Real Estate - Commercial and Residential Property Management & Development
Strategic Profile
The Real Estate segment derives key revenue from investment properties held on a long-term basis to generate rental income. The company's rental income grew by 1.5% to CHF 125.5 million, while its real estate portfolio value increased by 10.4% to CHF 4.2 billion. Looking ahead, the company expects organic growth in rental income of around 3% for 2026 and anticipates net income from development projects to reach CHF 25 million.
Cyborg Score Rationale
The stock has fluctuated within a 52-week range of 285.50 to 394.00 with low volatility, and the company exceeded the Swiss market which returned -2.5% over the past year. Strong fundamentals with 3% expected rental growth in 2026 and portfolio appreciation demonstrate solid operational execution.
Top Insights
Real estate portfolio value increased 10.4% to CHF 4.2 billion, demonstrating strong asset appreciation
Price-to-earnings ratio of 18.4x is below the Swiss market average of 20.4x, suggesting attractive valuation
Most recent major deal was acquisition of EMWE Group completed in September 2025, expanding development capabilities
Forecasted vacancy rate of approximately 4.5% for 2026 indicates healthy market conditions
Named Competitors
Real Estate Portfolio Management — Swiss competitor in commercial and residential property management
Recent Developments
(Feb 2026) Stock price near all-time high of 394 CHF on Jan 30, 2026; 2025 full-year results showed 54.1% profit surge
(Sep 2025) Completed acquisition of EMWE Group to expand development segment capabilities
(H1 2025) First-half profit rose 67.3% to CHF 109.7 million on strong property performance
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