(INA) Ina Invest Holding - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0524026959
INA: Real, Estate, Development, Construction, Properties, Management
Ina Invest AG is a Swiss real estate company specializing in the development, management, and brokerage of properties. Headquartered in Opfikon, Switzerland, the company operates through two primary segments: Ina Portfolio and CERES Portfolio. Its activities encompass the development and construction of real estate projects, including new builds and renovations, as well as the acquisition, management, rental, and brokerage of properties. The firm focuses on both residential and commercial developments, catering to the Swiss market. Formerly known as Ina Invest Holding AG, the company rebranded as Ina Invest AG in April 2024. For more information, visit their website at https://www.ina-invest.com.
Ina Invest AG is listed on the Swiss stock exchange under the ticker symbol INA. As a common stock, it falls under the Real Estate Operating Companies sub-industry within the GICS classification. The companys market capitalization stands at 1034.82M CHF, with a forward P/E ratio of 20.24, indicating expectations for future earnings growth. The price-to-book ratio of 2.88 reflects its asset valuation relative to book value. However, the return on equity (RoE) is currently negative at -1.76, suggesting challenges in profitability. The trailing P/S ratio of 51.26 highlights a premium valuation relative to sales.
From a technical perspective, INA stock has shown recent strength, with the last price of 22.10 exceeding the SMA 20 and SMA 50 levels of 21.83 and 21.56, respectively. The SMA 200 of 20.08 indicates longer-term upward momentum. The average trading volume over 20 days is 62882, with an ATR of 0.24, reflecting moderate volatility. This pattern suggests potential continued bullish movement in the near term, supported by the stocks ability to maintain above key moving averages.
Additional Sources for INA Stock
INA Stock Overview
Market Cap in USD | 1,256m |
Sector | Real Estate |
Industry | Real Estate - Development |
GiC Sub-Industry | Real Estate Operating Companies |
IPO / Inception |
INA Stock Ratings
Growth Rating | 19.8 |
Fundamental | 14.8 |
Dividend Rating | 1.0 |
Rel. Strength | 11.5 |
Analysts | - |
Fair Price Momentum | 23.06 CHF |
Fair Price DCF | 2.01 CHF |
INA Dividends
Dividend Yield 12m | 0.92% |
Yield on Cost 5y | 0.90% |
Annual Growth 5y | % |
Payout Consistency | 1.0% |
INA Growth Ratios
Growth Correlation 3m | 89.2% |
Growth Correlation 12m | 86.6% |
Growth Correlation 5y | -1.7% |
CAGR 5y | 1.43% |
CAGR/Max DD 5y | 0.05 |
Sharpe Ratio 12m | -0.27 |
Alpha | 24.66 |
Beta | 0.082 |
Volatility | 20.79% |
Current Volume | 41.7k |
Average Volume 20d | 62.9k |
As of May 09, 2025, the stock is trading at CHF 23.70 with a total of 41,693 shares traded.
Over the past week, the price has changed by +2.16%, over one month by +9.72%, over three months by +11.78% and over the past year by +29.39%.
Neither. Based on ValueRay Fundamental Analyses, Ina Invest Holding is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 14.80 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of INA as of May 2025 is 23.06. This means that INA is currently overvalued and has a potential downside of -2.7%.
Ina Invest Holding has no consensus analysts rating.
According to ValueRays Forecast Model, INA Ina Invest Holding will be worth about 24.9 in May 2026. The stock is currently trading at 23.70. This means that the stock has a potential upside of +5.06%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 21 | -11.4% |
Analysts Target Price | - | - |
ValueRay Target Price | 24.9 | 5.1% |