Courbet Heritage SA
Courbet Heritage SA operates in the Investment Management & Fund Operators industry, providing banking and investment services to clients, primarily generating revenue through asset management fees and investment income.
Business. Courbet Heritage SA (COUP.EUA) is an investment management and fund operator headquartered in Switzerland. The company operates within the Banking & Investment Services industry, generating revenue primarily through fee-based models. Specific details regarding its operating segments, geographic presence, and primary stock exchange listing are not available in the provided data.
Analyst recommendations
1 analysts · consensus BuyAt a glance
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
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- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
Pre-earnings brief
Signals & dispatch
Composite-score breakdown
Synthesis
Courbet Heritage SA (COUP.EUA) is an investment management and fund operator headquartered in Switzerland. The company operates within the Banking & Investment Services industry, generating revenue primarily through fee-based models. Specific details regarding its operating segments, geographic presence, and primary stock exchange listing are not available in the provided data.
Courbet Heritage SA has a fully diluted share count of 11,497,091 shares, with no difference between basic and diluted shares outstanding, indicating no dilution from stock options or convertible securities. The company's liquidity risk could not be assessed due to the absence of balance-sheet inputs and no going-concern language in source documents.
The company's profitability metrics are not available in the valuation snapshot, and no industry-specific preferred metrics are provided for comparison. Analysts have not issued any buy or hold recommendations, with only one strong buy recommendation and no sell or strong sell ratings. The mean EPS estimate for the next period is -0.03 EUR, compared to the last actual EPS of 0.01 EUR, suggesting a potential earnings contraction.
No segment or geographic revenue breakdown is available in the input data, so it is not possible to assess revenue concentration or geographic exposure. The company's growth trajectory is unclear, as no revenue history or outlook numeric deltas are provided in the input data.
The company's risk assessment indicates a low dilution risk, with no near-term dilution pressure identified. However, the absence of liquidity metrics and the lack of going-concern language in source documents raise concerns about the company's financial stability.
No recent events, such as filings or transcripts, are provided in the input data to inform the company's current strategic or operational developments.
- The company has no difference between basic and diluted shares outstanding, indicating no dilution risk from stock options or convertibles.
- Analysts have issued only one strong buy recommendation, with no buy, hold, sell, or strong sell ratings.
- The mean EPS estimate for the next period is negative, suggesting a potential earnings contraction.
- No liquidity metrics are available, and the company's financial stability is uncertain due to the lack of going-concern language in source documents.
- No segment or geographic revenue breakdown is available, making it difficult to assess revenue concentration or geographic exposure.
Bull / Bear case
Generated · model-assistedCourbet Heritage reported a net income of EUR 66,010 in fiscal year 2025, marking a significant turnaround from previous losses.
Operating income surged to EUR 170,320 in fiscal year 2025, demonstrating improved operational efficiency and profitability compared to prior periods.
Revenue nearly doubled to EUR 1,469,830 in fiscal year 2025, indicating strong top-line growth momentum for the company.
The stock carries a strong buy recommendation from one analyst, suggesting positive sentiment among market observers.
Dilution risk is assessed as low, providing some protection for existing shareholders against equity value erosion.
Long-term debt increased substantially to EUR 19,651,610 in fiscal year 2025, raising concerns about leverage and financial flexibility.
The company reported negative equity of EUR -2,095,630 in the latest period, indicating a technically insolvent balance sheet position.
Gross profit turned negative at EUR -64,500 in fiscal year 2025, signaling deteriorating core product or service margins.
Total assets grew by 48.9% year-over-year, but this expansion is heavily funded by debt rather than retained earnings.
In focus — financials by report
Revenue €1.5M, +84,7% YoY; Operating income +211,5% YoY.
- ▍Revenue €1.5M, +84,7% YoY
- ▍Operating income +211,5% YoY
- ▍Net income +135,7% YoY
- ▍Net margin 4.5%
Revenue €796.0k; Operating income +163,6% YoY.
- ▍Revenue €796.0k
- ▍Operating income +163,6% YoY
- ▍Net income −109,2% YoY
- ▍Net margin -23.2%
Valuation FY
Revenue by segment
Business relationships
Supply chain
Peer comparison
Market position
Stress test
Predictor forecast
| Metric | Our forecast | Guidance | Consensus |
|---|---|---|---|
| EPS | —no estimate | —no estimate | -0,03 |
| Revenue | —no estimate | —no estimate | 13,1M EUR |
| Operating income | —no estimate | —no estimate | 588,000 EUR |
Options
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Consensus distribution
sell-side coverageEstimate revisions
consensus EPS · 26-week trendSell-side observations
Themes
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Corporate actions / M&A
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- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Courbet Heritage SA Market data — financials · 2026-05-27
- Courbet Heritage SA Market data — analyst estimates · 2026-05-27
Ownership & reference
Leadership
- Philippe MamezChairman of the Board, Chief Executive Officer