DEME Group NV

ENXTBR:DEME 株式レポート

時価総額:€4.4b

DEME Group 過去の業績

過去 基準チェック /36

DEME Groupは、平均年間33.8%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間18.5% 14.7%収益成長率で 成長しています。 DEME Groupの自己資本利益率は14.5%であり、純利益率は8.3%です。

主要情報

33.80%

収益成長率

2.27%

EPS成長率

Construction 業界の成長6.32%
収益成長率14.71%
株主資本利益率14.54%
ネット・マージン8.34%
次回の業績アップデート26 Aug 2026

最近の業績更新

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...

Recent updates

ナラティブの更新 Jun 18

DEME: New Port And Offshore Contracts Will Support Long Term Upside

Analysts have raised their price target on DEME Group stock from €230 to €240, citing updated assumptions related to discount rates, revenue growth, profit margins and future P/E expectations. What’s in the News for DEME Group DEME has been awarded a contract by Navayuga Engineering Company Limited to carry out capital deepening works for the development of Ramayapatnam Port, a deep sea greenfield port in Andhra Pradesh, India, covering the harbor basin, turning circle and four berth pockets.
ナラティブの更新 Jun 03

DEME: Brazil Port Concession And Offshore Wind Projects Will Support Outlook

Analysts have nudged their price target for DEME Group up slightly from about €219.29 to €221.75, reflecting updated assumptions for discount rate, revenue growth, profit margins and future P/E that leave their overall view broadly stable with only modest tweaks to the valuation inputs. What's in the News Q1 2026 order intake doubled, primarily driven by the Dredging & Infra segment, with a new 25-year concession for the Paranaguá port access channel in Brazil valued at over €300 million, according to recent company 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...
User avatar
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.

収支内訳

DEME Group の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

ENXTBR:DEME 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
31 Dec 254,1553466970
30 Sep 254,2283366910
30 Jun 254,3023266860
31 Mar 254,2023076770
31 Dec 244,1012886670
30 Sep 243,9142816510
30 Jun 243,7262746340
31 Mar 243,5062186110
31 Dec 233,2851635880
30 Sep 233,0621335590
30 Jun 232,8381035300
31 Mar 232,7471085180
31 Dec 222,6551135060
30 Sep 222,6971165070
30 Jun 222,7391195080
31 Mar 222,6251174990
31 Dec 212,5111154890
31 Dec 202,196504550
31 Dec 192,6221254540
31 Dec 182,6461564390
31 Dec 172,3661533860
31 Dec 161,9781493750
31 Dec 152,3442013630

質の高い収益: DEMEは 高品質の収益 を持っています。

利益率の向上: DEMEの現在の純利益率 (8.3%)は、昨年(7%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: DEMEの収益は過去 5 年間で年間33.8%増加しました。

成長の加速: DEMEの過去 1 年間の収益成長率 ( 20.2% ) は、5 年間の平均 ( 年間33.8%を下回っています。

収益対業界: DEMEの過去 1 年間の収益成長率 ( 20.2% ) Construction業界28.9%を上回りませんでした。


株主資本利益率

高いROE: DEMEの 自己資本利益率 ( 14.5% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/06/30 20:43
終値2026/06/30 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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 GreulichBerenberg
Luuk Van BeekDegroof Petercam
Tijs HollestelleING Groep NV