View ValuationDEME Group 향후 성장Future 기준 점검 1/6DEME Group (는) 각각 연간 4.7% 및 2.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.9% 로 예상됩니다.핵심 정보4.7%이익 성장률5.12%EPS 성장률Construction 이익 성장11.3%매출 성장률2.3%향후 자기자본이익률10.90%애널리스트 커버리지Good마지막 업데이트13 May 2026최근 향후 성장 업데이트공시 • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.모든 업데이트 보기Recent updates공시 • May 21DEME Group NV, Annual General Meeting, May 20, 2026DEME Group NV, Annual General Meeting, May 20, 2026.Declared Dividend • May 20Dividend of €3.15 announcedShareholders will receive a dividend of €3.15. Ex-date: 26th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Gaelle Hotellier was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.공시 • Feb 26DEME Group NV announces Annual dividend, payable on May 29, 2026DEME Group NV announced Annual dividend of EUR 3.1500 per share payable on May 29, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.공시 • Sep 11+ 1 more updateDEME Group NV to Report First Half, 2026 Results on Aug 26, 2026DEME Group NV announced that they will report first half, 2026 results on Aug 26, 2026공시 • Feb 26DEME Group NV Proposes Dividend for the Year 2024DEME Group NV announced the proposal for a gross dividend of EUR 3.8 per share, compared to EUR 2.1 a year ago.공시 • Sep 25+ 1 more updateDEME Group NV to Report First Half, 2025 Results on Aug 26, 2025DEME Group NV announced that they will report first half, 2025 results on Aug 26, 2025Reported Earnings • Sep 02First half 2024 earnings released: EPS: €5.57 (vs €1.19 in 1H 2023)First half 2024 results: EPS: €5.57 (up from €1.19 in 1H 2023). Revenue: €1.92b (up 30% from 1H 2023). Net income: €141.1m (up 368% from 1H 2023). Profit margin: 7.4% (up from 2.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe.Upcoming Dividend • May 14Upcoming dividend of €1.47 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).Reported Earnings • Mar 03Full year 2023 earnings released: EPS: €6.43 (vs €4.45 in FY 2022)Full year 2023 results: EPS: €6.43 (up from €4.45 in FY 2022). Revenue: €3.34b (up 26% from FY 2022). Net income: €162.8m (up 44% from FY 2022). Profit margin: 4.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe.Reported Earnings • Sep 03First half 2023 earnings released: EPS: €1.19 (vs €1.56 in 1H 2022)First half 2023 results: EPS: €1.19 (down from €1.56 in 1H 2022). Revenue: €1.48b (up 14% from 1H 2022). Net income: €30.2m (down 24% from 1H 2022). Profit margin: 2.0% (down from 3.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany.Board Change • Aug 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Buying Opportunity • Jun 10Now 20% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.Buying Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.공시 • May 12DEME Announces Els Verbraecken to Leave as Chief Financial OfficerDEME announced that Els Verbraecken, DEME's Chief Financial Officer, has decided to take a next step in her professional career and will leave DEME in the spring of 2024. Els Verbraecken joined DEME in 2002 and has been appointed as Chief Financial Officer of the group in 2013. Throughout her time at DEME, as CFO, head of DEME's Finance community and key member of DEME's Executive Committee and Management Team, she has been instrumental in DEME's continued business development, global strategic growth and, more recently, its stock-listing. DEME has started the process for the selection of a new CFO, that provides for a secure and stable transition. Until Spring 2024, Els Verbraecken will continue her tasks of CFO and act as mentor and coach to her successor in view of a seamless hand-over of responsibilities. The succession plan equally foresees for Els Verbraecken to continue to act as a member of the Executive Committee and executive advisor to DEME's Board of Directors during such time.Board Change • Apr 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Board Change • Feb 23No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Jan 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Nov 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.이익 및 매출 성장 예측DB:MT0 - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20284,505351482918512/31/20274,344356430887612/31/20264,214346425882612/31/20254,155346214659N/A9/30/20254,228336429779N/A6/30/20254,302326644899N/A3/31/20254,202307720988N/A12/31/20244,1012887961,077N/A9/30/20243,914281659975N/A6/30/20243,726274522872N/A3/31/20243,506218288663N/A12/31/20233,28516355454N/A9/30/20233,062133-5431N/A6/30/20232,838103-65409N/A3/31/20232,747108-56422N/A12/31/20222,655113-48436N/A9/30/20222,697116-10420N/A6/30/20222,73911928403N/A3/31/20222,62511783411N/A12/31/20212,511115138420N/A12/31/20202,19650175376N/A12/31/20192,622125-46389N/A12/31/20182,646156N/A222N/A12/31/20172,366153N/AN/AN/A12/31/20161,978149N/AN/AN/A12/31/20152,344201N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MT0 의 연간 예상 수익 증가율(4.7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: MT0 의 연간 수익(4.7%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: MT0 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MT0 의 수익(연간 2.3%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: MT0 의 수익(연간 2.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MT0의 자본 수익률은 3년 후 10.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 05:31종가2026/05/25 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 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.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 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 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스DEME Group NV는 7명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Christoph GreulichBerenbergLuuk Van BeekDegroof PetercamTijs HollestelleING Groep NV4명의 분석가 더 보기
공시 • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.
공시 • May 21DEME Group NV, Annual General Meeting, May 20, 2026DEME Group NV, Annual General Meeting, May 20, 2026.
Declared Dividend • May 20Dividend of €3.15 announcedShareholders will receive a dividend of €3.15. Ex-date: 26th May 2026 Payment date: 29th May 2026 Dividend yield will be 1.7%, which is lower than the industry average of 2.9%. Sustainability & Growth Dividend is covered by both earnings (33% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 44% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Director Gaelle Hotellier was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 16DEME Group NV Reaffirms Earnings Guidance for the Year 2026DEME Group NV reaffirms earnings guidance for the year 2026. For the year, the company reaffirms for the year for turnover in line with 2025.
공시 • Feb 26DEME Group NV announces Annual dividend, payable on May 29, 2026DEME Group NV announced Annual dividend of EUR 3.1500 per share payable on May 29, 2026, ex-date on May 26, 2026 and record date on May 27, 2026.
공시 • Sep 11+ 1 more updateDEME Group NV to Report First Half, 2026 Results on Aug 26, 2026DEME Group NV announced that they will report first half, 2026 results on Aug 26, 2026
공시 • Feb 26DEME Group NV Proposes Dividend for the Year 2024DEME Group NV announced the proposal for a gross dividend of EUR 3.8 per share, compared to EUR 2.1 a year ago.
공시 • Sep 25+ 1 more updateDEME Group NV to Report First Half, 2025 Results on Aug 26, 2025DEME Group NV announced that they will report first half, 2025 results on Aug 26, 2025
Reported Earnings • Sep 02First half 2024 earnings released: EPS: €5.57 (vs €1.19 in 1H 2023)First half 2024 results: EPS: €5.57 (up from €1.19 in 1H 2023). Revenue: €1.92b (up 30% from 1H 2023). Net income: €141.1m (up 368% from 1H 2023). Profit margin: 7.4% (up from 2.0% in 1H 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Construction industry in Europe.
Upcoming Dividend • May 14Upcoming dividend of €1.47 per shareEligible shareholders must have bought the stock before 21 May 2024. Payment date: 27 May 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
Reported Earnings • Mar 03Full year 2023 earnings released: EPS: €6.43 (vs €4.45 in FY 2022)Full year 2023 results: EPS: €6.43 (up from €4.45 in FY 2022). Revenue: €3.34b (up 26% from FY 2022). Net income: €162.8m (up 44% from FY 2022). Profit margin: 4.9% (up from 4.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Construction industry in Europe.
Reported Earnings • Sep 03First half 2023 earnings released: EPS: €1.19 (vs €1.56 in 1H 2022)First half 2023 results: EPS: €1.19 (down from €1.56 in 1H 2022). Revenue: €1.48b (up 14% from 1H 2022). Net income: €30.2m (down 24% from 1H 2022). Profit margin: 2.0% (down from 3.1% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Construction industry in Germany.
Board Change • Aug 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Buying Opportunity • Jun 10Now 20% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €150, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
Buying Opportunity • May 23Now 20% undervaluedOver the last 90 days, the stock is up 2.5%. The fair value is estimated to be €153, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.1% over the last 3 years. Earnings per share has declined by 48%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings is also forecast to grow by 20% per annum over the same time period.
공시 • May 12DEME Announces Els Verbraecken to Leave as Chief Financial OfficerDEME announced that Els Verbraecken, DEME's Chief Financial Officer, has decided to take a next step in her professional career and will leave DEME in the spring of 2024. Els Verbraecken joined DEME in 2002 and has been appointed as Chief Financial Officer of the group in 2013. Throughout her time at DEME, as CFO, head of DEME's Finance community and key member of DEME's Executive Committee and Management Team, she has been instrumental in DEME's continued business development, global strategic growth and, more recently, its stock-listing. DEME has started the process for the selection of a new CFO, that provides for a secure and stable transition. Until Spring 2024, Els Verbraecken will continue her tasks of CFO and act as mentor and coach to her successor in view of a seamless hand-over of responsibilities. The succession plan equally foresees for Els Verbraecken to continue to act as a member of the Executive Committee and executive advisor to DEME's Board of Directors during such time.
Board Change • Apr 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 2 experienced directors. No highly experienced directors. 2 independent directors (7 non-independent directors). Non-Executive Director John-Eric Bertrand is the most experienced director on the board, commencing their role in 2016. Independent Director Kerstin Konradsson was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Board Change • Feb 23No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Jan 20No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Nov 18No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (7 non-independent directors). Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. Director Piet Dejonghe was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.