Neinor Homes 将来の成長
Future 基準チェック /26
Neinor Homes利益と収益がそれぞれ年間8.9%と12.2%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16.9% 7.7%なると予測されています。
主要情報
8.9%
収益成長率
7.65%
EPS成長率
| Consumer Durables 収益成長 | 19.8% |
| 収益成長率 | 12.2% |
| 将来の株主資本利益率 | 16.87% |
| アナリストカバレッジ | Good |
| 最終更新日 | 08 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • May 08
HOME: CEO Succession And Buyback Plan Will Support Future Repricing
Analysts have slightly raised their price target for Neinor Homes to €20.61 from €20.51, reflecting updated views on discount rate assumptions, revenue growth and profit margin expectations. What's in the News The Board has approved an orderly CEO succession plan, with current CEO Borja García-Egotxeaga set to step down at the end of 2026 after eight years leading the company.ナラティブの更新 • Apr 22
HOME: Buyback Plan And 2026 To 2027 EPS Outlook Will Support Repricing
Analysts have trimmed their price target for Neinor Homes from €21.03 to €20.51. This reflects updated assumptions that pair higher projected revenue growth and profit margins with a lower expected future P/E multiple.ナラティブの更新 • Apr 07
HOME: Share Buyback And EPS Focus Will Support Bullish Repricing
Analysts have trimmed their price target for Neinor Homes slightly to about €21.03 from about €21.06. This reflects updated views on the company's revenue growth outlook, margin profile and future P/E assumptions.ナラティブの更新 • Mar 24
HOME: Stable Margins And Rich P/E Multiple Will Support Bullish Repricing
Analysts have kept their fair value estimate for Neinor Homes steady at €21.06 per share, citing largely unchanged assumptions on revenue trends, profit margins and future P/E, with only a small adjustment to the discount rate. Valuation Changes Fair Value Estimate held steady at €21.06 per share, reflecting unchanged assumptions for the core valuation drivers.ナラティブの更新 • Mar 07
HOME: Higher Margin Outlook And P/E Multiple Will Support Bullish Repricing
Analysts have lifted their price target for Neinor Homes from about €19.91 to roughly €21.06, reflecting updated views that factor in a higher discount rate, a modest improvement in profit margins and a higher assumed future P/E multiple despite lower expected revenue growth. Valuation Changes Fair Value: the updated company fair value estimate has risen slightly from about €19.91 to roughly €21.06 per share.ナラティブの更新 • Feb 19
HOME: Slightly Lower Discount Rate And P/E Assumptions Will Support Stable Outlook
Analysts have trimmed their price target for Neinor Homes slightly from about €20.01 to €19.91, reflecting updated assumptions on the discount rate and a lower future P/E multiple, while keeping revenue growth and profit margin expectations broadly unchanged. Valuation Changes Fair Value: trimmed slightly from €20.01 to about €19.91, a reduction of roughly 0.5%.ナラティブの更新 • Feb 05
HOME: Slightly Firmer Margins And P/E Assumptions Will Support Stable Outlook
Analysts have slightly increased their price target for Neinor Homes to €20.01 from €19.91, reflecting small adjustments in their fair value analysis as they balance slightly softer revenue growth assumptions with marginally firmer profit margin and future P/E estimates. Valuation Changes Fair Value: updated slightly higher from €19.91 to €20.01.ナラティブの更新 • Jan 22
HOME: Follow On Equity Offering And Slight Model Tweaks Will Guide Steady Outlook
Analysts have nudged their price target for Neinor Homes slightly lower to €19.91 from €20.06, reflecting updated fair value estimates using a modestly higher discount rate and small tweaks to long term revenue growth, profit margin and future P/E assumptions. What's in the News Neinor Homes completed a follow-on equity offering totaling €139.999989 million, issuing 8,900,190 new common shares at €15.73 each (Key Developments).ナラティブの更新 • Jan 07
HOME: Follow On Equity Offering Will Support Steady Long Term Outlook
Analysts have kept their fair value estimate for Neinor Homes steady at €20.06 per share, with only marginal adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions, resulting in an unchanged price target. What's in the News Neinor Homes completed a follow on equity offering totaling €139.999989 million in new capital (Key Developments).ナラティブの更新 • Dec 22
HOME: Share Sale And Planned Acquisition Will Shape Steady Long-Term Outlook
Analysts have raised their price target on Neinor Homes slightly to €20.06 from €20.06, citing marginal improvements in discount rate assumptions and a steadier outlook for long term earnings multiples. What's in the News Completed a follow on equity offering of approximately €140 million through the sale of 8,900,190 common shares at €15.73 per share, structured as a subsequent direct listing (Key Developments).ナラティブの更新 • Dec 08
HOME: Share Sale And Potential Acquisition Will Shape Balanced Long-Term Outlook
Analysts have trimmed their price target on Neinor Homes slightly to €20.06 from €20.09, citing marginally lower fair value and discount rate assumptions while keeping growth and profitability expectations effectively unchanged. What's in the News Neinor Homes has completed a follow on equity offering of approximately €140 million through the sale of 8,900,190 common shares at €15.73 per share, structured as a subsequent direct listing (Key Developments).ナラティブの更新 • Nov 23
HOME: Share Sale Completion And Major Acquisition Plan Will Lift Long-Term Value
Analysts have raised their price target for Neinor Homes from €19.58 to €20.09, citing updated fair value estimates. This change is balanced against a slightly higher discount rate and projections for lower profit margins ahead.分析記事 • Oct 30
What Neinor Homes, S.A.'s (BME:HOME) P/E Is Not Telling You
Neinor Homes, S.A.'s ( BME:HOME ) price-to-earnings (or "P/E") ratio of 30.8x might make it look like a strong sell...ナラティブの更新 • Oct 21
Analysts Lift Neinor Homes Price Target as Profit Margins Improve Amid Strategic Developments
Analysts have raised their price target for Neinor Homes from €18.73 to €19.58. They cite improved profit margins, despite slightly moderated revenue growth forecasts and a modestly higher discount rate.分析記事 • Oct 01
Is Neinor Homes, S.A. (BME:HOME) Expensive For A Reason? A Look At Its Intrinsic Value
Key Insights The projected fair value for Neinor Homes is €13.18 based on 2 Stage Free Cash Flow to Equity Neinor...分析記事 • Jul 13
Optimistic Investors Push Neinor Homes, S.A. (BME:HOME) Shares Up 27% But Growth Is Lacking
Neinor Homes, S.A. ( BME:HOME ) shareholders have had their patience rewarded with a 27% share price jump in the last...分析記事 • Jun 18
Neinor Homes (BME:HOME) Has A Pretty Healthy Balance Sheet
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...分析記事 • May 18
Capital Allocation Trends At Neinor Homes (BME:HOME) Aren't Ideal
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Apr 30
An Intrinsic Calculation For Neinor Homes, S.A. (BME:HOME) Suggests It's 48% Undervalued
Key Insights The projected fair value for Neinor Homes is €29.25 based on 2 Stage Free Cash Flow to Equity Neinor Homes...分析記事 • Mar 07
Neinor Homes' (BME:HOME) Shareholders Have More To Worry About Than Only Soft Earnings
Neinor Homes, S.A.'s ( BME:HOME ) recent weak earnings report didn't cause a big stock movement. However, we believe...
新しいナラティブ • Mar 02
New Investments And Asset Optimization Will Expand Future Opportunities
Joint ventures and strategic investments aim to significantly expand Neinor's asset base and enhance future revenue and earnings potential.分析記事 • Jan 14
Neinor Homes (BME:HOME) May Have Issues Allocating Its Capital
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...分析記事 • Dec 16
These 4 Measures Indicate That Neinor Homes (BME:HOME) Is Using Debt Reasonably Well
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Sep 10
Neinor Homes, S.A.'s (BME:HOME) Price Is Right But Growth Is Lacking
With a price-to-earnings (or "P/E") ratio of 10.9x Neinor Homes, S.A. ( BME:HOME ) may be sending bullish signals at...分析記事 • Jun 06
Neinor Homes (BME:HOME) Is Looking To Continue Growing Its Returns On Capital
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 • May 03
Here's Why Neinor Homes (BME:HOME) Can Manage Its Debt Responsibly
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 11
Returns At Neinor Homes (BME:HOME) Are On The Way Up
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • Aug 31
Neinor Homes, S.A.'s (BME:HOME) Intrinsic Value Is Potentially 62% Above Its Share Price
Key Insights Using the Dividend Discount Model, Neinor Homes fair value estimate is €14.79 Neinor Homes is estimated to...分析記事 • Mar 01
Does Neinor Homes (BME:HOME) Have A Healthy Balance Sheet?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Jan 08
Investors Will Want Neinor Homes' (BME:HOME) Growth In ROCE To Persist
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 • Oct 14
Neinor Homes (BME:HOME) Seems To Use Debt Quite Sensibly
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...業績と収益の成長予測
| 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 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,454 | 163 | 304 | 354 | 4 |
| 12/31/2027 | 1,574 | 163 | 279 | 372 | 3 |
| 12/31/2026 | 1,794 | 136 | 326 | 378 | 5 |
| 12/31/2025 | 705 | 123 | 210 | 211 | N/A |
| 9/30/2025 | 584 | 89 | 137 | 138 | N/A |
| 6/30/2025 | 463 | 55 | 63 | 66 | N/A |
| 3/31/2025 | 475 | 59 | 82 | 84 | N/A |
| 12/31/2024 | 487 | 62 | 101 | 103 | N/A |
| 9/30/2024 | 534 | 79 | 113 | 114 | N/A |
| 6/30/2024 | 581 | 96 | 126 | 126 | N/A |
| 3/31/2024 | 586 | 93 | 68 | 68 | N/A |
| 12/31/2023 | 591 | 91 | 10 | 11 | N/A |
| 9/30/2023 | 642 | 93 | 56 | 60 | N/A |
| 6/30/2023 | 554 | 63 | -20 | -20 | N/A |
| 3/31/2023 | 569 | 65 | 0 | 3 | N/A |
| 12/31/2022 | 763 | 96 | 170 | 173 | N/A |
| 9/30/2022 | 922 | 96 | 284 | 284 | N/A |
| 6/30/2022 | 980 | 96 | 272 | 277 | N/A |
| 3/31/2022 | 1,096 | 126 | 415 | 416 | N/A |
| 12/31/2021 | 914 | 103 | 224 | 225 | N/A |
| 9/30/2021 | 874 | 106 | -5 | 234 | N/A |
| 6/30/2021 | 795 | 108 | 267 | 268 | N/A |
| 3/31/2021 | 625 | 76 | 109 | 110 | N/A |
| 12/31/2020 | 573 | 70 | 134 | 135 | N/A |
| 9/30/2020 | 443 | 60 | 50 | 51 | N/A |
| 6/30/2020 | 427 | 60 | 63 | 64 | N/A |
| 3/31/2020 | 479 | 65 | 121 | 123 | N/A |
| 12/31/2019 | 489 | 64 | 144 | 146 | N/A |
| 9/30/2019 | 466 | 77 | N/A | 177 | N/A |
| 6/30/2019 | 464 | 67 | N/A | 140 | N/A |
| 3/31/2019 | 421 | 56 | N/A | 137 | N/A |
| 12/31/2018 | 380 | 46 | N/A | 91 | N/A |
| 9/30/2018 | 207 | -26 | N/A | -53 | N/A |
| 6/30/2018 | 172 | -15 | N/A | -139 | N/A |
| 3/31/2018 | 167 | -26 | N/A | -227 | N/A |
| 12/31/2017 | 220 | -26 | N/A | -186 | N/A |
| 6/30/2017 | 234 | -29 | N/A | -115 | N/A |
| 12/31/2016 | 229 | 1 | N/A | 31 | N/A |
| 9/30/2016 | 242 | -31 | N/A | 6 | N/A |
| 6/30/2016 | 255 | -62 | N/A | -19 | N/A |
| 3/31/2016 | 256 | -72 | N/A | -34 | N/A |
| 12/31/2015 | 257 | -82 | N/A | -50 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: HOMEの予測収益成長率 (年間8.9% ) は 貯蓄率 ( 2.7% ) を上回っています。
収益対市場: HOMEの収益 ( 8.9% ) Spanish市場 ( 11.6% ) よりも低い成長が予測されています。
高成長収益: HOME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: HOMEの収益 ( 12.2% ) Spanish市場 ( 6.4% ) よりも速いペースで成長すると予測されています。
高い収益成長: HOMEの収益 ( 12.2% ) 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: HOME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 ( 16.9 %)。
成長企業の発掘
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 | 2026/05/25 16:26 |
| 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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Neinor Homes, S.A. 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。13
| アナリスト | 機関 |
|---|---|
| Ignacio Romero | Banco de Sabadell. S.A. |
| Mariano Miguel Hidalgo | Banco Santander |
| Celine Huynh | Barclays |