Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Data sourced from SEC EDGAR filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.
Investis Holding SA is a Switzerland-based residential real estate company founded in 1994, specializing in property investment, development, and services primarily in the Lake Geneva region while maintaining a national presence across Switzerland. The company operates through two main segments: Properties, which encompasses investment, development, and serviced apartments, and Real Estate Services, covering property management, facility management, lease management, brokerage, and maintenance for residential, office, commercial buildings, and shopping centers. Its portfolio includes nearly residential properties, generating primary revenue from leasing and diverse real estate services delivered via a network of recognizable brands and service locations nationwide. Headquartered in Zurich, Investis Holding SA employs around 12-14 people and pursues digital transformation in its offerings, with subsidiaries like Privera AG supporting operations. Led by CEO and founder Stéphane Bonvin, who holds a significant ownership stake, the company focuses on high-demand urban residential properties, contributing to Switzerland's real estate sector through its integrated model of ownership and service provision.
66.61% operating margin is above average. ROIC at 2.41%. Note that capital returns lag the margin, the business may be capital-intensive despite high margins.
Revenue declined 47.7% YoY. The question is whether this is cyclical or a structural shift.
Net debt of CHF 585M represents 10.5x FCF, leverage limits flexibility.
Profitability & Returns
Revenue (TTM)
CHF 80M
▼ -47.7% YoY
Net Income (TTM)
CHF 152M
▼ -38.3% YoY
Op. Margin
66.61%
▲ +36.1pp YoY
ROIC
2.41%
▼ -0.2pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
CHF 56M
▲ +4.9% YoY
Op. Cash Flow (TTM)
CHF 171M
▼ -40.1% YoY
Net Debt
CHF 585M
Cash & Equiv.
CHF 1M
3Y CAGR: -29.5%
3Y CAGR: +9.8%
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