Vonovia

The return on equity (RoE) describes the ratio of profit to Equity.

Point distribution according to Levermann

+1 Pts.

> 20%

-1 Pts.

< 10%

0 Pts.

10% ... 20%

Data for Vonovia

Calculation for Vonovia

RoE

-20.99%

Points

-1

Shares with attractive returns on equity

EBIT (earnings before interest and taxes) is earnings before interest and taxes, also known as the operating result. The EBIT margin is the ratio of EBIT to sales.

Point distribution according to Levermann

+1 Pts.

> 12%

-1 Pts.

< 6%

0 Pts.

6% ... 12%

Calculation for Vonovia

Last year

2023

EBIT margin

35.77%

Points

0

Shares with attractive EBIT margin

The equity ratio is the ratio of Equity to total capital (balance sheet total).

Point distribution according to Levermann

+1 Pts.

> 10%

-1 Pts.

< 5%

0 Pts.

5% ... 10%

Calculation for Vonovia

Last year

2023

EK-Quote

32.55%

Points

1

Shares with an above-average equity ratio

The price-earnings ratio (PER) describes the ratio of the share price to the earnings per share given or expected for the comparison period. For the average PER over 5 years, the figures from the past 3 financial years and the expected figures for the current and next financial year are used.

Point distribution according to Levermann

+1 Pts.

> 0..12

-1 Pts.

> 16 or < 0 or N/A

0 Pts.

12..16

Data for Vonovia

Calculation for Vonovia

EPS ∅

-0.79

KGV ∅

32.91 / -0.79 = -41.45

Points

-1

Shares with attractive P/E ratios

The price-earnings ratio (PER) describes the ratio of the share price to the earnings per share given or expected for the comparison period. The decisive factor here is the PER estimated by analysts for the current financial year.

Point distribution according to Levermann

+1 Pts.

> 0..12

-1 Pts.

> 16 or < 0

0 Pts.

12..16

Data for Vonovia

Calculation for Vonovia

KGV 2024

32.91 / -0.87 = -37.66

Points

-1

Shares with attractive P/E ratios

Shares are rated by analysts on a 3-level scale: Buy=1, Hold=2, Sell=3. We calculate and evaluate the average value of all opinions.

According to Levermann, the analyst majority opinion is used as a contra-indicator, i.e. there is a plus point if the majority of analysts say "sell" and a minus point if the majority of analysts say "buy".

Point distribution according to Levermann

+1 Pts.

∅ >= 2.5

-1 Pts.

∅ <= 1.5

0 Pts.

1.5 < ∅ < 2.5

Data for Vonovia

Buy

15 (Buy + Outperform)

Hold

2 (Hold)

Sell

4 (Sell + Underperform)

Calculation for Vonovia

∅

(15 * 1 + 2 * 2 + 4 * 3) / (15 + 2 + 4) = 1.48

Points

-1

The change in the share price on the day of publication of the last quarterly figures in relation to DAX is calculated.

Point distribution according to Levermann

+1 Pts.

> 1%

-1 Pts.

< -1%

0 Pts.

-1%..1%

Data for Vonovia

Calculation for Vonovia

Vonovia Price reaction = -2.59%
DAX Reaction = -1.82%

Reaction to quarterly figures = Price reaction - DAX Reaction
Reaction to quarterly figures = -0.77%

Points: 0

It calculates how analysts' expectations for earnings per share (EPS) have changed in the last 4 weeks for the current and the coming financial year. To do this, the current value for earnings per share is set in relation to the value from 4 weeks ago.

Point distribution according to Levermann

+1 Pts.

> 5%

-1 Pts.

< -5%

0 Pts.

-5% ... 5%

Data for Vonovia

Calculation for Vonovia

Profit revision 2024 = 27.50%
Profit revision 2025 = -1.03%

Points: 1

The key figure defines the percentage by which the share price has changed in the last 6 months.

Point distribution according to Levermann

+1 Pts.

> 5%

-1 Pts.

< -5%

0 Pts.

-5%..5%

Data for Vonovia

Calculation for Vonovia

Price today vs. price 6 months ago = 37.18%

Points: 1

The key figure defines the percentage by which the share price has changed in the last year.

Point distribution according to Levermann

+1 Pts.

> 5%

-1 Pts.

< -5%

0 Pts.

-5%..5%

Data for Vonovia

Calculation for Vonovia

Price today vs. price 1 year ago = 39.92%

Points: 1

The key figure defines whether there has been a trend reversal in the last 6 months compared to the entire previous year.

Point distribution according to Levermann

+1 Pts.

Criterion 9: 1 Pts., Criterion 10: 0 or -1 Pts.

-1 Pts.

Criterion 9: -1 Pts., Criterion 10: 0 or 1 Pts.

0 Pts.

otherwise

Calculation for Vonovia

Criterion 9

Points: 1

Criterion 10

Points: 1

Points

0

This indicator calculates how a share has performed in relation to the benchmark index for three consecutive months.

Point distribution according to Levermann

+1 Pts.

Perf. every month < Comparative index

-1 Pts.

Perf. every month > Comparative index

0 Pts.

otherwise

Data for Vonovia

Calculation for Vonovia

Share price performance June: -7.81%
Share price performance July: 7.01%
Share price performance August: 9.75%

DAX-Performance June: -1.42%
DAX-Performance July: 1.50%
DAX-Performance August: 2.15%

Jun: Price perf. < DAX-Perf.
Jul: Price perf. > DAX-Perf.
Aug: Price perf. > DAX-Perf.

Points: 0

The estimated Earnings per share (EPS) for the next financial year (NFY) is compared with the estimated earnings per share for the current financial year (EPS).

Point distribution according to Levermann

+1 Pts.

EPS LY - EPS CY > 5%

-1 Pts.

EPS LY - EPS CY < -5%

0 Pts.

otherwise

Data for Vonovia

Calculation for Vonovia

Profit growth = 321.84%

Points: 1

Shares with high earnings growth