Nemetschek（1NEMX）株式概要ネメチェックSEは、ドイツ、その他のヨーロッパ諸国、アメリカ大陸、アジア太平洋地域、および国際的な建築、エンジニアリング、建設、メディア、エンターテインメント市場向けのソフトウェアソリューションを提供している。 詳細1NEMX ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長4/6過去の実績6/6財務の健全性4/6配当金4/6報酬当社が推定した公正価値より58.5%で取引されている 収益は年間16.27%増加すると予測されています 過去1年間で収益は30.9%増加しました リスク分析Italian市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る1NEMX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€56.6513.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02b2016201920222025202620282031Revenue €2.1bEarnings €401.2mAdvancedSet Fair ValueView all narrativesNemetschek SE 競合他社TXT e-solutionsSymbol: BIT:TXTMarket cap: €463.5mSYS-DATSymbol: BIT:SYSMarket cap: €176.4mDoxeeSymbol: BIT:DOXMarket cap: €48.5mReplySymbol: BIT:REYMarket cap: €3.7b価格と性能株価の高値、安値、推移の概要Nemetschek過去の株価現在の株価€56.6552週高値€133.9052週安値€56.45ベータ0.501ヶ月の変化-4.63%3ヶ月変化-16.32%1年変化-54.17%3年間の変化-21.86%5年間の変化-10.53%IPOからの変化7.90%最新ニュースValuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €55.45, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Software industry in Italy. Total loss to shareholders of 20% over the past three years.New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Upcoming Dividend • May 15Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (1.9%).Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €70.45, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Software industry in Italy. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €55.45, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Software industry in Italy. Total loss to shareholders of 20% over the past three years.New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Upcoming Dividend • May 15Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (1.9%).Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €70.45, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Software industry in Italy. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.お知らせ • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.お知らせ • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.Declared Dividend • Mar 16Dividend increased to €0.68Dividend of €0.68 is 24% higher than last year. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.お知らせ • Mar 14Nemetschek SE announces Annual dividend, payable on May 26, 2026Nemetschek SE announced Annual dividend of EUR 0.6800 per share payable on May 26, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.お知らせ • Feb 27Nemetschek Group Appoints Alok Sharma as Managing Director and Vice President for IndiaNemetschek Group has appointed Alok Sharma as managing director and vice president for India, underscoring the company's ambitions in one of the world's fastest-growing construction markets. The appointment comes as India accelerates investment in infrastructure, urban development and public sector modernisation, with digital tools increasingly central to efficiency, compliance and lifecycle management across construction projects. Based in Mumbai, Sharma will lead Nemetschek's India growth strategy. This strategy will focus on deeper enterprise and government engagement, expanding the local partner ecosystem and accelerating the shift towards subscription and SaaS-led digital construction models. A key priority will be scaling building information modelling (BIM) adoption across infrastructure and real estate projects. Sharma brings over 30 years of experience building and scaling software businesses across India and the Saarc region, with a strong focus on the architecture, engineering, construction and operations sectors. His background includes leading large enterprise deals, driving public sector engagements and guiding transitions from perpetual licensing to cloud-based delivery. The appointment signals Nemetschek's intent to consolidate its India operations and align its multi-brand technology portfolio with the country's expanding digital construction ambitions.New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €76.05, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Software industry in Italy. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.Buy Or Sell Opportunity • Jan 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €86.85. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.お知らせ • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €0.48 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (up from €0.34 in 3Q 2024). Revenue: €295.1m (up 17% from 3Q 2024). Net income: €55.3m (up 41% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.45 (vs €0.36 in 2Q 2024)Second quarter 2025 results: EPS: €0.45 (up from €0.36 in 2Q 2024). Revenue: €294.7m (up 30% from 2Q 2024). Net income: €52.4m (up 25% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • May 14Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.0%).Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.39 (vs €0.37 in 1Q 2024)First quarter 2025 results: EPS: €0.39 (up from €0.37 in 1Q 2024). Revenue: €282.8m (up 26% from 1Q 2024). Net income: €44.9m (up 5.5% from 1Q 2024). Profit margin: 16% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 09Nemetschek SE, Annual General Meeting, May 20, 2025Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time.株主還元1NEMXIT SoftwareIT 市場7D-12.0%0.9%3.4%1Y-54.2%15.4%25.2%株主還元を見る業界別リターン: 1NEMX過去 1 年間で15.4 % の収益を上げたItalian Software業界を下回りました。リターン対市場: 1NEMXは、過去 1 年間で25.2 % のリターンを上げたItalian市場を下回りました。価格変動Is 1NEMX's price volatile compared to industry and market?1NEMX volatility1NEMX Average Weekly Movement9.1%Software Industry Average Movement5.2%Market Average Movement4.9%10% most volatile stocks in IT Market8.5%10% least volatile stocks in IT Market3.0%安定した株価: 1NEMXの株価は、 Italian市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 1NEMXの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてItalianの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19634,089Yves Padrineswww.nemetschek.comNemetschek SE は、ドイツ、その他のヨーロッパ、アメリカ、アジア太平洋地域、および国際的な建築、エンジニアリング、建設、メディア、エンターテインメント市場向けのソフトウェアソリューションを提供している。4つのセグメントで事業を展開：設計、施工、管理、メディア。設計部門では、主にAllplan、Graphisoft、Solibri、Precast、Vectorworks、SCIA、dRofus、Frilo、RISAのブランドで、建築家、デザイナー、エンジニア、構造エンジニア、専門プランナー、ランドスケープデザイナー、デベロッパー、ゼネコン向けにソフトウェアソリューションを提供している。BIM（ビルディング・インフォメーション・モデリング）部門では、コンピュータ支援設計およびコンピュータ支援エンジニアリングのためのBIMソリューションを提供している。Build部門は、主にBluebeamブランドのもと、入札・落札、請求書発行、予算管理、スケジューリング、コスト計算をサポートする、統合された完全な5D BIMソリューションを提供している。このセグメントは、建設会社、デベロッパー、建築資材、ゼネコン、および計画事務所、建築家、土木技師にサービスを提供している。Manage（管理）部門は、建築・インフラプロジェクト向けソリューション、専門的な不動産管理、不動産・施設・職場管理向けのモジュール式統合ソフトウェア・ソリューションをSpacewellブランドで提供している。メディア部門は、3Dモデリング、アニメーション、ペインティング、スカルプティングのレンダリング用ソフトウェア・ソリューションをマクソンブランドで提供している。このセグメントには、映画・テレビスタジオ、広告スタジオ、ビデオゲーム制作、フリーランス、グラフィックデザイン、その他関連事業が含まれる。ネメチェックSE は1963 年に設立され、本社はドイツのミュンヘンにある。もっと見るNemetschek SE 基礎のまとめNemetschek の収益と売上を時価総額と比較するとどうか。1NEMX 基礎統計学時価総額€6.50b収益（TTM）€232.73m売上高(TTM)€1.22b27.9xPER（株価収益率5.3xP/Sレシオ1NEMX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計1NEMX 損益計算書（TTM）収益€1.22b売上原価€515.77m売上総利益€705.74mその他の費用€473.02m収益€232.73m直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）2.02グロス・マージン57.78%純利益率19.05%有利子負債／自己資本比率28.5%1NEMX の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.2%現在の配当利回り34%配当性向View Valuation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2026/06/14 06:39終値2026/06/12 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Nemetschek SE 15 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 ResearchSven MerktBarclaysAlice JenningsBarclays27 その他のアナリストを表示
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €55.45, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Software industry in Italy. Total loss to shareholders of 20% over the past three years.
New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Upcoming Dividend • May 15Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (1.9%).
Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €70.45, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Software industry in Italy. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €55.45, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Software industry in Italy. Total loss to shareholders of 20% over the past three years.
New Risk • Jun 04New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Upcoming Dividend • May 15Upcoming dividend of €0.68 per shareEligible shareholders must have bought the stock before 22 May 2026. Payment date: 27 May 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Italian dividend payers (4.4%). Lower than average of industry peers (1.9%).
Reported Earnings • May 02First quarter 2026 earnings released: EPS: €0.52 (vs €0.39 in 1Q 2025)First quarter 2026 results: EPS: €0.52 (up from €0.39 in 1Q 2025). Revenue: €320.1m (up 13% from 1Q 2025). Net income: €60.4m (up 35% from 1Q 2025). Profit margin: 19% (up from 16% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
New Risk • Apr 19New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Italian stocks, typically moving 8.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €70.45, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 13x in the Software industry in Italy. Total returns to shareholders of 12% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.
お知らせ • Apr 14Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P.Nemetschek SE (XTRA:NEM) entered into a definitive agreement to acquire 72% stake in Heavy Construction Systems Specialists, LLC from Thoma Bravo, L.P. on April 13, 2026. As part of the transaction, Thoma Bravo will receive shares in Nemetschek Group’s Build & Construct segment. Following the acquisition, HCSS will join other brands in Nemetschek's Build & Construct segment. Under the agreed-upon ownership structure, Nemetschek SE will hold approximately 72% of the shares of the Build & Construct segment and funds managed by Thoma Bravo will hold approximately 28% as a minority shareholder. In 2025, Heavy Construction Systems Specialists, LLC generated revenue of approximately $215 million. The transaction is subject to customary regulatory approvals and closing conditions. The transaction is expected to close in the second half of 2026 Kirkland & Ellis LLP acted as legal advisor for Thoma Bravo, L.P. Citigroup Inc. acted as financial advisor for Thoma Bravo, L.P. Deutsche Bank Securities Inc. acted as financial advisor for Thoma Bravo, L.P. Centerview Partners LLC acted as financial advisor for Thoma Bravo, L.P. Hoffmann & de Vries Partnerschaft von Rechtsanwälten mbB acted as legal advisor for Nemetschek SE. Latham & Watkins LLP acted as legal advisor for Nemetschek SE. J.P. Morgan SE acted as financial advisor for Nemetschek SE.
お知らせ • Apr 13Nemetschek SE, Annual General Meeting, May 21, 2026Nemetschek SE, Annual General Meeting, May 21, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings released: EPS: €1.88 (vs €1.52 in FY 2024)Full year 2025 results: EPS: €1.88 (up from €1.52 in FY 2024). Revenue: €1.20b (up 21% from FY 2024). Net income: €217.2m (up 24% from FY 2024). Profit margin: 18% (in line with FY 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Mar 16Dividend increased to €0.68Dividend of €0.68 is 24% higher than last year. Ex-date: 22nd May 2026 Payment date: 26th May 2026 Dividend yield will be 1.0%, which is higher than the industry average of 0.8%. Payout Ratios Payout ratio: 31%. Cash payout ratio: 17%.
お知らせ • Mar 14Nemetschek SE announces Annual dividend, payable on May 26, 2026Nemetschek SE announced Annual dividend of EUR 0.6800 per share payable on May 26, 2026, ex-date on May 22, 2026 and record date on May 25, 2026.
お知らせ • Feb 27Nemetschek Group Appoints Alok Sharma as Managing Director and Vice President for IndiaNemetschek Group has appointed Alok Sharma as managing director and vice president for India, underscoring the company's ambitions in one of the world's fastest-growing construction markets. The appointment comes as India accelerates investment in infrastructure, urban development and public sector modernisation, with digital tools increasingly central to efficiency, compliance and lifecycle management across construction projects. Based in Mumbai, Sharma will lead Nemetschek's India growth strategy. This strategy will focus on deeper enterprise and government engagement, expanding the local partner ecosystem and accelerating the shift towards subscription and SaaS-led digital construction models. A key priority will be scaling building information modelling (BIM) adoption across infrastructure and real estate projects. Sharma brings over 30 years of experience building and scaling software businesses across India and the Saarc region, with a strong focus on the architecture, engineering, construction and operations sectors. His background includes leading large enterprise deals, driving public sector engagements and guiding transitions from perpetual licensing to cloud-based delivery. The appointment signals Nemetschek's intent to consolidate its India operations and align its multi-brand technology portfolio with the country's expanding digital construction ambitions.
New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Jan 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €76.05, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Software industry in Italy. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €121 per share.
Buy Or Sell Opportunity • Jan 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 18% to €86.85. The fair value is estimated to be €109, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 8.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 18% per annum over the same time period.
お知らせ • Dec 13+ 3 more updatesNemetschek SE to Report Q3, 2026 Results on Nov 05, 2026Nemetschek SE announced that they will report Q3, 2026 results on Nov 05, 2026
Reported Earnings • Nov 05Third quarter 2025 earnings released: EPS: €0.48 (vs €0.34 in 3Q 2024)Third quarter 2025 results: EPS: €0.48 (up from €0.34 in 3Q 2024). Revenue: €295.1m (up 17% from 3Q 2024). Net income: €55.3m (up 41% from 3Q 2024). Profit margin: 19% (up from 16% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 05Nemetschek SE Reconfirms Earnings Guidance for the Financial Year 2025Nemetschek SE reconfirmed earnings guidance for the financial year 2025. For the financial year 2025, the Currency-adjusted revenue growth, including the revenue contribution from GoCanvas, which was acquired in the previous year, is expected to be in the range of 20% to 22%. This includes an acquisition-related revenue contribution from the acquisition of GoCanvas of around 450 basis points.
Reported Earnings • Aug 01Second quarter 2025 earnings released: EPS: €0.45 (vs €0.36 in 2Q 2024)Second quarter 2025 results: EPS: €0.45 (up from €0.36 in 2Q 2024). Revenue: €294.7m (up 30% from 2Q 2024). Net income: €52.4m (up 25% from 2Q 2024). Profit margin: 18% (in line with 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • May 14Upcoming dividend of €0.55 per shareEligible shareholders must have bought the stock before 21 May 2025. Payment date: 23 May 2025. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Italian dividend payers (5.4%). Lower than average of industry peers (1.0%).
Reported Earnings • May 02First quarter 2025 earnings released: EPS: €0.39 (vs €0.37 in 1Q 2024)First quarter 2025 results: EPS: €0.39 (up from €0.37 in 1Q 2024). Revenue: €282.8m (up 26% from 1Q 2024). Net income: €44.9m (up 5.5% from 1Q 2024). Profit margin: 16% (down from 19% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in Italy. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 09Nemetschek SE, Annual General Meeting, May 20, 2025Nemetschek SE, Annual General Meeting, May 20, 2025, at 10:00 W. Europe Standard Time.
