Nemetschek (NEM) Resumen de Acciones
Nemetschek SE ofrece soluciones de software para los mercados de la arquitectura, la ingeniería, la construcción, los medios de comunicación y el entretenimiento en Alemania, el resto de Europa, América, Asia-Pacífico y a escala internacional. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 6/6 |
| Salud financiera | 4/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
No se han detectado riesgos en NEM a partir de nuestros controles de riesgos.
NEM Community Fair Values
Create NarrativeSee what 33 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Nemetschek SE
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | €63.35 |
| Máximo en las últimas 52 semanas | €138.50 |
| Mínimo de 52 semanas | €55.00 |
| Beta | 0.49 |
| Cambio en 1 mes | -5.38% |
| Variación en 3 meses | -6.29% |
| Cambio de 1 año | -46.13% |
| Variación en 3 años | -12.45% |
| Variación en 5 años | 3.58% |
| Variación desde la OPV | 1,097.17% |
Noticias y actualizaciones recientes
Actualización de narrativa • May 02
NEM: Higher P/E Assumptions And Dividend Policy Will Support Future Returns
Nemetschek's analyst fair value target has shifted modestly higher to about €135 from roughly €129, as analysts adjust assumptions around revenue growth, profit margins and future P/E following a mix of recent upgrades and price target cuts across major firms. Analyst Commentary Recent research on Nemetschek reflects a mixed but generally constructive backdrop, with several bullish analysts making supportive calls even as a few firms trim targets or ratings.
Actualización de narrativa • Apr 18
NEM: Premium P/E Will Persist As Profitability Execution Outweighs Rating Cuts
The updated analyst price target for Nemetschek moves to about €96 from roughly €119, as analysts factor in slightly lower projected revenue growth, a modestly higher discount rate, firmer profit margins, and a reduced future P/E, consistent with a recent mix of target cuts and rating changes across major banks. Analyst Commentary Recent research shows a split view on Nemetschek, with several banks cutting price targets while others issue upgrades.Recent updates
Actualización de narrativa • May 02
NEM: Higher P/E Assumptions And Dividend Policy Will Support Future Returns
Nemetschek's analyst fair value target has shifted modestly higher to about €135 from roughly €129, as analysts adjust assumptions around revenue growth, profit margins and future P/E following a mix of recent upgrades and price target cuts across major firms. Analyst Commentary Recent research on Nemetschek reflects a mixed but generally constructive backdrop, with several bullish analysts making supportive calls even as a few firms trim targets or ratings.Actualización de narrativa • Apr 18
NEM: Premium P/E Will Persist As Profitability Execution Outweighs Rating Cuts
The updated analyst price target for Nemetschek moves to about €96 from roughly €119, as analysts factor in slightly lower projected revenue growth, a modestly higher discount rate, firmer profit margins, and a reduced future P/E, consistent with a recent mix of target cuts and rating changes across major banks. Analyst Commentary Recent research shows a split view on Nemetschek, with several banks cutting price targets while others issue upgrades.Actualización de narrativa • Apr 03
NEM: Rebased P E And Dividend Policy Will Support Long Term Returns
Nemetschek's updated analyst price target edges slightly lower to about €129.30, as analysts factor in modest adjustments to long term growth, profitability and P/E assumptions following a mix of recent target cuts and rating upgrades across the Street. Analyst Commentary Recent research shows a split picture on Nemetschek, with some firms trimming price targets while others upgrade their stance.Artículo de análisis • Mar 27
We Think Nemetschek's (ETR:NEM) Solid Earnings Are Understated
Nemetschek SE's ( ETR:NEM ) solid earnings announcement recently didn't do much to the stock price. Our analysis...Actualización de narrativa • Mar 20
NEM: Rebased P E And Dividend Outlook Will Support Long-Term Recurring Revenue
Nemetschek's updated analyst price target has been reduced from about €150 to roughly €130, reflecting lower Street targets from several banks, combined with revised expectations for growth, margins and future P/E levels. Analyst Commentary Recent research shows a mix of caution and optimism around Nemetschek, with several firms cutting price targets while others highlight upside potential and upgrade their stance.Actualización de narrativa • Mar 06
NEM: Recent Upgrades Support Premium P/E On Long-Term Recurring Revenue Expansion
Our analyst price target for Nemetschek remains at €150, as analysts balance slightly higher assumed revenue growth of 17.59% with a lower profit margin assumption of 21.70% and a higher future P/E of 51.33x, in light of recent mixed rating changes and price target adjustments across the Street. Analyst Commentary Recent Street research on Nemetschek has been mixed, with some price target trims sitting alongside fresh upgrades.Actualización de narrativa • Feb 20
NEM: Construction Software Digitization Will Sustain Premium Multiples Despite Mixed Rating Adjustments
The updated analyst price target for Nemetschek edges lower to about €119 per share, as analysts balance slightly adjusted fair value, discount rate and profit margin assumptions with supportive views on the company's long term revenue growth outlook, reflected in recent upgrades and trimmed targets across the Street. Analyst Commentary Recent Street research on Nemetschek reflects a mix of optimism on growth and digital adoption in construction software, alongside some caution around valuation and execution expectations, which together shape the latest price target adjustments.Artículo de análisis • Feb 12
Nemetschek SE (ETR:NEM) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
Nemetschek SE ( ETR:NEM ) shareholders that were waiting for something to happen have been dealt a blow with a 27...
Actualización de narrativa • Feb 06
NEM: Construction Software Adoption Will Drive Future Upside Despite Mixed Bank Views
Analysts have maintained their fair value estimate for Nemetschek at €90. They explain that recent mixed price target changes from banks reflect differing views on the stock's growth profile and appropriate P/E multiple, rather than indicating a clear shift in the underlying outlook.Actualización de narrativa • Jan 23
NEM: Construction Software Exposure Will Drive Future Upside Despite Recent Caution
Narrative Update on Nemetschek Our fair value estimate for Nemetschek has shifted to €90.00 from €83.00, reflecting analyst views that the company is well placed within construction software. This is supported by recent price targets in the €110 to €115 range and expectations for solid growth and margins, despite only modest target trims from some firms.Artículo de análisis • Jan 19
Nemetschek SE's (ETR:NEM) Intrinsic Value Is Potentially 41% Above Its Share Price
Key Insights Nemetschek's estimated fair value is €117 based on 2 Stage Free Cash Flow to Equity Current share price of...Actualización de narrativa • Jan 08
NEM: Construction Software Digitization Will Support Premium Multiples Despite Mixed Rating Signals
Narrative Update The updated analyst price target for Nemetschek edges lower to about €120 from roughly €123, as analysts factor in slightly adjusted fair value, discount rate and P/E assumptions, while still highlighting the company's position in construction software and noting mixed views on the shares. Analyst Commentary Analysts are split on Nemetschek, with views clustering around how much upside remains at current levels versus the execution needed to justify recent valuation assumptions.Artículo de análisis • Jan 05
Nemetschek (ETR:NEM) Could Easily Take On More Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Actualización de narrativa • Dec 24
NEM: Long-Term Construction Software Adoption Will Drive Recurring Revenue Expansion
Nemetschek's analyst fair value estimate has been trimmed from EUR 161 to about EUR 150, as analysts factor in a modestly higher discount rate and slightly slower top line growth, while still highlighting the company's strong positioning in underpenetrated construction software and upward revisions to several Street price targets. Analyst Commentary Bullish analysts continue to emphasize Nemetschek's attractive positioning in construction software, arguing that the company's exposure to an industry with low digital penetration supports a premium growth profile relative to peers.Actualización de narrativa • Dec 10
NEM: Digital Construction Adoption Will Drive Premium Multiples Despite Mixed Near-Term Sentiment
Nemetschek's analyst price target has been trimmed slightly to about EUR 123 from roughly EUR 124 as analysts balance strong growth expectations in construction software, along with recent Buy initiations and upgrades, against a marginally higher discount rate and mixed target revisions. Analyst Commentary Analysts remain divided on Nemetschek's near term valuation, but are broadly constructive on its long term growth profile and strategic positioning within construction software.Artículo de análisis • Dec 08
Getting In Cheap On Nemetschek SE (ETR:NEM) Might Be Difficult
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...Actualización de narrativa • Nov 26
NEM: Digital Construction Penetration Will Drive Sector-Leading Performance Ahead
Nemetschek's fair value price target edged slightly lower from €123.79 to €123.68, as analysts balance optimism about sustained sector-leading growth with a more cautious view in light of recent price target adjustments. Analyst Commentary Recent analyst opinions on Nemetschek reflect a mix of optimism regarding the company’s growth prospects and caution about valuation and market conditions.Actualización de narrativa • Nov 06
NEM: Improved Profit Margins Will Drive Future Value Creation
Nemetschek’s average analyst price target was slightly reduced, decreasing by approximately EUR 0.41 to EUR 123.79. Analysts balanced improved profit margin projections with slightly lower growth expectations and recent adjustments in target prices.Artículo de análisis • Oct 14
Returns At Nemetschek (ETR:NEM) Appear To Be Weighed Down
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Actualización de narrativa • Oct 03
Recurring Subscriptions And International Markets Will Unlock Future Value
Nemetschek's analyst price target has risen by €8 to €125. Analysts cite improved outlook and diminishing prior concerns to support the upgrade.Artículo de análisis • Oct 01
Calculating The Fair Value Of Nemetschek SE (ETR:NEM)
Key Insights The projected fair value for Nemetschek is €110 based on 2 Stage Free Cash Flow to Equity Current share...Artículo de análisis • Sep 04
Does Nemetschek (ETR:NEM) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Artículo de análisis • Aug 22
Is Nemetschek (ETR:NEM) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Artículo de análisis • Aug 08
We Like Nemetschek's (ETR:NEM) Earnings For More Than Just Statutory Profit
The market seemed underwhelmed by last week's earnings announcement from Nemetschek SE ( ETR:NEM ) despite the healthy...Actualización de narrativa • Aug 07
Recurring Subscriptions And International Markets Will Unlock Future Value
With no significant changes in discount rate or future P/E, Nemetschek’s fair value assessment has remained stable, with the consensus analyst price target unchanged at €124.15. What's in the News Nemetschek is actively seeking acquisitions, focusing on complementing its product offerings, particularly in AI, and has recently acquired Manufacton (DfMA AI software) and Xinaps (clash detection SaaS).Artículo de análisis • Aug 04
Nemetschek SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Nemetschek SE ( ETR:NEM ) just released its latest quarterly results and things are looking bullish. The company beat...Artículo de análisis • Jul 02
The Returns At Nemetschek (ETR:NEM) Aren't Growing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Artículo de análisis • Jun 18
Are Nemetschek SE (ETR:NEM) Investors Paying Above The Intrinsic Value?
Key Insights Nemetschek's estimated fair value is €100 based on 2 Stage Free Cash Flow to Equity Current share price of...
Nueva narrativa • Nov 13
The Company's SaaS Revolution And Global Expansion Promise Thriving Growth In Construction Tech
Transitioning to a SaaS model is driving strong recurring revenue growth and positively impacting revenue and cash flow.Rentabilidad de los accionistas
| NEM | DE Software | Mercado DE | |
|---|---|---|---|
| 7D | 5.7% | 5.4% | 3.2% |
| 1Y | -46.1% | -41.5% | 2.5% |
Rentabilidad vs. Industria: Los resultados de NEM fueron inferiores a los de la industria German Software, que obtuvo un rendimiento del -41.5% el año pasado.
Rentabilidad vs. Mercado: NEM obtuvo unos resultados inferiores a los del mercado German, que fueron del 2.5% el año pasado.
Volatilidad de los precios
| NEM volatility | |
|---|---|
| NEM Average Weekly Movement | 6.8% |
| Software Industry Average Movement | 6.4% |
| Market Average Movement | 6.1% |
| 10% most volatile stocks in DE Market | 13.6% |
| 10% least volatile stocks in DE Market | 2.7% |
Precio estable de las acciones: NEM no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.
Volatilidad a lo largo del tiempo: La volatilidad semanal de NEM (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1963 | 4,089 | Yves Padrines | www.nemetschek.com |
Nemetschek SE ofrece soluciones de software para los mercados de la arquitectura, la ingeniería, la construcción, los medios de comunicación y el entretenimiento en Alemania, el resto de Europa, América, Asia-Pacífico y a escala internacional. Opera a través de cuatro segmentos: Diseño, Construcción, Gestión y Medios. El segmento de Diseño ofrece soluciones de software principalmente bajo las marcas Allplan, Graphisoft, Solibri, Precast, Vectorworks, SCIA, dRofus, Frilo y RISA para arquitectos, diseñadores, ingenieros, ingenieros estructurales, planificadores especializados y paisajistas, así como promotores y contratistas generales.
Resumen de fundamentos de Nemetschek SE
| Estadísticas fundamentales de NEM | |
|---|---|
| Capitalización bursátil | €7.32b |
| Beneficios(TTM) | €232.73m |
| Ingresos (TTM) | €1.22b |
31.4x
Ratio precio-beneficio (PE)6.0x
Ratio precio-ventas (PS)¿Está NEM sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de NEM | |
|---|---|
| Ingresos | €1.22b |
| Coste de los ingresos | €515.77m |
| Beneficio bruto | €705.74m |
| Otros gastos | €473.02m |
| Beneficios | €232.73m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Jul 30, 2026
| Beneficios por acción (BPA) | 2.02 |
| Margen bruto | 57.78% |
| Margen de beneficio neto | 19.05% |
| Ratio deuda/patrimonio | 28.5% |
¿Cómo se ha desempeñado NEM a largo plazo?
Ver rendimiento histórico y comparativaDividendos
1.1%
Rentabilidad actual por dividendo34%
Ratio de pagos¿Paga NEM dividendos fiables?
Ver historial de dividendos e índices de referencia de NEM| fechas de dividendos de Nemetschek | |
|---|---|
| Fecha ex dividendo | May 22 2026 |
| Fecha de pago de dividendos | May 27 2026 |
| Días hasta ex dividendo | 1 day |
| Días hasta la fecha de pago de dividendos | 4 days |
¿Paga NEM dividendos fiables?
Ver historial de dividendos e índices de referencia de NEMAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/22 01:30 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Nemetschek SE está cubierta por 30 analistas. 14 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Sven Merkt | Barclays |
| Alice Jennings | Barclays |