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Warteck Invest

SWX:WARN · CH0002619481
Real Estate Management & DevelopmentSmall

360

40
EV / EBIT17
Price / Owner Earnings34
Owner Earnings Yield62
Dividend Yield71
Price/Sales24
EV / Gross Profit6
Price/Book25
Return on Capital45
Cash Return on Capital67
Return on Equity61
EBIT Margin89
Gross Profitability24
Cash Conversion21
Accruals45
Owner Earnings Margin92
Sales growth98
Profit Growth77
Long-Term EPS Growth32
Owner Earnings Growth76
Reinvestment61
Price momentum64
Debt load55
Refinancing37
Debt Payback48
Liquidity64
Analyst ratings5
Expectations trend50
Market mood8
Value Creation12/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Warteck Invest clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountrySwitzerland
IndustryReal Estate Management & Development
SizeSmall
TypePublic Company
ExchangeSWX
Employees12
Websitewarteck-invest.ch
ISINCH0002619481
Last UpdateApr 2, 2026
Indices
SPI (Switzerland)
Themes
Property ManagementReal Estate Investment

Description

Analysis

Hope premium

Warteck Invest AG carries what we call a hope premium: an average business trading at an ambitious price.

The price is attractive. You pay 13.5× its owner earnings: the cash an owner could take out each year, which is in the historically attractive zone.

The trajectory is moderate and the balance sheet is stretched. The company scores 12/20 on our value-creation score: creating some value.

What to watch: The financial cushion is thinner than comfortable. Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
54
2023202420252026

All-time high

54

Jun 2026

All-time low

4

Jan 2024

Average rank

26

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
24
17
19
30
Price/Earnings
43
17
36
12
Price/Book
25
20
18
29
Dividend Yield
71
71
76
37
Value (overall)
48
20
28
18

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →