ZUEBLIN IMM N chart

Last update: 2022-12-30
Key statistics and financials
Revenue per share 2.55
Dividend & Yield1.00fr (4.17%)
Beta 0.13
Market capitalization 88.2M
Operating cash flow 4.73M
ESG Scores unknown

Company description

Züblin Immobilien was founded in 1912 as a construction and development company, and over the years evolved into an internationally oriented real estate company with broad competence. Successfully restructured since 2014, the company is financially stable and owns a well performing Swiss portfolio.

Sector: Real Estate - Industry: Real Estate Services

Financial Ratios
Quick Ratio0.56
Working Capital-1.26
Return On Equity0.03
Debt To Equity0.5
Fixed Asset Ratio-0.21
Fixed Interest Cover7.75

Financial data

Financial Statements

Cashflow Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Change To Liabilities -124k -126k
Total Cashflows From Investing Activities -164k -16.48M -520k -1.34M
Net Borrowings -1M 8M -6M
Total Cash From Financing Activities -3.63M 5.33M -8.6M -2.69M
Change To Operating Activities 238k -1.48M 536k 128k
Issuance Of Stock 233k 233k
Net Income 6.21M 4.63M 4.02M 5.97M
Change In Cash 1.66M -1.05M -2.83M 668k
Effect Of Exchange Rate -85k -108k 14k -28k
Total Cash From Operating Activities 5.54M 10.21M 6.27M 4.73M
Depreciation 20k 25k 47k 41k
Change To Account Receivables 105k 105k 105k -24k
Other Cashflows From Financing Activities -699k -676k -667k -758k
Change To Netincome -933k 7.04M 1.69M -1.26M
Capital Expenditures -266k -266k -8k -8k

Income Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Research Development
Income Before Tax 3.24M 5.64M 5.28M 9.24M
Net Income 6.21M 4.63M 4.02M 5.97M
Selling General Administrative 4.62M 2.94M 2.64M 3.15M
Gross Profit 7.43M 8.56M 8.41M 7.88M
Ebit 2.69M 5.53M 5.7M 4.66M
Operating Income 2.69M 5.53M 5.7M 4.66M
Interest Expense -717k -745k -735k -755k
Income Tax Expense -2.97M 1.01M 1.26M 3.27M
Total Revenue 8.05M 9.42M 9.16M 8.45M
Cost Of Revenue 627k 865k 752k 570k
Total Other Income ExpenseNet 552k 109k -421k 4.58M
Net Income From Continuing Ops 6.21M 4.63M 4.02M 5.97M
Net Income Applicable To Common Shares 6.21M 4.63M 4.02M 5.97M

Balance Sheet Statement 2019-03-31 2020-03-31 2021-03-31 2022-03-31
Total Liabilities 82.07M 91.97M 89.29M 94.06M
Total Stockholder Equity 131.74M 132.97M 133.72M 136.5M
Other Current Liabilities 4.21M 4.83M 7M 8.7M
Total Assets 213.81M 224.94M 223.01M 230.56M
Common Stock 74.66M 74.66M 74.66M 74.66M
Other Current Assets 1.65M 1.41M 1.66M 1.86M
Retained Earnings -110.15M -105.55M -101.48M -95.38M
Treasury Stock 167.24M 163.86M 160.54M 157.23M
Cash 6.12M 5.07M 2.24M 2.91M
Total Current Liabilities 4.65M 5.24M 7.28M 8.85M
Other Stockholder Equity 167.24M 163.92M 160.61M 157.29M
Property, Plant, and Equipment 200.9M 218.17M 218.94M 225.27M
Total Current Assets 12.86M 6.76M 4.07M 4.96M
Net Tangible Assets 131.74M 132.97M 133.72M 136.48M
Net Receivables 5.09M 277k 172k 196k
Accounts Payable 441k 404k 280k 155k


Insider Transactions

Here are the insider transactions of stock shares related to ZUEBLIN IMM 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 ZUEBLIN IMM 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 ZUEBLIN IMM N

Here is the result of two systematic investment strategies applied to ZUEBLIN IMM 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 ZUEBLIN IMM N

The following chart shows the equity curve of the two systematic investment strategies applied to ZUEBLIN IMM N:

ZUEBLIN IMM N automated entries

The systematic investment strategy that buys the first day of the month would give a performance of 1.38% on the backtest period.

Performance at glance

Performance

1.38 %

Latent gain

20.3 fr

Invested capital

1475.7 fr

Annualized return

0.32 %
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Momentum strategy results on ZUEBLIN IMM N

This is the result of two momentum investment strategies applied to ZUEBLIN IMM 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 ZUEBLIN IMM N

The following chart shows all the entries opened by the momentum investment system on ZUEBLIN IMM N:

ZUEBLIN IMM N momentum entries
  • The first momentum investment strategy would give 2.71% of return on ZUEBLIN IMM N. That represents 189.8fr of latent gain with 6991.0fr of employed capital.
  • The second momentum investment strategy would give 1.93% of return on ZUEBLIN IMM N. That represents 67.9fr of latent gain with 3522.5fr of employed capital.
Performance at glance (1Q Momentum)

Performance

2.71 %

Latent gain

189.8 fr

Invested capital

6991.0 fr

Annualized return

0.0 %
Performance at glance (2Q Momentum)

Performance

1.93 %

Latent gain

67.9 fr

Invested capital

3522.5 fr

Annualized return

0.51 %

Momentum equity curve on ZUEBLIN IMM N

The following chart shows the equity curve of the two momentum strategies applied to ZUEBLIN IMM N:

ZUEBLIN IMM N momentum equity

Note: the dividends potentially given by ZUEBLIN IMM 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 ZUEBLIN IMM N

The following chart shows the employed capital evolution of the two momentum strategies on ZUEBLIN IMM N since the beginning:

ZUEBLIN IMM N

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


Buy the dip strategy result on ZUEBLIN IMM N

Buy the dip entry openings on ZUEBLIN IMM N

ZUEBLIN IMM N

The performance achieved by the robo-advisor on ZUEBLIN IMM N is 0%. That represents 0.0$ of latent gain with 0.0fr of employed capital. The following chart shows ZUEBLIN IMM N stock price with all the entries opened by the automated investment system.

Note: The blue line represents the weekly stock price of ZUEBLIN IMM 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

0 %

Latent gain

0.0 fr

Invested capital

0.0 fr

Annualized return

0.0 %

Equity curve of the strategy applied to ZUEBLIN IMM N

The following chart shows the result of the investment strategy applied to ZUEBLIN IMM N:

ZUEBLIN IMM N

Note: the dividends potentially given by ZUEBLIN IMM 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 ZUEBLIN IMM N

The following chart shows the employed capital evolution since the beginning of the investment strategy on ZUEBLIN IMM N:

ZUEBLIN IMM 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 ZUEBLIN IMM N

In this section, I will compare the three previous investment strategies applied to ZUEBLIN IMM N.

Equity curve comparison on ZUEBLIN IMM N

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

ZUEBLIN IMM N investment strategy comparison

Employed capital comparison on ZUEBLIN IMM N

ZUEBLIN IMM N investment comparison

Performance comparison on ZUEBLIN IMM N

Strategy Latent Profit Growth Employed capital CAGR
Automatic investment 1.38% 20.3fr 1475.7fr 0.32%
Momentum 1 quarter 2.71% 189.8fr 6991.0fr 0.67%
Momentum 2 quarters 1.93% 67.9fr 3522.5fr 0.51%
Non-directional 0% 0.0fr 0.0fr 0.0%
Annualized return comparison

Automatic investment

0.32 %

Momentum 1Q

0.51 %

Momentum 2Q

0.51 %

Non-directional

0.0 %

Correlated stocks

Here are the most positively and negatively correlated stocks with ZUEBLIN IMM 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 ZUEBLIN IMM N and the other stocks. There may be false positives or some missing correlated stocks. If the price of ZUEBLIN IMM N does not vary for 36 weeks, the correlation calculation result will be wrong.


Company information

Company name ZUEBLIN IMM N
Country Switzerland
City Zurich
Address Klausstrasse 4
Phone 41 44 206 29 39
Website www.zueblin.ch
FullTime employees 6
Industry Real Estate Services
Sector Real Estate
Exchange XSWX
Ticker ZUBN.XSWX
Market www.six-group.com

ZUEBLIN IMM 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