| Valuation method | Value, £ | Upside, % |
|---|---|---|
| Artificial intelligence (AI) | 546.70 | 252 |
| Intrinsic value (DCF) | 83.01 | -47 |
| Graham-Dodd Method | 154.90 | 0 |
| Graham Formula | n/a |
Investis Holding SA is a leading Swiss residential property company specializing in the acquisition, development, sale, and rental of residential properties. Headquartered in Zurich, the company operates through two key segments: Properties and Real Estate Services. Investis Holding manages a portfolio of 171 buildings with 3,073 residential units, primarily located in the high-demand Lake Geneva region. Beyond property ownership, the company offers comprehensive property and facility management services, including maintenance for residential, commercial, and retail spaces. Founded in 1994, Investis Holding has established itself as a trusted name in Swiss real estate, benefiting from Switzerland's stable property market and strong demand for quality housing. The company's focus on prime locations and integrated real estate services positions it well for sustainable growth in the competitive Swiss real estate sector.
Investis Holding SA presents a stable investment opportunity within the Swiss residential real estate market, characterized by low volatility (beta of 0.121) and consistent profitability (net income of CHF 246.5 million in the latest reporting period). The company's strong dividend yield (CHF 2.6 per share) and focused portfolio in the Lake Geneva region—a high-demand area—enhance its appeal. However, investors should note the relatively high debt level (CHF 496 million) and limited geographic diversification. The Swiss real estate market's stability and Investis's established presence provide downside protection, but growth may be constrained by the company's regional concentration and Switzerland's mature property market.
Investis Holding SA competes in Switzerland's fragmented residential real estate market, where its key competitive advantages include its prime Lake Geneva portfolio and integrated property services. The company's vertically integrated model—combining property ownership with management services—creates recurring revenue streams and operational synergies. Its focus on residential properties in affluent regions provides stability, as these markets typically show resilience during economic downturns. However, Investis faces competition from larger Swiss real estate players with more diversified portfolios across commercial and residential segments. The company's regional concentration in Lake Geneva limits its exposure to other growing Swiss markets like Zurich. Its mid-size scale (market cap ~CHF 1.6 billion) means it lacks the capital advantages of Switzerland's largest property firms, but this also allows for more focused asset management. The Swiss real estate market's high barriers to entry (strict zoning laws, limited land availability) protect Investis from new competitors, while its established local presence gives it an edge in property acquisition and tenant relations.