Nemetschek（NEMA）株式概要ネメチェックSEは、ドイツ、その他のヨーロッパ諸国、アメリカ大陸、アジア太平洋地域、および国際的な建築、エンジニアリング、建設、メディア、エンターテインメント市場向けのソフトウェアソリューションを提供している。 詳細NEMA ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績6/6財務の健全性4/6配当金0/6報酬当社が推定した公正価値より60.4%で取引されている 収益は年間16.3%増加すると予測されています 過去1年間で収益は30.9%増加しました リスク分析Swiss市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見るNEMA Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueCHF Current PriceCHF 59.2522.9% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue €2.1bEarnings €402.4mAdvancedSet Fair ValueView all narrativesNemetschek SE 競合他社TemenosSymbol: SWX:TEMNMarket cap: CHF 4.5bOracle Financial Services SoftwareSymbol: BSE:532466Market cap: ₹829.3bManhattan AssociatesSymbol: NasdaqGS:MANHMarket cap: US$8.2bClear SecureSymbol: NYSE:YOUMarket cap: US$8.0b価格と性能株価の高値、安値、推移の概要Nemetschek過去の株価現在の株価€59.2552週高値€63.3552週安値€54.05ベータ0.491ヶ月の変化-0.92%3ヶ月変化n/a1年変化n/a3年間の変化-10.63%5年間の変化-10.36%IPOからの変化632.99%最新ニュースDeclared Dividend • May 19Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 20%.お知らせ • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.Declared Dividend • Apr 13Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 20%.お知らせ • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 17Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.最新情報をもっと見るRecent updatesDeclared Dividend • May 19Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 20%.お知らせ • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.Declared Dividend • Apr 13Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 20%.お知らせ • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Declared Dividend • Mar 17Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.お知らせ • Mar 14Nemetschek SE announces Annual dividend, payable on May 26, 2026Nemetschek SE announced Annual dividend of EUR 0.6800 per share payable on May 26, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.お知らせ • Feb 27Nemetschek Group Appoints Alok Sharma as Managing Director and Vice President for IndiaNemetschek Group has appointed Alok Sharma as managing director and vice president for India, underscoring the company's ambitions in one of the world's fastest-growing construction markets. The appointment comes as India accelerates investment in infrastructure, urban development and public sector modernisation, with digital tools increasingly central to efficiency, compliance and lifecycle management across construction projects. Based in Mumbai, Sharma will lead Nemetschek's India growth strategy. This strategy will focus on deeper enterprise and government engagement, expanding the local partner ecosystem and accelerating the shift towards subscription and SaaS-led digital construction models. A key priority will be scaling building information modelling (BIM) adoption across infrastructure and real estate projects. Sharma brings over 30 years of experience building and scaling software businesses across India and the Saarc region, with a strong focus on the architecture, engineering, construction and operations sectors. His background includes leading large enterprise deals, driving public sector engagements and guiding transitions from perpetual licensing to cloud-based delivery. The appointment signals Nemetschek's intent to consolidate its India operations and align its multi-brand technology portfolio with the country's expanding digital construction ambitions.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, 2025Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: €0.36 (vs €0.28 in 2Q 2023)Second quarter 2024 results: EPS: €0.36 (up from €0.28 in 2Q 2023). Revenue: €228.7m (up 10% from 2Q 2023). Net income: €41.9m (up 28% from 2Q 2023). Profit margin: 18% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.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.Upcoming Dividend • May 17Upcoming dividend of €0.48 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 28 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Swiss dividend payers (4.1%). Lower than average of industry peers (1.2%).Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: €0.37 (vs €0.31 in 1Q 2023)First quarter 2024 results: EPS: €0.37 (up from €0.31 in 1Q 2023). Revenue: €227.3m (up 11% from 1Q 2023). Net income: €42.5m (up 17% from 1Q 2023). Profit margin: 19% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Mar 21Full year 2023 earnings released: EPS: €1.40 (vs €1.40 in FY 2022)Full year 2023 results: EPS: €1.40 (down from €1.40 in FY 2022). Revenue: €860.5m (up 7.3% from FY 2022). Net income: €161.3m (flat on FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Declared Dividend • Mar 18Dividend of €0.48 announcedShareholders will receive a dividend of €0.48. Ex-date: 24th May 2024 Payment date: 28th May 2024 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 35%. Cash payout ratio: 25%.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, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.39 (vs €0.34 in 3Q 2022)Third quarter 2023 results: EPS: €0.39 (up from €0.34 in 3Q 2022). Revenue: €222.6m (up 9.8% from 3Q 2022). Net income: €45.0m (up 16% from 3Q 2022). Profit margin: 20% (up from 19% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.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 • Jul 31Second quarter 2023 earnings released: EPS: €0.28 (vs €0.40 in 2Q 2022)Second quarter 2023 results: EPS: €0.28 (down from €0.40 in 2Q 2022). Revenue: €209.3m (up 2.7% from 2Q 2022). Net income: €32.8m (down 29% from 2Q 2022). Profit margin: 16% (down from 23% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 17Upcoming dividend of €0.45 per share at 0.7% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (1.5%).Reported Earnings • Mar 24Full 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. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.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, 2023Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.34 (vs €0.30 in 3Q 2021)Third quarter 2022 results: EPS: €0.34 (up from €0.30 in 3Q 2021). Revenue: €209.2m (up 24% from 3Q 2021). Net income: €38.8m (up 13% from 3Q 2021). Profit margin: 19% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €0.40 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.40 (up from €0.29 in 2Q 2021). Revenue: €207.9m (up 25% from 2Q 2021). Net income: €46.5m (up 40% from 2Q 2021). Profit margin: 22% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.6%, compared to a 13% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • May 06Upcoming dividend of €0.39 per shareEligible shareholders must have bought the stock before 13 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Swiss dividend payers (3.8%). Lower than average of industry peers (1.6%).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 Switzerland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS €0.30 (vs €0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €171.3m (up 15% from 3Q 2020). Net income: €34.2m (up 36% from 3Q 2020). Profit margin: 20% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS €0.29 (vs €0.18 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €165.9m (up 17% from 2Q 2020). Net income: €33.1m (up 57% from 2Q 2020). Profit margin: 20% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.Upcoming Dividend • May 06Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 0.5%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (1.3%).Reported Earnings • May 02First quarter 2021 earnings released: EPS €0.26 (vs €0.18 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €158.4m (up 8.1% from 1Q 2020). Net income: €29.4m (up 38% from 1Q 2020). Profit margin: 19% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.Is New 90 Day High Low • Dec 02New 90-day high: CHF60.00The company is up 2.0% from its price of CHF59.00 on 03 September 2020. The Swiss market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF34.87 per share.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.4% at €148.6m. Revenue is forecast to grow 8.0% over the next year, compared to a 16% growth forecast for the Software industry in Switzerland.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of €99.5m, down 17% from the prior year. Total revenue was €596.5m over the last 12 months, up 11% from the prior year.株主還元NEMACH SoftwareCH 市場7D9.2%4.4%1.8%1Yn/a-37.9%9.1%株主還元を見る業界別リターン: NEMAがSwiss Software業界に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。リターン対市場: NEMA Swiss市場に対してどのようなパフォーマンスを示したかを判断するにはデータが不十分です。価格変動Is NEMA's price volatile compared to industry and market?NEMA volatilityNEMA Average Weekly Movement6.5%Software Industry Average Movement6.4%Market Average Movement4.5%10% most volatile stocks in CH Market8.0%10% least volatile stocks in CH Market2.4%安定した株価: NEMAの株価は、 Swiss市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 過去 1 年間のNEMAのボラティリティの変化を判断するには データが不十分です。会社概要設立従業員CEO（最高経営責任者ウェブサイト19634,089Yves Padrineswww.nemetschek.comNemetschek SE は、ドイツ、その他のヨーロッパ、アメリカ、アジア太平洋地域、および国際的な建築、エンジニアリング、建設、メディア、エンターテインメント市場向けのソフトウェアソリューションを提供している。4つのセグメントで事業を展開：設計、施工、管理、メディア。設計部門では、主にAllplan、Graphisoft、Solibri、Precast、Vectorworks、SCIA、dRofus、Frilo、RISAのブランドで、建築家、デザイナー、エンジニア、構造エンジニア、専門プランナー、ランドスケープデザイナー、デベロッパー、ゼネコン向けにソフトウェアソリューションを提供している。BIM（ビルディング・インフォメーション・モデリング）部門では、コンピュータ支援設計およびコンピュータ支援エンジニアリングのためのBIMソリューションを提供している。Build部門は、主にBluebeamブランドのもと、入札・落札、請求書発行、予算管理、スケジューリング、コスト計算をサポートする、統合された完全な5D BIMソリューションを提供している。このセグメントは、建設会社、デベロッパー、建築資材、ゼネコン、および計画事務所、建築家、土木技師にサービスを提供している。Manage（管理）部門は、建築・インフラプロジェクト向けソリューション、専門的な不動産管理、不動産・施設・職場管理向けのモジュール式統合ソフトウェア・ソリューションをSpacewellブランドで提供している。メディア部門は、3Dモデリング、アニメーション、ペインティング、スカルプティングのレンダリング用ソフトウェア・ソリューションをマクソンブランドで提供している。このセグメントには、映画・テレビスタジオ、広告スタジオ、ビデオゲーム制作、フリーランス、グラフィックデザイン、その他関連事業が含まれる。ネメチェックSE は1963 年に設立され、本社はドイツのミュンヘンにある。もっと見るNemetschek SE 基礎のまとめNemetschek の収益と売上を時価総額と比較するとどうか。NEMA 基礎統計学時価総額CHF 6.66b収益（TTM）CHF 211.99m売上高(TTM)CHF 1.11b31.4xPER（株価収益率6.0xP/SレシオNEMA は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NEMA 損益計算書（TTM）収益€1.22b売上原価€515.77m売上総利益€705.74mその他の費用€473.02m収益€232.73m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）2.02グロス・マージン57.78%純利益率19.05%有利子負債／自己資本比率28.5%NEMA の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り34%配当性向NEMA 配当は確実ですか？NEMA 配当履歴とベンチマークを見るNEMA 、いつまでに購入すれば配当金を受け取れますか？Nemetschek 配当日配当落ち日May 22 2026配当支払日May 27 2026配当落ちまでの日数2 days配当支払日までの日数3 daysNEMA 配当は確実ですか？NEMA 配当履歴とベンチマークを見るView Valuation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2026/05/24 10:56終値2026/05/22 00:00収益2026/03/31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 14 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
Declared Dividend • May 19Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 20%.
お知らせ • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.
Declared Dividend • Apr 13Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 20%.
お知らせ • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 17Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.
Declared Dividend • May 19Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 27th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 34%. Cash payout ratio: 20%.
お知らせ • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.
Declared Dividend • Apr 13Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 36%. Cash payout ratio: 20%.
お知らせ • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Mar 17Dividend of €0.68 announcedShareholders will receive a dividend of €0.68. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.1%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.
お知らせ • Mar 14Nemetschek SE announces Annual dividend, payable on May 26, 2026Nemetschek SE announced Annual dividend of EUR 0.6800 per share payable on May 26, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
お知らせ • Feb 27Nemetschek Group Appoints Alok Sharma as Managing Director and Vice President for IndiaNemetschek Group has appointed Alok Sharma as managing director and vice president for India, underscoring the company's ambitions in one of the world's fastest-growing construction markets. The appointment comes as India accelerates investment in infrastructure, urban development and public sector modernisation, with digital tools increasingly central to efficiency, compliance and lifecycle management across construction projects. Based in Mumbai, Sharma will lead Nemetschek's India growth strategy. This strategy will focus on deeper enterprise and government engagement, expanding the local partner ecosystem and accelerating the shift towards subscription and SaaS-led digital construction models. A key priority will be scaling building information modelling (BIM) adoption across infrastructure and real estate projects. Sharma brings over 30 years of experience building and scaling software businesses across India and the Saarc region, with a strong focus on the architecture, engineering, construction and operations sectors. His background includes leading large enterprise deals, driving public sector engagements and guiding transitions from perpetual licensing to cloud-based delivery. The appointment signals Nemetschek's intent to consolidate its India operations and align its multi-brand technology portfolio with the country's expanding digital construction ambitions.
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
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: €0.36 (vs €0.28 in 2Q 2023)Second quarter 2024 results: EPS: €0.36 (up from €0.28 in 2Q 2023). Revenue: €228.7m (up 10% from 2Q 2023). Net income: €41.9m (up 28% from 2Q 2023). Profit margin: 18% (up from 16% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
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.
Upcoming Dividend • May 17Upcoming dividend of €0.48 per shareEligible shareholders must have bought the stock before 24 May 2024. Payment date: 28 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Swiss dividend payers (4.1%). Lower than average of industry peers (1.2%).
Reported Earnings • Apr 30First quarter 2024 earnings released: EPS: €0.37 (vs €0.31 in 1Q 2023)First quarter 2024 results: EPS: €0.37 (up from €0.31 in 1Q 2023). Revenue: €227.3m (up 11% from 1Q 2023). Net income: €42.5m (up 17% from 1Q 2023). Profit margin: 19% (up from 18% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Mar 21Full year 2023 earnings released: EPS: €1.40 (vs €1.40 in FY 2022)Full year 2023 results: EPS: €1.40 (down from €1.40 in FY 2022). Revenue: €860.5m (up 7.3% from FY 2022). Net income: €161.3m (flat on FY 2022). Profit margin: 19% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Declared Dividend • Mar 18Dividend of €0.48 announcedShareholders will receive a dividend of €0.48. Ex-date: 24th May 2024 Payment date: 28th May 2024 Dividend yield will be 0.7%, which is about the same as the industry average. Payout Ratios Payout ratio: 35%. Cash payout ratio: 25%.
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
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.39 (vs €0.34 in 3Q 2022)Third quarter 2023 results: EPS: €0.39 (up from €0.34 in 3Q 2022). Revenue: €222.6m (up 9.8% from 3Q 2022). Net income: €45.0m (up 16% from 3Q 2022). Profit margin: 20% (up from 19% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
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 • Jul 31Second quarter 2023 earnings released: EPS: €0.28 (vs €0.40 in 2Q 2022)Second quarter 2023 results: EPS: €0.28 (down from €0.40 in 2Q 2022). Revenue: €209.3m (up 2.7% from 2Q 2022). Net income: €32.8m (down 29% from 2Q 2022). Profit margin: 16% (down from 23% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 17Upcoming dividend of €0.45 per share at 0.7% yieldEligible shareholders must have bought the stock before 24 May 2023. Payment date: 26 May 2023. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (1.5%).
Reported Earnings • Mar 24Full 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. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
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
Reported Earnings • Oct 28Third quarter 2022 earnings released: EPS: €0.34 (vs €0.30 in 3Q 2021)Third quarter 2022 results: EPS: €0.34 (up from €0.30 in 3Q 2021). Revenue: €209.2m (up 24% from 3Q 2021). Net income: €38.8m (up 13% from 3Q 2021). Profit margin: 19% (down from 20% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Software industry in Europe. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jul 28Second quarter 2022 earnings released: EPS: €0.40 (vs €0.29 in 2Q 2021)Second quarter 2022 results: EPS: €0.40 (up from €0.29 in 2Q 2021). Revenue: €207.9m (up 25% from 2Q 2021). Net income: €46.5m (up 40% from 2Q 2021). Profit margin: 22% (up from 20% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.6%, compared to a 13% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • May 06Upcoming dividend of €0.39 per shareEligible shareholders must have bought the stock before 13 May 2022. Payment date: 17 May 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of Swiss dividend payers (3.8%). Lower than average of industry peers (1.6%).
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 Switzerland. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 29Third quarter 2021 earnings released: EPS €0.30 (vs €0.22 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €171.3m (up 15% from 3Q 2020). Net income: €34.2m (up 36% from 3Q 2020). Profit margin: 20% (up from 17% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
Reported Earnings • Jul 30Second quarter 2021 earnings released: EPS €0.29 (vs €0.18 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €165.9m (up 17% from 2Q 2020). Net income: €33.1m (up 57% from 2Q 2020). Profit margin: 20% (up from 15% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
Upcoming Dividend • May 06Upcoming dividend of €0.30 per shareEligible shareholders must have bought the stock before 13 May 2021. Payment date: 17 May 2021. Trailing yield: 0.5%. Lower than top quartile of Swiss dividend payers (3.6%). Lower than average of industry peers (1.3%).
Reported Earnings • May 02First quarter 2021 earnings released: EPS €0.26 (vs €0.18 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €158.4m (up 8.1% from 1Q 2020). Net income: €29.4m (up 38% from 1Q 2020). Profit margin: 19% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 18% per year.
Is New 90 Day High Low • Dec 02New 90-day high: CHF60.00The company is up 2.0% from its price of CHF59.00 on 03 September 2020. The Swiss market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF34.87 per share.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue beats expectationsThird-quarter revenue exceeded analyst estimates by 3.4% at €148.6m. Revenue is forecast to grow 8.0% over the next year, compared to a 16% growth forecast for the Software industry in Switzerland.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of €99.5m, down 17% from the prior year. Total revenue was €596.5m over the last 12 months, up 11% from the prior year.
