(INA) Ina Invest Holding - Ratings and Ratios
Exchange: SW • Country: Switzerland • Currency: CHF • Type: Common Stock • ISIN: CH0524026959
INA: Residential Properties, Commercial Properties, Real Estate Services
Ina Invest AG, formerly Ina Invest Holding AG, operates as a Swiss real estate company specializing in property development, construction, and management. The company focuses on residential and commercial real estate, engaging in development projects, conversions, and renovations. It also manages, rents, and brokers properties across Switzerland, with a strong presence in Zurich and surrounding regions.
The company, rebranded as Ina Invest AG in April 2024, is headquartered in Zurich. Its operations span the entire real estate value chain, from land acquisition and planning to construction and property management. Ina Invest AG is known for its expertise in urban development and sustainable construction practices.
From a technical perspective, Ina Invest AGs stock (Ticker: INA) shows a bullish crossover of the SMA 50-day (21.15) over the SMA 200-day (19.46), signaling potential upward momentum. The Average True Range (ATR) of 0.28 indicates low volatility, suggesting stable price movements.
Fundamentally, the company has a market capitalization of 347.58M CHF, with a price-to-book (P/B) ratio of 0.92, indicating undervaluation relative to book value. The price-to-sales (P/S) ratio of 16.71 reflects strong revenue generation. However, the return on equity (RoE) of -1.68% raises concerns about profitability.
3-month forecast:
Month 1: The stock is expected to rise toward 22.50 CHF, supported by the bullish SMA crossover and low ATR. Strong revenue growth, as indicated by the high P/S ratio, may drive positive sentiment.
Month 2: Prices may consolidate or correct slightly near 21.80 CHF, as the RSI could reach overbought levels. Investors may lock in gains, especially if profitability concerns persist.
Month 3: The stock is likely to stabilize around 21.50 CHF, with potential upside if the company addresses its negative RoE. The low ATR will keep volatility in check, making the stock attractive for risk-averse investors.
Additional Sources for INA Stock
INA Stock Overview
| Market Cap in USD | 426m |
| Sector | Real Estate |
| Industry | Real Estate - Development |
| GiC Sub-Industry | Real Estate Operating Companies |
| IPO / Inception |
INA Stock Ratings
| Growth 5y | 12.3% |
| Fundamental | 19.3% |
| Dividend | 1.0% |
| Rel. Strength | 21.9 |
| Analysts | - |
| Fair Price Momentum | 20.66 CHF |
| Fair Price DCF | 6.21 CHF |
INA Dividends
| Dividend Yield 12m | 0.97% |
| Yield on Cost 5y | 0.90% |
| Annual Growth 5y | % |
| Payout Consistency | 1.0% |
INA Growth Ratios
| Growth Correlation 3m | 73.5% |
| Growth Correlation 12m | 82.4% |
| Growth Correlation 5y | -6.5% |
| CAGR 5y | -0.66% |
| CAGR/Max DD 5y | -0.02 |
| Sharpe Ratio 12m | -0.28 |
| Alpha | 20.10 |
| Beta | 0.069 |
| Volatility | 12.74% |
| Current Volume | 44.6k |
| Average Volume 20d | 10.6k |
As of April 08, 2025, the stock is trading at CHF 21.40 with a total of 44,561 shares traded.
Over the past week, the price has changed by -1.84%, over one month by +0.46%, over three months by +0.46% and over the past year by +23.91%.
Neither. Based on ValueRay Fundamental Analyses, Ina Invest Holding is currently (April 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 19.26 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 April 2025 is 20.66. This means that INA is currently overvalued and has a potential downside of -3.46%.
Ina Invest Holding has no consensus analysts rating.
According to ValueRays Forecast Model, INA Ina Invest Holding will be worth about 22.3 in April 2026. The stock is currently trading at 21.40. This means that the stock has a potential upside of +4.3%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | 21 | -1.9% |
| Analysts Target Price | - | - |
| ValueRay Target Price | 22.3 | 4.3% |