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Fundamenta Real Estate AG (FREN.SW)
CHF17.05
+0.00 (+0.00%)
CH SIX Real Estate Real Estate - Services
Address
Poststrasse 4a 6300
Zug, CH
Zug, CH
CEO
Christian Gatzi
Website
fundamentarealestate.ch
IPO
2018-12-05
ISIN CH0045825517
Description
Fundamenta Real Estate AG, established in 2006 and headquartered in Zug, Switzerland, specializes in the acquisition, development, and management of residential properties throughout German-speaking Switzerland.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
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Signal Summary
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| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
CHF17.05
+0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
15.4K
Beta
0.12
Float Shares
29.44M
Free Float %
86.1%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.29% | +0.58% | -4.44% | -9.47% | -1.99% | -1.71% | -4.71% | +6.17% | -10.88% | +19.78% | +19.78% |
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From
To
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Annual Monthly Returns
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Daily Returns Distribution
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Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Price Targets & DCF
Current price
17.05
DCF (Unlevered)
53.75
+215.2%
DCF (Levered)
11.97
-29.8%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
0% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 1 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
Quality scores
Altman Z-Score
1.06
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
7 / 10
Strong MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Real Estate - Services: +11.2%+1.3% Q4'25: +4.6% (vs Q4'23)
-
EPS growth Real Estate - Services: +25.9%+48.5% ★ Q4'25: +390.9% (vs Q4'23)
-
FCF margin FCF growth · Real Estate - Services: +32.2%+116.9% ★ Q4'25: +59.9% (vs Q4'23)
-
EBIT margin Real Estate - Services: +23.7%+150.8% ★ Q4'25: +112.8% (vs Q4'23)
-
ROIC Real Estate - Services: +4.3%+4.3% ★ Q4'25: +6.6% (vs Q4'23)
-
Share dilution Real Estate - Services: +0.0%+2.1% Q4'25: +5.8% (vs Q4'23)
-
Debt / EBITDA Net debt/EBITDA · Real Estate - Services: 1.88×9.17× Q4'25: 6.06× (vs Q4'23)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2018 actual |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
25.80M
est: 40.96M (-37.0%)
|
29.52M
est: 38.83M (-24.0%)
|
33.48M
est: 40.92M (-18.2%)
|
37.27M
est: 45.93M (-18.8%)
|
41.04M
est: 43.56M (-5.8%)
|
41.02M
est: 41.10M (-0.2%)
|
41.85M
est: 50.01M (-16.3%)
|
42.38M
est: 74.16M (-42.8%)
|
49.50M
49.50M – 49.50M
-33.3% YoY
|
50.80M
50.80M – 50.80M
+2.6% YoY
|
52.06M
52.06M – 52.06M
+2.5% YoY
|
| EBITDA |
11.74M
est: 19.72M (-40.5%)
|
7.64M
est: 18.69M (-59.2%)
|
22.43M
est: 19.70M (+13.9%)
|
10.66M
est: 22.11M (-51.8%)
|
-1.29M
est: 20.97M (-106.1%)
|
19.79M
est: 22.50M (-12.0%)
|
45.56M
est: 27.37M (+66.4%)
|
63.91M
est: 40.60M (+57.4%)
|
27.09M
27.09M – 27.09M
-33.3% YoY
|
27.81M
27.81M – 27.81M
+2.6% YoY
|
28.50M
28.50M – 28.50M
+2.5% YoY
|
| EBIT |
33.04M
est: 32.53M (+1.6%)
|
31.00M
est: 30.84M (+0.5%)
|
22.43M
est: 32.49M (-31.0%)
|
40.03M
est: 36.48M (+9.7%)
|
31.61M
est: 34.59M (-8.6%)
|
28.97M
est: 35.36M (-18.1%)
|
45.56M
est: 34.69M (+31.3%)
|
63.91M
est: 63.79M (+0.2%)
|
42.58M
42.58M – 42.58M
-33.3% YoY
|
43.70M
43.70M – 43.70M
+2.6% YoY
|
44.78M
44.78M – 44.78M
+2.5% YoY
|
| Net Income |
22.98M
est: 15.72M (+46.2%)
|
22.51M
est: 14.72M (+52.9%)
|
26.69M
est: 17.85M (+49.5%)
|
28.94M
est: 17.42M (+66.1%)
|
22.27M
est: 18.51M (+20.3%)
|
8.31M
|
30.49M
est: 18.36M (+66.1%)
|
46.09M
est: 21.49M (+114.5%)
|
18.90M
18.90M – 18.90M
-12.0% YoY
|
19.52M
19.52M – 19.52M
+3.3% YoY
|
20.18M
20.18M – 20.18M
+3.4% YoY
|
| SGA |
4.33M
est: 6.64M (-34.8%)
|
5.45M
est: 6.30M (-13.5%)
|
6.03M
est: 6.63M (-9.1%)
|
6.81M
est: 7.45M (-8.5%)
|
7.52M
est: 7.06M (+6.5%)
|
5.49M
est: 5.18M (+5.9%)
|
5.47M
est: 6.31M (-13.3%)
|
—
est: 9.35M (-100.0%)
|
6.24M
6.24M – 6.24M
-33.3% YoY
|
6.41M
6.41M – 6.41M
+2.6% YoY
|
6.57M
6.57M – 6.57M
+2.5% YoY
|
| EPS |
1.19
est: 0.52 (+127.6%)
|
0.89
est: 0.49 (+81.8%)
|
1.07
est: 0.59 (+80.2%)
|
1.02
est: 0.58 (+76.0%)
|
0.74
est: 0.62 (+20.2%)
|
0.28
|
1.01
est: 0.60 (+68.9%)
|
1.50
est: 0.70 (+114.3%)
|
0.62
0.62 – 0.62
-12.1% YoY
|
0.64
0.64 – 0.64
+3.3% YoY
|
0.66
0.66 – 0.66
+3.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-29 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-28 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-27 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-26 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-22 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-21 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-20 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-19 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-18 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-15 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-13 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-12 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-11 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-08 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 3/5 | 4/5 | 4/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 4/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-29 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-28 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 2/5 | 3/5 | 3/5 |
| 2026-04-23 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-22 | B+ | 3/5 | 3/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 4/5 | 3/5 | 5/5 | 1/5 | 3/5 | 4/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
98.83M
OE per share TTM
3.41
Owner's Yield
18.06%
Maintenance CapEx ratio
72.60%
Maint CapEx / Avg PPE
235.0%
Ownership Overview
Ownership breakdown
Ownership breakdown not available.
At a glance
Institutional holders
—
Total invested
—
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional ownership trend
Institutional history not available.
Top institutional holders
Top holders not available.
ETF Ownership
Top ETFs holding this stock
Held by 2 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | iShares Core SPI(R) ETF (CH) CHSPI.SW | 0.03% | 1.96M | 0.10% |
| 2 | State Street SPDR Portfolio Europe ETF SPEU | 0.00% | 24.7K | 0.07% |
Insider Activity
Insider Activity — Latest Quarter
No insider activity available.
Insider buys vs sells (history)
Insider history not available.
Recent insider transactions
No recent insider transactions.
Executive team
Top executives
EBIT / Employee
6.39M
Shares Outstanding
34.18M
Executive compensation
Executive compensation (annual)
Executive compensation not available.
CEO compensation breakdown
No CEO compensation history available.
Proxy statements
Proxy statements (DEF 14A)
No proxy statements available for this company yet.
Recent SEC filings
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christian Gatzi | Chief Financial Officer of Fundamenta Group (Schweiz) Ag | — | — |
| Monika Gadola Hug | Head of Client Relations | — | — |
| Ricardo Ferreira | Chief Operating Officer of Fundamenta Group (Schweiz) Ag | — | — |
ESG Score History
No data available for this company.
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for FREN.SW
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
