View ValuationDEME Group 将来の成長Future 基準チェック /16DEME Group利益と収益がそれぞれ年間4.7%と2.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.9% 5.1%なると予測されています。主要情報4.7%収益成長率5.12%EPS成長率Construction 収益成長10.9%収益成長率2.3%将来の株主資本利益率10.90%アナリストカバレッジGood最終更新日13 May 2026今後の成長に関する最新情報お知らせ • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.すべての更新を表示Recent updatesお知らせ • May 21DEME Group NV, Annual General Meeting, May 20, 2026DEME Group NV, Annual General Meeting, May 20, 2026.Declared Dividend • May 20Dividend of €3.15 announcedShareholders will receive a dividend of €3.15. Ex-date: 26th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Gaelle Hotellier was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.お知らせ • Feb 26DEME Group NV announces Annual dividend, payable on May 29, 2026DEME Group NV announced Annual dividend of EUR 3.1500 per share payable on May 29, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.お知らせ • Sep 11+ 1 more updateDEME Group NV to Report First Half, 2026 Results on Aug 26, 2026DEME Group NV announced that they will report first half, 2026 results on Aug 26, 2026お知らせ • Feb 26DEME Group NV Proposes Dividend for the Year 2024DEME Group NV announced the proposal for a gross dividend of EUR 3.8 per share, compared to EUR 2.1 a year ago.お知らせ • Sep 25+ 1 more updateDEME Group NV to Report First Half, 2025 Results on Aug 26, 2025DEME Group NV announced that they will report first half, 2025 results on Aug 26, 2025Reported Earnings • Sep 02First half 2024 earnings released: EPS: €5.57 (vs €1.19 in 1H 2023)First half 2024 results: EPS: €5.57 (up from €1.19 in 1H 2023). Revenue: €1.92b (up 30% from 1H 2023). Net income: €141.1m (up 368% from 1H 2023). Profit margin: 7.4% (up from 2.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe.Upcoming Dividend • May 14Upcoming dividend of €1.47 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).Reported Earnings • Mar 03Full year 2023 earnings released: EPS: €6.43 (vs €4.45 in FY 2022)Full year 2023 results: EPS: €6.43 (up from €4.45 in FY 2022). Revenue: €3.34b (up 26% from FY 2022). Net income: €162.8m (up 44% from FY 2022). Profit margin: 4.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe.Reported Earnings • Sep 03First half 2023 earnings released: EPS: €1.19 (vs €1.56 in 1H 2022)First half 2023 results: EPS: €1.19 (down from €1.56 in 1H 2022). Revenue: €1.48b (up 14% from 1H 2022). Net income: €30.2m (down 24% from 1H 2022). Profit margin: 2.0% (down from 3.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany.Board Change • Aug 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Jun 10Now 20% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.お知らせ • May 12DEME Announces Els Verbraecken to Leave as Chief Financial OfficerDEME announced that Els Verbraecken, DEME's Chief Financial Officer, has decided to take a next step in her professional career and will leave DEME in the spring of 2024. Els Verbraecken joined DEME in 2002 and has been appointed as Chief Financial Officer of the group in 2013. Throughout her time at DEME, as CFO, head of DEME's Finance community and key member of DEME's Executive Committee and Management Team, she has been instrumental in DEME's continued business development, global strategic growth and, more recently, its stock-listing. DEME has started the process for the selection of a new CFO, that provides for a secure and stable transition. Until Spring 2024, Els Verbraecken will continue her tasks of CFO and act as mentor and coach to her successor in view of a seamless hand-over of responsibilities. The succession plan equally foresees for Els Verbraecken to continue to act as a member of the Executive Committee and executive advisor to DEME's Board of Directors during such time.Board Change • Apr 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Feb 23No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Jan 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Nov 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.業績と収益の成長予測DB:MT0 - 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12/31/20284,505351482918512/31/20274,344356430887612/31/20264,214346425882612/31/20254,155346214659N/A9/30/20254,228336429779N/A6/30/20254,302326644899N/A3/31/20254,202307720988N/A12/31/20244,1012887961,077N/A9/30/20243,914281659975N/A6/30/20243,726274522872N/A3/31/20243,506218288663N/A12/31/20233,28516355454N/A9/30/20233,062133-5431N/A6/30/20232,838103-65409N/A3/31/20232,747108-56422N/A12/31/20222,655113-48436N/A9/30/20222,697116-10420N/A6/30/20222,73911928403N/A3/31/20222,62511783411N/A12/31/20212,511115138420N/A12/31/20202,19650175376N/A12/31/20192,622125-46389N/A12/31/20182,646156N/A222N/A12/31/20172,366153N/AN/AN/A12/31/20161,978149N/AN/AN/A12/31/20152,344201N/AN/AN/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: MT0の予測収益成長率 (年間4.7% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: MT0の収益 ( 4.7% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: MT0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: MT0の収益 ( 2.3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: MT0の収益 ( 2.3% ) 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: MT0の 自己資本利益率 は、3年後には低くなると予測されています ( 10.9 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 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2026/05/25 20:01終値2026/05/22 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 GreulichBerenbergLuuk Van BeekDegroof PetercamTijs HollestelleING Groep NV4 その他のアナリストを表示
お知らせ • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.
お知らせ • May 21DEME Group NV, Annual General Meeting, May 20, 2026DEME Group NV, Annual General Meeting, May 20, 2026.
Declared Dividend • May 20Dividend of €3.15 announcedShareholders will receive a dividend of €3.15. Ex-date: 26th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Gaelle Hotellier was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.
お知らせ • Feb 26DEME Group NV announces Annual dividend, payable on May 29, 2026DEME Group NV announced Annual dividend of EUR 3.1500 per share payable on May 29, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.
お知らせ • Sep 11+ 1 more updateDEME Group NV to Report First Half, 2026 Results on Aug 26, 2026DEME Group NV announced that they will report first half, 2026 results on Aug 26, 2026
お知らせ • Feb 26DEME Group NV Proposes Dividend for the Year 2024DEME Group NV announced the proposal for a gross dividend of EUR 3.8 per share, compared to EUR 2.1 a year ago.
お知らせ • Sep 25+ 1 more updateDEME Group NV to Report First Half, 2025 Results on Aug 26, 2025DEME Group NV announced that they will report first half, 2025 results on Aug 26, 2025
Reported Earnings • Sep 02First half 2024 earnings released: EPS: €5.57 (vs €1.19 in 1H 2023)First half 2024 results: EPS: €5.57 (up from €1.19 in 1H 2023). Revenue: €1.92b (up 30% from 1H 2023). Net income: €141.1m (up 368% from 1H 2023). Profit margin: 7.4% (up from 2.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe.
Upcoming Dividend • May 14Upcoming dividend of €1.47 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: €6.43 (vs €4.45 in FY 2022)Full year 2023 results: EPS: €6.43 (up from €4.45 in FY 2022). Revenue: €3.34b (up 26% from FY 2022). Net income: €162.8m (up 44% from FY 2022). Profit margin: 4.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe.
Reported Earnings • Sep 03First half 2023 earnings released: EPS: €1.19 (vs €1.56 in 1H 2022)First half 2023 results: EPS: €1.19 (down from €1.56 in 1H 2022). Revenue: €1.48b (up 14% from 1H 2022). Net income: €30.2m (down 24% from 1H 2022). Profit margin: 2.0% (down from 3.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany.
Board Change • Aug 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Jun 10Now 20% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
お知らせ • May 12DEME Announces Els Verbraecken to Leave as Chief Financial OfficerDEME announced that Els Verbraecken, DEME's Chief Financial Officer, has decided to take a next step in her professional career and will leave DEME in the spring of 2024. Els Verbraecken joined DEME in 2002 and has been appointed as Chief Financial Officer of the group in 2013. Throughout her time at DEME, as CFO, head of DEME's Finance community and key member of DEME's Executive Committee and Management Team, she has been instrumental in DEME's continued business development, global strategic growth and, more recently, its stock-listing. DEME has started the process for the selection of a new CFO, that provides for a secure and stable transition. Until Spring 2024, Els Verbraecken will continue her tasks of CFO and act as mentor and coach to her successor in view of a seamless hand-over of responsibilities. The succession plan equally foresees for Els Verbraecken to continue to act as a member of the Executive Committee and executive advisor to DEME's Board of Directors during such time.
Board Change • Apr 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Feb 23No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Jan 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Nov 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.