Plazza AG (PLAN) - Net Assets
Based on the latest financial reports, Plazza AG (PLAN) has net assets worth CHF809.45 Million CHF (≈ $1.02 Billion USD) as of June 2026. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (CHF1.36 Billion ≈ $1.73 Billion USD) and total liabilities (CHF555.12 Million ≈ $701.82 Million USD). 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. Check PLAN strategic asset allocation to assess the company's strategic physical and investment asset allocation.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | CHF809.45 Million |
| % of Total Assets | 59.32% |
| Annual Growth Rate | 2.85% |
| 5-Year Change | 12.75% |
| 10-Year Change | 24.94% |
| Growth Volatility | 5.19 |
Plazza AG - Net Assets Trend (2014–2025)
This chart illustrates how Plazza AG's net assets have evolved over time, based on quarterly financial data. For live market cap and overall valuation, see Plazza AG stock valuation.
Annual Net Assets for Plazza AG (2014–2025)
The table below shows the annual net assets of Plazza AG from 2014 to 2025. Also explore net asset growth rate of Plazza AG to track the company's year-over-year net asset growth rate.
| Year | Net Assets | Change |
|---|---|---|
| 2025-12-31 | CHF788.00 Million ≈ $996.24 Million |
+5.64% |
| 2024-12-31 | CHF745.93 Million ≈ $943.05 Million |
+4.80% |
| 2023-12-31 | CHF711.79 Million ≈ $899.90 Million |
+0.53% |
| 2022-12-31 | CHF708.01 Million ≈ $895.12 Million |
+1.30% |
| 2021-12-31 | CHF698.90 Million ≈ $883.59 Million |
+9.31% |
| 2020-12-31 | CHF639.38 Million ≈ $808.35 Million |
+8.65% |
| 2019-12-31 | CHF588.50 Million ≈ $744.03 Million |
-11.17% |
| 2018-12-31 | CHF662.53 Million ≈ $837.62 Million |
+2.19% |
| 2017-12-31 | CHF648.31 Million ≈ $819.64 Million |
+2.79% |
| 2016-12-31 | CHF630.70 Million ≈ $797.37 Million |
+4.21% |
| 2015-12-31 | CHF605.20 Million ≈ $765.13 Million |
+4.57% |
| 2014-12-31 | CHF578.72 Million ≈ $731.66 Million |
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Equity Component Analysis
This analysis shows how different components contribute to Plazza 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 88.6% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (December 2025)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | CHF667.29 Million | 84.68% |
| Common Stock | CHF1.03 Million | 0.13% |
| Other Components | CHF119.67 Million | 15.19% |
| Total Equity | CHF788.00 Million | 100.00% |
Plazza AG Competitors by Market Cap
The table below lists competitors of Plazza AG ranked by their market capitalization.
| Company | Market Cap |
|---|---|
|
Neurones
PA:NRO
|
$885.97 Million |
|
Bangkok Chain Hospital Public Company Limited
BK:BCH
|
$886.10 Million |
|
ZKTECO Co. Ltd. A
SHE:301330
|
$886.12 Million |
|
Hidrovias do Brasil S.A
SA:HBSA3
|
$886.21 Million |
|
Dynamatic Technologies Limited
NSE:DYNAMATECH
|
$885.84 Million |
|
T1 Energy Inc.
NYSE:TE
|
$885.57 Million |
|
Zhejiang Truelove Vogue Co Ltd
SHE:003041
|
$885.43 Million |
|
CureVac NV
F:5CV
|
$885.32 Million |
Equity Growth Attribution
This analysis shows how different factors contributed to changes in Plazza AG's equity between the two most recent reporting periods.
Equity Growth Insights
- From 2024 to 2025, total equity changed from 745,927,000 to 788,000,000, a change of 42,073,000 (5.6%).
- Net income of 60,703,000 contributed positively to equity growth.
- Dividend payments of 18,630,000 reduced retained earnings.
- Other comprehensive income decreased equity by 119,673,000.
- Other factors increased equity by 119,673,000.
Equity Change Factors (2024 to 2025)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | CHF60.70 Million | +7.7% |
| Dividends Paid | CHF18.63 Million | -2.36% |
| Other Comprehensive Income | CHF-119.67 Million | -15.19% |
| Other Changes | CHF119.67 Million | +15.19% |
| Total Change | CHF- | 5.64% |
Book Value vs Market Value Analysis
This analysis compares Plazza 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: 1.12x
- 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 1.80x to 1.12x over the analyzed period, indicating reduced market premium.
Historical Price-to-Book Ratios
| Date | Book Value per Share | Market Price | P/B Ratio |
|---|---|---|---|
| 2014-12-31 | CHF236.43 | CHF425.00 | x |
| 2015-12-31 | CHF252.56 | CHF425.00 | x |
| 2016-12-31 | CHF258.98 | CHF425.00 | x |
| 2017-12-31 | CHF264.18 | CHF425.00 | x |
| 2018-12-31 | CHF271.57 | CHF425.00 | x |
| 2019-12-31 | CHF284.30 | CHF425.00 | x |
| 2020-12-31 | CHF308.88 | CHF425.00 | x |
| 2021-12-31 | CHF337.63 | CHF425.00 | x |
| 2022-12-31 | CHF342.03 | CHF425.00 | x |
| 2023-12-31 | CHF343.86 | CHF425.00 | x |
| 2024-12-31 | CHF360.35 | CHF425.00 | x |
| 2025-12-31 | CHF380.68 | CHF425.00 | x |
Capital Efficiency Dashboard
This dashboard shows how efficiently Plazza 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): 7.70%
- The company has moderate efficiency in generating returns from equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 151.33%
- • Asset Turnover: 0.03x
- • Equity Multiplier: 1.63x
- Recent ROE (7.70%) is above the historical average (5.68%), indicating improving capital efficiency.
Historical Capital Efficiency Metrics
| Year | Return on Equity | Net Profit Margin | Asset Turnover | Equity Multiplier | Economic Value Added |
|---|---|---|---|---|---|
| 2014 | 4.06% | 103.53% | 0.03x | 1.18x | CHF-29.06 Million |
| 2015 | 6.39% | 177.91% | 0.03x | 1.16x | CHF-18.89 Million |
| 2016 | 3.64% | 128.18% | 0.02x | 1.18x | CHF-34.12 Million |
| 2017 | 3.10% | 105.29% | 0.02x | 1.19x | CHF-37.72 Million |
| 2018 | 4.19% | 112.21% | 0.03x | 1.18x | CHF-32.63 Million |
| 2019 | 6.24% | 146.91% | 0.04x | 1.17x | CHF-22.14 Million |
| 2020 | 9.90% | 249.59% | 0.03x | 1.18x | CHF-640.00K |
| 2021 | 10.29% | 266.96% | 0.03x | 1.27x | CHF2.05 Million |
| 2022 | 3.33% | 83.49% | 0.03x | 1.35x | CHF-47.20 Million |
| 2023 | 2.57% | 63.17% | 0.03x | 1.43x | CHF-52.91 Million |
| 2024 | 6.80% | 151.69% | 0.03x | 1.54x | CHF-23.90 Million |
| 2025 | 7.70% | 151.33% | 0.03x | 1.63x | CHF-18.10 Million |
Industry Comparison
This section compares Plazza AG's net assets metrics with peer companies in the Real Estate - Diversified industry.
Industry Context
- Industry: Real Estate - Diversified
- Average net assets among peers: $708,415,532
- Average return on equity (ROE) among peers: 0.29%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Plazza AG (PLAN) | CHF809.45 Million | 4.06% | 0.69x | $885.96 Million |
| HIAG Immobilien Holding AG (HIAG) | $672.09 Million | -10.53% | 1.42x | $1.29 Billion |
| Novavest Real Estate Ag (NREN) | $135.16 Million | 4.30% | 1.58x | $392.60 Million |
| Swiss Prime Site AG (SPSN) | $1.04 Billion | 3.38% | 0.96x | $10.13 Billion |
| Zug Estates Holding AG (ZUGN) | $989.25 Million | 4.02% | 0.81x | $1.11 Billion |
About Plazza AG
Plazza AG plans, builds, manages, and markets real estate properties and projects in Switzerland. The company offers residential and commercial properties in the economic centers of Zurich and Lausanne. The company was founded in 2015 and is based in Zurich, Switzerland.