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Novavest Real Estate AG (NREN) Fair Value & Analysis

Real Estate · CH · Market cap CHF 402M

NR Novavest Real Estate AG NREN · SW
PriceCHF 39.40
Fair ValueCHF 24.17
Upside-38.6%
Quality40/100
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Mixed Growth
Highly profitable · 71.5% net margin
Moderate debt · generates free cash flow
3.67% dividend yield
Trails peers (4/14)
Wide moat 66/100
Evidence: High Range CHF 17.46 – CHF 32.46 Share as image

Fair value as of: Jul 16, 2026

From 16 valuation models · updated 24 days ago

Below-average quality, and screening another 39% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (CHF 32.46). The favourable scenario is already priced in.
  • Weak quality (40/100) and above fair value at the same time, the margin of safety is missing on both counts.
  • A fairly wide model range (CHF 17.46 to CHF 32.46) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.
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Price vs Fair Value (5 years)

CHF 42.12 CHF 29.53 Fair Value CHF 24.17 Apr 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 16, 2026.

How to read this chart

60‑month range CHF 29.53 – CHF 42.12 · fair‑value band CHF 17.46 – CHF 32.46 · the CHF 39.40 price screens above the CHF 24.17 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 16, 2026.

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Analysis

Novavest Real Estate AG (NREN) currently trades at CHF 39.40, while our model-based Fair Value estimate is CHF 24.17, implying the stock looks roughly 38.6% overvalued today. The Quality Score stands at 40/100 (below-average quality), in the Real Estate sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).

Over the trailing twelve months, Novavest Real Estate AG generated revenue of CHF 42.7M at a net margin of 71.5%. Revenue declined 1.1% year over year. It earns a return on equity of 7.1%. Net debt stands at CHF 513M. Fundamentals as of Jul 16, 2026

Our scenario range runs from CHF 17.46 (bear case) to CHF 32.46 (bull case); at CHF 39.40, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 11% below its 52-week high and 8% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at -30% fair-value upside, at -39%, NREN screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model BearBaseBull Evidence
Highest evidence
Growth DCF CHF 9.24 CHF 30.27 80
Residual Income CHF 33.35 CHF 34.68 CHF 34.84 76
Rev-Margin DCF CHF 1.36 CHF 21.21 CHF 62.65 74
All 16 models by family
DCF Models
FCF DCF CHF 6.12 CHF 33.06 38
5Y Revenue Exit CHF 15.74 CHF 50.72 39
5Y EBITDA Exit CHF 15.22 CHF 48.37 CHF 113.52 41
10Y Revenue Exit CHF 23.33 CHF 40.11 36
10Y EBITDA Exit CHF 9.29 CHF 55.06 CHF 137.03 37
Dividend Discount
Gordon GGM CHF 32.78 CHF 59.07 CHF 81.31 70
DDM Multi-Stage CHF 32.78 CHF 53.95 CHF 63.10 61
Multiples
P/S Multiple CHF 20.54 CHF 27.39 CHF 34.24 58
P/B Multiple CHF 38.28 CHF 51.04 CHF 63.80 55
EV/EBIT CHF 23.59 CHF 38.95 CHF 54.32 53
EV/EBITDA CHF 23.01 CHF 38.19 CHF 53.36 54
EV/Revenue CHF 6.99 CHF 15.84 43
Asset-Based
NCAV (Graham) CHF 21.61 CHF 28.95 CHF 43.22 50
Growth DCF
Growth DCF CHF 9.24 CHF 30.27 80
Rev-Margin DCF CHF 1.36 CHF 21.21 CHF 62.65 74
Economic Profit
Residual Income CHF 33.35 CHF 34.68 CHF 34.84 76

Widest divergence: Dividend Discount (CHF 53.95) versus Growth DCF (CHF 9.24). Highest evidence: Growth DCF (80).

Key figures & financial health

Revenue (TTM) CHF 42.7M
Revenue growth (YoY) -1.1%
Net margin 71.5%
Return on equity 7.1%
Free cash flow CHF 14.7M FY2025
P/E ratio 13.2
More key figures
Operating margin 65.6%
EPS (TTM) CHF 3.00
Dividend yield 3.7%
EPS growth (YoY) +3.4%
Net debt CHF 513M FY2025

Figures from reported company fundamentals · as of Jul 16, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 40/100

Of which business quality 41 · Market factors (momentum, volatility) 58

Profitability 35
Margins and returns on capital today
Quality Growth 50
Are margins and returns improving?
Cashflow 68
Earnings quality: real cash, not paper profit
Fin. Strength 35
Balance sheet, leverage, solvency risk
Investment 51
Disciplined investing over empire-building
Low Volatility 100
Calm price path (market factor)
Momentum 40
Price trend over the last 3–12 months (market factor)
52W Momentum 43
Distance to the 52-week high (market factor)
Net Issuance 0
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Novavest Real Estate AG engages in the real estate activities in Switzerland. The company manages, rents, and develops properties for residential, as well as office and commercial uses.

Full company description

Novavest Real Estate AG engages in the real estate activities in Switzerland. The company manages, rents, and develops properties for residential, as well as office and commercial uses. It also offers activities on the management and development of living space for life in the third age, such as retirement homes and care facilities, as well as office and commercial use, and new construction projects. Novavest Real Estate AG was incorporated in 2013 and is based in Zurich, Switzerland.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Novavest Real Estate AG reported revenue of CHF 42.9M in FY2025 versus CHF 26.7M in FY2021, a compound +12.5%/yr. Reported net income was CHF 30.5M in FY2025, compounding +1.0%/yr from FY2021.

Growth Quality 82/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
CHF 42.9M
Latest YoY
+16.2%
Avg. growth/yr (3Y)
+13.7%
Avg. growth/yr (5Y)
+12.0%
Avg. growth/yr (12Y)
+69.0%
Revenue +12.5%/yr
FY21 CHF 26.7M
FY22 CHF 29.2M
FY23 CHF 29.9M
FY24 CHF 36.9M
FY25 CHF 42.9M
Net income +1.0%/yr
FY21 CHF 29.3M
FY22 CHF 22.4M
FY23 −CHF 4.0M
FY24 CHF 19.1M
FY25 CHF 30.5M

NREN screens 39% overvalued. Compare with Swiss Prime Site AG →

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Cite: Fair Value Calculator (2026). "Novavest Real Estate AG Fair Value". https://www.fairvalue-calculator.com/stock/NREN

Peer Group

Real Estate - Diversified · 138 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 41 · Bottom 25%
Fair Value upside −39% · Bottom 25%
Return on equity (TTM) 7% · Above median
Return on assets 2% · Below median
Net margin (TTM) 72% · Top 25%
Operating margin (TTM) 66% · Top 25%
Revenue growth -1% · Below median
Dividend yield (TTM) 3.7% · Above median
Debt / equity 0.53× · Higher than median

Valuation Multiples vs Real Estate - Diversified median · lower = cheaper

P/E (TTM) 13.2× · Pricier than median
P/B 1.13× · Pricier than 75% of peers
P/S (TTM) 11.64× · Pricier than 75% of peers
P/FCF 33.9× · Pricier than 75% of peers
EV/EBITDA 15.8× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 46
FUTURE 0 · sector 33
PAST 28 · sector 17
HEALTH 74 · sector 75
DIVIDEND 73 · sector 45

VALUE 0: the price sits above our fair-value range.

Insider activity: 45/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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10 more Real Estate - Diversified stocks, each showing price versus our Fair Value estimate (as of Jul 16, 2026).

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Frequently asked questions

Is Novavest Real Estate AG (NREN) overvalued or undervalued?
As of Jul 16, 2026, our model estimates a fair value of CHF 24.17 versus a price of CHF 39.40, about −39% (overvalued).
What is the fair value of NREN?
Our model-based fair value for Novavest Real Estate AG is CHF 24.17 (as of Jul 16, 2026), built from audited fundamentals. The current price is CHF 39.40.
What is the quality score of NREN?
Novavest Real Estate AG has a Quality Score of 40/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Novavest Real Estate AG (NREN)?
Novavest Real Estate AG reported trailing-twelve-month revenue of about CHF 42.7M (latest available figure, as of Jul 16, 2026).
What is the net profit margin of NREN?
The net profit margin of Novavest Real Estate AG is about 71.5%, meaning it keeps roughly 71.5% of revenue as net income. Based on the latest reported figures.
Does Novavest Real Estate AG pay a dividend?
Novavest Real Estate AG currently shows a dividend yield of about 3.41% relative to its recent price (as of Jul 16, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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