Warteck Invest AG (FRA:5K4) Shareholder Yield % : 3.91% (As of Dec. 2025)


FRA:5K4 Warteck Invest AG FRA:5K4
66 GF Score
Price €2,080.00
GF Value €2,164.18
! 7 Warning Signs
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What is Warteck Invest AG Shareholder Yield %?

Warteck Invest AG FRA:5K4 -0.95% 66 Shareholder Yield % is 3.91% as of Dec. 2025. GuruFocus rates FRA:5K4 with a GF Score™ of 66/100 and a GF Value™ of €2,164.18. The stock has 7 warning signs investors should review. Among 1,706 Real Estate companies, Warteck Invest AG ranks better than 62.84% on this metric.

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return. As of today, Warteck Invest AG's Shareholder Yield % was 3.91%.


Warteck Invest AG  (FRA:5K4) Shareholder Yield % Explanation

Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."

Shareholder Yield % is calculated by three components: Dividend Yield %, Buyback Yield %, and Net Debt Paydown Yield %.

Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.

Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.

Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.


Warteck Invest AG Shareholder Yield % Related Terms


Warteck Invest AG Shareholder Yield % Historical Data

* Premium members only.

The historical data trend for Warteck Invest AG's Shareholder Yield % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Warteck Invest AG Shareholder Yield % Chart

Warteck Invest AG Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Shareholder Yield %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.23 -0.97 -22.06 -0.29 3.80

Warteck Invest AG Semi-Annual Data
Jun16 Dec16 Jun17 Dec17 Jun18 Dec18 Jun19 Dec19 Jun20 Dec20 Jun21 Dec21 Jun22 Dec22 Jun23 Dec23 Jun24 Dec24 Jun25 Dec25
Shareholder Yield % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -22.06 -38.36 -0.29 16.25 3.80

FRA:5K4 vs CBRE, BEKE, JLL: Shareholder Yield % Comparison

For the Real Estate Services subindustry, Warteck Invest AG's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Warteck Invest AG Shareholder Yield % vs Real Estate Industry

For the Real Estate industry and Real Estate sector, Warteck Invest AG's Shareholder Yield % distribution charts can be found below:

* The bar in red indicates where Warteck Invest AG's Shareholder Yield % falls into.


FRA:5K4
66GF Score
Warteck Invest AG FRA:5K4
Shareholder Yield % is just one metric. See GF Score™, valuation, warning signs, and more.
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Warteck Invest AG Shareholder Yield % Calculation

Warteck Invest AG's Shareholder Yield % for the quarter that ended in Dec. 2025 is calculated as:

Shareholder Yield %=Dividend Yield %+Buyback Yield %+Net Debt Paydown Yield %
=3.60 %+0.00 %+0.17 %
=3.77 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.

Frequently Asked Questions Learn more about Shareholder Yield % →
What does a Shareholder Yield % of 3.91% mean?
Warteck Invest AG (FRA:5K4) has a Shareholder Yield % of 3.91% as of Dec. 2025. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Warteck Invest AG and its competitors. According to the industry distribution chart, Warteck Invest AG ranks #634 out of 1706 companies in the Real Estate industry, placing it in the top 37.2%.
Is Warteck Invest AG's Shareholder Yield % too high?
Warteck Invest AG's current Shareholder Yield % is 3.91%. The Real Estate industry median Shareholder Yield % is 0.37. Warteck Invest AG's value of 3.91% is 971.2% above this industry median. Based on the distribution chart, Warteck Invest AG ranks #634 out of 1706 companies in the Real Estate industry, which is above the industry midpoint. Overall, Warteck Invest AG has a GF Score™ of 66/100, reflecting its overall financial health beyond just this single metric.
How does Warteck Invest AG's Shareholder Yield % compare to CBRE and BEKE?
According to the Real Estate industry distribution chart, Warteck Invest AG ranks #634 out of 1706 companies for Shareholder Yield %. This puts Warteck Invest AG in the upper half of its industry. The industry median Shareholder Yield % is 0.37. Warteck Invest AG's value of 3.91% is 971.2% above this benchmark. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for a Real Estate company?
The median Shareholder Yield % among Real Estate companies is 0.37, based on 1,706 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Warteck Invest AG's current Shareholder Yield % of 3.91% is 971.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Warteck Invest AG and its competitors. For the Real Estate industry, the median Shareholder Yield % is 0.37 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Warteck Invest AG's current Shareholder Yield % is 3.91%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Warteck Invest AG stock overvalued right now?
Warteck Invest AG (FRA:5K4) has a current Shareholder Yield % of 3.91%. The stock's GF Value™ is €2,164.18, compared to a current price of €2,080.00 — trading 3.9% below its estimated fair value. The current Shareholder Yield % is 3.91% and 971.2% above the Real Estate industry median of 0.37. Warteck Invest AG's overall GF Score™ is 66/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Warteck Invest AG (FRA:5K4), the current Shareholder Yield % is 3.91% as of Dec. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Warteck Invest AG (FRA:5K4) Overvalued in 2026?

Based on GuruFocus' analysis, Warteck Invest AG stock appears to be undervalued. The current stock price of €2,080.00 is trading 3.9% below its estimated GF Value™ of €2,164.18.

Key valuation signals for FRA:5K4:

  • Shareholder Yield %: 3.91%
  • GF Value™: €2,164.18 vs. price of €2,080.00 (3.9% below fair value)
  • GF Score™: 66/100 with 7 warning signs
  • Industry Position: 971.2% above the Real Estate median (#634 of 1706)

No single metric tells the full story. See the FRA:5K4 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Warteck Invest AG Business Description

Address Grenzacherstrasse 79, Basel, CHE, 4058
Warteck Invest AG is a real estate company with a portfolio of investment properties. Its portfolio comprises of residential and business properties, Mixed-use properties and development projects mainly in Basel and Zurich area. Its business segments are Commercially used property, Mixedused property, residential properties, and development properties.
66GF Score

Get the complete analysis for FRA:5K4

Shareholder Yield % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€2,080.00
Price
€2,164.18
GF Value