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Invalda INVL

BST:WTK
Snowflake Description

Flawless balance sheet with solid track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
WTK
BST
€75M
Market Cap
  1. Home
  2. DE
  3. Diversified Financials
Company description

Invalda INVL, AB is a private equity firm specializing in investments in small and middle-market privately-held companies, acquisitions and buyouts in undervalued assets. The last earnings update was 81 days ago. More info.


Add to Portfolio Compare Print
  • Invalda INVL is a fund or ETF! Currently our data availability for these is poor, we only recommend using them as part of a portfolio.
WTK Share Price and Events
7 Day Returns
4.2%
BST:WTK
-0.4%
DE Diversified Financial
-0.3%
DE Market
1 Year Returns
36.7%
BST:WTK
32.9%
DE Diversified Financial
10.4%
DE Market
WTK Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Invalda INVL (WTK) 4.2% 5.1% 12.8% 36.7% 61% 115%
DE Diversified Financial -0.4% 3.2% 17.6% 32.9% 117.6% 307.4%
DE Market -0.3% 4.2% 12.4% 10.4% 13.9% 17.1%
1 Year Return vs Industry and Market
  • WTK outperformed the Diversified Financial industry which returned 32.9% over the past year.
  • WTK outperformed the Market in Germany which returned 10.4% over the past year.
Price Volatility
WTK
Industry
5yr Volatility vs Market
Related Companies

Sorry, no analysis for Invalda INVL's competitors could be found in our database.

Value

 Is Invalda INVL undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Invalda INVL to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Invalda INVL.

BST:WTK Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model Excess Returns Model
Stable EPS Median Return on Equity from the past 5 years.
= Stable Book Value * Return on Equity
= €5.60 * 7.5%
€0.42
Book Value of Equity per Share Median Book Value from the past 5 years. €5.60
Discount Rate (Cost of Equity) See below 5.1%
Perpetual Growth Rate 10-Year DE Government Bond Rate 0.2%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for BST:WTK
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year DE Govt Bond Rate 0.2%
Equity Risk Premium S&P Global 6%
Diversified Financial Unlevered Beta Simply Wall St/ S&P Global 0.72
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 0.724 (1 + (1- 15%) (1.86%))
0.823
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
0.82
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 0.23% + (0.823 * 5.96%)
5.13%

Discounted Cash Flow Calculation for BST:WTK using Excess Returns Model Model

The calculations below outline how an intrinsic value for Invalda INVL is arrived at using the Excess Return Model. This approach is used for finance firms where free cash flow is difficult to estimate.

In the Excess Return Model the value of a firm can be written as the sum of capital invested currently in the firm and the present value of excess returns that the firm expects to make in the future.

The model is sensitive to the Return on Equity of the company versus the Cost of Equity, how these are calculated is detailed below the main calculation.

Note the calculations below are per share.

See our documentation to learn about this calculation.

BST:WTK Value of Excess Returns
Calculation Result
Excess Returns = (Stable Return on equity – Cost of equity) (Book Value of Equity per share)
= (7.5% – 5.13%) * €5.60)
€0.13
Terminal Value of Excess Returns = Excess Returns / (Cost of Equity - Expected Growth Rate)
= €0.13 / (5.13% - 0.23%)
€2.65
Value of Equity = Book Value per share + Terminal Value of Excess Returns
= €5.60 + €2.65
€8.25
BST:WTK Discount to Share Price
Calculation Result
Non-primary Listing Adjustment Factor 1 share in BST:WTK represents 0.95349x of NSEL:IVL1L
(This could be a different class, a depositary receipt, a different currency, or all of these things.)
0.95349x
Value per Share
(Listing Adjusted, EUR)
= Value per Share (EUR) x Listing Adjustment Factor
= € 8.25 x 0.95349
€7.87
Value per share (EUR) From above. €7.87
Current discount Discount to share price of €6.15
= -1 x (€6.15 - €7.87) / €7.87
21.8%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Invalda INVL is available for.
Intrinsic value
22%
Share price is €6.15 vs Future cash flow value of €7.87
Current Discount Checks
For Invalda INVL to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Invalda INVL's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • Invalda INVL's share price is below the future cash flow value, but not at a substantial discount (< 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Invalda INVL's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Invalda INVL's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
BST:WTK PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2019-06-30) in EUR €0.64
NSEL:IVL1L Share Price ** NSEL (2019-11-19) in EUR €6.45
Germany Diversified Financial Industry PE Ratio Median Figure of 5 Publicly-Listed Diversified Financial Companies 32.18x
Germany Market PE Ratio Median Figure of 402 Publicly-Listed Companies 19.74x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Invalda INVL.

BST:WTK PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NSEL:IVL1L Share Price ÷ EPS (both in EUR)

= 6.45 ÷ 0.64

10.08x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Invalda INVL is good value based on earnings compared to the DE Diversified Financial industry average.
  • Invalda INVL is good value based on earnings compared to the Germany market.
Price based on expected Growth
Does Invalda INVL's expected growth come at a high price?
Raw Data
BST:WTK PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 10.08x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 0 Analysts
Not available
Europe Diversified Financial Industry PEG Ratio Median Figure of 15 Publicly-Listed Diversified Financial Companies 1.32x
Germany Market PEG Ratio Median Figure of 258 Publicly-Listed Companies 1.36x

*Line of best fit is calculated by linear regression .

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to calculate PEG ratio for Invalda INVL, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Invalda INVL's assets?
Raw Data
BST:WTK PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2019-06-30) in EUR €6.28
NSEL:IVL1L Share Price * NSEL (2019-11-19) in EUR €6.45
Germany Diversified Financial Industry PB Ratio Median Figure of 8 Publicly-Listed Diversified Financial Companies 4.8x
Germany Market PB Ratio Median Figure of 578 Publicly-Listed Companies 1.88x
BST:WTK PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NSEL:IVL1L Share Price ÷ Book Value per Share (both in EUR)

= 6.45 ÷ 6.28

1.03x

* Primary Listing of Invalda INVL.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Invalda INVL is good value based on assets compared to the DE Diversified Financial industry average.
X
Value checks
We assess Invalda INVL's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Diversified Financial industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Diversified Financial industry average (and greater than 0)? (1 check)
  5. Invalda INVL has a total score of 4/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

Future Performance

 How is Invalda INVL expected to perform in the next 1 to 3 years based on estimates from 0 analysts?

In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Invalda INVL has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by Simply Wall St do have past financial data. You can see them here.

Show me the analysis anyway

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
16.9%
Expected Diversified Financial industry annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Invalda INVL expected to grow at an attractive rate?
  • Unable to compare Invalda INVL's earnings growth to the low risk savings rate as no estimate data is available.
Growth vs Market Checks
  • Unable to compare Invalda INVL's earnings growth to the Germany market average as no estimate data is available.
  • Unable to compare Invalda INVL's revenue growth to the Germany market average as no estimate data is available.
Annual Growth Rates Comparison
Raw Data
BST:WTK Future Growth Rates Data Sources
Data Point Source Value (per year)
Germany Diversified Financial Industry Earnings Growth Rate Market Cap Weighted Average 16.9%
Europe Diversified Financial Industry Revenue Growth Rate Market Cap Weighted Average -0.4%
Germany Market Earnings Growth Rate Market Cap Weighted Average 12.5%
Germany Market Revenue Growth Rate Market Cap Weighted Average 4.8%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
BST:WTK Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
All numbers in EUR Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
BST:WTK Past Financials Data
Date (Data in EUR Millions) Revenue Cash Flow Net Income *
2019-06-30 17 5 7
2019-03-31 13 6 4
2018-12-31 9 6 0
2018-09-30 10 5 2
2018-06-30 12 4 4
2018-03-31 16 3 7
2017-12-31 20 1 11
2017-09-30 23 13
2017-06-30 20 2 13
2017-03-31 16 9
2016-12-31 11 0 5
2016-09-30 6 0

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Unable to determine if Invalda INVL is high growth as no earnings estimate data is available.
  • Unable to determine if Invalda INVL is high growth as no revenue estimate data is available.
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
BST:WTK Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (4 months ago) See Below
Future Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below

All data from Invalda INVL Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

BST:WTK Past Financials Data
Date (Data in EUR Millions) EPS *
2019-06-30 0.64
2019-03-31 0.33
2018-12-31 0.03
2018-09-30 0.18
2018-06-30 0.32
2018-03-31 0.65
2017-12-31 0.98
2017-09-30 1.14
2017-06-30 1.10
2017-03-31 0.76
2016-12-31 0.41
2016-09-30

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Unable to establish if Invalda INVL will efficiently use shareholders’ funds in the future without estimates of Return on Equity.

Next steps:

  1. Examine whether Invalda INVL is trading at Invalda INVL'san attractive price based on how much it is expected to earn in the future, and relative to its industry peers and the wider market.
  2. Invalda INVL's future outlook can be gauged by looking at industry trends and market size, and determining how well-positioned the company is compared to its competitors. Take a look at other high-growth Diversified Financials companies here
  3. Invalda INVL's competitive advantages and company strategy can generally be found in its financial reports archived here.
  4. Use fundamentals to screen for another stock to analyse from our database of over 75,000 companies worldwide
X
Future performance checks
We assess Invalda INVL's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the Germany market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the Europe market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Invalda INVL has a total score of 0/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

Past Performance

  How has Invalda INVL performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Invalda INVL's growth in the last year to its industry (Diversified Financial).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Invalda INVL's year on year earnings growth rate has been positive over the past 5 years.
  • Invalda INVL's 1-year earnings growth exceeds its 5-year average (100.5% vs 19.9%)
  • Invalda INVL's earnings growth has exceeded the Europe Diversified Financial industry average in the past year (100.5% vs 8.8%).
Earnings and Revenue History
Invalda INVL's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Invalda INVL Company Filings, last reported 4 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

BST:WTK Past Revenue, Cash Flow and Net Income Data
Date (Data in EUR Millions) Revenue Net Income * G+A Expenses R&D Expenses
2019-06-30 16.74 7.40 7.14
2019-03-31 12.67 3.87 6.93
2018-12-31 8.59 0.34 6.72
2018-09-30 10.47 2.07 6.19
2018-06-30 12.37 3.69 5.89
2018-03-31 16.12 7.50 5.70
2017-12-31 19.86 11.31 5.52
2017-09-30 22.50 13.23 9.01
2017-06-30 20.12 12.72 5.35
2017-03-31 15.99 8.82 6.25
2016-12-31 11.16 4.77 4.97
2016-09-30 5.90 0.13 3.50
2016-06-30 5.77 -0.16 4.39
2016-03-31 8.56 2.78 3.50
2015-12-31 9.08 4.19 3.74
2015-09-30 8.42 2.98 2.64
2015-06-30 7.04 2.71 2.06
2015-03-31 7.65 2.54 1.94
2014-12-31 6.85 1.12 1.87
2014-09-30 9.00 2.68 2.47
2014-06-30 10.15 2.09 3.23
2014-03-31 8.96 1.13 3.87
2013-12-31 8.76 0.46 4.04
2013-09-30 13.87 -0.96 6.35
2013-06-30 18.48 -2.99 7.95
2013-03-31 20.32 -5.02 9.50
2012-12-31 29.99 -0.64 11.35

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Invalda INVL has not efficiently used shareholders’ funds last year (Return on Equity less than 20%).
  • Invalda INVL used its assets more efficiently than the DE Diversified Financial industry average last year based on Return on Assets.
  • Invalda INVL has become profitable over the past 3 years. This is considered to be a significant improvement in its use of capital (Return on Capital Employed).
X
Past performance checks
We assess Invalda INVL's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Diversified Financial industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Invalda INVL has a total score of 5/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

Health

 How is Invalda INVL's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Invalda INVL's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Invalda INVL is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Invalda INVL's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Invalda INVL's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Invalda INVL has no debt, it does not need to be covered by short term assets.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Invalda INVL Company Filings, last reported 4 months ago.

BST:WTK Past Debt and Equity Data
Date (Data in EUR Millions) Total Equity Total Debt Cash & Short Term Investments
2019-06-30 72.96 0.00 3.44
2019-03-31 72.96 0.00 3.44
2018-12-31 65.50 0.00 2.43
2018-09-30 65.50 0.00 2.43
2018-06-30 65.45 0.00 6.97
2018-03-31 65.45 0.00 6.97
2017-12-31 64.00 0.00 5.50
2017-09-30 64.00 0.00 5.50
2017-06-30 60.39 0.00 5.21
2017-03-31 60.39 0.00 5.21
2016-12-31 52.68 0.00 3.88
2016-09-30 48.78 0.00
2016-06-30 47.51 0.00 3.40
2016-03-31 47.94 0.00
2015-12-31 48.12 0.00 3.39
2015-09-30 49.06 0.00 15.61
2015-06-30 48.07 0.00 6.93
2015-03-31 45.71 0.00 7.44
2014-12-31 44.49 0.00 8.03
2014-09-30 46.62 0.00 12.41
2014-06-30 45.86 0.00 15.67
2014-03-31 64.30 31.29 2.98
2013-12-31 63.48 31.78 3.49
2013-09-30 61.05 29.66 4.40
2013-06-30 66.16 35.09 1.71
2013-03-31 108.56 30.26 18.78
2012-12-31 120.55 30.52 32.00
  • Invalda INVL has no debt.
  • Invalda INVL currently has no debt however we can't compare to 5 years ago as we have no data for that period.
  • Invalda INVL has no debt, it does not need to be covered by operating cash flow.
  • Invalda INVL has no debt, therefore coverage of interest payments is not a concern.
X
Financial health checks
We assess Invalda INVL's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Invalda INVL has a total score of 6/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

Dividends

 What is Invalda INVL's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Invalda INVL dividends.
If you bought €2,000 of Invalda INVL shares you are expected to receive €0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Invalda INVL's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Invalda INVL's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
BST:WTK Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 0 Analyst Estimates (S&P Global) See Below
Europe Diversified Financial Industry Average Dividend Yield Market Cap Weighted Average of 32 Stocks 3%
Germany Market Average Dividend Yield Market Cap Weighted Average of 335 Stocks 2.9%
Germany Minimum Threshold Dividend Yield 10th Percentile 0.7%
Germany Bottom 25% Dividend Yield 25th Percentile 1.3%
Germany Top 25% Dividend Yield 75th Percentile 3.7%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

BST:WTK Past Annualized Dividends Data
Date (Data in €) Dividend per share (annual) Avg. Yield (%)
2010-02-26 0.000 0.000
2009-11-30 0.000 0.000
2009-08-31 0.000 0.000
2009-05-29 0.000 0.000
2009-05-04 0.000 0.000

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Invalda INVL has not reported any payouts.
  • Unable to verify if Invalda INVL's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Invalda INVL's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Invalda INVL has not reported any payouts.
Future Payout to shareholders
  • Insufficient estimate data to determine if a dividend will be paid in 3 years and that it will be sustainable.
X
Income/ dividend checks
We assess Invalda INVL's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.7%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Invalda INVL afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Invalda INVL has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

Management

 What is the CEO of Invalda INVL's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Laura Križinauskiene
CEO Bio

Ms. Laura Križinauskiene serves as Chief Executive Officer and Director at INVL Asset Management. She serves as Chief Executive Officer at Invalda INVL AB.

CEO Compensation
  • Insufficient data for Laura to compare compensation growth.
  • Insufficient data for Laura to establish whether their remuneration is reasonable compared to companies of similar size in Germany.
Management Team Tenure

Average tenure and age of the Invalda INVL management team in years:

7
Average Tenure
48.5
Average Age
  • The average tenure for the Invalda INVL management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

Alvydas Banys

TITLE
Chairman & Advisor
AGE
50

Laura Križinauskiene

TITLE
Chief Executive Officer

Darius Šulnis

TITLE
President & Director
AGE
48
TENURE
6.5 yrs

Raimondas Rajeckas

TITLE
Chief Financial Officer
AGE
42
TENURE
13 yrs

Audrius Matikiunas

TITLE
COO & Head of Legal of Private Equity Investments
TENURE
1.8 yrs

Vaidotas Rukas

TITLE
Chief Investment Officer

Justas Bartašiunas

TITLE
Head of Compliance

Ieva Dunajevaite-Narmontiene

TITLE
Head of Communication

Andrej Cyba

TITLE
Chief Business Development Officer

Indre Mišeikyte

TITLE
Advisor & Director
AGE
49
TENURE
7.5 yrs
Board of Directors

Alvydas Banys

TITLE
Chairman & Advisor
AGE
50
TENURE
6.5 yrs

Darius Šulnis

TITLE
President & Director
AGE
48

Indre Mišeikyte

TITLE
Advisor & Director
AGE
49
Who owns this company?
Recent Insider Trading
  • No 3 month open market individual insider trading information.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price (€) Value (€)
X
Management checks
We assess Invalda INVL's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Invalda INVL has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

News

Simply Wall St News

Company Info

Description

Invalda INVL, AB is a private equity firm specializing in investments in small and middle-market privately-held companies, acquisitions and buyouts in undervalued assets. The firm primarily invests in real estate, agriculture, agricultural land, furniture manufacturing, information technology, banking, and facilities management infrastructure sectors. It seeks to invest in Lithuania, Latvia, European Union, mainly in Western Europe and internationally. It seeks to exercise control or significant influence over target businesses. The firm prefers to exit its investment when the portfolio company has a liquidity event, such as a sale, recapitalization or listing in the stock exchange. Invalda INVL, AB was formerly known as Invalda LT. Invalda INVL, AB was founded in 1991 and is based in Vilnius, Lithuania.

Details
Name: Invalda INVL, AB
WTK
Exchange: BST
Founded: 1991
€74,887,666
11,610,491
Website: http://www.invaldainvl.com
Address: Invalda INVL, AB
Gyneju street 14,
Vilnius,
01109,
Lithuania
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NSEL IVL1L Ordinary Registered Shares OMX Nordic Exchange Vilnius LT EUR 05. Feb 1999
BST WTK Ordinary Registered Shares Boerse-Stuttgart DE EUR 05. Feb 1999
LSE 0IJB Ordinary Registered Shares London Stock Exchange GB EUR 05. Feb 1999
Number of employees
Current staff
Staff numbers
488
Invalda INVL employees.
Industry
Multi-Sector Holdings
Diversified Financials
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/11/19 21:57
End of day share price update: 2019/11/19 00:00
Last earnings filing: 2019/08/30
Last earnings reported: 2019/06/30
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.