Company Valuation: Patrimonium Property Advisors - Swiss Real Estate Fund

Data adjusted to current consolidation scope
Fiscal Period: March 2024 2025 2026 2027
Market Cap 1 1,143 1,195 1,195 -
Change - 4.5% 0% -
Enterprise Value (EV) 1 1,143 1,504 1,557 1,611
Change - 31.59% 3.49% 3.47%
P/E - - - -
PBR - 1.11x 1.09x 1.08x
PEG - - - -
Capitalization / Revenue - 20.7x 19.3x 18.6x
EV / Revenue - 26x 25.2x 25.1x
EV / EBITDA - 41.4x 39.7x 39.1x
EV / EBIT - 55.3x 53.4x 51.9x
EV / FCF - - - -
FCF Yield - - - -
Dividend per Share 2 3.7 3.75 3.8 3.85
Rate of return 2.07% 2.17% 2.2% 2.23%
EPS 2 - - - -
Distribution rate - - - -
Net sales 1 - 57.85 61.82 64.21
EBITDA 1 - 36.38 39.18 41.24
EBIT 1 - 27.22 29.17 31.03
Net income - - - -
Net Debt 1 - 309.8 362.2 416.2
Reference price 2 178.80 173.00 173.00 173.00
Nbr of stocks (in thousands) 6,394 6,906 6,906 -
Announcement Date 6/6/24 A - - -
1CHF in Million2CHF
Estimates

P/E, Detailed evolution



Y-o-Y evolution of P/E

Historical PBR trend

Evolution Enterprise Value / Sales

Change in Enterprise Value/EBITDA



Year-on-year evolution of the Yield

  1. Stock Market
  2. Stocks
  3. PSREF Stock
  4. Valuation Patrimonium Property Advisors - Swiss Real Estate Fund