Nemetschek バランスシートの健全性
財務の健全性 基準チェック /36
Nemetschekの総株主資本は€1.1B 、総負債は€504.8Mで、負債比率は47.8%となります。総資産と総負債はそれぞれ€2.4Bと€1.4Bです。 Nemetschekの EBIT は€323.8Mで、利息カバレッジ比率22.8です。現金および短期投資は€401.5Mです。
主要情報
47.76%
負債資本比率
€504.78m
負債
| インタレスト・カバレッジ・レシオ | 22.8x |
| 現金 | €401.48m |
| エクイティ | €1.06b |
| 負債合計 | €1.36b |
| 総資産 | €2.42b |
財務の健全性に関する最新情報
Recent updates
ナラティブ更新 • Aug 11
NEM: Infrastructure Exposure And HCSS Integration Will Support Future Returns
Nemetschek's updated analyst price target has shifted from about €130 to €115, as analysts factor in new views on revenue growth, profit margins and future P/E alongside recent research, including the resumed Buy rating with a €75 target at Deutsche Bank and Citi's adjustment to €95. Analyst Commentary Recent commentary on Nemetschek highlights a mix of caution and optimism, with bullish analysts still seeing room for upside based on product fit and market reach.
ナラティブ更新 • Jul 28
NEM: North American Construction Software Expansion Will Support Premium P/E Multiple
Nemetschek's analyst price targets have edged lower, with recent moves such as Citi trimming its target to €95 and Deutsche Bank setting coverage at €75 as analysts factor in updated fair value assumptions and the broadened reach from the HCSS acquisition into North American infrastructure and heavy civil construction. Analyst Commentary Recent research on Nemetschek centres on the HCSS acquisition and how it feeds into growth, execution and valuation.ナラティブ更新 • Jul 14
NEM: North American Expansion Will Support Premium P/E Despite Execution Risks
The analyst fair value estimate for Nemetschek has been reduced to €88.08 from €96.22, as analysts factor in updated assumptions on growth, margins, and P/E, while still pointing to support from recent Street research, including a resumed Buy at €75 and a lowered but constructive €95 target tied to the HCSS acquisition thesis and broader North American exposure. Analyst Commentary Recent research on Nemetschek centers on how the HCSS acquisition and the updated price targets fit into the company’s longer term growth and valuation story.
ナラティブ更新 • Jun 30
NEM: Construction Software Adoption Will Shape Balanced Outlook As Bank Views Diverge
The analyst price target for Nemetschek has been reset from €90 to €56. This reflects updated views on growth, margins, discount rates and future P/E multiples after recent mixed research, including Citi’s lower €95 target, a UBS downgrade and a Deutsche Bank upgrade.ナラティブ更新 • Jun 16
NEM: AI Workflow Expansion And Dividend Policy Will Support Future Returns
Narrative assumptions for Nemetschek are broadly unchanged, with the analyst price target edging lower as recent research, including cuts from Citi to €95 and from Jefferies by €20, alongside a downgrade from UBS and upgrades from Deutsche Bank and DZ Bank, points to a more mixed but still constructive view on the stock. Analyst Commentary Recent research on Nemetschek presents a mixed picture on ratings and price targets, but the tone from bullish analysts still reflects a constructive stance on the stock and its execution.ナラティブ更新 • Jun 01
NEM: AI Adoption And Dividend Policy Will Support Future Returns
The analyst price target for Nemetschek has been trimmed from €134.61 to €130.43, reflecting a series of recent target cuts from banks alongside updated assumptions on discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent research on Nemetschek shows a mix of renewed caution on valuation and selective optimism, with some bullish analysts still comfortable reiterating positive views even as price targets are recalibrated.ナラティブ更新 • May 02
NEM: Higher P/E Assumptions And Dividend Policy Will Support Future Returns
Nemetschek's analyst fair value target has shifted modestly higher to about €135 from roughly €129, as analysts adjust assumptions around revenue growth, profit margins and future P/E following a mix of recent upgrades and price target cuts across major firms. Analyst Commentary Recent research on Nemetschek reflects a mixed but generally constructive backdrop, with several bullish analysts making supportive calls even as a few firms trim targets or ratings.ナラティブ更新 • Apr 18
NEM: Premium P/E Will Persist As Profitability Execution Outweighs Rating Cuts
The updated analyst price target for Nemetschek moves to about €96 from roughly €119, as analysts factor in slightly lower projected revenue growth, a modestly higher discount rate, firmer profit margins, and a reduced future P/E, consistent with a recent mix of target cuts and rating changes across major banks. Analyst Commentary Recent research shows a split view on Nemetschek, with several banks cutting price targets while others issue upgrades.ナラティブ更新 • Apr 03
NEM: Rebased P E And Dividend Policy Will Support Long Term Returns
Nemetschek's updated analyst price target edges slightly lower to about €129.30, as analysts factor in modest adjustments to long term growth, profitability and P/E assumptions following a mix of recent target cuts and rating upgrades across the Street. Analyst Commentary Recent research shows a split picture on Nemetschek, with some firms trimming price targets while others upgrade their stance.分析記事 • Mar 27
We Think Nemetschek's (ETR:NEM) Solid Earnings Are Understated
Nemetschek SE's ( ETR:NEM ) solid earnings announcement recently didn't do much to the stock price. Our analysis...ナラティブ更新 • Mar 20
NEM: Rebased P E And Dividend Outlook Will Support Long-Term Recurring Revenue
Nemetschek's updated analyst price target has been reduced from about €150 to roughly €130, reflecting lower Street targets from several banks, combined with revised expectations for growth, margins and future P/E levels. Analyst Commentary Recent research shows a mix of caution and optimism around Nemetschek, with several firms cutting price targets while others highlight upside potential and upgrade their stance.ナラティブ更新 • Mar 06
NEM: Recent Upgrades Support Premium P/E On Long-Term Recurring Revenue Expansion
Our analyst price target for Nemetschek remains at €150, as analysts balance slightly higher assumed revenue growth of 17.59% with a lower profit margin assumption of 21.70% and a higher future P/E of 51.33x, in light of recent mixed rating changes and price target adjustments across the Street. Analyst Commentary Recent Street research on Nemetschek has been mixed, with some price target trims sitting alongside fresh upgrades.ナラティブ更新 • Feb 20
NEM: Construction Software Digitization Will Sustain Premium Multiples Despite Mixed Rating Adjustments
The updated analyst price target for Nemetschek edges lower to about €119 per share, as analysts balance slightly adjusted fair value, discount rate and profit margin assumptions with supportive views on the company's long term revenue growth outlook, reflected in recent upgrades and trimmed targets across the Street. Analyst Commentary Recent Street research on Nemetschek reflects a mix of optimism on growth and digital adoption in construction software, alongside some caution around valuation and execution expectations, which together shape the latest price target adjustments.分析記事 • Feb 12
Nemetschek SE (ETR:NEM) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
Nemetschek SE ( ETR:NEM ) shareholders that were waiting for something to happen have been dealt a blow with a 27...ナラティブ更新 • Feb 06
NEM: Construction Software Adoption Will Drive Future Upside Despite Mixed Bank Views
Analysts have maintained their fair value estimate for Nemetschek at €90. They explain that recent mixed price target changes from banks reflect differing views on the stock's growth profile and appropriate P/E multiple, rather than indicating a clear shift in the underlying outlook.ナラティブ更新 • Jan 23
NEM: Construction Software Exposure Will Drive Future Upside Despite Recent Caution
Narrative Update on Nemetschek Our fair value estimate for Nemetschek has shifted to €90.00 from €83.00, reflecting analyst views that the company is well placed within construction software. This is supported by recent price targets in the €110 to €115 range and expectations for solid growth and margins, despite only modest target trims from some firms.分析記事 • Jan 19
Nemetschek SE's (ETR:NEM) Intrinsic Value Is Potentially 41% Above Its Share Price
Key Insights Nemetschek's estimated fair value is €117 based on 2 Stage Free Cash Flow to Equity Current share price of...ナラティブ更新 • Jan 08
NEM: Construction Software Digitization Will Support Premium Multiples Despite Mixed Rating Signals
Narrative Update The updated analyst price target for Nemetschek edges lower to about €120 from roughly €123, as analysts factor in slightly adjusted fair value, discount rate and P/E assumptions, while still highlighting the company's position in construction software and noting mixed views on the shares. Analyst Commentary Analysts are split on Nemetschek, with views clustering around how much upside remains at current levels versus the execution needed to justify recent valuation assumptions.分析記事 • Jan 05
Nemetschek (ETR:NEM) Could Easily Take On More Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...ナラティブ更新 • Dec 24
NEM: Long-Term Construction Software Adoption Will Drive Recurring Revenue Expansion
Nemetschek's analyst fair value estimate has been trimmed from EUR 161 to about EUR 150, as analysts factor in a modestly higher discount rate and slightly slower top line growth, while still highlighting the company's strong positioning in underpenetrated construction software and upward revisions to several Street price targets. Analyst Commentary Bullish analysts continue to emphasize Nemetschek's attractive positioning in construction software, arguing that the company's exposure to an industry with low digital penetration supports a premium growth profile relative to peers.ナラティブ更新 • Dec 10
NEM: Digital Construction Adoption Will Drive Premium Multiples Despite Mixed Near-Term Sentiment
Nemetschek's analyst price target has been trimmed slightly to about EUR 123 from roughly EUR 124 as analysts balance strong growth expectations in construction software, along with recent Buy initiations and upgrades, against a marginally higher discount rate and mixed target revisions. Analyst Commentary Analysts remain divided on Nemetschek's near term valuation, but are broadly constructive on its long term growth profile and strategic positioning within construction software.分析記事 • Dec 08
Getting In Cheap On Nemetschek SE (ETR:NEM) Might Be Difficult
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...ナラティブ更新 • Nov 26
NEM: Digital Construction Penetration Will Drive Sector-Leading Performance Ahead
Nemetschek's fair value price target edged slightly lower from €123.79 to €123.68, as analysts balance optimism about sustained sector-leading growth with a more cautious view in light of recent price target adjustments. Analyst Commentary Recent analyst opinions on Nemetschek reflect a mix of optimism regarding the company’s growth prospects and caution about valuation and market conditions.ナラティブ更新 • Nov 06
NEM: Improved Profit Margins Will Drive Future Value Creation
Nemetschek’s average analyst price target was slightly reduced, decreasing by approximately EUR 0.41 to EUR 123.79. Analysts balanced improved profit margin projections with slightly lower growth expectations and recent adjustments in target prices.分析記事 • Oct 14
Returns At Nemetschek (ETR:NEM) Appear To Be Weighed Down
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...ナラティブ更新 • Oct 03
Recurring Subscriptions And International Markets Will Unlock Future Value
Nemetschek's analyst price target has risen by €8 to €125. Analysts cite improved outlook and diminishing prior concerns to support the upgrade.分析記事 • Oct 01
Calculating The Fair Value Of Nemetschek SE (ETR:NEM)
Key Insights The projected fair value for Nemetschek is €110 based on 2 Stage Free Cash Flow to Equity Current share...ナラティブ更新 • Aug 07
Recurring Subscriptions And International Markets Will Unlock Future Value
With no significant changes in discount rate or future P/E, Nemetschek’s fair value assessment has remained stable, with the consensus analyst price target unchanged at €124.15. What's in the News Nemetschek is actively seeking acquisitions, focusing on complementing its product offerings, particularly in AI, and has recently acquired Manufacton (DfMA AI software) and Xinaps (clash detection SaaS).
新しいナラティブ • Nov 13
The Company's SaaS Revolution And Global Expansion Promise Thriving Growth In Construction Tech
Transitioning to a SaaS model is driving strong recurring revenue growth and positively impacting revenue and cash flow.財務状況分析
短期負債: NEMの 短期資産 ( €635.7M ) は 短期負債 ( €682.4M ) をカバーしていません。
長期負債: NEMの短期資産 ( €635.7M ) は 長期負債 ( €679.4M ) をカバーしていません。
デット・ツー・エクイティの歴史と分析
負債レベル: NEMの 純負債対資本比率 ( 9.8% ) は 満足できる 水準であると考えられます。
負債の削減: NEMの負債対資本比率は、過去 5 年間で23.6%から47.8%に増加しました。
債務返済能力: NEMの負債は 営業キャッシュフロー によって 十分にカバー されています ( 75% )。
インタレストカバレッジ: NEMの負債に対する 利息支払い は EBIT ( 22.8 x coverage) によって 十分にカバーされています。
貸借対照表
健全な企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/09/18 08:23 |
| 終値 | 2026/09/18 00:00 |
| 収益 | 2026/06/30 |
| 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 |
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| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
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| マネジメント | 10年 |
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| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した 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 Woller | Baader Helvea Equity Research |
| Sven Merkt | Barclays |
| Alice Jennings | Barclays |