Nemetschek 배당 및 자사주 매입
배당 기준 점검 4/6
Nemetschek 수익으로 충분히 충당되는 현재 수익률 1.12% 보유한 배당금 지급 회사입니다.
핵심 정보
1.1%
배당 수익률
0%
자사주 매입 수익률
| 총 주주 수익률 | 1.1% |
| 미래 배당 수익률 | 1.7% |
| 배당 성장률 | 12.6% |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 32% |
최근 배당 및 자사주 매입 업데이트
Recent updates
내러티브 업데이트 • Jul 28
NEM: North American Construction Software Expansion Will Support Premium P/E Multiple
Nemetschek's analyst price targets have edged lower, with recent moves such as Citi trimming its target to €95 and Deutsche Bank setting coverage at €75 as analysts factor in updated fair value assumptions and the broadened reach from the HCSS acquisition into North American infrastructure and heavy civil construction. Analyst Commentary Recent research on Nemetschek centres on the HCSS acquisition and how it feeds into growth, execution and valuation.내러티브 업데이트 • Jul 14
NEM: North American Expansion Will Support Premium P/E Despite Execution Risks
The analyst fair value estimate for Nemetschek has been reduced to €88.08 from €96.22, as analysts factor in updated assumptions on growth, margins, and P/E, while still pointing to support from recent Street research, including a resumed Buy at €75 and a lowered but constructive €95 target tied to the HCSS acquisition thesis and broader North American exposure. Analyst Commentary Recent research on Nemetschek centers on how the HCSS acquisition and the updated price targets fit into the company’s longer term growth and valuation story.
내러티브 업데이트 • Jun 30
NEM: Construction Software Adoption Will Shape Balanced Outlook As Bank Views Diverge
The analyst price target for Nemetschek has been reset from €90 to €56. This reflects updated views on growth, margins, discount rates and future P/E multiples after recent mixed research, including Citi’s lower €95 target, a UBS downgrade and a Deutsche Bank upgrade.
내러티브 업데이트 • Jun 16
NEM: AI Workflow Expansion And Dividend Policy Will Support Future Returns
Narrative assumptions for Nemetschek are broadly unchanged, with the analyst price target edging lower as recent research, including cuts from Citi to €95 and from Jefferies by €20, alongside a downgrade from UBS and upgrades from Deutsche Bank and DZ Bank, points to a more mixed but still constructive view on the stock. Analyst Commentary Recent research on Nemetschek presents a mixed picture on ratings and price targets, but the tone from bullish analysts still reflects a constructive stance on the stock and its execution.내러티브 업데이트 • Jun 01
NEM: AI Adoption And Dividend Policy Will Support Future Returns
The analyst price target for Nemetschek has been trimmed from €134.61 to €130.43, reflecting a series of recent target cuts from banks alongside updated assumptions on discount rate, revenue growth, profit margin and future P/E levels. Analyst Commentary Recent research on Nemetschek shows a mix of renewed caution on valuation and selective optimism, with some bullish analysts still comfortable reiterating positive views even as price targets are recalibrated.내러티브 업데이트 • May 02
NEM: Higher P/E Assumptions And Dividend Policy Will Support Future Returns
Nemetschek's analyst fair value target has shifted modestly higher to about €135 from roughly €129, as analysts adjust assumptions around revenue growth, profit margins and future P/E following a mix of recent upgrades and price target cuts across major firms. Analyst Commentary Recent research on Nemetschek reflects a mixed but generally constructive backdrop, with several bullish analysts making supportive calls even as a few firms trim targets or ratings.내러티브 업데이트 • Apr 18
NEM: Premium P/E Will Persist As Profitability Execution Outweighs Rating Cuts
The updated analyst price target for Nemetschek moves to about €96 from roughly €119, as analysts factor in slightly lower projected revenue growth, a modestly higher discount rate, firmer profit margins, and a reduced future P/E, consistent with a recent mix of target cuts and rating changes across major banks. Analyst Commentary Recent research shows a split view on Nemetschek, with several banks cutting price targets while others issue upgrades.내러티브 업데이트 • Apr 03
NEM: Rebased P E And Dividend Policy Will Support Long Term Returns
Nemetschek's updated analyst price target edges slightly lower to about €129.30, as analysts factor in modest adjustments to long term growth, profitability and P/E assumptions following a mix of recent target cuts and rating upgrades across the Street. Analyst Commentary Recent research shows a split picture on Nemetschek, with some firms trimming price targets while others upgrade their stance.분석 기사 • Mar 27
We Think Nemetschek's (ETR:NEM) Solid Earnings Are Understated
Nemetschek SE's ( ETR:NEM ) solid earnings announcement recently didn't do much to the stock price. Our analysis...내러티브 업데이트 • Mar 20
NEM: Rebased P E And Dividend Outlook Will Support Long-Term Recurring Revenue
Nemetschek's updated analyst price target has been reduced from about €150 to roughly €130, reflecting lower Street targets from several banks, combined with revised expectations for growth, margins and future P/E levels. Analyst Commentary Recent research shows a mix of caution and optimism around Nemetschek, with several firms cutting price targets while others highlight upside potential and upgrade their stance.내러티브 업데이트 • Mar 06
NEM: Recent Upgrades Support Premium P/E On Long-Term Recurring Revenue Expansion
Our analyst price target for Nemetschek remains at €150, as analysts balance slightly higher assumed revenue growth of 17.59% with a lower profit margin assumption of 21.70% and a higher future P/E of 51.33x, in light of recent mixed rating changes and price target adjustments across the Street. Analyst Commentary Recent Street research on Nemetschek has been mixed, with some price target trims sitting alongside fresh upgrades.내러티브 업데이트 • Feb 20
NEM: Construction Software Digitization Will Sustain Premium Multiples Despite Mixed Rating Adjustments
The updated analyst price target for Nemetschek edges lower to about €119 per share, as analysts balance slightly adjusted fair value, discount rate and profit margin assumptions with supportive views on the company's long term revenue growth outlook, reflected in recent upgrades and trimmed targets across the Street. Analyst Commentary Recent Street research on Nemetschek reflects a mix of optimism on growth and digital adoption in construction software, alongside some caution around valuation and execution expectations, which together shape the latest price target adjustments.분석 기사 • Feb 12
Nemetschek SE (ETR:NEM) Shares Slammed 27% But Getting In Cheap Might Be Difficult Regardless
Nemetschek SE ( ETR:NEM ) shareholders that were waiting for something to happen have been dealt a blow with a 27...내러티브 업데이트 • Feb 06
NEM: Construction Software Adoption Will Drive Future Upside Despite Mixed Bank Views
Analysts have maintained their fair value estimate for Nemetschek at €90. They explain that recent mixed price target changes from banks reflect differing views on the stock's growth profile and appropriate P/E multiple, rather than indicating a clear shift in the underlying outlook.내러티브 업데이트 • Jan 23
NEM: Construction Software Exposure Will Drive Future Upside Despite Recent Caution
Narrative Update on Nemetschek Our fair value estimate for Nemetschek has shifted to €90.00 from €83.00, reflecting analyst views that the company is well placed within construction software. This is supported by recent price targets in the €110 to €115 range and expectations for solid growth and margins, despite only modest target trims from some firms.분석 기사 • Jan 19
Nemetschek SE's (ETR:NEM) Intrinsic Value Is Potentially 41% Above Its Share Price
Key Insights Nemetschek's estimated fair value is €117 based on 2 Stage Free Cash Flow to Equity Current share price of...내러티브 업데이트 • Jan 08
NEM: Construction Software Digitization Will Support Premium Multiples Despite Mixed Rating Signals
Narrative Update The updated analyst price target for Nemetschek edges lower to about €120 from roughly €123, as analysts factor in slightly adjusted fair value, discount rate and P/E assumptions, while still highlighting the company's position in construction software and noting mixed views on the shares. Analyst Commentary Analysts are split on Nemetschek, with views clustering around how much upside remains at current levels versus the execution needed to justify recent valuation assumptions.분석 기사 • Jan 05
Nemetschek (ETR:NEM) Could Easily Take On More Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...내러티브 업데이트 • Dec 24
NEM: Long-Term Construction Software Adoption Will Drive Recurring Revenue Expansion
Nemetschek's analyst fair value estimate has been trimmed from EUR 161 to about EUR 150, as analysts factor in a modestly higher discount rate and slightly slower top line growth, while still highlighting the company's strong positioning in underpenetrated construction software and upward revisions to several Street price targets. Analyst Commentary Bullish analysts continue to emphasize Nemetschek's attractive positioning in construction software, arguing that the company's exposure to an industry with low digital penetration supports a premium growth profile relative to peers.내러티브 업데이트 • Dec 10
NEM: Digital Construction Adoption Will Drive Premium Multiples Despite Mixed Near-Term Sentiment
Nemetschek's analyst price target has been trimmed slightly to about EUR 123 from roughly EUR 124 as analysts balance strong growth expectations in construction software, along with recent Buy initiations and upgrades, against a marginally higher discount rate and mixed target revisions. Analyst Commentary Analysts remain divided on Nemetschek's near term valuation, but are broadly constructive on its long term growth profile and strategic positioning within construction software.분석 기사 • Dec 08
Getting In Cheap On Nemetschek SE (ETR:NEM) Might Be Difficult
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 18x, you may consider...내러티브 업데이트 • Nov 26
NEM: Digital Construction Penetration Will Drive Sector-Leading Performance Ahead
Nemetschek's fair value price target edged slightly lower from €123.79 to €123.68, as analysts balance optimism about sustained sector-leading growth with a more cautious view in light of recent price target adjustments. Analyst Commentary Recent analyst opinions on Nemetschek reflect a mix of optimism regarding the company’s growth prospects and caution about valuation and market conditions.내러티브 업데이트 • Nov 06
NEM: Improved Profit Margins Will Drive Future Value Creation
Nemetschek’s average analyst price target was slightly reduced, decreasing by approximately EUR 0.41 to EUR 123.79. Analysts balanced improved profit margin projections with slightly lower growth expectations and recent adjustments in target prices.분석 기사 • Oct 14
Returns At Nemetschek (ETR:NEM) Appear To Be Weighed Down
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...내러티브 업데이트 • Oct 03
Recurring Subscriptions And International Markets Will Unlock Future Value
Nemetschek's analyst price target has risen by €8 to €125. Analysts cite improved outlook and diminishing prior concerns to support the upgrade.분석 기사 • Oct 01
Calculating The Fair Value Of Nemetschek SE (ETR:NEM)
Key Insights The projected fair value for Nemetschek is €110 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Sep 04
Does Nemetschek (ETR:NEM) Deserve A Spot On Your Watchlist?
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Aug 22
Is Nemetschek (ETR:NEM) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...내러티브 업데이트 • Aug 07
Recurring Subscriptions And International Markets Will Unlock Future Value
With no significant changes in discount rate or future P/E, Nemetschek’s fair value assessment has remained stable, with the consensus analyst price target unchanged at €124.15. What's in the News Nemetschek is actively seeking acquisitions, focusing on complementing its product offerings, particularly in AI, and has recently acquired Manufacton (DfMA AI software) and Xinaps (clash detection SaaS).
새로운 내러티브 • Nov 13
The Company's SaaS Revolution And Global Expansion Promise Thriving Growth In Construction Tech
Transitioning to a SaaS model is driving strong recurring revenue growth and positively impacting revenue and cash flow.지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: NEM 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: NEM 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| Nemetschek 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (NEM) | 1.1% |
| 시장 하위 25% (DE) | 1.5% |
| 시장 상위 25% (DE) | 4.7% |
| 업계 평균 (Software) | 1.4% |
| 분석가 예측 (NEM) (최대 3년) | 1.7% |
주목할만한 배당금: NEM 의 배당금( 1.12% )은 German 시장에서 배당금 지급자의 하위 25%( 1.49% )와 비교해 주목할 만하지 않습니다.
고배당: NEM 의 배당금( 1.12% )은 German 시장에서 배당금 지급자의 상위 25%( 4.67% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 합리적으로 낮은 지불 비율 ( 31.9% )로 NEM 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 21.6% )이 낮기 때문에 NEM 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/07 06:44 |
| 종가 | 2026/08/07 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 |
|
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| 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 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Nemetschek SE는 30명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Knut Woller | Baader Helvea Equity Research |
| Sven Merkt | Barclays |
| Alice Jennings | Barclays |