Added to YB: 2025-11-12
Pitch date: 2025-11-05
VNA.DE [bullish]
Vonovia SE
-16.58%
current return
Author Info
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Company Info
Vonovia SE operates as an integrated residential real estate company in Europe. The company operates through Rental, Value-Add, Recurring Sales, and Development segments.
Market Cap
EUR 16.9B
Pitch Price
EUR 23.96
Price Target
N/A
Dividend
6.27%
EV/EBITDA
25.28
P/E
4.67
EV/Sales
10.54
Sector
Real Estate Management and Development
Category
growth
Medtech, telcos and AI fears - Vonovia (VNA.DE)
VNA.DE (quick overview): Rental income +3% YOY with 4%+ like-for-like growth driven by German residential pricing power. LTV improved to <46%, 3.8x interest coverage shows balance sheet strength. Non-rental services now 13% of EBITDA vs 9% prior year. Mgmt raised 2028 organic rental growth outlook to ~5%.
Read full article (2 min)