Heidelberg Materials AG

XTRA:HEI Rapport sur les actions

Capitalisation boursière : €30.4b

Heidelberg Materials Croissance future

Future contrôle des critères 1/6

Heidelberg Materials devrait augmenter ses bénéfices et son chiffre d'affaires de 9% et de 4.3% par an respectivement. Le BPA devrait croître de de 9.8% par an. Le rendement des capitaux propres devrait être 12.4% dans 3 ans.

Informations clés

9.0%

Taux de croissance des bénéfices

9.80%

Taux de croissance du BPA

Basic Materials croissance des bénéfices17.8%
Taux de croissance des recettes4.3%
Rendement futur des capitaux propres12.44%
Couverture par les analystes

Good

Dernière mise à jour21 May 2026

Mises à jour récentes de la croissance future

Article d’analyse Aug 04

Analysts Have Made A Financial Statement On Heidelberg Materials AG's (ETR:HEI) Interim Report

Last week saw the newest half-yearly earnings release from Heidelberg Materials AG ( ETR:HEI ), an important milestone...

Recent updates

Mise à jour du récit May 04

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.
Mise à jour du récit Apr 20

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.
Mise à jour du récit Apr 06

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.
Mise à jour du récit Mar 23

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.
Mise à jour du récit Mar 09

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.
Mise à jour du récit Feb 23

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.
Mise à jour du récit Feb 09

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.
Mise à jour du récit Jan 25

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.
Mise à jour du récit Jan 11

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.
Article d’analyse Dec 29

Heidelberg Materials AG's (ETR:HEI) Shareholders Might Be Looking For Exit

Heidelberg Materials AG's ( ETR:HEI ) price-to-earnings (or "P/E") ratio of 21x might make it look like a sell right...
Mise à jour du récit Dec 25

HEI: 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.
Article d’analyse Dec 16

Is It Too Late To Consider Buying Heidelberg Materials AG (ETR:HEI)?

Let's talk about the popular Heidelberg Materials AG ( ETR:HEI ). The company's shares saw a decent share price growth...
Mise à jour du récit Dec 11

HEI: 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.
Article d’analyse Dec 03

We Like These Underlying Return On Capital Trends At Heidelberg Materials (ETR:HEI)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Mise à jour du récit Nov 27

HEI: 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.
Mise à jour du récit Nov 11

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.
Mise à jour du récit Oct 28

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.
Mise à jour du récit Oct 14

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.
Mise à jour du récit Sep 18

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.
Mise à jour du récit Sep 03

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.
Article d’analyse Sep 03

At €197, Is Heidelberg Materials AG (ETR:HEI) Worth Looking At Closely?

Heidelberg Materials AG ( ETR:HEI ) saw a decent share price growth of 14% on the XTRA over the last few months. The...
Article d’analyse Aug 19

These 4 Measures Indicate That Heidelberg Materials (ETR:HEI) Is Using Debt Reasonably Well

XTRA:HEI 1 Year Share Price vs Fair Value Explore Heidelberg Materials's Fair Values from the Community and select...
Article d’analyse Aug 04

Analysts Have Made A Financial Statement On Heidelberg Materials AG's (ETR:HEI) Interim Report

Last week saw the newest half-yearly earnings release from Heidelberg Materials AG ( ETR:HEI ), an important milestone...
Article d’analyse Jul 31

Heidelberg Materials (ETR:HEI) 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...
Article d’analyse Jun 25

Getting In Cheap On Heidelberg Materials AG (ETR:HEI) Might Be Difficult

There wouldn't be many who think Heidelberg Materials AG's ( ETR:HEI ) price-to-earnings (or "P/E") ratio of 19.2x is...
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Nouveau récit Nov 10

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.

Prévisions de croissance des bénéfices et des revenus

XTRA:HEI - Estimations futures des analystes et données financières antérieures (EUR Millions )
DateRecettesLes revenusFlux de trésorerie disponibleCash from OpMoy. Nombre d'analystes
12/31/202824,5032,8062,6184,08714
12/31/202723,4182,5612,3503,79817
12/31/202622,0642,3132,2003,63716
12/31/202521,5521,9851,8403,255N/A
9/30/202521,6031,9221,8673,273N/A
6/30/202521,6541,8601,8943,291N/A
3/31/202521,4521,8031,8583,261N/A
12/31/202421,2511,7461,8223,232N/A
9/30/202421,0201,8001,8973,234N/A
6/30/202420,7901,8541,9723,236N/A
3/31/202421,0241,9431,9243,221N/A
12/31/202321,2592,0321,8763,205N/A
9/30/202321,4741,9331,5462,894N/A
6/30/202321,6891,8341,2172,583N/A
3/31/202321,4281,7201,1512,502N/A
12/31/202221,1661,6061,0852,420N/A
9/30/202220,4821,5937762,266N/A
6/30/202219,7981,5814672,112N/A
3/31/202219,2931,6936762,254N/A
12/31/202118,7871,8058852,396N/A
9/30/202118,5691,8021,4932,728N/A
6/30/202118,3501,8002,1013,061N/A
3/31/202118,006-1332,0803,044N/A
12/31/202017,662-2,0672,0583,027N/A
9/30/202017,587-2,2462,0753,251N/A
6/30/202017,953-2,2121,6642,788N/A
3/31/202018,433-5441,5742,726N/A
12/31/201918,9141,1231,4842,664N/A
9/30/201919,0431,010N/A2,457N/A
6/30/201918,921999N/A2,185N/A
3/31/201919,1191,289N/A2,655N/A
12/31/201818,1391,157N/A1,968N/A
9/30/201817,7251,116N/A1,827N/A
6/30/201817,3901,053N/A1,942N/A
3/31/201817,1941,022N/A1,831N/A
12/31/201717,351969N/A2,038N/A
9/30/201717,317852N/A1,816N/A
6/30/201717,230687N/A1,529N/A
3/31/201716,194648N/A1,650N/A
12/31/201615,242660N/A1,874N/A
9/30/201614,385823N/A1,675N/A
6/30/201613,468934N/A1,678N/A
3/31/201613,528884N/A1,561N/A
12/31/201513,532836N/A1,449N/A
9/30/201513,454881N/A1,365N/A
6/30/201513,338781N/A1,384N/A

Prévisions de croissance des analystes

Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de HEI ( 9% par an) est supérieure au taux d'épargne ( 1.9% ).

Bénéfices vs marché: Les bénéfices de HEI ( 9% par an) devraient croître plus lentement que le marché German ( 16.9% par an).

Croissance élevée des bénéfices: Les bénéfices de HEI devraient augmenter, mais pas de manière significative.

Chiffre d'affaires vs marché: Le chiffre d'affaires de HEI ( 4.3% par an) devrait croître plus lentement que le marché de German ( 6.8% par an).

Croissance élevée des revenus: Le chiffre d'affaires de HEI ( 4.3% par an) devrait croître plus lentement que 20% par an.


Prévisions de croissance du bénéfice par action


Rendement futur des capitaux propres

ROE futur: Le retour sur capitaux propres de HEI devrait être faible dans 3 ans ( 12.4 %).


Découvrir les entreprises en croissance

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/21 01:39
Cours de l'action en fin de journée2026/05/21 00:00
Les revenus2025/12/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Heidelberg Materials AG est couverte par 34 analystes. 17 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Gerhard SchwarzBaader Helvea Equity Research
Tom ZhangBarclays
Harry GoadBerenberg