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Fundamenta Real Estate

SWX:FREN · CH0045825517
Real Estate Management & DevelopmentSmall

360

14
Medium confidence — indicative
Profit price8
Owner Earnings Yield21
Dividend Yield67
Price/Sales15
EV / Gross Profit4
Price/Book32
Return on Capital19
Return on Equity59
EBIT Margin85
Gross Profitability8
Cash Conversion19
Accruals53
Sales growth4
Profit Growth24
Long-Term EPS Growth29
Reinvestment51
Price momentum56
Debt load43
Debt serviceability56
Liquidity62
Analyst ratings26
Expectations trend50
Market mood9
Value Creation10/20creating 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

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

Based on 3/5 components.

Profile

CountrySwitzerland
IndustryReal Estate Management & Development
SizeSmall
TypePublic Company
ExchangeSWX
Founded2006
Employees1
Websitefundamentarealestate.ch
ISINCH0045825517
Last UpdateApr 2, 2026
Indices
SPI (Switzerland)
Themes
Real Estate TechnologyImpact InvestingProperty DevelopmentReal EstateResidential

Description

Fundamenta Real Estate AG is a independent real estate asset manager. The company specializes in the management of real estate investments, focusing on both collective investment vehicles and institutional and private property ownership. Business Se…

Analysis

Hope premium

Fundamenta Real Estate AG carries what we call a hope premium: an average business trading at an ambitious price.

Valuation data is not available for this company.

The trajectory is tepid and the balance sheet is uncertain. The company scores 10/20 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
14
2023202420252026

All-time high

37

Jan 2024

All-time low

1

Jan 2023

Average rank

15

across all years

Detailed & Historical Ranks

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

Current202520242023
Price/Sales
15
23
16
24
Price/Earnings
11
24
17
15
Price/Book
32
29
34
43
Dividend Yield
67
75
61
57
Value (overall)
26
30
20
24

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 →