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CPI Europe AG (CPI) Fair Value & Analysis

Real Estate · AT · Market cap €2.1B · ISIN AT0000A21KS2

What is CPI Europe AG really worth?

CE CPI Europe AG CPI · VI
Price€15.52
Fair Value€33.60
Upside+116.5%
Quality65/100

A solid business, trading 54% below our fair value of €33.60.

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Strengths

Highly profitable · 74.2% net margin
Moderate debt · generates free cash flow
Wide moat 70/100

Risks

!Mixed Growth (revenue 3y +24.7 %/yr)
!Mixed vs. peers (8/14)
!Evidence only medium, so the estimate is less certain
!Weak on future: 6 out of 100
!Weak on dividend: 13 out of 100
Evidence: Medium Range €28.96 – €62.73

Fair value as of: Aug 14, 2026

From 11 valuation models · updated 22 days ago

Fair value updated Aug 14, 2026, revised from €34.98 to €33.60 (−3.9%) since Jul 16, 2026. Share price −0.1% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price is below even our cautious bear case (€28.96). The market is more pessimistic than our downside scenario.
  • Solid quality (65/100) at a price below fair value, the discount is the argument here, not the business quality.
  • A fairly wide model range (€28.96 to €62.73) leaves room in how you read the outcome.
  • As a real-estate business, asset- and dividend-based methods carry more weight here than a standard DCF.

Price vs Fair Value (5 years)

€32.35 €10.84 Fair Value €33.60 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 14, 2026.

How to read this chart

60‑month range €10.84 – €32.35 · fair‑value band €28.96 – €62.73 · the €15.52 price screens below the €33.60 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 14, 2026.

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Analysis

CPI Europe AG (CPI) currently trades at €15.52, while our model-based Fair Value estimate is €33.60, implying the stock looks roughly 53.8% undervalued today. The Quality Score stands at 65/100 (solid quality), in the Real Estate sector. Bull case: the Multiples group reads highest at a median of €38.62 per share, and 11 of the 11 models we run sit above the €15.52 price. Bear case: the Asset-Based group reads lowest at €21.65, and 0 of the 11 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, CPI Europe AG generated revenue of €765M at a net margin of 74.1%. Revenue grew 1.5% year over year. It earns a return on equity of 13.4%. Net debt stands at €3.3B. Fundamentals as of Aug 14, 2026

Our scenario range runs from €28.96 (bear case) to €62.73 (bull case); at €15.52, the current price sits below that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 21% below its 52-week high and 6% above its 52-week low, currently below its 200-day average. For context, the median of 10 Real Estate peers we cover trades at −23% fair-value upside, at 116%, CPI screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly €2.52 per share, which is 7.5 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Residual Income €29.11 €33.41 €61.97 70
Growth DCF €12.67 €43.66 €89.64 69
FCF DCF €13.53 €43.07 €104.31 68
All 11 models by family
DCF Models
FCF DCF €13.53 €43.07 €104.31 68
5Y Revenue Exit €8.68 €33.35 €67.97 63
10Y Revenue Exit €9.05 €33.36 €73.15 57
Multiples
P/S Multiple €28.96 €38.62 €48.27 58
P/B Multiple €47.50 €63.33 €79.16 55
EV/EBIT €28.41 €44.90 €61.38 64
EV/Revenue €6.22 €17.91 €29.61 50
Asset-Based
NCAV (Graham) €16.15 €21.65 €32.31 54
Growth DCF
Growth DCF €12.67 €43.66 €89.64 69
Rev-Margin DCF €8.68 €32.49 €65.17 64
Economic Profit
Residual Income €29.11 €33.41 €61.97 70

Widest divergence: Multiples (€38.62) versus Asset-Based (€21.65). Highest evidence: Residual Income (70).

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Key figures & financial health

P/E ratio 3.8
P/S ratio 2.37 P/E × margin
EPS (TTM) €4.11 price ÷ EPS = P/E 3.8
Dividend yield 0.6% payout 2.4%
Net margin 62.7% FY2025
Return on equity 13.4% TTM
More key figures
Profitability
Return on assets (EBIT) 3.3% avg 5y
Operating margin 54.3% TTM
Growth
Revenue (TTM) €764M TTM
Revenue growth (YoY) +1.2% 3y avg +24.7%
EPS growth (YoY) +100%
Balance sheet & cash flow
Free cash flow €361M FY2025
Net debt €3.3B FY2025 · ≈ 9.2 yrs of FCF

Figures from reported company fundamentals · as of Aug 14, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 65/100

Of which business quality 61 · Market factors (momentum, volatility) 45

Profitability 41
Margins and returns on capital today
Quality Growth 53
Are margins and returns improving?
Cashflow 78
Earnings quality: real cash, not paper profit
Fin. Strength 38
Balance sheet, leverage, solvency risk
Investment 91
Disciplined investing over empire-building
Low Volatility 85
Calm price path (market factor)
Momentum 35
Price trend over the last 3–12 months (market factor)
52W Momentum 16
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

CPI Europe AG, together with its subsidiaries, engages in the purchasing, leasing, realization, acquisition, and developing of properties in Austria, Germany, Poland, the Czech Republic, Hungary, Romania, Slovakia, Croatia, Serbia, Slovenia, and Italy. The company manages and develops retail and office properties under the myhive, STOP SHOP, and VIVO!

Full company description

CPI Europe AG, together with its subsidiaries, engages in the purchasing, leasing, realization, acquisition, and developing of properties in Austria, Germany, Poland, the Czech Republic, Hungary, Romania, Slovakia, Croatia, Serbia, Slovenia, and Italy. The company manages and develops retail and office properties under the myhive, STOP SHOP, and VIVO! Brands. Its portfolio includes office buildings, retail and residential properties, and hotels. In addition, the company owns and operates hotels. The company was formerly known as IMMOFINANZ AG and changed its name to CPI Europe AG in March 2025. CPI Europe AG was founded in 1990 and is headquartered in Vienna, Austria.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

CPI Europe AG reported revenue of €820M in FY2025 versus €375M in FY2021, a compound +21.6%/yr. Reported net income was €514M in FY2025, compounding +10.3%/yr from FY2021.

Growth Quality 94/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€820M
Latest YoY
−7.4%
Avg. revenue growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+24.7%
Value creation/yr (5Y) Earnings growth per share (CAGR 5 years, EBIT basis) plus dividend yield: value created per share and year.
+15.8% (15.2 + 0.6)
Revenue +21.6%/yr
FY21 €375M
FY22 €423M
FY23 €797M
FY24 €885M
FY25 €820M
Net income +10.3%/yr
FY21 €347M
FY22 €143M
FY23 −€180M
FY24 €134M
FY25 €514M

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Cite: Fair Value Calculator (2026). "CPI Europe AG Fair Value". https://www.fairvalue-calculator.com/stock/CPI

Peer Group

Real Estate Services · 523 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 66 · Top 25%
Fair Value upside +117% · Top 25%
Return on equity (TTM) 13% · Top 25%
Return on assets 3% · Above median
Net margin (TTM) 74% · Top 25%
Operating margin (TTM) 54% · Top 25%
Revenue growth 1% · Below median
Dividend yield (TTM) 0.6% · Bottom 25%
Debt / equity 0.72× · Higher than median

Valuation Multiples vs Real Estate Services median · lower = cheaper

P/E (TTM) 3.8× · Cheaper than 75% of peers
P/B 0.55× · Cheaper than median
P/S (TTM) 3.18× · Pricier than median
P/FCF 6.7× · Pricier than median
PEG 59.44× · Pricier than 75% of peers

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE100 · sector 30
FUTURE6 · sector 11
PAST53 · sector 17
HEALTH64 · sector 84
DIVIDEND13 · sector 63

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Real Estate Services stocks, each showing price versus our Fair Value estimate (as of Aug 14, 2026).

Stock Price Fair Value vs Fair Value
CBRE Group CBRE $148.74 $69.47 −53%
Vonovia SE VNA €19.85 €36.67 +85%
Cellnex Telecom, S.A CLNX €27.47 €25.46 −7%
KE Holdings BEKE $17.42 $6.57 −62%
Jones Lang LaSalle Incorporated JLL $378.01 $290.25 −23%
Swire Properties Limited 1972 HK$24.84 HK$5.12 −79%
CoStar Group CSGP $32.22 $4.64 −86%
China Resources Mixc Lifestyle Services Limited 1209 HK$39.84 HK$34.95 −12%
CapitaLand Investment Limited 9CI 2.66 SGD 0.4900 SGD −82%
Plaza S.A MALLPLAZA 4,040 CLP 4,571 CLP +13%

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Frequently asked questions

Is CPI Europe AG (CPI) overvalued or undervalued?
As of Aug 14, 2026, our model estimates a fair value of €33.60 versus a price of €15.52, about +116% upside (undervalued).
What is the fair value of CPI?
Our model-based fair value for CPI Europe AG is €33.60 (as of Aug 14, 2026), built from audited fundamentals. The current price: €15.52.
What is the quality score of CPI?
CPI Europe AG has a Quality Score of 65/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of CPI Europe AG (CPI)?
CPI Europe AG reported trailing-twelve-month revenue of about €765M (latest available figure, as of Aug 14, 2026).
What is the net profit margin of CPI?
The net profit margin of CPI Europe AG is about 74.1%, meaning it keeps roughly 74.1% of revenue as net income. Based on the latest reported figures.
Does CPI Europe AG pay a dividend?
CPI Europe AG currently shows a dividend yield of about 0.63% relative to its recent price (as of Aug 14, 2026).
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