Vonovia SE - ADR
VONOY
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+ FollowMarket Cap$15.65B
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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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$9.58
3.9% upside
Current Fair Value
3.9% upsideUndervalued by 3.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $15.65 Billion |
|---|---|
| Enterprise Value | $56.68 Billion |
| Dividend Yield | $0.66 (7.55%) |
| Earnings per Share | $2.15 |
| Beta | 1.48 |
| Outstanding Shares | 1,696,870,234 |
Return
| Return on Equity | 14.26% |
|---|---|
| Return on Assets | 4.17% |
| Return on Invested Capital | 4.86% |
Valuation & Multiples
| P/E Ratio | 3.6 |
|---|---|
| PEG | 2.55 |
| Price to Sales | 3.07 |
| Price to Book Ratio | 0.51 |
| Enterprise Value to Revenue | 9.08 |
| Enterprise Value to EBIT | 13.13 |
| Enterprise Value to Net Income | 14 |
| Total Debt to Enterprise | 0.76 |
| Debt to Equity | 1.58 |
Revenue Sources
No data
Insider Trades
Last Earnings Call
Report Date
August 5, 2026
EPS Estimate
$0.23
Average shareholder expectationRevenue Estimate
$1.01 B
Average shareholder expectationNext Earnings Call
Expected Date
November 4, 2026
EPS Estimate
$0.26
Average shareholder expectationRevenue Estimate
$1.03 B
Average shareholder expectationInstitutional 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
13,120 employees
CEO: Rolf Buch Vonovia SE functions as a prominent integrated residential real estate firm operating throughout Europe. Its operations are structured into five distinct divisions: Rental, Value-Add, Recurring Sales, Development, and Deutsche Wohnen. Th...