SM WIRTSCHAFTSBER.NA.O.N. chart

Last update: 2022-12-29
Key statistics and financials
Revenue per share 0.22
Dividend & Yield0.26€ (4.09%)
Beta 0.26
Market capitalization 25.27M
Operating cash flow N/A
ESG Scores unknown

Company description

SM Wirtschaftsberatungs AG engages in the investment, rental, and management of residential and commercial properties in Germany. It also redesigns buildings. The company was founded in 1996 and is based in Sindelfingen, Germany. SM Wirtschaftsberatungs AG is a subsidiary of RCM Beteiligungs AG.

Sector: Real Estate - Industry: REIT—Diversified

Financial Ratios
Quick Ratio3.16
Working Capital0.61
Return On Equity0.09
Debt To Equity0.08
Fixed Asset Ratio0.43
Fixed Interest Cover2.28

Financial data

Financial Statements

Cashflow Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Change To Liabilities
Total Cashflows From Investing Activities
Net Borrowings
Total Cash From Financing Activities
Change To Operating Activities
Issuance Of Stock
Net Income 2.48M 1.62M 1.46M 1.38M
Change In Cash
Effect Of Exchange Rate
Total Cash From Operating Activities
Depreciation
Change To Account Receivables
Other Cashflows From Financing Activities
Change To Netincome
Capital Expenditures

Income Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Research Development
Income Before Tax 2.62M 1.97M 1.5M 1.4M
Net Income 2.48M 1.62M 1.46M 1.38M
Selling General Administrative 495.46k 545.99k 551.75k 586.42k
Gross Profit 675.97k 1.43M 1.96M 472.93k
Ebit -481.39k 360.71k 703.24k -556.07k
Operating Income -481.39k 360.71k 703.24k -556.07k
Interest Expense -622.2k -526.02k -333.92k -216.78k
Income Tax Expense 137.81k 353.24k 47.82k 18.04k
Total Revenue 1.52M 6.42M 5.39M 878.24k
Cost Of Revenue 841.25k 5M 3.43M 405.31k
Total Other Income ExpenseNet 3.1M 1.61M 799.85k 1.95M
Net Income From Continuing Ops 2.48M 1.62M 1.46M 1.38M
Net Income Applicable To Common Shares 2.48M 1.62M 1.46M 1.38M

Balance Sheet Statement 2018-12-31 2019-12-31 2020-12-31 2021-12-31
Total Liabilities 16.34M 13.02M 2.88M 2.68M
Total Stockholder Equity 15.68M 16.5M 16.92M 17.26M
Other Current Liabilities 352.5k 514.59k 110.85k 121.97k
Total Assets 32.02M 29.52M 19.8M 19.95M
Common Stock 3.98M 3.98M 3.98M 3.98M
Other Current Assets 75.4k 694.5k 406.67k 974.48k
Retained Earnings 4.25M 5.07M 5.49M 5.83M
Treasury Stock 7.45M 7.45M 3.53M 3.53M
Cash 91.53k 107.6k 526.87k 401.36k
Total Current Liabilities 9.09M 10.67M 789.06k 593.61k
Other Stockholder Equity 7.45M 7.45M 3.53M 3.53M
Property, Plant, and Equipment 576.06k 2.25M 2.19M 2.14M
Total Current Assets 13.25M 9.28M 3.18M 3.11M
Net Tangible Assets 15.68M 16.5M 16.92M 17.26M
Net Receivables 3.05M 4.4M 800.49k 1.22M
Accounts Payable 75.39k 70.29k 18.05k 1.74k


Insider Transactions

Here are the insider transactions of stock shares related to SM WIRTSCHAFTSBER.NA.O.N.:

Filer Name Transaction Text Ownership Date Filer Relation Shares
NO DATA

Insider transaction explanations

Insider buying is the legal purchase of shares by a senior executive or director of a company. "Filer Name" corresponds to the name of the stock buyer or seller. "Transaction Text" describes the transaction. "Ownership" gives information about the transaction type. "Date" is the reported transaction date. "Filer Relation" gives the role of the insider in the company. "Shares" is the value of the transaction. You will find the complete description of the General Transaction Codes on the SEC dedicated page


Investment strategy backtesting

These are the result of three automatic investment systems applied to SM WIRTSCHAFTSBER.NA.O.N.. You will find the performance of an systematic investment system, a momentum strategy, and a buy the dip trading strategy.


Systematic investment results on SM WIRTSCHAFTSBER.NA.O.N.

Here is the result of two systematic investment strategies applied to SM WIRTSCHAFTSBER.NA.O.N.. The first strategy automatically buys the first day of the month, and the second strategy buys the fifteenth day of the month.

Systematic investment equity curve on SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows the equity curve of the two systematic investment strategies applied to SM WIRTSCHAFTSBER.NA.O.N.:

SM WIRTSCHAFTSBER.NA.O.N. automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 0.14% on the backtest period.

Performance at glance

Performance

0.14 %

Latent gain

2.05 €

Invested capital

1501.95 €

Annualized return

0.03 %
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Momentum strategy results on SM WIRTSCHAFTSBER.NA.O.N.

This is the result of two momentum investment strategies applied to SM WIRTSCHAFTSBER.NA.O.N.. The first strategy uses a momentum signal calculated on one quarter, and the second uses a momentum signal calculated on two quarters.

Momentum entry openings on SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows all the entries opened by the momentum investment system on SM WIRTSCHAFTSBER.NA.O.N.:

SM WIRTSCHAFTSBER.NA.O.N. momentum entries
  • The first momentum investment strategy would give 4.8% of return on SM WIRTSCHAFTSBER.NA.O.N.. That represents 216.15€ of latent gain with 4500.65€ of employed capital.
  • The second momentum investment strategy would give 4.82% of return on SM WIRTSCHAFTSBER.NA.O.N.. That represents 169.1€ of latent gain with 3510.9€ of employed capital.
Performance at glance (1Q Momentum)

Performance

4.8 %

Latent gain

216.15 €

Invested capital

4500.65 €

Annualized return

-3.2 %
Performance at glance (2Q Momentum)

Performance

4.82 %

Latent gain

169.1 €

Invested capital

3510.9 €

Annualized return

1.32 %

Momentum equity curve on SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows the equity curve of the two momentum strategies applied to SM WIRTSCHAFTSBER.NA.O.N.:

SM WIRTSCHAFTSBER.NA.O.N. momentum equity

Note: the dividends potentially given by SM WIRTSCHAFTSBER.NA.O.N. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows the employed capital evolution of the two momentum strategies on SM WIRTSCHAFTSBER.NA.O.N. since the beginning:

SM WIRTSCHAFTSBER.NA.O.N.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250€, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000€.


Buy the dip strategy result on SM WIRTSCHAFTSBER.NA.O.N.

Buy the dip entry openings on SM WIRTSCHAFTSBER.NA.O.N.

SM WIRTSCHAFTSBER.NA.O.N.

The performance achieved by the robo-advisor on SM WIRTSCHAFTSBER.NA.O.N. is -6.79%. That represents -50.8$ of latent gain with 748.4€ of employed capital. The following chart shows SM WIRTSCHAFTSBER.NA.O.N. stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of SM WIRTSCHAFTSBER.NA.O.N., and the green triangles represent the entry openings. The artificall robo-advisor needs at least 100 weeks of trading history to work.

Performance at glance

Performance

-6.79 %

Latent gain

-50.8 €

Invested capital

748.4 €

Annualized return

-3.2 %

Equity curve of the strategy applied to SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows the result of the investment strategy applied to SM WIRTSCHAFTSBER.NA.O.N.:

SM WIRTSCHAFTSBER.NA.O.N.

Note: the dividends potentially given by SM WIRTSCHAFTSBER.NA.O.N. are not integrated into the calculation of the equity curve neither the performance of the strategy. The integration of the dividends will be available soon.


Employed capital on SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows the employed capital evolution since the beginning of the investment strategy on SM WIRTSCHAFTSBER.NA.O.N.:

SM WIRTSCHAFTSBER.NA.O.N.

Note: the algorithm buys for a maximum of 250$ per entry. If the stock price is greater than 250$, the system buys only one stock per entry. The investment system stops automatically when the financial exposure reaches 10000$.


Investment strategies comparison on SM WIRTSCHAFTSBER.NA.O.N.

In this section, I will compare the three previous investment strategies applied to SM WIRTSCHAFTSBER.NA.O.N..

Equity curve comparison on SM WIRTSCHAFTSBER.NA.O.N.

The following chart shows the equity curve of the artificall advisor, the trend folowing and the automatic investment strategies:

SM WIRTSCHAFTSBER.NA.O.N. investment strategy comparison

Employed capital comparison on SM WIRTSCHAFTSBER.NA.O.N.

SM WIRTSCHAFTSBER.NA.O.N. investment comparison

Performance comparison on SM WIRTSCHAFTSBER.NA.O.N.

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 0.14% 2.05€ 1501.95€ 0.03%
Momentum 1 quarter 4.8% 216.15€ 4500.65€ 1.24%
Momentum 2 quarters 4.82% 169.1€ 3510.9€ 1.32%
Non-directional -6.79% -50.8€ 748.4€ -3.2%
Annualized return comparison

Automatic investment

0.03 %

Momentum 1Q

1.32 %

Momentum 2Q

1.32 %

Non-directional

-3.2 %

Correlated stocks

Here are the most positively and negatively correlated stocks with SM WIRTSCHAFTSBER.NA.O.N.:

Positive correlations

Most correlated stocks this year


Most correlated stocks last 3 months

Negative correlation

Most negatively correlated stocks this year


Most negatively correlated stocks last 3 months

Note: The algorithm computes the probability of correlation between SM WIRTSCHAFTSBER.NA.O.N. and the other stocks. There may be false positives or some missing correlated stocks. If the price of SM WIRTSCHAFTSBER.NA.O.N. does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name SM WIRTSCHAFTSBER.NA.O.N.
Country Germany
City Sindelfingen
Address Fronäckerstraße 34
Phone 49 703 1469 0960
Website www.smw-ag.de
FullTime employees 8
Industry REIT—Diversified
Sector Real Estate
Exchange XETRA
Ticker SMWN.XETRA
Market www.xetra.com

SM WIRTSCHAFTSBER.NA.O.N. ESG Scores

Environment scores

Environment ESG Factors Scores
Environment Score 0
Peer Environment Performance unknown
Environment Percentile unknown
Palm Oil unknown
Nuclear unknown
Fur Leather unknown
GMO unknown
Coal unknown
Pesticides unknown
Animal Testing unknown

Social scores

Social ESG Factors Scores
Social Score 0
Peer Social Performance unknown
Social Percentile unknown
Highest Controversy unknown
Peer Highest Controversy Performance unknown
Adult unknown
Gambling unknown
Alcoholic unknown
Tobacco unknown
Catholic unknown
Controversial Weapons unknown
Small Arms unknown
Military Contract unknown
Peer Count unknown

Related Controversy:


Governance scores

Governance ESG Factors Scores
Governance Score 0
Peer Governance Performance unknown
Governance Percentile unknown

ESG at glance
Total ESG Scores: unknown
Environment Score: 0
Social Score: 0
Governance Score: 0

ESG Performance: unknown

Peer Group: unknown

Peer Esg Score Performance: unknown

Rating Year: unknown

Rating Month: unknown

Max Age: unknown

Percentile: unknown