Neinor Homes Croissance future
Future contrôle des critères 2/6
Neinor Homes devrait augmenter ses bénéfices et son chiffre d'affaires de 8.9% et de 12.2% par an respectivement. Le BPA devrait croître de de 7.7% par an. Le rendement des capitaux propres devrait être 16.9% dans 3 ans.
Informations clés
8.9%
Taux de croissance des bénéfices
7.65%
Taux de croissance du BPA
| Consumer Durables croissance des bénéfices | 19.7% |
| Taux de croissance des recettes | 12.2% |
| Rendement futur des capitaux propres | 16.87% |
| Couverture par les analystes | Good |
| Dernière mise à jour | 08 May 2026 |
Mises à jour récentes de la croissance future
Recent updates
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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%.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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).Mise à jour du récit • 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.Article d’analyse • 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...Mise à jour du récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...
Nouveau récit • 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.Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Article d’analyse • 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...Prévisions de croissance des bénéfices et des revenus
| Date | Recettes | Les revenus | Flux de trésorerie disponible | Cash from Op | Moy. Nombre d'analystes |
|---|---|---|---|---|---|
| 12/31/2028 | 1,454 | 163 | 304 | 354 | 4 |
| 12/31/2027 | 1,574 | 163 | 279 | 372 | 3 |
| 12/31/2026 | 1,794 | 136 | 326 | 378 | 5 |
| 12/31/2025 | 705 | 123 | 210 | 211 | N/A |
| 9/30/2025 | 584 | 89 | 137 | 138 | N/A |
| 6/30/2025 | 463 | 55 | 63 | 66 | N/A |
| 3/31/2025 | 475 | 59 | 82 | 84 | N/A |
| 12/31/2024 | 487 | 62 | 101 | 103 | N/A |
| 9/30/2024 | 534 | 79 | 113 | 114 | N/A |
| 6/30/2024 | 581 | 96 | 126 | 126 | N/A |
| 3/31/2024 | 586 | 93 | 68 | 68 | N/A |
| 12/31/2023 | 591 | 91 | 10 | 11 | N/A |
| 9/30/2023 | 642 | 93 | 56 | 60 | N/A |
| 6/30/2023 | 554 | 63 | -20 | -20 | N/A |
| 3/31/2023 | 569 | 65 | 0 | 3 | N/A |
| 12/31/2022 | 763 | 96 | 170 | 173 | N/A |
| 9/30/2022 | 922 | 96 | 284 | 284 | N/A |
| 6/30/2022 | 980 | 96 | 272 | 277 | N/A |
| 3/31/2022 | 1,096 | 126 | 415 | 416 | N/A |
| 12/31/2021 | 914 | 103 | 224 | 225 | N/A |
| 9/30/2021 | 874 | 106 | -5 | 234 | N/A |
| 6/30/2021 | 795 | 108 | 267 | 268 | N/A |
| 3/31/2021 | 625 | 76 | 109 | 110 | N/A |
| 12/31/2020 | 573 | 70 | 134 | 135 | N/A |
| 9/30/2020 | 443 | 60 | 50 | 51 | N/A |
| 6/30/2020 | 427 | 60 | 63 | 64 | N/A |
| 3/31/2020 | 479 | 65 | 121 | 123 | N/A |
| 12/31/2019 | 489 | 64 | 144 | 146 | N/A |
| 9/30/2019 | 466 | 77 | N/A | 177 | N/A |
| 6/30/2019 | 464 | 67 | N/A | 140 | N/A |
| 3/31/2019 | 421 | 56 | N/A | 137 | N/A |
| 12/31/2018 | 380 | 46 | N/A | 91 | N/A |
| 9/30/2018 | 207 | -26 | N/A | -53 | N/A |
| 6/30/2018 | 172 | -15 | N/A | -139 | N/A |
| 3/31/2018 | 167 | -26 | N/A | -227 | N/A |
| 12/31/2017 | 220 | -26 | N/A | -186 | N/A |
| 6/30/2017 | 234 | -29 | N/A | -115 | N/A |
| 12/31/2016 | 229 | 1 | N/A | 31 | N/A |
| 9/30/2016 | 242 | -31 | N/A | 6 | N/A |
| 6/30/2016 | 255 | -62 | N/A | -19 | N/A |
| 3/31/2016 | 256 | -72 | N/A | -34 | N/A |
| 12/31/2015 | 257 | -82 | N/A | -50 | N/A |
Prévisions de croissance des analystes
Taux de revenus par rapport au taux d'épargne: La croissance des bénéfices prévue de HOME ( 8.9% par an) est supérieure au taux d'épargne ( 2.7% ).
Bénéfices vs marché: Les bénéfices de HOME ( 8.9% par an) devraient croître plus lentement que le marché Spanish ( 11.6% par an).
Croissance élevée des bénéfices: Les bénéfices de HOME devraient augmenter, mais pas de manière significative.
Chiffre d'affaires vs marché: Le chiffre d'affaires de HOME ( 12.2% par an) devrait croître plus rapidement que le marché Spanish ( 6.4% par an).
Croissance élevée des revenus: Le chiffre d'affaires de HOME ( 12.2% 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 HOME devrait être faible dans 3 ans ( 16.9 %).
Découvrir les entreprises en croissance
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 00:08 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2025/12/31 |
| Revenus annuels | 2025/12/31 |
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.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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
Neinor Homes, S.A. est couverte par 13 analystes. 6 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.
| Analyste | Institution |
|---|---|
| Ignacio Romero | Banco de Sabadell. S.A. |
| Mariano Miguel Hidalgo | Banco Santander |
| Celine Huynh | Barclays |