Warteck Invest AG header image

Warteck Invest AG

WARN

Equity

ISIN CH0002619481 / Valor 261948

SIX Swiss Exchange (2026-04-01)
CHF 2,060.00-0.48%

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

6.19%1Y
%3Y
-10.8%5Y

Performance

10.9%1Y
12.6%3Y
12.0%5Y

Volatility

Market cap

797 M

Market cap (USD)

Daily traded volume (Shares)

44

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

US Bancorp
US Bancorp US Bancorp Valor: 1201389
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.42%USD 52.75
alstria office REIT-Aktiengesellschaft
alstria office REIT-Aktiengesellschaft alstria office REIT-Aktiengesellschaft Valor: 3014033
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.69%EUR 5.78
Marley Spoon Group SE
Marley Spoon Group SE Marley Spoon Group SE Valor: 116038264
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-4.74%EUR 0.18
Novavest Real Estate AG
Novavest Real Estate AG Novavest Real Estate AG Valor: 21218624
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.47%CHF 42.80
Warehouses De Pauw N.V.
Warehouses De Pauw N.V. Warehouses De Pauw N.V. Valor: 51578168
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
4.39%EUR 23.30
Zug Estates Holding AG
Zug Estates Holding AG Zug Estates Holding AG Valor: 14805212
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
0.83%CHF 2,415.00
Swiss Re Ltd
Swiss Re Ltd Swiss Re Ltd Valor: 12688156
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-0.30%CHF 131.80
Julius Baer Group Ltd.
Julius Baer Group Ltd. Julius Baer Group Ltd. Valor: 10248496
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
3.47%CHF 60.18
Banque Cantonale Vaudoise
Banque Cantonale Vaudoise Banque Cantonale Vaudoise Valor: 53175175
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
-1.01%CHF 127.70
Vontobel Holding AG
Vontobel Holding AG Vontobel Holding AG Valor: 1233554
starstarstarstarstar

Annual Return

-50%0%+50%

Risk level

110
1.31%CHF 69.60