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PSP Swiss Property AG (CH:PSPN)
:PSPN
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PSP Swiss Property AG (PSPN) AI Stock Analysis

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CH:PSPN

PSP Swiss Property AG

(PSPN)

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Neutral 63 (OpenAI - Gpt-5.6Sol)
Rating:63Neutral
Price Target:
CHF151.00
▲(4.72% Upside)
Action:Reiterated
Date:08/19/26
The score is driven mainly by solid financial performance (strong TTM revenue growth and a generally sound balance sheet) tempered by volatile profitability and uneven cash conversion. Technical indicators are notably weak (below key moving averages with negative MACD and low RSI/Stoch), which meaningfully drags the overall score, while valuation is supportive but not especially compelling.
Positive Factors
Strong TTM Revenue Growth
The sharp increase in TTM revenue indicates stronger leasing, portfolio activity, or property-related contributions. Sustained growth would expand the income base and improve operating scale, although its durability depends on recurring rental performance.
Negative Factors
Volatile Earnings Quality
Real-estate revaluations and other non-recurring effects can inflate reported profits without creating equivalent recurring rental income. Volatility makes underlying operating performance harder to assess and reduces confidence in headline earnings durability.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong TTM Revenue Growth
The sharp increase in TTM revenue indicates stronger leasing, portfolio activity, or property-related contributions. Sustained growth would expand the income base and improve operating scale, although its durability depends on recurring rental performance.
Read all positive factors

PSP Swiss Property AG (PSPN) vs. iShares MSCI Switzerland ETF (EWL)

PSP Swiss Property AG Business Overview & Revenue Model

Company Description
PSP Swiss Property AG, together with its subsidiaries, owns and manages real estate properties in Switzerland. The company operates through Real Estate Investments and Property Management segments. The Real Estate Investment segment includes inves...
How the Company Makes Money
PSP Swiss Property makes money primarily by generating recurring income from its real estate portfolio and, to a lesser extent, from value realization on property transactions. The main revenue stream is rental and lease income paid by tenants occ...

PSP Swiss Property AG Earnings Call Summary

Earnings Call Date:Feb 24, 2026
(Q4-2025)
|
% Change Since: |
Next Earnings Date:Nov 10, 2026
Earnings Call Sentiment Positive
The call conveys a predominantly positive operational and financial picture: strong valuation gains, improved loan-to-value, healthy liquidity, robust leasing in core city locations, an increase in dividend, and an upgraded EBITDA guidance for 2026. Offsetting risks include flat rental income driven by disposals, reliance on valuation and one-off gains, cautious acquisition activity due to high prices, execution risk on some development projects, and structural office-market uncertainties (AI and bank consolidation). On balance the positives (recurring cash-flow strength, low vacancy, capital strength and clear guidance) outweigh the manageable risks.
Positive Updates
Operating Income Growth
Operating income increased by 9.4% in FY2025, driven predominantly by net changes in fair value.
Negative Updates
Flat Rental Income and Disposals Impact
Rental income was flat year-on-year, partly due to disposals which reduced the top line; there were no acquisitions in FY2025 to offset disposals.
Read all updates
Q4-2025 Updates
Negative
Operating Income Growth
Operating income increased by 9.4% in FY2025, driven predominantly by net changes in fair value.
Read all positive updates
Company Guidance
The company guided to an increased EBITDA target of CHF 310 million for 2026 and a vacancy rate of roughly 3.5% (Wallisellen/Richtipark not included), reflecting year‑end 2025 vacancy of 3.5% and 16% lease expiries remaining that underpin the outlook; management also factored in roughly CHF 10–15 million of additional EBITDA from expected development/inventory disposals. Key balance‑sheet and funding metrics cited were loan‑to‑value of 33.1%, roughly CHF 1 billion of committed unused credit lines, and funding costs of about 80–90 bps on 4–5 year maturities; financial expenses ran at ~CHF 35 million (a similar 2026 run rate), taxes were CHF 95.5 million (CHF 31m current, CHF 65m deferred of which ~CHF 50m linked to valuation gains), and the Board proposes a dividend of CHF 3.95 (up CHF 0.05) implying an ~80% payout ratio. The guidance sits alongside 2025 metrics including CHF 231 million valuation gains (portfolio appreciation ~2.9% including investments, Q1 CHF13.7m, H1 +CHF97m, Q4 +CHF118.5m), a 2 bps yield compression in Q4, an expected like‑for‑like rental growth of ~1.5% for the year, and an anticipated deferred tax release of roughly CHF 5–10 million p.a. over the coming years.

PSP Swiss Property AG Financial Statement Overview

Summary
Financial statements show strong reported profitability and a sharp TTM revenue acceleration (+41.8%), supported by a solid equity base and moderate sector leverage (TTM debt-to-equity ~0.62). Offsetting this, earnings/margins appear volatile (potential revaluation/one-off effects typical in real estate) and cash conversion is uneven (TTM operating cash flow ~32% of net income), which reduces confidence in the durability of headline results.
Income Statement
78
Positive
Balance Sheet
72
Positive
Cash Flow
66
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue507.29M375.71M368.14M372.81M409.69M384.77M
Gross Profit373.82M337.42M343.29M326.97M316.69M312.94M
EBITDA577.91M540.61M488.97M138.30M292.19M287.17M
Net Income450.66M408.47M374.95M207.59M329.96M595.02M
Balance Sheet
Total Assets10.29B10.18B9.92B9.79B9.48B9.18B
Cash, Cash Equivalents and Short-Term Investments39.38M45.34M56.97M141.68M20.74M20.38M
Total Debt3.39B3.38B3.38B3.47B1.95B1.94B
Total Liabilities4.58B4.53B4.51B4.57B4.29B4.16B
Stockholders Equity5.70B5.64B5.41B5.22B5.20B5.02B
Cash Flow
Free Cash Flow344.73M160.09M121.39M276.71M166.46M139.33M
Operating Cash Flow387.88M227.22M212.96M276.90M316.44M297.50M
Investing Cash Flow-117.43M-43.58M-38.14M-353.61M-222.14M-105.04M
Financing Cash Flow-336.14M-195.26M-259.53M197.65M-93.94M-204.41M

PSP Swiss Property AG Technical Analysis

Technical Analysis Sentiment
Positive
Last Price144.20
Price Trends
50DMA
144.65
Positive
100DMA
147.78
Negative
200DMA
147.03
Negative
Market Momentum
MACD
-0.03
Negative
RSI
58.75
Neutral
STOCH
90.08
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For CH:PSPN, the sentiment is Positive. The current price of 144.2 is below the 20-day moving average (MA) of 144.24, below the 50-day MA of 144.65, and below the 200-day MA of 147.03, indicating a neutral trend. The MACD of -0.03 indicates Negative momentum. The RSI at 58.75 is Neutral, neither overbought nor oversold. The STOCH value of 90.08 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for CH:PSPN.

PSP Swiss Property AG Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
65
Neutral
CHF1.14B112.830.86%-77.76%-92.24%
63
Neutral
CHF6.71B14.862.74%44.13%9.13%
63
Neutral
CHF333.85M7.823.65%18.40%167.26%
62
Neutral
CHF3.27B15.818.14%3.28%2.60%-20.28%
56
Neutral
CHF392.60M11.383.52%5.76%15.10%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
CH:PSPN
PSP Swiss Property AG
145.90
15.28
11.69%
CH:ALLN
Allreal Holding AG
199.20
23.33
13.26%
CH:NREN
Novavest Real Estate AG
38.80
0.73
1.92%
CH:FREN
Fundamenta Real Estate AG
16.75
-0.22
-1.31%
CH:CHAM
Ina Invest Ltd.
23.30
1.08
4.84%
CH:SFPN
SF Urban Properties AG
99.60
5.01
5.29%

PSP Swiss Property AG Corporate Events

PSP Swiss Property lifts earnings, confirms guidance as Moody’s upgrades rating
Aug 18, 2026
PSP Swiss Property AG reported strong half-year 2026 results, confirming increased EBITDA guidance of CHF 335 million and securing a Moody’s rating upgrade from A3 to A2, underscoring its financial strength. In a robust Swiss prime commercia...
PSP Swiss Property Schedules Call on Acquisition and EBITDA Outlook
Jun 28, 2026
PSP Swiss Property AG has called an English-language conference call for Monday, 29 June 2026 at 9 a.m. CET to brief investors and analysts on a newly announced acquisition and an updated EBITDA outlook. CEO Giacomo Balzarini will lead the discuss...
PSP Swiss Property lifts 2026 earnings forecast after CHF 150 million Richtipark sale
Jun 26, 2026
PSP Swiss Property AG has sold its Richtipark development project in Wallisellen, comprising four plots and five commercial buildings on around 27,000 m², to La Foncière Urban Development S.A. for CHF 150 million, with additional potenti...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 19, 2026