Heidelberg Materials Zukünftiges Wachstum
Future Kriterienprüfungen 1/6
Heidelberg Materials wird ein jährliches Gewinn- und Umsatzwachstum von 9.4% bzw. 4.5% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 9.8% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 12.5% betragen.
Wichtige Informationen
9.4%
Wachstumsrate der Gewinne
9.84%
EPS-Wachstumsrate
| Basic Materials Gewinnwachstum | 17.2% |
| Wachstumsrate der Einnahmen | 4.5% |
| Zukünftige Eigenkapitalrendite | 12.47% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 17 Apr 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analysts Have Made A Financial Statement On Heidelberg Materials AG's (ETR:HEI) Interim Report
Aug 04
Recent updates
HEI: Medium Term Margin Conviction Will Drive Re Rating Potential
Narrative Update on Heidelberg Materials The analyst price target for Heidelberg Materials has remained at €225.74, with recent research citing mixed moves in individual broker targets and a wave of upgrades as analysts reassess the stock following the recent selloff. Analyst Commentary Recent research on Heidelberg Materials reflects a mix of optimism and caution, with several firms adjusting ratings and price targets following the recent selloff and reassessments of valuation and execution risks.HEI: Medium Term Margin Conviction Will Shape Future Upside Potential
Heidelberg Materials' analyst price target has edged up to about €226, with analysts highlighting adjusted assumptions on discount rates, revenue growth, profit margins and future P/E multiples, following a mix of target changes and upgrades across recent research. Analyst Commentary Bullish Takeaways Bullish analysts are raising or reiterating price targets in the €220 range and above, which signals confidence that the current valuation still leaves room for upside if execution on earnings and cash flow meets expectations.
HEI: Upgraded Ratings And Earnings Quality Will Support Future Re Rating
Analysts have trimmed the fair value estimate for Heidelberg Materials from €300 to €285 as slightly higher discount rate assumptions and a lower future P/E multiple offset modestly stronger views on revenue growth and profit margins, in line with mixed recent price target revisions and upgrades from the Street. Analyst Commentary Recent Street research on Heidelberg Materials reflects a generally constructive tone, with several bullish analysts shifting their stance more positively even as some price targets are adjusted lower.
HEI: Recent Rating Upgrades And Trimmed Expectations Will Likely Restrain Returns
Analysts have trimmed their fair value estimate for Heidelberg Materials by about €0.88 to €156.11, reflecting recent price target cuts on the stock even as some firms have upgraded their rating and still view the latest share pullback as overdone. Analyst Commentary Recent research points to a more mixed backdrop for Heidelberg Materials, with some firms trimming their fair value assumptions even when reiterating relatively constructive stances on the stock.HEI: Upgraded Rating And Stable Fair Value Will Support Re Rating
Analysts have trimmed their average price target on Heidelberg Materials from €239 to €220, citing what they see as an overdone share price selloff while still maintaining a constructive view on the company. Analyst Commentary Bullish Takeaways Bullish analysts have shifted to a more positive stance on Heidelberg Materials with an upgrade to a Buy rating, signalling increased confidence in the shares at current levels.HEI: Higher Required Return And P/E Outlook Will Support Re Rating
Analysts are maintaining their €300.00 price target for Heidelberg Materials, citing only small adjustments to discount rate, revenue growth, profit margin and future P/E assumptions in their models. Valuation Changes Fair Value: €300.00 fair value estimate is unchanged, indicating no shift in the overall price target.HEI: Higher Discount Rate And Rich P/E Will Likely Cap Upside
Analysts have kept their price target for Heidelberg Materials steady at €156.99, with small tweaks to the discount rate, a revenue growth outlook of 5.56% and a future P/E of 12.58x to reflect updated views on the company’s risk profile and earnings potential. Valuation Changes Fair Value: Model fair value remains unchanged at €156.99.HEI: Richer P/E Assumptions Will Likely Limit Long Term Upside Potential
Analysts have lifted their price target for Heidelberg Materials from €146.80 to €157.00. This reflects updated assumptions on revenue growth, profit margins and the future P/E multiple.HEI: Higher Multiple Outlook Will Support More Constructive Future Re Rating
Analysts have raised their price target on Heidelberg Materials from €240 to €300, citing higher expected growth. They see this as supporting a higher future P/E multiple, even with more conservative margin assumptions and a slightly higher discount rate.Heidelberg Materials AG's (ETR:HEI) Shareholders Might Be Looking For Exit
Dec 29HEI: Future Margin Pressures May Cap Upside Despite Recent Optimism
Analysts have raised their price target for Heidelberg Materials from about EUR 121 to approximately EUR 147, citing expectations that the company's higher growth and improving profitability will support a higher earnings multiple. Analyst Commentary Recent Street research has highlighted a more constructive stance on Heidelberg Materials, with some major houses citing stronger growth prospects and room for the valuation multiple to expand.Is It Too Late To Consider Buying Heidelberg Materials AG (ETR:HEI)?
Dec 16HEI: Higher Multiple Outlook And Cyclical Risks Will Shape Future Opportunity
Analysts have raised their price target on Heidelberg Materials from EUR 214.01 to EUR 224.67, citing expectations that the company’s higher growth will support a stronger valuation multiple. Analyst Commentary Recent research highlights that bullish analysts are turning more positive on Heidelberg Materials as they factor in stronger growth prospects and potential for multiple expansion.We Like These Underlying Return On Capital Trends At Heidelberg Materials (ETR:HEI)
Dec 03HEI: Upgraded Growth Outlook And Acquisition Activity Will Shape Future Opportunity
Analysts have raised their price target for Heidelberg Materials from €188 to €230, citing stronger growth prospects and improved profit margins as supporting factors for the upgrade. Analyst Commentary Recent research has highlighted a shift in sentiment toward Heidelberg Materials, with valuation and growth expectations playing central roles in the latest assessment.HEI: Future Profit Margins And Potential Acquisitions Will Shape Risk And Opportunity
The analyst price target for Heidelberg Materials has increased slightly to €210.29 from €210.55. Analysts cite improved revenue growth projections and expanding profit margins as factors supporting a higher stock valuation.Upgraded Outlook and Market Opportunities Will Drive Long-Term Share Price Gains
Narrative Update on Heidelberg Materials Analysts have raised their price target for Heidelberg Materials from €204.16 to €210.55, citing improved growth outlook and expectations for higher valuation multiples. Analyst Commentary Recent assessments by bullish analysts have provided further insight into Heidelberg Materials’ prospects, with both optimistic and cautious points coming to the forefront as they evaluated the company’s execution and valuation trajectory.Emerging Markets And Green Construction Will Create Long-Term Value
Analysts have raised their price target for Heidelberg Materials to approximately EUR 204 from about EUR 201, citing expectations of higher growth that could support an improved stock multiple. Analyst Commentary Analyst perspectives on Heidelberg Materials highlight both opportunities for continued growth and potential risks that could impact valuation and performance.Emerging Markets And Green Construction Will Create Long-Term Value
The slight increase in Heidelberg Materials' future P/E ratio despite a modest decline in expected revenue growth suggests improved market sentiment or confidence in profitability, leading to a higher consensus price target, which has risen from €195.16 to €200.62. What's in the News Heidelberg Materials is among the bidders for NCC AB's aggregates, asphalt, and paving business, currently valued at up to $1 billion, with the sale process advancing to the next round of bidding.Emerging Markets And Green Construction Will Create Long-Term Value
The modest increase in Heidelberg Materials' consensus analyst price target is primarily underpinned by a slightly higher forward P/E multiple, reflecting improved earnings expectations, raising fair value from €191.28 to €195.16. Valuation Changes Summary of Valuation Changes for Heidelberg Materials The Consensus Analyst Price Target has risen slightly from €191.28 to €195.16.At €197, Is Heidelberg Materials AG (ETR:HEI) Worth Looking At Closely?
Sep 03These 4 Measures Indicate That Heidelberg Materials (ETR:HEI) Is Using Debt Reasonably Well
Aug 19Analysts Have Made A Financial Statement On Heidelberg Materials AG's (ETR:HEI) Interim Report
Aug 04Heidelberg Materials (ETR:HEI) Is Looking To Continue Growing Its Returns On Capital
Jul 31Getting In Cheap On Heidelberg Materials AG (ETR:HEI) Might Be Difficult
Jun 25Heidelberg Materials' (ETR:HEI) Dividend Will Be Increased To €3.30
May 10Heidelberg Materials AG's (ETR:HEI) CEO Compensation Is Looking A Bit Stretched At The Moment
May 09
Sustainability Projects And Calculated Moves Fuel Exciting Growth And Margin Expansion
Transformation initiatives and sustainability projects are set to improve margins, revenues, and earnings through cost efficiencies and eco-friendly strategies.Gewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 24,509 | 2,817 | 2,713 | 4,083 | 14 |
| 12/31/2027 | 23,413 | 2,576 | 2,450 | 3,794 | 17 |
| 12/31/2026 | 22,190 | 2,296 | 2,328 | 3,672 | 18 |
| 12/31/2025 | 21,552 | 1,985 | 1,840 | 3,255 | N/A |
| 9/30/2025 | 21,603 | 1,922 | 1,867 | 3,273 | N/A |
| 6/30/2025 | 21,654 | 1,860 | 1,894 | 3,291 | N/A |
| 3/31/2025 | 21,452 | 1,803 | 1,858 | 3,261 | N/A |
| 12/31/2024 | 21,251 | 1,746 | 1,822 | 3,232 | N/A |
| 9/30/2024 | 21,020 | 1,800 | 1,897 | 3,234 | N/A |
| 6/30/2024 | 20,790 | 1,854 | 1,972 | 3,236 | N/A |
| 3/31/2024 | 21,024 | 1,943 | 1,924 | 3,221 | N/A |
| 12/31/2023 | 21,259 | 2,032 | 1,876 | 3,205 | N/A |
| 9/30/2023 | 21,474 | 1,933 | 1,546 | 2,894 | N/A |
| 6/30/2023 | 21,689 | 1,834 | 1,217 | 2,583 | N/A |
| 3/31/2023 | 21,428 | 1,720 | 1,151 | 2,502 | N/A |
| 12/31/2022 | 21,166 | 1,606 | 1,085 | 2,420 | N/A |
| 9/30/2022 | 20,482 | 1,593 | 776 | 2,266 | N/A |
| 6/30/2022 | 19,798 | 1,581 | 467 | 2,112 | N/A |
| 3/31/2022 | 19,293 | 1,693 | 676 | 2,254 | N/A |
| 12/31/2021 | 18,787 | 1,805 | 885 | 2,396 | N/A |
| 9/30/2021 | 18,569 | 1,802 | 1,493 | 2,728 | N/A |
| 6/30/2021 | 18,350 | 1,800 | 2,101 | 3,061 | N/A |
| 3/31/2021 | 18,006 | -133 | 2,080 | 3,044 | N/A |
| 12/31/2020 | 17,662 | -2,067 | 2,058 | 3,027 | N/A |
| 9/30/2020 | 17,587 | -2,246 | 2,075 | 3,251 | N/A |
| 6/30/2020 | 17,953 | -2,212 | 1,664 | 2,788 | N/A |
| 3/31/2020 | 18,433 | -544 | 1,574 | 2,726 | N/A |
| 12/31/2019 | 18,914 | 1,123 | 1,484 | 2,664 | N/A |
| 9/30/2019 | 19,043 | 1,010 | N/A | 2,457 | N/A |
| 6/30/2019 | 18,921 | 999 | N/A | 2,185 | N/A |
| 3/31/2019 | 19,119 | 1,289 | N/A | 2,655 | N/A |
| 12/31/2018 | 18,139 | 1,157 | N/A | 1,968 | N/A |
| 9/30/2018 | 17,725 | 1,116 | N/A | 1,827 | N/A |
| 6/30/2018 | 17,390 | 1,053 | N/A | 1,942 | N/A |
| 3/31/2018 | 17,194 | 1,022 | N/A | 1,831 | N/A |
| 12/31/2017 | 17,351 | 969 | N/A | 2,038 | N/A |
| 9/30/2017 | 17,317 | 852 | N/A | 1,816 | N/A |
| 6/30/2017 | 17,230 | 687 | N/A | 1,529 | N/A |
| 3/31/2017 | 16,194 | 648 | N/A | 1,650 | N/A |
| 12/31/2016 | 15,242 | 660 | N/A | 1,874 | N/A |
| 9/30/2016 | 14,385 | 823 | N/A | 1,675 | N/A |
| 6/30/2016 | 13,468 | 934 | N/A | 1,678 | N/A |
| 3/31/2016 | 13,528 | 884 | N/A | 1,561 | N/A |
| 12/31/2015 | 13,532 | 836 | N/A | 1,449 | N/A |
| 9/30/2015 | 13,454 | 881 | N/A | 1,365 | N/A |
| 6/30/2015 | 13,338 | 781 | N/A | 1,384 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: HEIDas prognostizierte Gewinnwachstum (9.4% pro Jahr) liegt über der Sparquote (1.9%).
Ertrag vs. Markt: HEIDie Erträge des Unternehmens (9.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt German (16.3% pro Jahr).
Hohe Wachstumserträge: HEIDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: HEIDie Einnahmen des Unternehmens (4.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt German (6.4% pro Jahr).
Hohe Wachstumseinnahmen: HEIDie Einnahmen des Unternehmens (4.5% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: HEIDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (12.5%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/05 08:02 |
| Aktienkurs zum Tagesende | 2026/05/05 00:00 |
| Gewinne | 2025/12/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Heidelberg Materials AG wird von 34 Analysten beobachtet. 18 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Gerhard Schwarz | Baader Helvea Equity Research |
| Tom Zhang | Barclays |
| Harry Goad | Berenberg |