Neinor Homes, S.A.

BME:HOME 주식 리포트

시가총액: €1.6b

Neinor Homes 경영진

경영진 기준 점검 2/4

Neinor Homes CEO는 Francisco de Garcia-Egotxeaga Vergara, Apr2019 에 임명되었습니다 의 임기는 7.08 년입니다. 총 연간 보상은 €2.95M, 22.5% 급여 및 77.5% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €1.61M 가치에 해당하는 회사 주식의 0.1% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.1 년과 7.1 년입니다.

핵심 정보

Francisco de Garcia-Egotxeaga Vergara

최고경영자

€2.9m

총 보수

CEO 급여 비율22.48%
CEO 재임 기간7.1yrs
CEO 지분 보유율0.1%
경영진 평균 재임 기간7.1yrs
이사회 평균 재임 기간7.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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%.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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 보수 분석

Francisco de Garcia-Egotxeaga Vergara의 보수는 Neinor Homes의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Francisco de의 총 보수(USD3.43M)는 Spanish 시장에서 비슷한 규모 기업의 평균(USD1.68M)보다 높습니다.

보상과 수익: Francisco de의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Francisco de Garcia-Egotxeaga Vergara (58 yo)

7.1yrs
재임 기간
€2,949,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7.1yrs€2.95m0.10%
€ 1.6m
Jordi Argemí García
Deputy CEO & CFO11.3yrs데이터 없음데이터 없음
Fernando de Dueñas
Chief Operating Officer6.9yrs데이터 없음데이터 없음
Mario Lapiedra Vivanco
Chief Investment Officerno data데이터 없음데이터 없음
Jose Cravo
Chief Investor Relations Officerno data데이터 없음데이터 없음
Álvaro Herranz
Governanceno data데이터 없음데이터 없음
David Segado
Chief Legal Officer & Vicesecretary of the Board of Directors2.3yrs데이터 없음데이터 없음
Silvia Gonzalez
Marketing Directorno data데이터 없음데이터 없음
Gabriel Sánchez Cassinello
Chief Business Officer11.1yrs데이터 없음데이터 없음
Jorge Pepa
Chief Development Officer2.3yrs데이터 없음데이터 없음
Silvia López Jiménez
Secretary of the Board of Directors7.3yrs데이터 없음데이터 없음
7.1yrs
평균 재임 기간

경험이 풍부한 관리: HOME의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.1 년).


이사회 구성원

이름직위재임 기간보수지분
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7.1yrs€2.95m0.10%
€ 1.6m
Ricardo Martí Fluxá
Independent Non-Executive Chairman9.2yrs€182.50k데이터 없음
Aref Lahham
Proprietary Director6.4yrs데이터 없음데이터 없음
Alfonso Rodes Vila
Independent Director9.2yrs€128.00k데이터 없음
Anna-Maria Birulés Bertrán
Independent Director9.2yrs€140.00k0%
€ 0
Andreas Segal
Independent Director7.3yrs€129.50k0.020%
€ 315.8k
Juan José Pepa
Proprietary Director4.1yrs데이터 없음데이터 없음
Fanny Kindler
Proprietary Directorless than a year데이터 없음데이터 없음
Maria Pico
Proprietary Directorless than a year데이터 없음데이터 없음
7.1yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: HOME의 이사회경험이 있음으로 간주됩니다(평균 재임 7.1 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 12:09
종가2026/05/21 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Neinor Homes, S.A.는 13명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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