HOCHTIEF (HOT) 주식 개요
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HOCHTIEF
79.0% 고평가 내재 할인율
HOCHTIEF's Revenue Surges to Over €50 Billion by 2029 with a 9% Growth Rate
View narrativeCH
Published 10 May 2025
HOCHTIEF Aktiengesellschaft 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €435.60 |
| 52주 최고가 | €554.00 |
| 52주 최저가 | €217.00 |
| 베타 | 0.78 |
| 1개월 변동 | -2.77% |
| 3개월 변동 | -9.93% |
| 1년 변동 | 88.90% |
| 3년 변동 | 342.01% |
| 5년 변동 | 526.76% |
| IPO 이후 변동 | 952.43% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Aug 12
HOT: Raised Profit Outlook And Index Promotion Will Likely Leave Shares Overstretched
Analysts have raised their price target on HOCHTIEF to €477, up from a prior implied fair value of about €259. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers of the revision.분석 기사 • Aug 02
We Think HOCHTIEF's (ETR:HOT) Solid Earnings Are Understated
The market seemed underwhelmed by last week's earnings announcement from HOCHTIEF Aktiengesellschaft ( ETR:HOT...
내러티브 업데이트 • Jul 29
HOT: Dividend Strength And Upgraded Outlook Will Shape Future Share Returns
Analysts have lifted their price target for HOCHTIEF to about €478 from roughly €464, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following more positive recent research commentary. What’s in the News for HOCHTIEF HOCHTIEF raised its 2026 operational net profit guidance to a range of €1,025 million to €1,100 million, compared with the previous range of €950 million to €1,025 million.Recent updates
내러티브 업데이트 • Aug 12
HOT: Raised Profit Outlook And Index Promotion Will Likely Leave Shares Overstretched
Analysts have raised their price target on HOCHTIEF to €477, up from a prior implied fair value of about €259. They cited updated assumptions for discount rates, revenue growth, profit margins and future P/E as the key drivers of the revision.분석 기사 • Aug 02
We Think HOCHTIEF's (ETR:HOT) Solid Earnings Are Understated
The market seemed underwhelmed by last week's earnings announcement from HOCHTIEF Aktiengesellschaft ( ETR:HOT...내러티브 업데이트 • Jul 29
HOT: Dividend Strength And Upgraded Outlook Will Shape Future Share Returns
Analysts have lifted their price target for HOCHTIEF to about €478 from roughly €464, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following more positive recent research commentary. What’s in the News for HOCHTIEF HOCHTIEF raised its 2026 operational net profit guidance to a range of €1,025 million to €1,100 million, compared with the previous range of €950 million to €1,025 million.
내러티브 업데이트 • Jul 15
HOT: Thiess Acquisition Will Drive Future Mining Services Upside For This Builder
Analysts have raised their price target for HOCHTIEF from €375 to €605, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E, along with a more constructive stance in recent research. What's in the News HOCHTIEF's Australian subsidiary CIMIC Group Limited has completed the acquisition of all outstanding interests in Thiess Group Holdings Pty Ltd for A$1.18b, restoring full ownership of Thiess to CIMIC and HOCHTIEF.내러티브 업데이트 • Jul 01
HOT: Index Promotion And Upgrades Will Likely Leave Shares Overstretched
Analysts have raised their fair value estimate for HOCHTIEF from about €167.50 to €259.00, citing updated assumptions on discount rates, revenue growth, profit margins and future P/E, as reflected in recent upgrades such as Kepler Cheuvreux turning more positive on the stock. What's in the News for HOCHTIEF HOCHTIEF Aktiengesellschaft has been added to the Germany DAX Index (Performance), according to a key index constituent update.내러티브 업데이트 • Jun 17
HOT: Dividend Visibility And Upgraded Outlook Will Shape Future Share Returns
Analysts have raised their price target for HOCHTIEF to about €464 from roughly €441, citing updated fair value estimates and a more favorable stance reflected in recent upgrades. What’s in the News for HOCHTIEF No recent company specific news items for HOCHTIEF were provided in the available sources.내러티브 업데이트 • Jun 03
HOT: Dividend Visibility And Data Center Demand Will Shape Future Share Returns
Analysts have raised their price target on HOCHTIEF from about €367.77 to about €441.27, citing refreshed views in recent research that reflect a more positive stance on the stock. What's in the News HOCHTIEF Aktiengesellschaft announced an annual dividend of €6.60 per share.분석 기사 • May 15
€414 - That's What Analysts Think HOCHTIEF Aktiengesellschaft (ETR:HOT) Is Worth After These Results
Last week, you might have seen that HOCHTIEF Aktiengesellschaft ( ETR:HOT ) released its first-quarter result to the...내러티브 업데이트 • Apr 25
HOT: Data Center Capex Tailwind Will Eventually Strain Future Share Returns
Analysts have raised their price target on HOCHTIEF to €371 from €163, citing continued strength in hyperscaler capital spending and the group's role via Turner in the U.S. as a key contractor in data center construction, while also noting that the recent share price move already reflects much of this optimism. Analyst Commentary Recent Street research highlights a sharp reset in expectations around HOCHTIEF, with the new €371 price target framing both the upside linked to data center exposure and the risks tied to how much optimism is already in the share price.내러티브 업데이트 • Apr 07
HOT: Data Center Capex Tailwind Will Eventually Constrain Future Share Returns
Analysts have lifted their price target on HOCHTIEF to €371, with the updated view supported by expectations that the company’s role in data center construction through its U.S. subsidiary Turner positions it to benefit from strong hyperscaler capex. Analyst Commentary Recent research reflects a mixed stance on HOCHTIEF, with a sharply higher price target paired with a Hold rating.내러티브 업데이트 • Mar 23
HOT: Data Center Demand Will Support Future Returns While Limiting Upside Potential
Narrative Update on HOCHTIEF Analysts have lifted their average price target for HOCHTIEF from about €338 to roughly €368, citing stronger expected data center related demand via its U.S. subsidiary and a higher assumed future P/E of around 24x. They are maintaining a more cautious stance following the share price move since June 2024.내러티브 업데이트 • Mar 08
HOT: Data Center Euphoria Will Likely Restrain Future Share Price Returns
Narrative Update Analysts have lifted their price target on HOCHTIEF to about €338 from roughly €320, citing updated assumptions on data center exposure, slightly higher revenue growth and profit margins, and a modestly lower discount rate. They also point to a higher Street target of €371 that reflects the company’s role in U.S. data center construction through Turner.내러티브 업데이트 • Feb 21
HOT: Hyperscaler Data Center Exposure Will Likely Cap Future Share Price Upside
Narrative Update on HOCHTIEF The analyst price target for HOCHTIEF has moved from €295.30 to €320.19. Analysts cite higher expected hyperscaler capex, HOCHTIEF's role in data center construction through Turner, and the share price already trading well above prior expectations as key drivers of their revised view.내러티브 업데이트 • Feb 06
HOT: Lithium Infrastructure Expansion Will Likely Limit Future Share Price Upside
Analysts have nudged their price target for HOCHTIEF slightly higher to €295.30 from about €292.74, reflecting updated assumptions around discount rates, revenue, profit margins and future P/E levels. What's in the News HOCHTIEF has expanded its partnership with Vulcan Energy, a Germany focused lithium and renewable energy business, giving the group an end to end role in developing Vulcan’s lithium production and processing infrastructure (Key Developments).분석 기사 • Jan 25
HOCHTIEF's (ETR:HOT) Returns On Capital Not Reflecting Well On The Business
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...내러티브 업데이트 • Jan 23
HOT: Lithium Projects And Profit Outlook Will Likely Constrain Future Upside
Analysts have nudged their fair value estimate for HOCHTIEF higher from €285.97 to €292.74, citing updated assumptions around the discount rate, long term revenue growth, profit margins and future P/E expectations. What's in the News HOCHTIEF, through its subsidiary Sedgman, has been appointed Engineering, Procurement and Construction Management contractor for Vulcan Energy's Lionheart Project, covering a €397 million Lithium Extraction Plant and a €337 million Central Lithium Plant (Key Developments).내러티브 업데이트 • Jan 08
HOT: Lithium Expansion And Raised Profit Guidance Will Likely Limit Future Upside
Analysts have nudged their price target on HOCHTIEF slightly higher, with fair value moving from €284.71 to €285.97, supported by small adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News HOCHTIEF expanded its partnership with Vulcan Energy, taking an end to end role in developing lithium production and processing infrastructure through its Sedgman and HOCHTIEF Infrastructure units (Key Developments).분석 기사 • Dec 26
Is Now The Time To Put HOCHTIEF (ETR:HOT) On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...내러티브 업데이트 • Dec 15
HOT: Expanded Lithium Exposure Will Likely Cap Future Share Price Upside
Analysts have raised their price target on HOCHTIEF by approximately €17 to about €285, citing slightly lower perceived risk, stronger expected revenue growth, modestly improved profit margins, and a marginally higher future earnings multiple. What's in the News HOCHTIEF, through its Sedgman unit and HOCHTIEF Infrastructure, has been appointed EPCM contractor for Vulcan Energy’s Lionheart Project, covering both a EUR 397 million Lithium Extraction Plant and a EUR 337 million Central Lithium Plant, reinforcing its role in critical minerals infrastructure (Key Developments) HOCHTIEF has agreed to invest EUR 169 million in Vulcan Energy, including EUR 39 million in the Lionheart Project and up to EUR 130 million via a share subscription, becoming a cornerstone investor in the sustainable lithium and renewable energy business (Key Developments) The company has been named preferred supplier for the Lionheart Project’s civil construction works, strengthening its integrated presence across the energy transition value chain (Key Developments) HOCHTIEF raised its 2025 operational net profit guidance to a range of EUR 750 to 780 million, from a previous range of EUR 680 to 730 million, indicating a targeted 20 to 25 percent year-on-year increase, with the company citing very strong profit momentum at the Turner segment and an expected acceleration in Q4 2025 (Key Developments) Valuation Changes Fair Value Estimate has risen slightly from approximately €267.84 to about €284.71 per share, reflecting a modest uplift in the underlying valuation.분석 기사 • Dec 03
A Look At The Fair Value Of HOCHTIEF Aktiengesellschaft (ETR:HOT)
Key Insights Using the 2 Stage Free Cash Flow to Equity, HOCHTIEF fair value estimate is €346 HOCHTIEF's €310 share...내러티브 업데이트 • Nov 30
HOT: Higher Projected Profit Margins Will Limit Share Price Upside Ahead
Analysts have raised their price target for HOCHTIEF from €223.46 to €267.84, citing improved revenue growth projections and stronger profit margins as the basis for the upward revision. What's in the News HOCHTIEF has raised its operational net profit guidance for the financial year 2025 to EUR 750 million to EUR 780 million, up from the previous estimate of EUR 680 million to EUR 730 million (Key Developments).분석 기사 • Nov 18
We Like HOCHTIEF's (ETR:HOT) Earnings For More Than Just Statutory Profit
Following the solid earnings report from HOCHTIEF Aktiengesellschaft ( ETR:HOT ), the market responded by bidding up...내러티브 업데이트 • Nov 16
HOT: Rising Discount Rate Will Limit Upside Despite Stronger Profit Momentum
Analysts have raised their price target for HOCHTIEF from €205.53 to €223.46, citing higher revenue growth forecasts and improved profit margins. What's in the News HOCHTIEF has raised its earnings guidance for 2025, increasing operational net profit expectations to EUR 750 million to 780 million, up from a prior range of EUR 680 million to 730 million (Key Developments).분석 기사 • Nov 04
Is HOCHTIEF (ETR:HOT) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Nov 01
HOT: Rising Discount Rate Will Challenge Future Earnings Stability
Narrative Update on HOCHTIEF Analyst Price Target Analysts have maintained their price target for HOCHTIEF at €205.53. This reflects stable expectations, as recent evaluations cite consistent revenue growth and profit margin forecasts.분석 기사 • Oct 21
HOCHTIEF's (ETR:HOT) Returns On Capital Tell Us There Is Reason To Feel Uneasy
If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...내러티브 업데이트 • Oct 18
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Analysts have raised their price target for HOCHTIEF from €195.53 to €205.53. They cited improved revenue growth expectations as the key driver behind this upward revision.내러티브 업데이트 • Oct 04
Surging Data Center Demand And Acquisition Risks Will Redefine Valuation
Analysts have raised their price target for HOCHTIEF from €174.65 to €195.53. This change reflects improvements in forecasted revenue growth and a lower discount rate in their latest outlook.분석 기사 • Sep 24
At €229, Is It Time To Put HOCHTIEF Aktiengesellschaft (ETR:HOT) On Your Watch List?
HOCHTIEF Aktiengesellschaft ( ETR:HOT ) received a lot of attention from a substantial price increase on the XTRA over...
새로운 내러티브 • Nov 25
Turner's Decisive Moves In Advanced Tech And Energy Promise Revenue Growth
Strategic expansion in tech, energy, and infrastructure projects promises significant revenue growth and aligns with global sustainability trends.주주 수익률
| HOT | DE Construction | DE 시장 | |
|---|---|---|---|
| 7D | 6.7% | 6.4% | -0.5% |
| 1Y | 88.9% | 80.8% | 4.6% |
수익률 대 산업: HOT은 지난 1년 동안 80.8%의 수익을 기록한 German Construction 산업보다 저조한 성과를 냈습니다.
수익률 대 시장: HOT은 지난 1년 동안 4.6%를 기록한 German 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| HOT volatility | |
|---|---|
| HOT Average Weekly Movement | 4.2% |
| Construction Industry Average Movement | 4.3% |
| Market Average Movement | 5.0% |
| 10% most volatile stocks in DE Market | 12.4% |
| 10% least volatile stocks in DE Market | 2.5% |
안정적인 주가: HOT는 지난 3개월 동안 German 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: HOT의 주간 변동성(4%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1873 | 63,483 | Juan Cases | www.hochtief.com |
호흐티에프는 전 세계에서 건설 사업을 하고 있습니다. 이 회사는 호흐티에프 아메리카, 호흐티에프 아시아 태평양, 호흐티에프 유럽 사업부를 통해 운영되고 있습니다. 호흐티에프 아메리카 사업부는 주로 미국과 캐나다에서 건축 및 교통 인프라 건설 서비스를 제공합니다.
HOCHTIEF Aktiengesellschaft 기초 지표 요약
| HOT 기초 통계 | |
|---|---|
| 시가총액 | €32.78b |
| 순이익 (TTM) | €888.92m |
| 매출 (TTM) | €40.00b |
36.9x
주가수익비율(P/E)0.8x
주가매출비율(P/S)HOT는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| HOT 손익계산서 (TTM) | |
|---|---|
| 매출 | €40.00b |
| 매출원가 | €30.07b |
| 총이익 | €9.94b |
| 기타 비용 | €9.05b |
| 순이익 | €888.92m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Nov 05, 2026
| 주당순이익(EPS) | 11.81 |
| 총이익률 | 24.84% |
| 순이익률 | 2.22% |
| 부채/자본 비율 | 664.0% |
HOT의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
1.5%
현재 배당 수익률56%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/09 12:49 |
| 종가 | 2026/09/09 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
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분석가 소스
HOCHTIEF Aktiengesellschaft는 22명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Christian Weiz | Baader Helvea Equity Research |
| Patrick Appenzeller | Baader Helvea Equity Research |
| José Arroyas | Banco Santander |