 | CHF150.50 | x |
| 2020-12-31 | CHF64.51 | CHF150.50 | x |
| 2021-12-31 | CHF75.91 | CHF150.50 | x |
| 2022-12-31 | CHF83.82 | CHF150.50 | x |
| 2023-12-31 | CHF81.05 | CHF150.50 | x |
| 2024-12-31 | CHF104.95 | CHF150.50 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Investis Holding SA 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): 18.40%
- The company demonstrates strong efficiency in generating profits from shareholder equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 161.44%
- • Asset Turnover: 0.07x
- • Equity Multiplier: 1.55x
- Recent ROE (18.40%) is above the historical average (11.79%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2013 | 6.44% | 41.36% | 0.07x | 2.29x | CHF-13.79 Million |
| 2014 | 7.22% | 28.75% | 0.10x | 2.56x | CHF-10.15 Million |
| 2015 | 10.48% | 26.43% | 0.16x | 2.48x | CHF1.90 Million |
| 2016 | 7.95% | 27.31% | 0.15x | 1.98x | CHF-11.44 Million |
| 2017 | 10.12% | 30.24% | 0.15x | 2.18x | CHF655.80K |
| 2018 | 9.25% | 27.51% | 0.14x | 2.42x | CHF-4.40 Million |
| 2019 | 23.37% | 92.12% | 0.12x | 2.12x | CHF98.82 Million |
| 2020 | 13.82% | 63.46% | 0.11x | 1.90x | CHF31.32 Million |
| 2021 | 20.73% | 92.82% | 0.12x | 1.88x | CHF103.78 Million |
| 2022 | 14.19% | 66.67% | 0.14x | 1.49x | CHF44.82 Million |
| 2023 | -0.52% | -2.33% | 0.14x | 1.56x | CHF-108.69 Million |
| 2024 | 18.40% | 161.44% | 0.07x | 1.55x | CHF112.58 Million |
Industry Comparison
This section compares Investis Holding SA's net assets metrics with peer companies in the Real Estate Services industry.
Industry Context
- Industry: Real Estate Services
- Average net assets among peers: $685,089,413
- Average return on equity (ROE) among peers: 11.96%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Investis Holding SA (IREN) | CHF1.39 Billion | 6.44% | 0.61x | $450.20 Million |
| Allreal Holding (ALLN) | $2.35 Billion | 9.98% | 1.02x | $3.41 Billion |
| CI Com SA (CIE) | $-5.43 Million | 0.00% | 0.00x | $83.71K |
| EPIC Suisse AG (EPIC) | $569.17 Million | 6.04% | 1.72x | $331.03 Million |
| Fundamenta Real Estate AG (FREN) | $369.27 Million | 6.22% | 1.05x | $599.18 Million |
| Intershop Holding AG (ISN) | $557.52 Million | 10.08% | 1.52x | $1.61 Billion |
| Mobimo Hldg (MOBN) | $1.65 Billion | 8.43% | 1.28x | $2.99 Billion |
| Peach Property Group AG (PEAN) | $23.46 Million | 52.28% | 4.79x | $50.26 Million |
| SF Urban Properties AG (SFPN) | $374.83 Million | 4.26% | 1.33x | $325.38 Million |
| Varia US Properties Ltd (VARN) | $270.38 Million | 10.38% | 1.47x | $118.71 Million |