Neinor Homes, S.A.

BME:HOME Lagerbericht

Marktkapitalisierung: €1.6b

Neinor Homes Management

Management Kriterienprüfungen 2/4

Neinor Homes CEO ist Francisco de Garcia-Egotxeaga Vergara , ernannt in Apr 2019, hat eine Amtszeit von 7.08 Jahren. Die jährliche Gesamtvergütung beträgt €2.95M , bestehend aus 22.5% Gehalt und 77.5% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.1% der Aktien des Unternehmens, im Wert von €1.61M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 7.1 Jahre bzw. 7.1 Jahre.

Wichtige Informationen

Francisco de Garcia-Egotxeaga Vergara

Geschäftsführender

€2.9m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts22.48%
Amtszeit als Geschäftsführer7.1yrs
Eigentum des Geschäftsführers0.1%
Durchschnittliche Amtszeit des Managements7.1yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder7.1yrs

Jüngste Management Updates

Recent updates

Narrativ-Update May 08

HOME: CEO Succession And Buyback Plan Will Support Future Repricing

Analysts have slightly raised their price target for Neinor Homes to €20.61 from €20.51, reflecting updated views on discount rate assumptions, revenue growth and profit margin expectations. What's in the News The Board has approved an orderly CEO succession plan, with current CEO Borja García-Egotxeaga set to step down at the end of 2026 after eight years leading the company.
Narrativ-Update Apr 22

HOME: Buyback Plan And 2026 To 2027 EPS Outlook Will Support Repricing

Analysts have trimmed their price target for Neinor Homes from €21.03 to €20.51. This reflects updated assumptions that pair higher projected revenue growth and profit margins with a lower expected future P/E multiple.
Narrativ-Update Apr 07

HOME: Share Buyback And EPS Focus Will Support Bullish Repricing

Analysts have trimmed their price target for Neinor Homes slightly to about €21.03 from about €21.06. This reflects updated views on the company's revenue growth outlook, margin profile and future P/E assumptions.
Narrativ-Update Mar 24

HOME: Stable Margins And Rich P/E Multiple Will Support Bullish Repricing

Analysts have kept their fair value estimate for Neinor Homes steady at €21.06 per share, citing largely unchanged assumptions on revenue trends, profit margins and future P/E, with only a small adjustment to the discount rate. Valuation Changes Fair Value Estimate held steady at €21.06 per share, reflecting unchanged assumptions for the core valuation drivers.
Narrativ-Update Mar 07

HOME: Higher Margin Outlook And P/E Multiple Will Support Bullish Repricing

Analysts have lifted their price target for Neinor Homes from about €19.91 to roughly €21.06, reflecting updated views that factor in a higher discount rate, a modest improvement in profit margins and a higher assumed future P/E multiple despite lower expected revenue growth. Valuation Changes Fair Value: the updated company fair value estimate has risen slightly from about €19.91 to roughly €21.06 per share.
Narrativ-Update Feb 19

HOME: Slightly Lower Discount Rate And P/E Assumptions Will Support Stable Outlook

Analysts have trimmed their price target for Neinor Homes slightly from about €20.01 to €19.91, reflecting updated assumptions on the discount rate and a lower future P/E multiple, while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: trimmed slightly from €20.01 to about €19.91, a reduction of roughly 0.5%.
Narrativ-Update Feb 05

HOME: Slightly Firmer Margins And P/E Assumptions Will Support Stable Outlook

Analysts have slightly increased their price target for Neinor Homes to €20.01 from €19.91, reflecting small adjustments in their fair value analysis as they balance slightly softer revenue growth assumptions with marginally firmer profit margin and future P/E estimates. Valuation Changes Fair Value: updated slightly higher from €19.91 to €20.01.
Narrativ-Update Jan 22

HOME: Follow On Equity Offering And Slight Model Tweaks Will Guide Steady Outlook

Analysts have nudged their price target for Neinor Homes slightly lower to €19.91 from €20.06, reflecting updated fair value estimates using a modestly higher discount rate and small tweaks to long term revenue growth, profit margin and future P/E assumptions. What's in the News Neinor Homes completed a follow-on equity offering totaling €139.999989 million, issuing 8,900,190 new common shares at €15.73 each (Key Developments).
Narrativ-Update Jan 07

HOME: Follow On Equity Offering Will Support Steady Long Term Outlook

Analysts have kept their fair value estimate for Neinor Homes steady at €20.06 per share, with only marginal adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, resulting in an unchanged price target. What's in the News Neinor Homes completed a follow on equity offering totaling €139.999989 million in new capital (Key Developments).
Narrativ-Update Dec 22

HOME: Share Sale And Planned Acquisition Will Shape Steady Long-Term Outlook

Analysts have raised their price target on Neinor Homes slightly to €20.06 from €20.06, citing marginal improvements in discount rate assumptions and a steadier outlook for long term earnings multiples. What's in the News Completed a follow on equity offering of approximately €140 million through the sale of 8,900,190 common shares at €15.73 per share, structured as a subsequent direct listing (Key Developments).
Narrativ-Update Dec 08

HOME: Share Sale And Potential Acquisition Will Shape Balanced Long-Term Outlook

Analysts have trimmed their price target on Neinor Homes slightly to €20.06 from €20.09, citing marginally lower fair value and discount rate assumptions while keeping growth and profitability expectations effectively unchanged. What's in the News Neinor Homes has completed a follow on equity offering of approximately €140 million through the sale of 8,900,190 common shares at €15.73 per share, structured as a subsequent direct listing (Key Developments).
Narrativ-Update Nov 23

HOME: Share Sale Completion And Major Acquisition Plan Will Lift Long-Term Value

Analysts have raised their price target for Neinor Homes from €19.58 to €20.09, citing updated fair value estimates. This change is balanced against a slightly higher discount rate and projections for lower profit margins ahead.
Analyseartikel Oct 30

What Neinor Homes, S.A.'s (BME:HOME) P/E Is Not Telling You

Neinor Homes, S.A.'s ( BME:HOME ) price-to-earnings (or "P/E") ratio of 30.8x might make it look like a strong sell...
Narrativ-Update Oct 21

Analysts Lift Neinor Homes Price Target as Profit Margins Improve Amid Strategic Developments

Analysts have raised their price target for Neinor Homes from €18.73 to €19.58. They cite improved profit margins, despite slightly moderated revenue growth forecasts and a modestly higher discount rate.
Analyseartikel Oct 01

Is Neinor Homes, S.A. (BME:HOME) Expensive For A Reason? A Look At Its Intrinsic Value

Key Insights The projected fair value for Neinor Homes is €13.18 based on 2 Stage Free Cash Flow to Equity Neinor...
Analyseartikel Jul 13

Optimistic Investors Push Neinor Homes, S.A. (BME:HOME) Shares Up 27% But Growth Is Lacking

Neinor Homes, S.A. ( BME:HOME ) shareholders have had their patience rewarded with a 27% share price jump in the last...
Analyseartikel Jun 18

Neinor Homes (BME:HOME) Has A Pretty Healthy Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analyseartikel May 18

Capital Allocation Trends At Neinor Homes (BME:HOME) Aren't Ideal

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel Apr 30

An Intrinsic Calculation For Neinor Homes, S.A. (BME:HOME) Suggests It's 48% Undervalued

Key Insights The projected fair value for Neinor Homes is €29.25 based on 2 Stage Free Cash Flow to Equity Neinor Homes...
Analyseartikel Mar 07

Neinor Homes' (BME:HOME) Shareholders Have More To Worry About Than Only Soft Earnings

Neinor Homes, S.A.'s ( BME:HOME ) recent weak earnings report didn't cause a big stock movement. However, we believe...
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Neues Narrativ Mar 02

New Investments And Asset Optimization Will Expand Future Opportunities

Joint ventures and strategic investments aim to significantly expand Neinor's asset base and enhance future revenue and earnings potential.
Analyseartikel Jan 14

Neinor Homes (BME:HOME) May Have Issues Allocating Its Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Analyseartikel Dec 16

These 4 Measures Indicate That Neinor Homes (BME:HOME) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel Sep 10

Neinor Homes, S.A.'s (BME:HOME) Price Is Right But Growth Is Lacking

With a price-to-earnings (or "P/E") ratio of 10.9x Neinor Homes, S.A. ( BME:HOME ) may be sending bullish signals at...
Analyseartikel Jun 06

Neinor Homes (BME:HOME) Is Looking To Continue Growing Its Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel May 03

Here's Why Neinor Homes (BME:HOME) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Nov 11

Returns At Neinor Homes (BME:HOME) Are On The Way Up

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Aug 31

Neinor Homes, S.A.'s (BME:HOME) Intrinsic Value Is Potentially 62% Above Its Share Price

Key Insights Using the Dividend Discount Model, Neinor Homes fair value estimate is €14.79 Neinor Homes is estimated to...
Analyseartikel Mar 01

Does Neinor Homes (BME:HOME) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Jan 08

Investors Will Want Neinor Homes' (BME:HOME) Growth In ROCE To Persist

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analyseartikel Oct 14

Neinor Homes (BME:HOME) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Francisco de Garcia-Egotxeaga Vergara im Vergleich zu den Einnahmen von Neinor Homes verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Dec 31 2025€3m€663k

€123m

Sep 30 2025n/an/a

€89m

Jun 30 2025n/an/a

€55m

Mar 31 2025n/an/a

€59m

Dec 31 2024€2m€663k

€62m

Sep 30 2024n/an/a

€79m

Jun 30 2024n/an/a

€96m

Mar 31 2024n/an/a

€93m

Dec 31 2023€2m€663k

€91m

Sep 30 2023n/an/a

€93m

Jun 30 2023n/an/a

€63m

Mar 31 2023n/an/a

€65m

Dec 31 2022€1mn/a

€96m

Vergütung im Vergleich zum Markt: Francisco deDie Gesamtvergütung ($USD3.43M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt Spanish ($USD1.68M).

Entschädigung vs. Einkommen: Francisco deDie Bezüge der Mitarbeiter sind im vergangenen Jahr um mehr als 20 % gestiegen.


Geschäftsführer

Francisco de Garcia-Egotxeaga Vergara (58 yo)

7.1yrs
Amtszeit
€2,949,000
Vergütung

Mr. Francisco de Borja Garcia-Egotxeaga Vergara serves as its Chief Executive Officer and Executive Directorat Neinor Homes, S.A. since April 08, 2019. and was General Operations Director from April 2018 u...


Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7.1yrs€2.95m0.10%
€ 1.6m
Jordi Argemí García
Deputy CEO & CFO11.3yrskeine Datenkeine Daten
Fernando de Dueñas
Chief Operating Officer6.9yrskeine Datenkeine Daten
Mario Lapiedra Vivanco
Chief Investment Officerno datakeine Datenkeine Daten
Jose Cravo
Chief Investor Relations Officerno datakeine Datenkeine Daten
Álvaro Herranz
Governanceno datakeine Datenkeine Daten
David Segado
Chief Legal Officer & Vicesecretary of the Board of Directors2.3yrskeine Datenkeine Daten
Silvia Gonzalez
Marketing Directorno datakeine Datenkeine Daten
Gabriel Sánchez Cassinello
Chief Business Officer11.1yrskeine Datenkeine Daten
Jorge Pepa
Chief Development Officer2.3yrskeine Datenkeine Daten
Silvia López Jiménez
Secretary of the Board of Directors7.3yrskeine Datenkeine Daten
7.1yrs
Durchschnittliche Betriebszugehörigkeit

Erfahrenes Management: Das Managementteam von HOME ist erfahren und erfahren (durchschnittliche Amtszeit von 7.1 Jahren).


Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7.1yrs€2.95m0.10%
€ 1.6m
Ricardo Martí Fluxá
Independent Non-Executive Chairman9.2yrs€182.50kkeine Daten
Aref Lahham
Proprietary Director6.4yrskeine Datenkeine Daten
Alfonso Rodes Vila
Independent Director9.2yrs€128.00kkeine Daten
Anna-Maria Birulés Bertrán
Independent Director9.2yrs€140.00k0%
€ 0
Andreas Segal
Independent Director7.3yrs€129.50k0.020%
€ 315.8k
Juan José Pepa
Proprietary Director4.1yrskeine Datenkeine Daten
Fanny Kindler
Proprietary Directorless than a yearkeine Datenkeine Daten
Maria Pico
Proprietary Directorless than a yearkeine Datenkeine Daten
7.1yrs
Durchschnittliche Betriebszugehörigkeit
60yo
Durchschnittliches Alter

Erfahrener Vorstand: HOMEDie Vorstandsmitglieder gelten als erfahren (7.1 Jahre durchschnittliche Amtszeit).


Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/21 12:44
Aktienkurs zum Tagesende2026/05/21 00:00
Gewinne2025/12/31
Jährliche Einnahmen2025/12/31

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.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* 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

Neinor Homes, S.A. wird von 13 Analysten beobachtet. 6 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.

AnalystEinrichtung
Ignacio RomeroBanco de Sabadell. S.A.
Mariano Miguel HidalgoBanco Santander
Celine HuynhBarclays