DEME Group（DEME）株式概要
DEMEグループNVは、その子会社とともに、ベルギー、ヨーロッパ、アフリカ、米国、アジア、オセアニア、中東において、海洋エネルギー、浚渫、海洋インフラ、環境工事の分野で海洋ソリューションを提供している。 詳細
報酬
リスク分析
リスクチェックの結果、DEME 、リスクは検出されなかった。
DEME Community Fair Values
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Analyst Price Targets
DEME Group NV 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | €180.40 |
| 52週高値 | €206.25 |
| 52週安値 | €121.20 |
| ベータ | 0.83 |
| 1ヶ月の変化 | -3.43% |
| 3ヶ月変化 | -8.52% |
| 1年変化 | 30.91% |
| 3年間の変化 | 50.33% |
| 5年間の変化 | n/a |
| IPOからの変化 | 71.81% |
最新ニュース
ナラティブの更新 • May 01
DEME: Long-Term Brazil Port Concession And Dividend Policy Will Support Steady Earnings Profile
Analysts have maintained their price target for DEME Group at €182.25. They explain this unchanged view by noting that only minor adjustments were made to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple, which together do not materially alter their valuation framework.ナラティブの更新 • Apr 17
DEME: Long-Term Port Contract And Dividend Policy Will Support Steady Earnings Profile
Narrative Update on DEME Group The analyst price target for DEME Group has been revised from €195.00 to €182.25 as analysts factor in updated assumptions that include a different discount rate, adjusted revenue growth expectations, a lower projected profit margin, and a higher future P/E multiple. What's in the News DEME has signed a 25-year concession contract with Brazil’s National Secretariat of Ports and National Waterway Transportation Agency, securing the port access channel concession for the Port of Paranaguá, Brazil’s second largest public port in the state of Paraná (Key Developments).Recent updates
ナラティブの更新 • May 01
DEME: Long-Term Brazil Port Concession And Dividend Policy Will Support Steady Earnings Profile
Analysts have maintained their price target for DEME Group at €182.25. They explain this unchanged view by noting that only minor adjustments were made to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple, which together do not materially alter their valuation framework.ナラティブの更新 • Apr 17
DEME: Long-Term Port Contract And Dividend Policy Will Support Steady Earnings Profile
Narrative Update on DEME Group The analyst price target for DEME Group has been revised from €195.00 to €182.25 as analysts factor in updated assumptions that include a different discount rate, adjusted revenue growth expectations, a lower projected profit margin, and a higher future P/E multiple. What's in the News DEME has signed a 25-year concession contract with Brazil’s National Secretariat of Ports and National Waterway Transportation Agency, securing the port access channel concession for the Port of Paranaguá, Brazil’s second largest public port in the state of Paraná (Key Developments).ナラティブの更新 • Apr 02
DEME: Long-Term Port And Offshore Wind Contracts Will Support Steady Earnings Profile
Analysts have raised their price target on DEME Group from €160 to €195, citing updated assumptions that combine a slightly lower discount rate with modest adjustments to revenue growth, profit margin and future P/E expectations. What's in the News DEME signed a 25-year concession contract with Brazil’s National Secretariat of Ports and the National Waterway Transportation Agency for the Port of Paranaguá access channel.
ナラティブの更新 • Mar 19
DEME: Offshore Wind Vessels And Brazil Port Concession Will Support Outlook
Analysts have raised their fair value estimate for DEME Group from €182.00 to approximately €219.29. The revision reflects updated assumptions related to revenue growth, profit margins, a slightly adjusted discount rate, and future P/E.
ナラティブの更新 • Mar 05
DEME: Offshore Wind And Marine Contracts Will Support Long Term Upside
Narrative Update: DEME Group Analyst Price Target The analyst price target for DEME Group is reaffirmed at €230. Analysts cite a slightly lower discount rate, higher revenue growth assumptions, and a higher future P/E multiple, partly balanced by more conservative profit margin expectations.ナラティブの更新 • Feb 18
DEME: Offshore Wind And Marine Contracts Will Drive Long Term Upside
Analysts have adjusted their price target for DEME Group from €193.24 to €230.00, citing updated assumptions for revenue growth, profit margins, and future P/E, which result in a slightly lower discount rate in their models. What's in the News DEME has taken delivery of its second new wind turbine installation vessel, Norse Energi, at the CIMC Raffles Shipyard.分析記事 • Feb 06
DEME Group NV's (EBR:DEME) Share Price Boosted 26% But Its Business Prospects Need A Lift Too
Despite an already strong run, DEME Group NV ( EBR:DEME ) shares have been powering on, with a gain of 26% in the last...ナラティブの更新 • Feb 04
DEME: Offshore Wind And Marine Contracts Will Support Balanced Long-Term Outlook
Analysts have lifted their price target on DEME Group from €175.83 to €182.00, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that they view as better aligned with the company’s current outlook. What's in the News DEME has taken delivery of its second new wind turbine installation vessel, Norse Energi, built at CIMC Raffles Shipyard, to work alongside sister vessel Norse Wind on large scale offshore wind turbine projects (Key Developments).ナラティブの更新 • Jan 21
DEME: New Offshore And Dredging Contracts Will Support Long Term Upside
Analysts now see DEME Group's fair value at €193.24, reduced from €200.00. This change reflects updated views on slightly lower revenue growth and profit margin expectations, together with a higher assumed discount rate and a higher future P/E multiple.ナラティブの更新 • Jan 07
DEME: New Marine Contracts Will Support Stronger Long Term Earnings Profile
Analysts now set their fair value estimate for DEME Group at €160, up from €135, citing revised expectations for revenue growth, profit margins, a slightly adjusted discount rate, and a future P/E assumption. What's in the News DEME's Dredging & Infra segment secured two marine works contracts in Southern Europe, including offshore breakwaters and seabed remediation for the 38th America's Cup in Naples and long term beach nourishment works on three beaches near Valencia, focusing on environmental remediation and coastal protection (Client Announcements).ナラティブの更新 • Dec 15
DEME: Global Offshore Contract Wins Will Drive Long-Term Upside Potential
Analysts have slightly reduced their price target on DEME Group by approximately EUR 1. This reflects a modestly lower fair value, despite marginally higher long term assumptions for revenue growth and profit margins, alongside a somewhat less demanding future earnings multiple.ナラティブの更新 • Nov 29
DEME: New Offshore Contracts And Brazil Entry Will Drive Long-Term Upside
Analysts have adjusted their price target for DEME Group, maintaining it at €176.67. Recent assessments show only marginal changes in revenue growth and profit margin forecasts.分析記事 • Nov 22
Lacklustre Performance Is Driving DEME Group NV's (EBR:DEME) Low P/E
When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") above 15x, you may consider DEME...ナラティブの更新 • Nov 15
DEME: Expansion Into Brazil And Offshore Wind Will Drive Future Gains
Analysts have raised their price target for DEME Group from €170.71 to €176.67, citing updated financial projections and changes in key company metrics. What's in the News DEME secured Brazil's first concession for a port access channel, winning a 25-year contract to operate, maintain, and expand marine access to the Port of Parana (Key Developments).分析記事 • Oct 10
DEME Group (EBR:DEME) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Sep 07
We Think DEME Group's (EBR:DEME) Profit Is Only A Baseline For What They Can Achieve
Even though DEME Group NV's ( EBR:DEME ) recent earnings release was robust, the market didn't seem to notice. Our...ナラティブの更新 • Aug 29
Expanding Offshore Wind Markets Will Modernize Fleets But Face Risks
Despite an improved revenue growth outlook and a notably lower future P/E, DEME Group’s consensus analyst price target has declined slightly to €170.71. Valuation Changes Summary of Valuation Changes for DEME Group The Consensus Analyst Price Target has fallen slightly from €174.29 to €170.71.分析記事 • Jul 30
Investors Don't See Light At End Of DEME Group NV's (EBR:DEME) Tunnel
When close to half the companies in Belgium have price-to-earnings ratios (or "P/E's") above 16x, you may consider DEME...分析記事 • Jun 28
DEME Group (EBR:DEME) Seems To Use Debt Rather Sparingly
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
新しいナラティブ • Mar 02
Advanced Fleet Expansion Will Boost Future Offshore Energy Efficiency
DEME's strong order book and technological investments in Offshore Energy suggest continued revenue growth, stability, and enhanced profitability margins.株主還元
| DEME | BE Construction | BE 市場 | |
|---|---|---|---|
| 7D | -4.3% | -2.1% | 0.8% |
| 1Y | 30.9% | 24.4% | 22.0% |
業界別リターン: DEME過去 1 年間で24.4 % の収益を上げたBelgian Construction業界を上回りました。
リターン対市場: DEME過去 1 年間で22 % の収益を上げたBelgian市場を上回りました。
価格変動
| DEME volatility | |
|---|---|
| DEME Average Weekly Movement | 5.1% |
| Construction Industry Average Movement | 5.2% |
| Market Average Movement | 4.1% |
| 10% most volatile stocks in BE Market | 7.0% |
| 10% least volatile stocks in BE Market | 2.6% |
安定した株価: DEME 、 Belgian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: DEMEの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1930 | 5,850 | Luc Vandenbulcke | www.deme-group.com |
DEMEグループNVは、子会社とともに、ベルギー、欧州、アフリカ、米国、アジア、オセアニア、中東において、海洋エネルギー、浚渫、海洋インフラ、環境工事の分野で海洋ソリューションを提供している。4つのセグメントを通じて事業を展開している：海洋エネルギー、浚渫・インフラ、環境、コンセッション。同社は、保守浚渫、海岸保護、港湾建設、資本浚渫、海岸養浜、防波堤とダム、埋め立てサービス、基礎、電力ケーブルとアンビリカル、風力タービン発電機、地球科学、上陸用地建設、岩盤配置、浮体式洋上風力などのエンジニアリング、調達、建設、設置を含むオフショア・ソリューション、プラットフォーム設置、廃止措置、重量物揚重サービスを提供している。また、土壌浄化とブラウンフィールド開発、環境浚渫と土砂処理、水処理サービスも提供している。さらに同社は、閘門や堰、埋没トンネル、掘削トンネル、切羽トンネル、岸壁や港湾、海洋・内陸水路の桟橋、基礎工事などのインフラ事業や、洋上風力コンセッション、浚渫・インフラコンセッション、グリーン水素、グローバル海洋鉱物資源などのコンセッション事業にも携わっている。さらに、操業・保守、物流、修理、廃止措置、サルベージ・サービス、地質科学サービス、吸引杭アンカーの設置、海洋インフラ・プロジェクトの請負サービス、海洋骨材事業の提供にも取り組んでいる。同社の前身はDredging Environmental and Marine Engineering NVである。同社は1930年に設立され、ベルギーのズワイントレヒトに本社を置く。DEME Group NV は Ackermans & Van Haaren NV の子会社である。
DEME Group NV 基礎のまとめ
| DEME 基礎統計学 | |
|---|---|
| 時価総額 | €4.55b |
| 収益（TTM） | €346.33m |
| 売上高(TTM) | €4.15b |
13.1x
PER（株価収益率1.1x
P/SレシオDEME は割高か？
公正価値と評価分析を参照収益と収入
| DEME 損益計算書（TTM） | |
|---|---|
| 収益 | €4.15b |
| 売上原価 | €2.53b |
| 売上総利益 | €1.63b |
| その他の費用 | €1.28b |
| 収益 | €346.33m |
直近の収益報告
Dec 31, 2025
次回決算日
Aug 26, 2026
| 一株当たり利益（EPS） | 13.73 |
| グロス・マージン | 39.21% |
| 純利益率 | 8.34% |
| 有利子負債／自己資本比率 | 45.1% |
DEME の長期的なパフォーマンスは？
過去の実績と比較を見る| DEME Group 配当日 | |
|---|---|
| 配当落ち日 | May 26 2026 |
| 配当支払日 | May 29 2026 |
| 配当落ちまでの日数 | 4 days |
| 配当支払日までの日数 | 1 day |
DEME 配当は確実ですか？
DEME 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/28 14:32 |
| 終値 | 2026/05/28 00:00 |
| 収益 | 2025/12/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
DEME Group NV 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。7
| アナリスト | 機関 |
|---|---|
| Christoph Greulich | Berenberg |
| Luuk Van Beek | Degroof Petercam |
| Tijs Hollestelle | ING Groep NV |