Vonovia SE - ADR
VONOY
Market Cap$28.45B
Close$
Earnings Call Q1 2025
May 7, 2025 - AI Summary
Strong Q1 Performance: Vonovia reported a 15% year-on-year increase in adjusted EBITDA to €718 million, with adjusted EBT also up by 15% to nearly €480 million. Organic rent growth reached 4.3%, driving solid financial results despite a reduction of 9,000 rental units compared to Q1 2024.
Transaction Market Surge: The transaction market showed significant resilience, with a 180% increase in transaction volume year-on-year, driven by investor demand and stabilized market yields. This positive momentum is expected to enhance valuations in H1 2025.
Potential for Construction Cost Reduction: The new government's coalition agreement aims to reduce construction costs and increase construction speed, presenting a strong opportunity for Vonovia as the government plans to work closely with landlord and tenant associations to increase housing supply.
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$20.07
16.5% upside
Current Fair Value
16.5% upsideUndervalued by 16.5% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $28.45 Billion |
|---|---|
| Enterprise Value | $27.36 Billion |
| Dividend Yield | $0.66277 (4.04777704047777%) |
| Earnings per Share | $-0.55 |
| Beta | 1.22 |
| Outstanding Shares | 1,638,666,666 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | -34.74 |
|---|---|
| PEG | -57.48 |
| Price to Sales | 5.74 |
| Price to Book Ratio | 1.01 |
| Enterprise Value to Revenue | 4.38 |
| Enterprise Value to EBIT | 17.16 |
| Enterprise Value to Net Income | -39 |
| Total Debt to Enterprise | 0.04 |
| Debt to Equity | 0.04 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Vonovia SE
CEO: Rolf Buch