Neinor Homes, S.A.

BME:HOME 株式レポート

時価総額:€1.6b

Neinor Homes マネジメント

マネジメント 基準チェック /24

Neinor Homesの CEO はFrancisco de Garcia-Egotxeaga Vergaraで、 Apr2019年に任命され、 の在任期間は 7.08年です。 の年間総報酬は€ 2.95Mで、 22.5%給与と77.5%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.1%を直接所有しており、その価値は€ 1.61M 。経営陣と取締役会の平均在任期間はそれぞれ7.1年と7.1年です。

主要情報

Francisco de Garcia-Egotxeaga Vergara

最高経営責任者

€2.9m

報酬総額

CEO給与比率22.48%
CEO在任期間7.1yrs
CEOの所有権0.1%
経営陣の平均在職期間7.1yrs
取締役会の平均在任期間7.1yrs

経営陣の近況

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...
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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...

CEO報酬分析

Neinor Homes の収益と比較して、Francisco de Garcia-Egotxeaga Vergara の報酬はどのように変化したか?
日付総報酬給与会社業績
Dec 31 2025€3m€663k

€123m

Sep 30 2025n/an/a

€89m

Jun 30 2025n/an/a

€55m

Mar 31 2025n/an/a

€59m

Dec 31 2024€2m€663k

€62m

Sep 30 2024n/an/a

€79m

Jun 30 2024n/an/a

€96m

Mar 31 2024n/an/a

€93m

Dec 31 2023€2m€663k

€91m

Sep 30 2023n/an/a

€93m

Jun 30 2023n/an/a

€63m

Mar 31 2023n/an/a

€65m

Dec 31 2022€1mn/a

€96m

報酬と市場: Francisco deの 総報酬 ($USD 3.42M ) は、 Spanish市場 ($USD 1.68M ) の同規模の企業の平均を上回っています。

報酬と収益: Francisco deの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Francisco de Garcia-Egotxeaga Vergara (58 yo)

7.1yrs
在職期間
€2,949,000
報酬

Mr. Francisco de Borja Garcia-Egotxeaga Vergara serves as its Chief Executive Officer and Executive Directorat Neinor Homes, S.A. since April 08, 2019. and was General Operations Director from April 2018 u...


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
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7.1yrs€2.95m0.10%
€ 1.6m
Jordi Argemí García
Deputy CEO & CFO11.3yrsデータなしデータなし
Fernando de Dueñas
Chief Operating Officer6.9yrsデータなしデータなし
Mario Lapiedra Vivanco
Chief Investment Officerno dataデータなしデータなし
Jose Cravo
Chief Investor Relations Officerno dataデータなしデータなし
Álvaro Herranz
Governanceno dataデータなしデータなし
David Segado
Chief Legal Officer & Vicesecretary of the Board of Directors2.3yrsデータなしデータなし
Silvia Gonzalez
Marketing Directorno dataデータなしデータなし
Gabriel Sánchez Cassinello
Chief Business Officer11.1yrsデータなしデータなし
Jorge Pepa
Chief Development Officer2.3yrsデータなしデータなし
Silvia López Jiménez
Secretary of the Board of Directors7.3yrsデータなしデータなし
7.1yrs
平均在職期間

経験豊富な経営陣: HOMEの経営陣は経験豊富で経験豊富です(平均在職期間は7.1年)。


取締役

名称ポジション在職期間報酬所有権
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7.1yrs€2.95m0.10%
€ 1.6m
Ricardo Martí Fluxá
Independent Non-Executive Chairman9.2yrs€182.50kデータなし
Aref Lahham
Proprietary Director6.4yrsデータなしデータなし
Alfonso Rodes Vila
Independent Director9.2yrs€128.00kデータなし
Anna-Maria Birulés Bertrán
Independent Director9.2yrs€140.00k0%
€ 0
Andreas Segal
Independent Director7.3yrs€129.50k0.020%
€ 316.4k
Juan José Pepa
Proprietary Director4.1yrsデータなしデータなし
Fanny Kindler
Proprietary Directorless than a yearデータなしデータなし
Maria Pico
Proprietary Directorless than a yearデータなしデータなし
7.1yrs
平均在職期間
60yo
平均年齢

経験豊富なボード: HOMEの 取締役会経験豊富 であると考えられます ( 7.1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2026/05/22 11:25
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
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

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

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