Investis Holding SA

Investis Holding SA

155.50
EUR
+0.50
(+0.32%)
2.12BMarket Cap
Mar 10Next Earn
Investis Holding SA
GETTEX:IYP
(Gettex)

Recent

price

155.50

P/E

ratio

- -

div

yld

- -

ROIC.AI

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
CHF
15.74
14.2
14.85
15.51
14.75
14.04
16.95
17.84
18.17
11.96
6.25
- -
Revenue per Share
4.16
3.88
4.49
4.27
13.59
8.91
15.74
11.9
-0.42
19.32
11.91
- -
Basic EPS, GAAP
1.75
2.32
2.22
3.74
1.57
3.7
3.09
3.31
3.5
4.18
4.38
- -
Free Cash Flow per Basic Share
0.51
2.19
2.35
2.36
2.35
2.35
2.5
2.5
2.5
2.5
2.6
- -
Dividend per Share
31
43.48
44.44
46.24
58.12
64.49
75.98
83.96
80.71
104.91
113.97
116.27
Book Value per Share
30.91
43.41
44.34
46.08
57.92
64.21
75.48
83.38
80.05
104.91
113.97
116.27
Tangible Book Value per Share
10
11
13
13
13
13
13
13
13
13
13
14
Basic Weighted Avg Shares
157
162
190
197
188
179
216
228
232
153
80
- -
Sales/Revenue/Turnover
17.87
16.54
18.54
19.06
23.52
23.96
23.1
21.9
19.86
30.52
66.61
- -
Operating Margin (%)
2
2
2
2
3
3
4
4
4
2
- -
- -
Depreciation Expense
42
44
57
54
173
113
200
152
-5
247
152
- -
Net Income, GAAP
17.25
23.14
- -
23.15
- -
14.38
14.21
14.69
- -
8
12.16
- -
Effective Tax Rate (%)
26.43
27.31
30.24
27.51
92.12
63.46
92.82
66.67
-2.33
161.44
190.5
- -
Profit Margin (%)
27
36
50
-139
-5
-223
-380
-223
-284
-468
-544
-538
Working Capital
361
332
435
386
560
320
255
115
115
100
100
100
LT Debt
427
558
569
589
740
822
968
1,070
1,029
1,340
1,454
1,485
Total Equity
- -
6.96
- -
5.33
- -
8.39
13.6
10.36
- -
15.67
7.6
- -
Return on Invested Capital (%)
- -
5.74
- -
5.25
- -
8.36
13.69
10.3
- -
15.62
8.13
- -
Return on Capital (%)
- -
9.28
10.22
9.41
26.04
14.54
22.43
14.9
-0.51
20.82
10.89
- -
Return on Common Equity (%)

Capital Structure

CHF

•

in mil. unless spec.
Jun'25
Dec'25
Jun'26
ST Debt
389
486
425
LT Borrowings
200
100
100
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
13
13
13
Market Capitalization
1,622
1,833
1,956

Working Capital

CHF

•

in mil. unless spec.
Jun'25
Dec'25
Jun'26
Total Current Assets
38
13
19
Cash, Cash Equivalents & STI
5
1
2
Accounts Receivable, Net
3
2
3
Inventories
11
3
3
Total Current Liabilities
471
557
556
Payables & Accruals
- -
- -
- -
ST Debt
389
486
425
Deferred Revenue
- -
- -
- -

Growth Rates

CHF

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
13.59%
12.64%
8.55%
Free Cash Flow
22.48%
4.19%
4.94%
Net Income, GAAP
-454.63%
-952.14%
-38.33%
Sales/Revenue/Turnover
-3.94%
-10.76%
-47.74%
Total Cash Common Dividend
42.06%
2.13%
3.92%

Semi-annual Revenue

CHF

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
153
2025
- -
- -
80
2026
- -
- -
- -

Semi-annual Earnings Per Share

CHF

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
19.32
2025
- -
- -
11.91
2026
- -
- -
- -

Semi-annual Dividends Per Share

CHF

•

in mil. unless spec.

Year

H1
H2
FY
2024
- -
- -
2.5
2025
- -
- -
2.6
2026
- -
- -
- -
Business
Investis Holding S.A. (IREN.SW) is a Switzerland-based real estate company focused on residential property investment, development, ownership, and leasing, primarily in the Lake Geneva region. The company offers mid-range residential apartments and serviced apartments; commercial properties; property management services including lease administration, brokerage, joint ownership management, and construction management; and facility management encompassing building maintenance, caretaking, cleaning, and outdoor services for residential and commercial buildings. Through subsidiaries such as Privera AG, Hauswartprofis AG, Olbara AG, Rohr AG, Home Service Aktiengesellschaft, Analysis lab SA, and Aatest AG (prior to divestiture), it previously provided nationwide real estate services across Switzerland under recognizable local brands. Founded in 1994 and headquartered at Neumühlequai 6 in Zurich, Switzerland, Investis operates mainly in the cantons of Geneva and Vaud, targeting individual and institutional investors with stable, long-term rental income-generating assets valued at over CHF 2.1 billion as of mid-2025, encompassing 203 properties and 3,043 residential units. In June 2024, Investis completed the sale of its entire Real Estate Services segment to PHM Group Oy for an enterprise value of CHF 240 million, acquiring a minority stake in the buyer valued at EUR 51.3 million and refocusing exclusively on core residential property investments; proceeds supported portfolio expansion through acquisitions totaling over CHF 370 million in 2024 and additional purchases in 2025, including properties generating CHF 3.8 million in annual rental income. The company issued a CHF 100 million fixed-rate bond in February 2025, proposed a dividend increase to CHF 2.60 per share for 2024, and reported rental income growth exceeding 38% in the first half of 2025, with a conservative loan-to-value ratio around 30%.