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Stock Analysis & ValuationLEG Immobilien SE (0QC9.L)

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£61.06
Sector Valuation Confidence Level
Low
Valuation methodValue, £Upside, %
Artificial intelligence (AI)68.3012
Intrinsic value (DCF)36.42-40
Graham-Dodd Method64.005
Graham Formula10.10-83

Strategic Investment Analysis

Company Overview

LEG Immobilien SE is a leading German real estate company specializing in residential and commercial property management. Headquartered in Düsseldorf, LEG Immobilien operates an extensive portfolio of 166,189 residential units, 1,576 commercial units, and 45,438 garages and parking spaces, primarily in North Rhine-Westphalia. Founded in 1970, the company provides integrated property services, including equity investment management, location development, and energy generation. LEG Immobilien also offers IT and management services to third parties, enhancing its revenue streams. As a key player in Germany's real estate sector, the company benefits from stable rental income and long-term tenant relationships. With a market capitalization of approximately €5.47 billion, LEG Immobilien is a significant entity in the European real estate market, appealing to investors seeking exposure to Germany's robust housing demand and urbanization trends.

Investment Summary

LEG Immobilien SE presents a mixed investment profile. The company's strong portfolio of residential and commercial properties in Germany provides stable cash flows, supported by a dividend yield of €2.45 per share. However, its high total debt of €9.72 billion and a beta of 1.19 indicate sensitivity to market volatility and interest rate fluctuations. The company's operating cash flow of €436.5 million in the last fiscal year demonstrates solid operational performance, but net income of €66 million reflects margin pressures. Investors should weigh the stable rental income against the leveraged balance sheet and macroeconomic risks in the German real estate market.

Competitive Analysis

LEG Immobilien SE holds a competitive position in Germany's real estate market due to its large-scale residential portfolio and integrated property management services. Its focus on North Rhine-Westphalia, a densely populated and economically strong region, provides geographic stability. The company's ability to generate ancillary revenue through IT and energy services adds diversification. However, LEG faces intense competition from other large German real estate firms, particularly in urban areas where housing demand is high. Its high leverage ratio compared to peers could limit financial flexibility in a rising interest rate environment. The company's scale and localized expertise are strengths, but it must navigate regulatory pressures and tenant protection laws in Germany, which can constrain rental growth. LEG's competitive advantage lies in its operational efficiency and long-term tenant relationships, but it must balance growth with debt management to sustain investor confidence.

Major Competitors

  • Düsseldorfer Wohnungsbau AG (DUE.DE): Düsseldorfer Wohnungsbau AG is a regional competitor focusing on residential properties in Düsseldorf. Its smaller scale limits its market reach compared to LEG, but it benefits from strong local brand recognition. The company's conservative leverage profile provides stability, though its growth potential is constrained by limited geographic diversification.
  • GAGFAH S.A. (GXI.DE): GAGFAH operates a large residential portfolio across Germany, competing directly with LEG in key urban markets. Its Luxembourg-based structure offers tax advantages, but its historical financial instability has eroded investor confidence. GAGFAH's weaker operational efficiency compared to LEG limits its profitability.
  • Vonovia SE (VNA.DE): Vonovia is Germany's largest residential real estate company, dwarfing LEG in scale and national presence. Its superior financial resources and diversified portfolio provide a competitive edge, but its size also brings regulatory scrutiny. Vonovia's aggressive acquisition strategy contrasts with LEG's more conservative approach.
  • Deutsche Wohnen SE (DEQ.DE): Deutsche Wohnen, now merged with Vonovia, was a major competitor in Berlin and other German cities. Its focus on high-growth urban markets allowed premium pricing, but it faced political risks due to Berlin's rent control laws. Its integration into Vonovia has reshaped the competitive landscape.
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