Warteck Invest Delivers 24% Total Shareholder Return in 2024, Outpacing Market#

On June 30, 2025, Simply Wall St reported that Warteck Invest AG (VTX) achieved a 24% total shareholder return (TSR) over the past year, surpassing the Swiss market’s 0.2% return. Despite a 20% share price increase, the stock has faced a 8.6% decline over three years, prompting a closer look at its performance and potential investment opportunities.

Performance Highlights#

One-Year Gains: Warteck Invest’s share price rose 20% in the last year, with a TSR of 24% when including reinvested dividends. This outperforms the Swiss market’s 0.2% average return, highlighting the stock’s strength in a challenging market.
Earnings Growth: The company’s earnings per share (EPS) grew by 27% over the same period, outpacing the share price increase, suggesting the market may be undervaluing Warteck Invest’s improved fundamentals, potentially presenting a buying opportunity.
Longer-Term Context: Despite recent gains, the stock is down 8.6% over three years, and its five-year annualized TSR is only 3%, indicating inconsistent performance. This contrast suggests recent improvements in business fundamentals.

Key Investment Considerations#

Dividends’ Role: The 24% TSR reflects the significant contribution of dividends, which boosted returns beyond the 20% share price growth. Warteck Invest’s consistent dividend payments enhance its appeal for income-focused investors.
Market Perception: The gap between the 27% EPS growth and 20% share price increase indicates market caution, possibly due to broader economic concerns or company-specific risks, as noted by Simply Wall St’s identification of two warning signs, one of which is significant.
Fundamental Analysis: Investors are encouraged to assess Warteck Invest’s revenue growth potential and management alignment, as insider ownership can signal confidence. The company’s recent bottom-line improvements suggest a strengthening business, but long-term sustainability requires further scrutiny.

Risks and Opportunities#

Risks: Two identified warning signs, including one deemed significant, suggest potential challenges, such as operational or financial risks. The stock’s 8.6% three-year decline and broader market uncertainties, including economic slowdowns, could impact future performance.
Opportunities: The 27% EPS growth and undervaluation relative to earnings suggest Warteck Invest could be a compelling investment if fundamentals continue to improve. The company’s outperformance of the Swiss market and dividend contributions offer upside for patient investors, particularly if revenue growth aligns with analyst expectations.

Conclusion#

Warteck Invest AG’s 24% TSR in 2024, driven by a 20% share price increase and dividends, marks a strong recovery from its 8.6% three-year decline, outperforming the Swiss market’s 0.2% return. The 27% EPS growth suggests market undervaluation, presenting a potential opportunity, though investors must weigh two noted risks. By focusing on fundamentals like earnings and revenue potential, and monitoring management alignment, investors can better assess Warteck Invest’s long-term value in a volatile market.