Nemetschek SE

XTRA:NEM 株式レポート

時価総額:€7.4b

Nemetschek マネジメント

マネジメント 基準チェック /24

現在、CEO に関する十分な情報がありません。

主要情報

Yves Padrines

最高経営責任者

n/a

報酬総額

CEO給与比率n/a
CEO在任期間4.2yrs
CEOの所有権n/a
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間4yrs

経営陣の近況

Recent updates

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...
分析記事 Sep 04

Does Nemetschek (ETR:NEM) Deserve A Spot On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Aug 22

Is Nemetschek (ETR:NEM) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Aug 08

We Like Nemetschek's (ETR:NEM) Earnings For More Than Just Statutory Profit

The market seemed underwhelmed by last week's earnings announcement from Nemetschek SE ( ETR:NEM ) despite the healthy...
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).
分析記事 Aug 04

Nemetschek SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Nemetschek SE ( ETR:NEM ) just released its latest quarterly results and things are looking bullish. The company beat...
分析記事 Jul 02

The Returns At Nemetschek (ETR:NEM) Aren't Growing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jun 18

Are Nemetschek SE (ETR:NEM) Investors Paying Above The Intrinsic Value?

Key Insights Nemetschek's estimated fair value is €100 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 May 22

Does Nemetschek (ETR:NEM) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 May 08

Nemetschek SE's (ETR:NEM) P/E Is Still On The Mark Following 26% Share Price Bounce

Nemetschek SE ( ETR:NEM ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
User avatar
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.

CEO

Yves Padrines (49 yo)

4.2yrs
在職期間

Mr. Yves Padrines serves as Chief Executive Officer of Nemetschek SE (formally known as Nemetschek AG) since March 1, 2022 and has been its Member of Executive Board since March 1, 2022. He Joined Nemetsch...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Yves Padrines
CEO & Chairman of Executive Board4.2yrsデータなしデータなし
Georg Nemetschek
Founder & Honorary Chairman of the Supervisory Board63.3yrs€82.00k2.4%
€ 177.0m
Eva Louise Ofverstrom
CFO & Member of Executive Board3.3yrsデータなしデータなし
Usman Shuja
CDO of Build & Construct1.3yrsデータなしデータなし
Stefanie Zimmermann
Senior Vice President of Investor Relations & Corporate Communicationno dataデータなしデータなし
Susanne Kindler
Chief People & Transformation Officerless than a yearデータなしデータなし
Marc Nezet
Chief Division Officer Operate & Manage and Chief Strategy Officer2.7yrsデータなしデータなし
Sunil Pandita
Chief Division Officer of Planning & Design and Digital Twin Business Unit1.2yrsデータなしデータなし
Alok Sharma
MD & VP for Indialess than a yearデータなしデータなし
David McGavran
Chief Executive Officer of Maxon3.3yrsデータなしデータなし
2.7yrs
平均在職期間
48yo
平均年齢

経験豊富な経営陣: NEMの経営陣は 経験豊富 であると考えられます ( 2.7年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Georg Nemetschek
Founder & Honorary Chairman of the Supervisory Board4yrs€82.00k2.4%
€ 177.0m
Kurt Dobitsch
Independent Chairman of the Supervisory Board28.3yrs€247.00kデータなし
Bill Krouch
Member of the Supervisory Board8yrs€156.00kデータなし
Andreas Soffing
Member of the Supervisory Board4yrs€160.00kデータなし
Christine Schoeneweis
Member of the Supervisory Board4yrs€160.00kデータなし
Gernot Strube
Deputy Chairman of the Supervisory Board4yrs€187.00kデータなし
Iris Helke
Member of the Supervisory Board2.8yrs€202.00kデータなし
4.0yrs
平均在職期間
63yo
平均年齢

経験豊富なボード: NEMの 取締役会経験豊富 であると考えられます ( 4年の平均在任期間)。


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2026/05/06 21:29
終値2026/05/06 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
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

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 Research
Sven MerktBarclays
Alice JenningsBarclays