Subscribe

Shareholder Value Beteiligungen AG (SVE.DE)

EUR73.50 +0.00 (+0.00%)
DE XETRA Financial Services Financial - Conglomerates
Address Neue Mainzer Strasse 1 60311
Frankfurt, BW, DE
CEO Niels Pörksen
Website svb-ag.de
IPO 2004-01-21
ISIN DE000A168205

Explore sections of this company profile

Description

Shareholder Value Beteiligungen AG engages in investing funds primarily in listed stock corporations. The company invests in small and medium-sized companies in German-speaking countries. Shareholder Value Beteiligungen AG was founded in 2000 and is based in Frankfurt, Germany.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary Loading…
Indicator 1D1W2W3W1M
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
Loading risk profile…
Price Chart
Averages
Trend
Price
Levels
Draw
EUR73.50 +0.00 (+0.00%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
115
Beta
0.48
Float Shares
431.4K
Free Float %
63.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +2.08% +2.80% -8.13% -11.45% -9.82% -12.50% -35.53% -40.73% -9.45% +388.70%
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
vs.
Loading histogram data…

Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
73.50
DCF (Unlevered) 9.76 -86.7%
DCF (Levered) 5.00 -93.2%

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)
Rating 2024-11 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
126.70
Safe zone
Piotroski F-Score
3 / 9
Average
MOAT Score
2 / 10
No MOAT
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
3 / 5
Medium
ROA Score
5 / 5
High
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Financial - Conglomerates: +32.7%
    -162.3% Q4'25: +62.6% (vs Q4'23)
  • EPS growth Financial - Conglomerates: +16.6%
    +150.5% Q4'25: +111.0% (vs Q4'23)
  • FCF margin FCF growth · Financial - Conglomerates: +2.3%
    +89.1% Q4'25: +0.0% (vs Q4'23)
  • EBIT margin Financial - Conglomerates: +36.2%
    +89.2% Q4'25: +14.7% (vs Q4'23)
  • ROIC Financial - Conglomerates: +2.2%
    +10.5% Q4'25: +8.9% (vs Q4'23)
  • Share dilution Financial - Conglomerates: +0.0%
    0.0% Q4'25: +0.0% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Financial - Conglomerates: 2.57×
    0.00× Q4'25: 0.00× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
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.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.49) × ERP
WACC = 100% × Ke + 0% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 9.76 Current price: 73.50
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-27 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-26 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-25 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-22 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-21 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-20 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-19 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-18 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-15 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-14 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-13 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-12 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-11 B+ 3/5 3/5 3/5 5/5 1/5 3/5 3/5
2026-05-08 B 3/5 2/5 3/5 5/5 1/5 3/5 3/5
2026-05-07 B 3/5 2/5 3/5 5/5 1/5 3/5 3/5
2026-05-06 B 3/5 2/5 3/5 5/5 1/5 3/5 3/5
2026-05-05 B+ 3/5 2/5 3/5 5/5 1/5 3/5 4/5
2026-05-04 B+ 3/5 2/5 3/5 5/5 1/5 3/5 4/5
2026-04-30 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-29 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-28 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-27 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-24 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-23 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-22 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-21 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-20 B+ 3/5 3/5 3/5 5/5 1/5 4/5 3/5
2026-04-17 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
2026-04-16 C 2/5 3/5 1/5 1/5 1/5 1/5 3/5
Ownership data is not available for this company yet.

Executive team

Top executives
EBIT / Employee
371.00
Shares Outstanding
677.0K

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

NameTitleCompensationGender
Helmut Fink Member of the Management Board
Nils Herzing Member of the Management Board male
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.

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.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits