View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsNemetschek 将来の成長Future 基準チェック /26Nemetschekは、13.6%と10.6%でそれぞれ年率13.6%で利益と収益が成長すると予測される一方、EPSはgrowで13.8%年率。主要情報13.6%収益成長率13.84%EPS成長率Software 収益成長15.8%収益成長率10.6%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日19 Jun 2023今後の成長に関する最新情報お知らせ • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.お知らせ • Oct 25Nemetschek SE Increases Revenue Guidance for the Financial Year 2023The Nemetschek Group is raising its revenue guidance for the current 2023 financial year following a strong third quarter. Currency-adjusted revenue growth for the financial year 2023 is now expected to be in a range between 6% and 8% (previously: between 4% and 6%).すべての更新を表示Recent updatesお知らせ • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026お知らせ • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.お知らせ • Apr 09Nemetschek SE, Annual General Meeting, May 20, 2025Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time.お知らせ • Apr 02Nemetschek Announces Executive ChangesThe Nemetschek Group announced the appointment of Sunil Pandita as new Chief Division Officer for the Planning & Design Division. He will also lead the Digital Twin Business Unit, a strategically important cross-functional function within the Nemetschek Group. Sunil Pandita is an experienced international leader in digital transformation, bringing over 25 years of expertise in business and technology evolution. Prior to joining the Nemetschek Group, he held senior leadership roles in major global companies such as Dell, McKinsey & Company, Hewlett-Packard, and Thomson Reuters. Most recently, he held the position of Vice President & General Manager of Connected Industrials, Sustainability, Cybersecurity, Logistics, and Life Sciences at Honeywell, leading a major part of Honeywell’s software business. Pandita holds a bachelor’s and master’s degree in computer science, along with an MBA from the Kellogg School of Management at Northwestern University. Sunil Pandita succeeds César Flores Rodríguez, who will leave the company to pursue other opportunities. Over the past two and a half years, César played a key role in shaping the Planning & Design Division and establishing the Digital Twin Business Unit.お知らせ • Mar 15Nemetschek SE announces Annual dividend, payable on May 23, 2025Nemetschek SE announced Annual dividend of EUR 0.5500 per share payable on May 23, 2025, ex-date on May 21, 2025 and record date on May 22, 2025.お知らせ • Feb 13Nemetschek SE (XTRA:NEM) commences an Equity Buyback Plan, under the authorization approved on May 23, 2024.Nemetschek SE (XTRA:NEM) commences share repurchases on February 7, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 23, 2024. As per the mandate, the company is authorized to repurchase it's own shares, which in total must not exceed 10% of the share capital of the company. The repurchased shares will be resold via the stock exchange or via a public offering or used as acquisition currency in suitable cases and consequently being able to react quickly and flexibly to favorable offers or opportunities which arise, to fulfill or hedge conversion or option rights or conversion obligations or acquisition rights to shares of the company. The repurchase authorization is valid for 5 years. On February 5, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 92,600 shares, representing 0.08% for €11.1 million. The repurchased shares will be used to serve stock appreciation rights of members of the Executive Board and employees in senior leadership positions of the group. The repurchases will commence from today and will be valid till December 31, 2025.お知らせ • Jan 14The Nemetschek Group Appoints Usman Shuja to the Executive BoardThe Nemetschek Group announced expanding its Executive Board. The Supervisory Board unanimously appointed Usman Shuja to the Executive Board, effective on January 1. Usman Shuja will continue to serve as Chief Division Officer (CDO) of the Build & Construct Division and as CEO of Bluebeam Inc. With this appointment, Usman Shuja becomes the third member of the Executive Board, alongside CEO Yves Padrines and CFO Louise Öfverström. Usman Shuja joined the Nemetschek Group in September 2023. Under his leadership, he has already successfully shaped the strategic direction of the Build & Construct Division with an improved go-to-market approach and the successful execution of Bluebeam’s subscription transition. Another important milestone was the successful acquisition of GoCanvas, a leading SaaS provider of field worker collaboration software. Usman Shuja is an accomplished technology leader with extensive experience driving operational excellence in international, high-growth companies. Prior to joining the Nemetschek Group, he was Vice President and General Manager of the Connected Buildings division at Honeywell. Other stages in his career included renowned companies such as Boston Consulting Group, IBM and Dell. Usman Shuja was also a founding member of Avathon (formerly SparkCognition), a pioneering software company specializing in artificial intelligence (AI). He holds a master’s in public administration (MPA) from the Kennedy School of Government at Harvard University, an MBA from the Kellogg School of Management at Northwestern University, and a bachelor’s in computer science from the University of Texas at Austin.お知らせ • Dec 04+ 3 more updatesNemetschek SE to Report First Half, 2025 Results on Jul 31, 2025Nemetschek SE announced that they will report first half, 2025 results on Jul 31, 2025お知らせ • Jul 04Nemetschek SE (XTRA:NEM) completed the acquisition of Canvas Solutions, Inc. from K1 Investment Management, LLC.Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. from K1 Investment Management, LLC on June 6, 2024. The purchase price for Canvas Solutions was agreed to be a multiple of approximately 11.5x recurring revenue (ARR). The ARR for 2023 was stated to be $67 million. Transaction financing will be provided by Nemetschek’s own cash resources and existing credit facilities. Upon closing, the CEO of GoCanvas, Viyas Sundaram, and his team will join the Nemetschek Group. The acquisition is expected to close in summer 2024 and is subject to customary regulatory approval and closing conditions. Dr. Michael Josenhans of Freshfields Bruckhaus Deringer LLP acted as a advisor to Nemetschek. Moelis & Company LLC acted as the exclusive financial advisor, and Kirkland & Ellis LLP and Morris, Manning & Martin, LLP served as legal advisors to GoCanvas for this transaction. Nemetschek SE (XTRA:NEM) completed the acquisition of Canvas Solutions, Inc. from K1 Investment Management, LLC on July 2, 2024.お知らせ • Jun 08Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc.Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. on June 6, 2024. Transaction financing will be provided by Nemetschek’s own cash resources and existing credit facilities. Upon closing, the CEO of GoCanvas, Viyas Sundaram, and his team will join the Nemetschek Group. The acquisition is expected to close in summer 2024 and is subject to customary regulatory approval and closing conditions.お知らせ • Jan 11+ 4 more updatesNemetschek SE to Report Q3, 2024 Results on Nov 07, 2024Nemetschek SE announced that they will report Q3, 2024 results on Nov 07, 2024お知らせ • Jan 09Nemetschek SE to Report Fiscal Year 2023 Results on Feb 08, 2024Nemetschek SE announced that they will report fiscal year 2023 results on Feb 08, 2024お知らせ • Oct 25Nemetschek SE Increases Revenue Guidance for the Financial Year 2023The Nemetschek Group is raising its revenue guidance for the current 2023 financial year following a strong third quarter. Currency-adjusted revenue growth for the financial year 2023 is now expected to be in a range between 6% and 8% (previously: between 4% and 6%).お知らせ • Sep 06Nemetschek Se Appoints Usman Shuja as Nemetschek Group Chief Division Officer of the Build & Construct DivisionNemetschek SE appointed Usman Shuja as Nemetschek Group Chief Division Officer of the Build & Construct Division. Most recently, Usman Shuja led Honeywell’s Connected Buildings, one of Honeywell’s largest software businesses, as Vice President and General Manager. He originally joined as Chief Commercial Officer for Honeywell Connected Enterprise, where he was responsible for organic and inorganic growth of its software portfolio. Before joining Honeywell, Shuja worked for the Boston Consulting Group, IBM and Dell and was a founding member of the AI unicorn, SparkCognition.Reported Earnings • Mar 25Full year 2022 earnings released: EPS: €1.40 (vs €1.17 in FY 2021)Full year 2022 results: EPS: €1.40 (up from €1.17 in FY 2021). Revenue: €814.4m (up 20% from FY 2021). Net income: €161.9m (up 20% from FY 2021). Profit margin: 20% (in line with FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Europe.お知らせ • Dec 15+ 1 more updateNemetschek SE to Report Q1, 2023 Results on Apr 27, 2023Nemetschek SE announced that they will report Q1, 2023 results on Apr 27, 2023Valuation Update With 7 Day Price Move • Nov 16Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to €47.23, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €76.96 per share.Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to €68.22, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 27x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €85.14 per share.Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €54.64, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €80.57 per share.Buying Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €80.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Buying Opportunity • May 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €80.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.Buying Opportunity • May 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €81.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.37 (vs €0.26 in 1Q 2021)First quarter 2022 results: EPS: €0.37 (up from €0.26 in 1Q 2021). Revenue: €192.2m (up 21% from 1Q 2021). Net income: €42.6m (up 45% from 1Q 2021). Profit margin: 22% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 19% growth forecast for the industry in Europe.業績と収益の成長予測BUL:NEM - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20251,0732202693061412/31/20249321772202541512/31/2023840147176213153/31/2023814156198217N/A12/31/2022802162195214N/A9/30/2022787166209225N/A6/30/2022753161209223N/A3/31/2022715148215226N/A12/31/2021681135204214N/A9/30/2021654126199207N/A6/30/2021633117177185N/A3/31/2021609105167175N/A12/31/202059797148157N/A9/30/202058899149161N/A6/30/2020577128158169N/A3/31/2020574129153169N/A12/31/2019557127141160N/A9/30/2019538119123142N/A6/30/201951483107126N/A3/31/20194908093108N/A12/31/20184637688100N/A9/30/20184378492101N/A6/30/2018418818696N/A3/31/20184017792102N/A12/31/2017396758997N/A9/30/2017383537583N/A6/30/2017371508190N/A3/31/2017358507481N/A12/31/201633947N/A80N/A9/30/201632548N/A81N/A6/30/201631245N/A66N/A3/31/201629739N/A67N/A12/31/201528636N/A65N/A9/30/201527133N/A56N/A6/30/201525233N/A52N/A3/31/201523532N/A44N/A12/31/201421931N/A44N/A9/30/201420630N/A48N/A6/30/201420128N/A47N/A3/31/201419526N/A47N/A12/31/201318824N/A40N/A9/30/201318423N/A39N/A6/30/201318122N/A39N/A3/31/201317921N/A40N/A12/31/201217720N/A36N/A9/30/201217521N/A39N/A6/30/201217120N/A36N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NEMの予測収益成長率 (年間13.6% ) は 貯蓄率 ( 1.5% ) を上回っています。収益対市場: NEMの収益 ( 13.6% ) はBG市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: NEMの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: NEMの収益 ( 10.6% ) BG市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: NEMの収益 ( 10.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NEMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2023/06/20 03:49終値2023/03/23 00:00収益2023/03/31年間収益2022/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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Nemetschek SE 15 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。30 アナリスト機関Knut WollerBaader Helvea Equity ResearchSven MerktBarclaysAlice JenningsBarclays27 その他のアナリストを表示
お知らせ • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.
お知らせ • Oct 25Nemetschek SE Increases Revenue Guidance for the Financial Year 2023The Nemetschek Group is raising its revenue guidance for the current 2023 financial year following a strong third quarter. Currency-adjusted revenue growth for the financial year 2023 is now expected to be in a range between 6% and 8% (previously: between 4% and 6%).
お知らせ • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026
お知らせ • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.
お知らせ • Apr 09Nemetschek SE, Annual General Meeting, May 20, 2025Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time.
お知らせ • Apr 02Nemetschek Announces Executive ChangesThe Nemetschek Group announced the appointment of Sunil Pandita as new Chief Division Officer for the Planning & Design Division. He will also lead the Digital Twin Business Unit, a strategically important cross-functional function within the Nemetschek Group. Sunil Pandita is an experienced international leader in digital transformation, bringing over 25 years of expertise in business and technology evolution. Prior to joining the Nemetschek Group, he held senior leadership roles in major global companies such as Dell, McKinsey & Company, Hewlett-Packard, and Thomson Reuters. Most recently, he held the position of Vice President & General Manager of Connected Industrials, Sustainability, Cybersecurity, Logistics, and Life Sciences at Honeywell, leading a major part of Honeywell’s software business. Pandita holds a bachelor’s and master’s degree in computer science, along with an MBA from the Kellogg School of Management at Northwestern University. Sunil Pandita succeeds César Flores Rodríguez, who will leave the company to pursue other opportunities. Over the past two and a half years, César played a key role in shaping the Planning & Design Division and establishing the Digital Twin Business Unit.
お知らせ • Mar 15Nemetschek SE announces Annual dividend, payable on May 23, 2025Nemetschek SE announced Annual dividend of EUR 0.5500 per share payable on May 23, 2025, ex-date on May 21, 2025 and record date on May 22, 2025.
お知らせ • Feb 13Nemetschek SE (XTRA:NEM) commences an Equity Buyback Plan, under the authorization approved on May 23, 2024.Nemetschek SE (XTRA:NEM) commences share repurchases on February 7, 2025, under the program mandated by the shareholders in the Annual General Meeting held on May 23, 2024. As per the mandate, the company is authorized to repurchase it's own shares, which in total must not exceed 10% of the share capital of the company. The repurchased shares will be resold via the stock exchange or via a public offering or used as acquisition currency in suitable cases and consequently being able to react quickly and flexibly to favorable offers or opportunities which arise, to fulfill or hedge conversion or option rights or conversion obligations or acquisition rights to shares of the company. The repurchase authorization is valid for 5 years. On February 5, 2025, the company announced a share repurchase program. Under the program, the company will repurchase up to 92,600 shares, representing 0.08% for €11.1 million. The repurchased shares will be used to serve stock appreciation rights of members of the Executive Board and employees in senior leadership positions of the group. The repurchases will commence from today and will be valid till December 31, 2025.
お知らせ • Jan 14The Nemetschek Group Appoints Usman Shuja to the Executive BoardThe Nemetschek Group announced expanding its Executive Board. The Supervisory Board unanimously appointed Usman Shuja to the Executive Board, effective on January 1. Usman Shuja will continue to serve as Chief Division Officer (CDO) of the Build & Construct Division and as CEO of Bluebeam Inc. With this appointment, Usman Shuja becomes the third member of the Executive Board, alongside CEO Yves Padrines and CFO Louise Öfverström. Usman Shuja joined the Nemetschek Group in September 2023. Under his leadership, he has already successfully shaped the strategic direction of the Build & Construct Division with an improved go-to-market approach and the successful execution of Bluebeam’s subscription transition. Another important milestone was the successful acquisition of GoCanvas, a leading SaaS provider of field worker collaboration software. Usman Shuja is an accomplished technology leader with extensive experience driving operational excellence in international, high-growth companies. Prior to joining the Nemetschek Group, he was Vice President and General Manager of the Connected Buildings division at Honeywell. Other stages in his career included renowned companies such as Boston Consulting Group, IBM and Dell. Usman Shuja was also a founding member of Avathon (formerly SparkCognition), a pioneering software company specializing in artificial intelligence (AI). He holds a master’s in public administration (MPA) from the Kennedy School of Government at Harvard University, an MBA from the Kellogg School of Management at Northwestern University, and a bachelor’s in computer science from the University of Texas at Austin.
お知らせ • Dec 04+ 3 more updatesNemetschek SE to Report First Half, 2025 Results on Jul 31, 2025Nemetschek SE announced that they will report first half, 2025 results on Jul 31, 2025
お知らせ • Jul 04Nemetschek SE (XTRA:NEM) completed the acquisition of Canvas Solutions, Inc. from K1 Investment Management, LLC.Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. from K1 Investment Management, LLC on June 6, 2024. The purchase price for Canvas Solutions was agreed to be a multiple of approximately 11.5x recurring revenue (ARR). The ARR for 2023 was stated to be $67 million. Transaction financing will be provided by Nemetschek’s own cash resources and existing credit facilities. Upon closing, the CEO of GoCanvas, Viyas Sundaram, and his team will join the Nemetschek Group. The acquisition is expected to close in summer 2024 and is subject to customary regulatory approval and closing conditions. Dr. Michael Josenhans of Freshfields Bruckhaus Deringer LLP acted as a advisor to Nemetschek. Moelis & Company LLC acted as the exclusive financial advisor, and Kirkland & Ellis LLP and Morris, Manning & Martin, LLP served as legal advisors to GoCanvas for this transaction. Nemetschek SE (XTRA:NEM) completed the acquisition of Canvas Solutions, Inc. from K1 Investment Management, LLC on July 2, 2024.
お知らせ • Jun 08Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc.Nemetschek SE (XTRA:NEM) has signed a definitive agreement to acquire Canvas Solutions, Inc. on June 6, 2024. Transaction financing will be provided by Nemetschek’s own cash resources and existing credit facilities. Upon closing, the CEO of GoCanvas, Viyas Sundaram, and his team will join the Nemetschek Group. The acquisition is expected to close in summer 2024 and is subject to customary regulatory approval and closing conditions.
お知らせ • Jan 11+ 4 more updatesNemetschek SE to Report Q3, 2024 Results on Nov 07, 2024Nemetschek SE announced that they will report Q3, 2024 results on Nov 07, 2024
お知らせ • Jan 09Nemetschek SE to Report Fiscal Year 2023 Results on Feb 08, 2024Nemetschek SE announced that they will report fiscal year 2023 results on Feb 08, 2024
お知らせ • Oct 25Nemetschek SE Increases Revenue Guidance for the Financial Year 2023The Nemetschek Group is raising its revenue guidance for the current 2023 financial year following a strong third quarter. Currency-adjusted revenue growth for the financial year 2023 is now expected to be in a range between 6% and 8% (previously: between 4% and 6%).
お知らせ • Sep 06Nemetschek Se Appoints Usman Shuja as Nemetschek Group Chief Division Officer of the Build & Construct DivisionNemetschek SE appointed Usman Shuja as Nemetschek Group Chief Division Officer of the Build & Construct Division. Most recently, Usman Shuja led Honeywell’s Connected Buildings, one of Honeywell’s largest software businesses, as Vice President and General Manager. He originally joined as Chief Commercial Officer for Honeywell Connected Enterprise, where he was responsible for organic and inorganic growth of its software portfolio. Before joining Honeywell, Shuja worked for the Boston Consulting Group, IBM and Dell and was a founding member of the AI unicorn, SparkCognition.
Reported Earnings • Mar 25Full year 2022 earnings released: EPS: €1.40 (vs €1.17 in FY 2021)Full year 2022 results: EPS: €1.40 (up from €1.17 in FY 2021). Revenue: €814.4m (up 20% from FY 2021). Net income: €161.9m (up 20% from FY 2021). Profit margin: 20% (in line with FY 2021). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Europe.
お知らせ • Dec 15+ 1 more updateNemetschek SE to Report Q1, 2023 Results on Apr 27, 2023Nemetschek SE announced that they will report Q1, 2023 results on Apr 27, 2023
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment deteriorated over the past weekAfter last week's 31% share price decline to €47.23, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 24x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €76.96 per share.
Valuation Update With 7 Day Price Move • Aug 18Investor sentiment improved over the past weekAfter last week's 25% share price gain to €68.22, the stock trades at a forward P/E ratio of 47x. Average forward P/E is 27x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €85.14 per share.
Valuation Update With 7 Day Price Move • Jun 17Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €54.64, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 26x in the Software industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €80.57 per share.
Buying Opportunity • Jun 10Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €80.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Buying Opportunity • May 25Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 17%. The fair value is estimated to be €80.41, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 17% per annum over the same time period.
Buying Opportunity • May 09Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be €81.65, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings is also forecast to grow by 16% per annum over the same time period.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.37 (vs €0.26 in 1Q 2021)First quarter 2022 results: EPS: €0.37 (up from €0.26 in 1Q 2021). Revenue: €192.2m (up 21% from 1Q 2021). Net income: €42.6m (up 45% from 1Q 2021). Profit margin: 22% (up from 19% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 19% growth forecast for the industry in Europe.