Neinor Homes, S.A.

BME:HOME Voorraadrapport

Marktkapitalisatie: €1.6b

Neinor Homes Beheer

Beheer criteriumcontroles 2/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Francisco de Garcia-Egotxeaga Vergara

Algemeen directeur

€2.9m

Totale compensatie

Percentage CEO-salaris22.48%
Dienstverband CEO7yrs
Eigendom CEO0.1%
Management gemiddelde ambtstermijn7yrs
Gemiddelde ambtstermijn bestuur7yrs

Recente managementupdates

Recent updates

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.

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.

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.

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.

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%.

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.

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).

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).

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).

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).

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.

What Neinor Homes, S.A.'s (BME:HOME) P/E Is Not Telling You

Oct 30
What Neinor Homes, S.A.'s (BME:HOME) P/E Is Not Telling You

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.

Is Neinor Homes, S.A. (BME:HOME) Expensive For A Reason? A Look At Its Intrinsic Value

Oct 01
Is Neinor Homes, S.A. (BME:HOME) Expensive For A Reason? A Look At Its Intrinsic Value

Optimistic Investors Push Neinor Homes, S.A. (BME:HOME) Shares Up 27% But Growth Is Lacking

Jul 13
Optimistic Investors Push Neinor Homes, S.A. (BME:HOME) Shares Up 27% But Growth Is Lacking

Neinor Homes (BME:HOME) Has A Pretty Healthy Balance Sheet

Jun 18
Neinor Homes (BME:HOME) Has A Pretty Healthy Balance Sheet

Capital Allocation Trends At Neinor Homes (BME:HOME) Aren't Ideal

May 18
Capital Allocation Trends At Neinor Homes (BME:HOME) Aren't Ideal

An Intrinsic Calculation For Neinor Homes, S.A. (BME:HOME) Suggests It's 48% Undervalued

Apr 30
An Intrinsic Calculation For Neinor Homes, S.A. (BME:HOME) Suggests It's 48% Undervalued

Neinor Homes' (BME:HOME) Shareholders Have More To Worry About Than Only Soft Earnings

Mar 07
Neinor Homes' (BME:HOME) Shareholders Have More To Worry About Than Only Soft Earnings
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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.

Neinor Homes (BME:HOME) May Have Issues Allocating Its Capital

Jan 14
Neinor Homes (BME:HOME) May Have Issues Allocating Its Capital

These 4 Measures Indicate That Neinor Homes (BME:HOME) Is Using Debt Reasonably Well

Dec 16
These 4 Measures Indicate That Neinor Homes (BME:HOME) Is Using Debt Reasonably Well

Neinor Homes, S.A.'s (BME:HOME) Price Is Right But Growth Is Lacking

Sep 10
Neinor Homes, S.A.'s (BME:HOME) Price Is Right But Growth Is Lacking

Neinor Homes (BME:HOME) Is Looking To Continue Growing Its Returns On Capital

Jun 06
Neinor Homes (BME:HOME) Is Looking To Continue Growing Its Returns On Capital

Here's Why Neinor Homes (BME:HOME) Can Manage Its Debt Responsibly

May 03
Here's Why Neinor Homes (BME:HOME) Can Manage Its Debt Responsibly

Returns At Neinor Homes (BME:HOME) Are On The Way Up

Nov 11
Returns At Neinor Homes (BME:HOME) Are On The Way Up

Neinor Homes, S.A.'s (BME:HOME) Intrinsic Value Is Potentially 62% Above Its Share Price

Aug 31
Neinor Homes, S.A.'s (BME:HOME) Intrinsic Value Is Potentially 62% Above Its Share Price

Does Neinor Homes (BME:HOME) Have A Healthy Balance Sheet?

Mar 01
Does Neinor Homes (BME:HOME) Have A Healthy Balance Sheet?

Investors Will Want Neinor Homes' (BME:HOME) Growth In ROCE To Persist

Jan 08
Investors Will Want Neinor Homes' (BME:HOME) Growth In ROCE To Persist

Neinor Homes (BME:HOME) Seems To Use Debt Quite Sensibly

Oct 14
Neinor Homes (BME:HOME) Seems To Use Debt Quite Sensibly

These 4 Measures Indicate That Neinor Homes (BME:HOME) Is Using Debt Reasonably Well

Jul 07
These 4 Measures Indicate That Neinor Homes (BME:HOME) Is Using Debt Reasonably Well

Analyse CEO-vergoeding

Hoe is Francisco de Garcia-Egotxeaga Vergara's beloning veranderd ten opzichte van Neinor Homes's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 3.44M ) Francisco de } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Spanish markt ($USD 1.69M ).

Compensatie versus inkomsten: De vergoeding van Francisco de is het afgelopen jaar met meer dan 20% gestegen.

CEO

Francisco de Garcia-Egotxeaga Vergara (58 yo)

7yrs
Tenure
€2,949,000
Compensatie

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...

Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7yrs€2.95m0.10%
€ 1.7m
Jordi Argemí García
Deputy CEO & CFO11.3yrsgeen gegevensgeen gegevens
Fernando de Dueñas
Chief Operating Officer6.8yrsgeen gegevensgeen gegevens
Mario Lapiedra Vivanco
Chief Investment Officerno datageen gegevensgeen gegevens
Jose Cravo
Chief Investor Relations Officerno datageen gegevensgeen gegevens
Álvaro Herranz
Governanceno datageen gegevensgeen gegevens
David Segado
Chief Legal Officer & Vicesecretary of the Board of Directors2.3yrsgeen gegevensgeen gegevens
Silvia Gonzalez
Marketing Directorno datageen gegevensgeen gegevens
Gabriel Sánchez Cassinello
Chief Business Officer11yrsgeen gegevensgeen gegevens
Jorge Pepa
Chief Development Officer2.3yrsgeen gegevensgeen gegevens
Silvia López Jiménez
Secretary of the Board of Directors7.3yrsgeen gegevensgeen gegevens
7.0yrs
Gemiddelde duur

Ervaren management: Het managementteam van HOME is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7 jaar).

Bestuursleden

NaamPositieTenureCompensatieEigendom
Francisco de Garcia-Egotxeaga Vergara
CEO & Executive Director7yrs€2.95m0.10%
€ 1.7m
Ricardo Martí Fluxá
Independent Non-Executive Chairman9.1yrs€182.50kgeen gegevens
Aref Lahham
Proprietary Director6.3yrsgeen gegevensgeen gegevens
Alfonso Rodes Vila
Independent Director9.1yrs€128.00kgeen gegevens
Anna-Maria Birulés Bertrán
Independent Director9.1yrs€140.00k0%
€ 0
Andreas Segal
Independent Director7.2yrs€129.50k0.020%
€ 326.3k
Juan José Pepa
Proprietary Director4yrsgeen gegevensgeen gegevens
Fanny Kindler
Proprietary Directorno datageen gegevensgeen gegevens
Maria Pico
Proprietary Directorno datageen gegevensgeen gegevens
7.0yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van HOME wordt beschouwd als ervaren (gemiddelde ambtstermijn 7 jaar).

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/04/29 14:18
Aandelenkoers aan het einde van de dag2026/04/29 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Neinor Homes, S.A. wordt gevolgd door 13 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Ignacio RomeroBanco de Sabadell. S.A.
Mariano Miguel HidalgoBanco Santander
Celine HuynhBarclays