Vonovia SE - ADR

Vonovia SE - ADR

VONOY

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Market Cap$19.87B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Vonovia SE - ADRVonovia SE - ADR56.07%12%3.91.5

Earnings Call Q3 2025

November 5, 2025 - AI Summary

Earnings and Guidance: Vonovia SE reported a 6.4% increase in total EBITDA for the first nine months of 2025, and a 6.8% increase in EBT. The company is on track to achieve the upper end of its guidance, with expectations of organic rent growth reaching around 5% by 2028, driven by higher investments and market rental growth.
Market Dynamics and Transaction Activity: The management noted that the transaction market is normalizing back to pre-ultra-low interest rate levels despite remaining slightly below historical highs. They mentioned stable demand exists for smaller transactions and expect valuation increases in H2 2025 compared to H1, highlighting the resilience of their assets.
Investment Strategy and Non-Rental EBITDA: Vonovia plans to increase its investments to €2 billion per year by 2028, supported by a goal to grow non-rental EBITDA significantly to counterbalance financial pressures. The company has already ramped up contributions from its value-add segment, indicating a strong operational strategy for growth beyond rental income.

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$11.80

Current Fair Value

0.2% downside

Overvalued by 0.2% based on the discounted cash flow analysis.

Share Statistics

Market cap$19.87 Billion
Enterprise Value$59.79 Billion
Dividend Yield$0.66 (6.07%)
Earnings per Share$2.15
Beta1.47
Outstanding Shares1,696,850,478

Return

Return on Equity12.43%ROE
Return on Assets3.74%
Return on Invested Capital3.97%

Valuation & Multiples

P/E Ratio5.01P/E Ratio
PEG-8.87PEG
Price to Sales3.94Price to Sales
Price to Book Ratio0.62Price to Book Ratio
Enterprise Value to Revenue10.16
Enterprise Value to EBIT17.13
Enterprise Value to Net Income17
Total Debt to Enterprise0.7
Debt to Equity1.51Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 7, 2026
EPS Estimate
$0.21
Average shareholder expectation
Revenue Estimate
$1.01 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 5, 2026
EPS Estimate
$0.23
Average shareholder expectation
Revenue Estimate
$1.01 B
Average shareholder expectation

Institutional Sentiment (Put/Call)

No data available for the latest quarter.

Institutional Ownership

No data available for the latest quarter.

ESG Score

No data

About Vonovia SE

CEO: Rolf Buch

Relevant Senate Committees

Joint Committee on Taxation

This committee provides crucial technical analysis and revenue estimates for all tax legislation. Its influence on corporate tax structures, capital investment credits, and the overall tax burden directly affects the profitability and financial planning of real estate companies like Vonovia SE, providing members with highly material, non-public information.

Finance

As the most powerful economic committee, it controls taxation and entitlement spending. Tax policy directly impacts corporate valuations, property taxes, and capital investment in real estate, offering significant non-public insight into the financial landscape for residential lessors.

Appropriations

This committee directly allocates federal spending, including for agencies and programs related to housing and urban development. Members would have specific non-public information on funding levels and priorities that can directly impact housing markets and related federal initiatives.

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including HUD and real estate markets. Members would have critical non-public information on housing policy, mortgage regulations, and financial system changes directly impacting a residential lessor's operations and valuations.