Nemetschek SE

Informe acción XTRA:NEM

Capitalización de mercado: €7.4b

Nemetschek Resultados de beneficios anteriores

Pasado controles de criterios 6/6

Nemetschek ha aumentado sus beneficios a una tasa media anual de 11.2%, mientras que los beneficios de la industria de Software han experimentado un crecimiento de 10.4% anual. Los ingresos han ido creciendo a una tasa media de 13.3% al año. La rentabilidad financiera de Nemetschek es de 22.5%, y sus márgenes netos son de 19.1%.

Información clave

11.24%

Tasa de crecimiento de los beneficios

11.24%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 14.88%
Tasa de crecimiento de los ingresos13.32%
Rentabilidad financiera22.55%
Margen neto19.05%
Próxima actualización de resultados30 Jul 2026

Actualizaciones de resultados anteriores recientes

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...
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...

Recent updates

Actualización del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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 del análisis 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...
Artículo de análisis May 22

Does Nemetschek (ETR:NEM) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
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Nuevo análisis 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.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Nemetschek. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

XTRA:NEM Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 261,222233520
31 Dec 251,191217520
30 Sep 251,157204370
30 Jun 251,117188370
31 Mar 251,054178440
31 Dec 24996175440
30 Sep 24924171310
30 Jun 24891177310
31 Mar 24871168310
31 Dec 23852161310
30 Sep 23835148370
30 Jun 23818142370
31 Mar 23814156370
31 Dec 22802162370
30 Sep 22787166290
30 Jun 22753161290
31 Mar 22715148290
31 Dec 21681135290
30 Sep 21654126270
30 Jun 21633117270
31 Mar 21609105270
31 Dec 2059797270
30 Sep 2058899300
30 Jun 20577128300
31 Mar 20574129300
31 Dec 19557127300
30 Sep 19538119380
30 Jun 1951483380
31 Mar 1949080380
31 Dec 1846376380
30 Sep 1843784330
30 Jun 1841881330
31 Mar 1840177330
31 Dec 1739675330
30 Sep 1738353300
30 Jun 1737150300
31 Mar 1735850300
31 Dec 1633947300
30 Sep 1632548270
30 Jun 1631245270
31 Mar 1629739270
31 Dec 1528636270
30 Sep 1527133170
30 Jun 1525233170

Ingresos de calidad: NEM tiene ganancias de alta calidad.

Margen de beneficios creciente: Los actuales márgenes de beneficio (19.1%) de NEM son superiores a los del año pasado (16.9%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de NEM han crecido un 11.2% al año en los últimos 5 años.

Acelerando crecimiento: El crecimiento de los beneficios de NEM en el último año (30.9%) supera su media de 5 años (11.2% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de NEM en el último año (30.9%) superó al de la industria Software 26.7%.


Rentabilidad financiera

Alta ROE: La rentabilidad financiera (22.5%) de NEM se considera alta.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 05:13
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* 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.

AnalistaInstitución
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays
Alice JenningsBarclays