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Neinor Homes Community
BME:HOME Community
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Neinor Homes
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Neinor Homes
A_
A_Stricek
Community Contributor
Smart move , buying counterpart Aedas Homes for a good price.
The Public Purchase Offer against Aedas Homes will bouilt a giant on its area of bussiness. The fact that both companies perform a similar ( not same) bussiness and that Neinor preffer to keep doing both ways makes the adquisition a very smart move.
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€18.30
FV
2.2% undervalued
intrinsic discount
19.42%
Revenue growth p.a.
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about 2 months ago
author updated this narrative
Neinor Homes
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Spanish Housing Demand And AEDAS Integration Will Unlock Lasting Potential
Key Takeaways Structural housing shortages, favorable macro trends, and disciplined pricing position the company for robust demand, top-line growth, and margin expansion. Scalable, capital-light growth model and strong institutional investment access drive high returns, recurring revenues, and efficient capital recycling.
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€18.73
FV
4.4% undervalued
intrinsic discount
13.16%
Revenue growth p.a.
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about 5 hours ago
author updated this narrative
Your Valuation for
HOME
HOME
Neinor Homes
Your Fair Value
€
Current Price
€17.90
48.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-62m
980m
2015
2018
2021
2024
2025
2027
2030
Revenue €717.3m
Earnings €86.0m
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