Neinor Homes, S.A.

BME:HOME Rapport sur les actions

Capitalisation boursière : €1.6b

Neinor Homes Résultats passés

Passé contrôle des critères 3/6

Les bénéfices de Neinor Homes ont diminué à un taux annuel moyen de -3.4%, tandis que le secteur Consumer Durables a vu ses bénéfices augmenter de en baisse à 3.4% par an. Les revenus ont augmenté de en baisse à un taux moyen de 9.7% par an. Le rendement des capitaux propres de Neinor Homes est 8.8% et ses marges nettes sont de 17.5%.

Informations clés

-3.41%

Taux de croissance des bénéfices

-4.56%

Taux de croissance du BPA

Consumer Durables Croissance de l'industrie9.93%
Taux de croissance des recettes-9.73%
Rendement des fonds propres8.83%
Marge nette17.49%
Prochaine mise à jour des résultats27 Jul 2026

Mises à jour récentes des performances passées

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...

Recent updates

Mise à jour du récit Jun 07

HOME: CEO Transition And Share Buybacks Will Support Future Repricing

Analysts have kept their price target for Neinor Homes steady at €20.61, pointing to slightly higher projected revenue growth of 28.31% and a modestly lower profit margin of 11.08%, along with a small change in the assumed discount rate and future P/E multiple. What's in the News The Board has approved a CEO succession plan.
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...
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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...

Ventilation des recettes et des dépenses

Comment Neinor Homes gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

BME:HOME Recettes, dépenses et bénéfices (EUR Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
31 Dec 25705123590
30 Sep 2558489550
30 Jun 2546355910
31 Mar 2547559890
31 Dec 2448762470
30 Sep 2453479620
30 Jun 2458196780
31 Mar 2458693800
31 Dec 2359191830
30 Sep 2364293770
30 Jun 2355463880
31 Mar 2356965650
31 Dec 2276396680
30 Sep 2292296980
30 Jun 2298096510
31 Mar 221,0961261080
31 Dec 21914103640
30 Sep 21874106790
30 Jun 21795108690
31 Mar 2162576610
31 Dec 2057370570
30 Sep 2044360480
30 Jun 2042760500
31 Mar 2047965500
31 Dec 1948964540
30 Sep 1946677480
30 Jun 1946467590
31 Mar 1942156510
31 Dec 1838046610
30 Sep 18207-26610
30 Jun 18172-15450
31 Mar 18167-26580
31 Dec 17220-26620
30 Jun 17234-29550
31 Dec 162291390
30 Sep 16242-31460
30 Jun 16255-62530
31 Mar 16256-72440
31 Dec 15257-82350

Des revenus de qualité: HOME a un important ponctuel gain de €89.2M impactant ses 12 derniers mois de résultats financiers à 31st December, 2025.

Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de HOME sont plus élevées que l'année dernière HOME. (17.5%) sont plus élevées que l'année dernière (12.7%).


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: Les bénéfices de HOME ont diminué de 3.4% par an au cours des 5 dernières années.

Accélération de la croissance: La croissance des bénéfices de HOME au cours de l'année écoulée ( 98.8% ) dépasse sa moyenne sur 5 ans ( -3.4% par an).

Bénéfices par rapport au secteur d'activité: La croissance des bénéfices HOME au cours de l'année écoulée ( 98.8% ) a dépassé celle du secteur Consumer Durables 6.9%.


Rendement des fonds propres

ROE élevé: Le retour sur capitaux propres de HOME ( 8.8% ) est considéré comme faible.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/06/17 12:18
Cours de l'action en fin de journée2026/06/17 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

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.

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