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PLAN.SW$440.00+0.91%
Fair $440.00+0.0%

PLAN.SW

Plazza AG

Real Estate / Real Estate - DiversifiedSwiss

$440.00

+4.00 (+0.91%)

Fairly Valued+0.0%Fair Value $440.00Fund rank 36/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 20.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

47/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · PLAN.SWLocal privado en este navegador · Plazza AG
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$911M

P/E

15.0x

↑

EV/EBITDA

16.3x

↑

ROE

7.7%

↑

Gross Margin

91.8%

↑

Debt/Equity

0.42

↓
52-Week Range$440
$373$465

TradingView lightweight chart

PLAN.SW price, volumen y niveles de valoración

Último $443.00Periodo +105.1%
Fair value: $440.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+12.2%

FCF CAGR

+15.5%

FCF margin

67.7%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.9M · net income $60.7M · FCF $27.0M

2022-FY → 2025-FY

Gross margin

91.8%+5.7% pts

Operating margin

78.1%+6.0% pts

Net margin

152.0%+68.5% pts

FCF margin

67.7%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.9M$39.9M$33.4M$28.9M$28.3M
Net Income$60.7M$60.7M$50.7M$18.3M$23.6M
EBITDA$75.8M$75.8M$62.0M$22.2M$29.4M
EPS29.3329.3324.498.8311.40
Gross Margin91.8%91.8%91.5%87.3%86.1%
Operating Margin78.1%78.1%78.3%73.2%72.1%
Net Margin152.0%152.0%151.7%63.2%83.5%
Balance Sheet
Debt/Equity0.420.420.330.220.13
Current Ratio0.040.04———
Cash Flow
Free Cash Flow$27.0M$27.0M$17.5M$21.5M$17.6M
Returns
ROE7.7%7.7%6.8%2.6%3.3%
Valuation
P/E15.0015.0013.8833.7527.46
EV/EBITDA16.3216.3214.8131.5022.62
P/B1.161.160.940.760.81
Growth & Yield
Revenue Growth19.5%19.5%15.6%2.3%—
EPS Growth19.8%19.8%177.3%-22.5%—
Dividend Yield2.3%2.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$39.04

Spread vs growth

9.8%

5Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$47.24

Spread vs growth

9.8%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$76.08

Spread vs growth

9.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +19.8%

Total return

+19.8%

Start / end P/E

15.4x → 15.1x

EPS bridge

24.49 → 29.33

Residual

-0.4%

EPS growth+19.8%
Multiple rerating-1.9%
Dividend+2.3%
Residual / FX / buybacks / cross-term-0.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.