Plazza AG (PLAN) - Net Assets
Based on the latest financial reports, Plazza AG (PLAN) has net assets worth CHF752.62 Million CHF (≈ $951.52 Million USD) as of June 2025. Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets (CHF1.24 Billion ≈ $1.56 Billion USD) and total liabilities (CHF483.65 Million ≈ $611.46 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. Read total liabilities of Plazza AG for a breakdown of total debt and financial obligations.
Key Net Assets Metrics
| Metric | Value |
|---|---|
| Current Net Assets | CHF752.62 Million |
| % of Total Assets | 60.88% |
| Annual Growth Rate | 2.57% |
| 5-Year Change | 16.66% |
| 10-Year Change | 23.25% |
| Growth Volatility | 5.37 |
Plazza AG - Net Assets Trend (2014–2024)
This chart illustrates how Plazza AG's net assets have evolved over time, based on quarterly financial data. Also explore PLAN asset base for the complete picture of this company's asset base.
Annual Net Assets for Plazza AG (2014–2024)
The table below shows the annual net assets of Plazza AG from 2014 to 2024. For live valuation and market cap data, see Plazza AG market capitalisation.
| Year | Net Assets | Change |
|---|---|---|
| 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 76.7% over the analyzed period, indicating profitable operations and earnings retention.
Current Equity Component Breakdown (December 2024)
| Component | Amount | Percentage |
|---|---|---|
| Retained Earnings | CHF625.22 Million | 83.82% |
| Common Stock | CHF1.03 Million | 0.14% |
| Other Comprehensive Income | CHF119.67 Million | 16.04% |
| Total Equity | CHF745.93 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 |
|---|---|
|
Hubei Chutian Expressway Co Ltd
SHG:600035
|
$904.74 Million |
|
AIC Inc
TWO:3693
|
$904.77 Million |
|
Zhejiang Zhaofeng Mechanical and Electronic Co Ltd
SHE:300695
|
$904.84 Million |
|
Lingyuan Iron & Steel Co Ltd
SHG:600231
|
$904.87 Million |
|
Beijing Utour International Travel Service Co Ltd
SHE:002707
|
$904.52 Million |
|
ASGN Inc
NYSE:ASGN
|
$904.39 Million |
|
Shenzhen Fuanna Bedding and Furnishing Co Ltd
SHE:002327
|
$904.02 Million |
|
Shenzhen Heungkong Holding Co Ltd
SHG:600162
|
$903.94 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 2023 to 2024, total equity changed from 711,791,000 to 745,927,000, a change of 34,136,000 (4.8%).
- Net income of 50,696,000 contributed positively to equity growth.
- Dividend payments of 16,560,000 reduced retained earnings.
Equity Change Factors (2023 to 2024)
| Factor | Impact | Contribution |
|---|---|---|
| Net Income | CHF50.70 Million | +6.8% |
| Dividends Paid | CHF16.56 Million | -2.22% |
| Total Change | CHF- | 4.80% |
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: 1.24x
- 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 1.89x to 1.24x 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 | CHF446.00 | x |
| 2015-12-31 | CHF252.56 | CHF446.00 | x |
| 2016-12-31 | CHF258.98 | CHF446.00 | x |
| 2017-12-31 | CHF264.18 | CHF446.00 | x |
| 2018-12-31 | CHF271.57 | CHF446.00 | x |
| 2019-12-31 | CHF284.30 | CHF446.00 | x |
| 2020-12-31 | CHF308.88 | CHF446.00 | x |
| 2021-12-31 | CHF337.63 | CHF446.00 | x |
| 2022-12-31 | CHF342.03 | CHF446.00 | x |
| 2023-12-31 | CHF343.86 | CHF446.00 | x |
| 2024-12-31 | CHF360.35 | CHF446.00 | 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): 6.80%
- The company has moderate efficiency in generating returns from equity.
- DuPont Analysis Breakdown:
- • Net Profit Margin: 151.69%
- • Asset Turnover: 0.03x
- • Equity Multiplier: 1.54x
- Recent ROE (6.80%) is above the historical average (5.50%), 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 |
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: $1,744,133,702
- Average return on equity (ROE) among peers: 5.54%
Peer Company Comparison
| Company | Net Assets | Return on Equity | Debt-to-Equity | Market Cap |
|---|---|---|---|---|
| Plazza AG (PLAN) | CHF752.62 Million | 4.06% | 0.64x | $904.59 Million |
| HIAG Immobilien Holding AG (HIAG) | $783.06 Million | 7.78% | 1.04x | $1.42 Billion |
| Novavest Real Estate Ag (NREN) | $331.87 Million | -1.20% | 1.39x | $430.23 Million |
| Swiss Prime Site AG (SPSN) | $4.96 Billion | 7.18% | 1.16x | $11.08 Billion |
| Zug Estates Holding AG (ZUGN) | $905.64 Million | 8.40% | 0.83x | $1.24 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 also rents homes as well as offices, business premises and parking spaces. The company was incorporated in 2015 and is based in Zurich, Switzerland.