Vonovia SE - ADR

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Market Cap$16B

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Compare to Similar Companies

	P/E Ratio	Dividends	Return on Equity	Price-to-Sales	Debt-to-Equity
Vonovia SE - ADR	8.1	7.46%	6%	3.1	1.6

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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Current Fair Value

17.2% upside

Undervalued by 17.2% based on the discounted cash flow analysis.

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Share Statistics

Market cap	$16.00 Billion
Enterprise Value	$57.25 Billion
Annual dividend	$0.66
Dividend yield	7.46%
Earnings per Share	$2.15
Beta	1.48
Outstanding Shares	1,718,518,000

Return

Return on Equity	6.45%
Return on Assets	1.90%
Return on Invested Capital	4.73%

Valuation & Multiples

P/E Ratio	8.09
PEG	-8.98
Price to Sales	3.07
Price to Book Ratio	0.51
Enterprise Value to Revenue	8.75
Enterprise Value to EBIT	13.48
Enterprise Value to Net Income	32
Total Debt to Enterprise	0.74
Debt to Equity	1.56

Revenue Sources

No data

Last Earnings Call

Report Date

November 4, 2026

EPS

$0.24

Est. $0.26

Revenue

$986.39 M

Est. $988.69 M

Next Earnings Call

Expected Date

March 18, 2027

EPS Estimate

$0.26

Consensus analyst estimate

Revenue Estimate

$995.47 M