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Deutsche Beteiligungs AG (XTRA:DBAN)

DE000A1TNUT7

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For every stock, we judge its performance against its peers and rank it on a scale of 1 to 100. The higher the rank, the better the stock performs than its peers. And, we do this for six investment strategies:
Value - shows how good of a value the stock is. Green is "inexpensive"; red is "expensive".

Growth - shows a company's growth potential. Green is "high growth" expected; red is "tough times ahead".

Safety - relates to the amount of debt a company has. Green is low debt level; red is high debt level.

Combined Financial - this isn't an average of the first three ranks but rather a consolidated view across several financial indicators. Green = good; red = tread carefully.

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Deutsche Beteiligungs AG stock research in summary

dbag.com

ANALYSIS: With an Obermatt Combined Rank of 55 (better than 55% compared with investment alternatives), Deutsche Beteiligungs AG (Asset Management & Custody, Germany) shares have above-average financial characteristics compared with similar stocks. Shares of Deutsche Beteiligungs AG are a good value (attractively priced) with a consolidated Value Rank of 85 (better than 85% of alternatives), are safely financed (Safety Rank of 53, which means low debt burdens), but show below-average growth (Growth Rank of 47). ...read more

RECOMMENDATION: A Combined Rank of 55, is a buy recommendation based on Deutsche Beteiligungs AG's financial characteristics. As the company Deutsche Beteiligungs AG's key financial metrics exhibit good value (Obermatt Value Rank of 85) but low growth (Obermatt Growth Rank of 47) while being safely financed (Obermatt Safety Rank of 53), it may be a safer investment because companies with low debt can better withstand times of crises. Yet the good value, better than 85% of comparable companies, may also indicate that the company's future is challenging. If you believe that low growth is temporary or just due to a specific current event, you may conclude that the good value of the stock provides an attractive investment opportunity and the downside is limited due to below-average financing risks. Obermatt Premium subscribers can further check the stock’s Sentiment Ranks, which also flow into the Obermatt 360° View for investors. ...read more

Latest Obermatt Ranks


360° View^new
Sentiment Rank^new
Value Rank	85
Growth Rank	47
Safety Rank	53
Combined Rank	55

Country	Germany
Industry	Asset Management & Custody
Index	SDAX
Size class	Small

27-Feb-2025. Stock data may be delayed. Log in or sign up to get the most recent research.

Further information

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Review the performance ranks of the individual metrics that form each investment strategy.

Research History: Deutsche Beteiligungs AG

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	91	84	83	85
GROWTH
GROWTH	39	61	39	47
SAFETY
SAFETY	48	48	53	53
SENTIMENT
SENTIMENT	83	42	37	^new
360° VIEW
360° VIEW	87	98	23	^new

Most recent update of the stock research: 27-Feb-2025. Financial reporting date used for calculating ranks: 30-Sep-2024. Stock research history is based on the Obermatt Method. The higher the rank, the better Deutsche Beteiligungs AG is in the corresponding investment strategy.
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Combined financial peformance in Detail

RESEARCH HISTORY	2022	2023	2024	2025
VALUE
VALUE	91	84	83	85
GROWTH
GROWTH	39	61	39	47
SAFETY
SAFETY	48	48	53	53
COMBINED
COMBINED	78	78	55	55

Last update of combined financial performance: 12-Dec-2024. Stock analysis on combined financial performance: The higher the rank of Deutsche Beteiligungs AG the better the performance.

Value Metrics in Detail

ANALYSIS: With an Obermatt Value Rank of 85 (better than 85% compared with alternatives) for 2024, Deutsche Beteiligungs AG shares are significantly less expensive than comparable stocks. The Value Rank is based on consolidating four value indicators, with half of the indicators below and half above average for Deutsche Beteiligungs AG. Price-to-Profit (also referred to as price-earnings, P/E) is 93 which means that the stock price compared with what market professionals expect for future profits is lower than for 93% of comparable companies, indicating a good value concerning Deutsche Beteiligungs AG's profit levels. The same is valid for Price-to-Book Capital (also referred to as market-to-book ratio) with a Price-to-Book Rank of 94, which means that the stock price is lower as regards to invested capital than for 94% of comparable investments. On the other hand, Price-to-Sales is less favorable than for 52% of alternatives (only 48% of peers have an even less favorable ratio). The same is valid for dividend yield, which is lower than for 52% of comparable companies, making the stock more expensive compared with the company's expected dividend payouts. ...read more

RECOMMENDATION: The overall picture with a consolidated Value Rank of 85, is a buy recommendation based on Deutsche Beteiligungs AG's stock price compared with the company's operational size and dividend yields. This is a puzzling picture, because it means that profits are high while dividends are low. Since the stock price is low compared with invested capital but high concerning expected revenues, the company has more invested capital than peers for generating the same amount of revenue. Since profits are higher, it could be a "cash cow" situation (using the classic Boston Consulting Group or BCG matrix naming convention) where the company is on a downward trend, still living from the profits of past products. As the company pays low dividends, it may harbor the opinion that a turnaround is possible, and it rather invests the cash than distribute it to shareholders through dividends, thus sealing the company's fate early. Any investment optimism should only be a buy trigger once thorough research is completed. We recommend further analyzing the stock with Obermatt’s Value, Safety, and Sentiment Ranks, including the 360° View, before making an investment decision, which is especially important in this case, as the financial indicators are inconclusive. ...read more

VALUE METRICS	2022	2023	2024	2025
PRICE VS. REVENUES (P/S)
PRICE VS. REVENUES (P/S)	34	48	49	48
PRICE VS. PROFITS (P/E)
PRICE VS. PROFITS (P/E)	97	97	93	93
PRICE VS. CAPITAL (Market-to-Book)
PRICE VS. CAPITAL (Market-to-Book)	85	94	94	94
DIVIDEND YIELD
DIVIDEND YIELD	54	28	45	48
CONSOLIDATED RANK: VALUE
CONSOLIDATED RANK: VALUE	91	84	83	85

Last update of Value Rank: 27-Feb-2025. Stock analysis on value ratios: The higher the rank, the lower the value ratio of Deutsche Beteiligungs AG; except for dividend yield where the rank is higher, the higher the yield.

Growth Metrics in Detail

ANALYSIS: With an Obermatt Growth Rank of 47 (better than 47% compared with alternatives), Deutsche Beteiligungs AG shows a below-average growth dynamic in its industry. There is limited momentum in this company. The Growth Rank is based on consolidating four value indicators, with half of the indicators below and half above average for Deutsche Beteiligungs AG. Sales Growth has a rank of 75, which means that, currently, professionals expect the company to grow more than 75% of its competitors. Profit Growth with a rank of 52 is also above average. But Capital Growth has only a rank of 30, and Stock Returns with 17 are also below-average. Stock returns for Deutsche Beteiligungs AG have recently been below 83% of alternative investments. ...read more

RECOMMENDATION: The overall picture with a consolidated Growth Rank of 47, is a hold recommendation for growth and momentum investors. Are investors forecasting troubles based on the lack of operating investment activity at the company? This could be one explanation as to why stock returns are low. But stock returns can also be the result of correcting an error in the past, in this case, an overly optimistic outlook on the future, which is now more realistic. The Value Ranks may confirm such a picture. The more important growth indicators are revenues and profits, which are both above average for Deutsche Beteiligungs AG. This is a positive sign from the company's operational side and may give investors courage, despite the poor recent stock price performance. While momentum is a popular investment factor, the value aspect might be the more important one, in the longer term. We recommend analyzing the stock with the Obermatt Value, Safety, and Sentiment Ranks to arrive at a 360° View of the stock purchase case, especially since the growth performance is mixed here. ...read more

GROWTH METRICS	2022	2023	2024	2025
REVENUE GROWTH
REVENUE GROWTH	93	74	74	75
PROFIT GROWTH
PROFIT GROWTH	4	18	55	52
CAPITAL GROWTH
CAPITAL GROWTH	26	79	20	30
STOCK RETURNS
STOCK RETURNS	51	51	13	17
CONSOLIDATED RANK: GROWTH
CONSOLIDATED RANK: GROWTH	39	61	39	47

Last update of Growth Rank: 27-Feb-2025. Stock analysis on growth metrics: The higher the rank, the higher the growth and returns of Deutsche Beteiligungs AG.

Safety Metrics in Detail

ANALYSIS: With an Obermatt Safety Rank of 53 (better than 53% compared with alternatives), the company Deutsche Beteiligungs AG has financing practices on the safer side, which mean that their overall debt burden is lower than average. This doesn't mean that the business of Deutsche Beteiligungs AG is safe, it only means that the company is on the safer side regarding possible bankruptcy, assuming that public reporting is correct. The Safety Rank is based on consolidating three financing indicators, with two out of three indicators above-average for Deutsche Beteiligungs AG. Refinancing is at 53, meaning the portion of the debt that is about to be refinanced is below average. It has less debt in the refinancing stage than 53% of its competitors. Liquidity is also good at 79, meaning the company generates more profit to service its debt than 79% of its competitors. This indicates that the company is safer when it comes to debt service. However, Leverage is rather large at 39, which means the company has an above-average debt-to-equity ratio. It has more debt than 61% of its competitors. ...read more

RECOMMENDATION: With a consolidated Safety Rank of 53 (better than 53% compared with alternatives), Deutsche Beteiligungs AG has a financing structure that is safer than that of its competitors. This is not bad if things go well. The higher debt level means better returns to shareholders if things go well. Many top-performing companies operate with higher debt levels, and Deutsche Beteiligungs AG could be in that group. But if you expect the environment to turn rougher, the higher leverage could become a problem. The same is valid if you expect interest rates to rise. That could squeeze shareholder returns, which so far have benefitted from better conditions. In the long-term, investors may have a debt challenge with Deutsche Beteiligungs AG and should also compare Obermatt’s Value, Growth, and Sentiment Ranks before making a decision. ...read more

SAFETY METRICS	2022	2023	2024	2025
LEVERAGE
LEVERAGE	89	85	39	39
REFINANCING
REFINANCING	23	25	53	53
LIQUIDITY
LIQUIDITY	71	71	79	79
CONSOLIDATED RANK: SAFETY
CONSOLIDATED RANK: SAFETY	48	48	53	53

Last update of Safety Rank: 12-Dec-2024. Stock analysis on safety metrics: The higher the rank, the lower the leverage of Deutsche Beteiligungs AG and the more cash is available to service its debt.

Sentiment Metrics in Detail

SENTIMENT	2022	2023	2024	2025
ANALYST OPINIONS
ANALYST OPINIONS	n/a	100	97	^new
OPINIONS CHANGE
OPINIONS CHANGE	79	6	50	^new
PRO HOLDINGS
PRO HOLDINGS	65	29	32	^new
MARKET PULSE
MARKET PULSE	16	56	15	^new
CONSOLIDATED RANK: SENTIMENT
CONSOLIDATED RANK: SENTIMENT	83	42	37	^new

Last update of Sentiment Rank: 27-Feb-2025. Stock analysis on sentiment metrics: The higher the rank, the more positive the sentiment for Deutsche Beteiligungs AG.
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