Nemetschek Performance degli utili passati
Criteri Il passato verificati 6/6
Nemetschek ha registrato una crescita degli utili a un tasso medio annuo di 11.2%, mentre il settore Software ha registrato utili in crescita a un tasso medio annuo di 10.4%. I ricavi sono stati in crescita a un tasso medio annuo di 13.3%. Il ritorno sul capitale proprio di Nemetschek è 22.5% e ha margini netti di 19.1%.
Informazioni chiave
11.24%
Tasso di crescita degli utili
11.24%
Tasso di crescita dell'EPS
| Software Crescita del settore | 14.88% |
| Tasso di crescita dei ricavi | 13.32% |
| Rendimento del capitale proprio | 22.55% |
| Margine netto | 19.05% |
| Prossimo aggiornamento sugli utili | 30 Jul 2026 |
Aggiornamenti sulle prestazioni recenti
Articolo di analisi • 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...Articolo di analisi • 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
Aggiornamento dell'analisi • 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.
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...
Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Aggiornamento dell'analisi • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Aggiornamento dell'analisi • 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).Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • May 08
Nemetschek SE's (ETR:NEM) P/E Is Still On The Mark Following 26% Share Price Bounce
Nemetschek SE ( ETR:NEM ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
Nuova analisi • 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.Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Nemetschek guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,222 | 233 | 52 | 0 |
| 31 Dec 25 | 1,191 | 217 | 52 | 0 |
| 30 Sep 25 | 1,157 | 204 | 37 | 0 |
| 30 Jun 25 | 1,117 | 188 | 37 | 0 |
| 31 Mar 25 | 1,054 | 178 | 44 | 0 |
| 31 Dec 24 | 996 | 175 | 44 | 0 |
| 30 Sep 24 | 924 | 171 | 31 | 0 |
| 30 Jun 24 | 891 | 177 | 31 | 0 |
| 31 Mar 24 | 871 | 168 | 31 | 0 |
| 31 Dec 23 | 852 | 161 | 31 | 0 |
| 30 Sep 23 | 835 | 148 | 37 | 0 |
| 30 Jun 23 | 818 | 142 | 37 | 0 |
| 31 Mar 23 | 814 | 156 | 37 | 0 |
| 31 Dec 22 | 802 | 162 | 37 | 0 |
| 30 Sep 22 | 787 | 166 | 29 | 0 |
| 30 Jun 22 | 753 | 161 | 29 | 0 |
| 31 Mar 22 | 715 | 148 | 29 | 0 |
| 31 Dec 21 | 681 | 135 | 29 | 0 |
| 30 Sep 21 | 654 | 126 | 27 | 0 |
| 30 Jun 21 | 633 | 117 | 27 | 0 |
| 31 Mar 21 | 609 | 105 | 27 | 0 |
| 31 Dec 20 | 597 | 97 | 27 | 0 |
| 30 Sep 20 | 588 | 99 | 30 | 0 |
| 30 Jun 20 | 577 | 128 | 30 | 0 |
| 31 Mar 20 | 574 | 129 | 30 | 0 |
| 31 Dec 19 | 557 | 127 | 30 | 0 |
| 30 Sep 19 | 538 | 119 | 38 | 0 |
| 30 Jun 19 | 514 | 83 | 38 | 0 |
| 31 Mar 19 | 490 | 80 | 38 | 0 |
| 31 Dec 18 | 463 | 76 | 38 | 0 |
| 30 Sep 18 | 437 | 84 | 33 | 0 |
| 30 Jun 18 | 418 | 81 | 33 | 0 |
| 31 Mar 18 | 401 | 77 | 33 | 0 |
| 31 Dec 17 | 396 | 75 | 33 | 0 |
| 30 Sep 17 | 383 | 53 | 30 | 0 |
| 30 Jun 17 | 371 | 50 | 30 | 0 |
| 31 Mar 17 | 358 | 50 | 30 | 0 |
| 31 Dec 16 | 339 | 47 | 30 | 0 |
| 30 Sep 16 | 325 | 48 | 27 | 0 |
| 30 Jun 16 | 312 | 45 | 27 | 0 |
| 31 Mar 16 | 297 | 39 | 27 | 0 |
| 31 Dec 15 | 286 | 36 | 27 | 0 |
| 30 Sep 15 | 271 | 33 | 17 | 0 |
| 30 Jun 15 | 252 | 33 | 17 | 0 |
Guadagni di qualità: NEM ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di NEM (19.1%) NEM sono più alti rispetto allo scorso anno (16.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di NEM sono cresciuti del 11.2% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di NEM nell'ultimo anno ( 30.9% ) supera la media quinquennale ( 11.2% all'anno).
Guadagni vs Settore: La crescita degli utili NEM nell'ultimo anno ( 30.9% ) ha superato la percentuale del settore Software 26.7%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 22.5% ) di NEM è considerato alto.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 10:28 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Nemetschek SE è coperta da 30 analisti. 14 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Sven Merkt | Barclays |
| Alice Jennings | Barclays |