Warteck Invest AG header image

Warteck Invest AG

WARN

Equity

ISIN CH0002619481 / Valor 261948

SIX Swiss Exchange (2026-02-27)
CHF 2,080.00+1.96%

Warteck Invest AG
UMushroom community rating:

star star star star star
0.00 0 votes No rating yet
NegativeNeutralPositive

About company

Warteck Invest AG is a prominent real estate company in Switzerland, with its roots tracing back to the former Warteck brewery established in Basel in 1856. Since 1988, the company has focused exclusively on real estate, separating from its beer business, and is listed on the SIX Swiss Exchange. Warteck Invest boasts a diversified portfolio of 68 properties or development areas across 11 cantons, valued at approximately CHF 1.025 billion as of December 31, 2023. The portfolio, which is continuously maintained and renewed, consists of 50% residential properties and 36% commercial properties, with the remainder being mixed-use properties and development projects. The company aims to generate attractive returns for its shareholders by securing and enhancing the value of its assets, focusing on regions with strong growth potential. Warteck Invest is known for its solid financing with an equity ratio of around 40%, allowing for substantial portfolio expansion. It invests in properties that yield stable rental income and also engages in development projects to create additional growth potential. The company has a history of paying stable dividends, with a payout yield ranging between 3% to 3.5% in recent years, and emphasizes close relationships with its tenants through direct contact and timely renewal work, resulting in long-term leases and low vacancy rates.

Summarized from source with an LLMView SourceSector: Finance

Latest Results ():

Summarized from source with an LLMView Source

Key figures

6.94%1Y
-7.96%3Y
-9.57%5Y

Performance

10.3%1Y
12.6%3Y
11.8%5Y

Volatility

Market cap

836 M

Market cap (USD)

Daily traded volume (Shares)

215

Daily traded volume (Shares)

1 day high/low

1920 / 1895

1 day high/low (USD)

52 weeks high/low

0.00 / 0.00

52 weeks high/low (USD)

Dividend ex-date

01 January, 2022

Dividend ex-date

Dividend

0.00

Dividend (USD)

Dividend yield (p.a.)

0.00%

Dividend yield (p.a.)

0.002022
0.002023
0.002024

Est dividend (USD)

0.00%2022
0.00%2023
0.00%2024

Est dividend yield

P/E ratio

10.00

P/E ratio

00.002022
00.002023
00.002024

Est P/E ratio

EPS

0.00

EPS (USD)

0.002022
0.002023
0.002024

Est EPS (USD)

Ratings & reviews

star star star star star

0.00

0 votes
Performance:
starstarstarstarstar
0.00
Innovation:
starstarstarstarstar
0.00
Society:
starstarstarstarstar
0.00
Nature:
starstarstarstarstar
0.00

EQUITIES OF THE SAME SECTOR

Catena AB
Catena AB Catena AB Valor: 2522606
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.32%SEK 498.00
Bure Equity AB
Bure Equity AB Bure Equity AB Valor: 58045
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.23%SEK 214.40
Atour Lifestyle Holdings Limited
Atour Lifestyle Holdings Limited Atour Lifestyle Holdings Limited Valor: 112318799
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-2.97%USD 39.27
Societe Generale SA
Societe Generale SA Societe Generale SA Valor: 519928
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.91%EUR 73.86
Banner Corp
Banner Corp Banner Corp Valor: 12971823
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.68%USD 58.85
Wesbanco Inc
Wesbanco Inc Wesbanco Inc Valor: 958018
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-3.89%USD 34.87
ALBIS Leasing AG
ALBIS Leasing AG ALBIS Leasing AG Valor: 340730
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.00%EUR 2.86
Tronox Holdings PLC
Tronox Holdings PLC Tronox Holdings PLC Valor: 46726702
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
4.47%USD 7.48
Quilter PLC
Quilter PLC Quilter PLC Valor: 117978175
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.36%GBP 1.96
Victory Capital Holdings Inc
Victory Capital Holdings Inc Victory Capital Holdings Inc Valor: 39923635
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-3.70%USD 69.18