Neinor Homes Inkomsten in het verleden
Verleden criteriumcontroles 3/6
De winst van Neinor Homes is gedaald met een gemiddeld jaarlijks percentage van -3.4%, terwijl de winst van de Consumer Durables -industrie jaarlijks daalde met 3.4%. De inkomsten zijn daalde met een gemiddeld percentage van 9.7% per jaar. Het rendement op het eigen vermogen Neinor Homes bedraagt 8.8% en de nettomarge bedraagt 17.5%.
Belangrijke informatie
-3.41%
Groei van de winst
-4.56%
Groei van de winst per aandeel
| Consumer Durables Groei van de industrie | 9.93% |
| Inkomstengroei | -9.73% |
| Rendement op eigen vermogen | 8.83% |
| Nettomarge | 17.49% |
| Volgende winstupdate | 27 Jul 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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%.Narratiefupdate • 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.Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...
Nieuw narratief • 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.Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Analyseartikel • 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...Opbrengsten en kosten
Opbrengsten en kosten
Hoe Neinor Homes geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Dec 25 | 705 | 123 | 59 | 0 |
| 30 Sep 25 | 584 | 89 | 55 | 0 |
| 30 Jun 25 | 463 | 55 | 91 | 0 |
| 31 Mar 25 | 475 | 59 | 89 | 0 |
| 31 Dec 24 | 487 | 62 | 47 | 0 |
| 30 Sep 24 | 534 | 79 | 62 | 0 |
| 30 Jun 24 | 581 | 96 | 78 | 0 |
| 31 Mar 24 | 586 | 93 | 80 | 0 |
| 31 Dec 23 | 591 | 91 | 83 | 0 |
| 30 Sep 23 | 642 | 93 | 77 | 0 |
| 30 Jun 23 | 554 | 63 | 88 | 0 |
| 31 Mar 23 | 569 | 65 | 65 | 0 |
| 31 Dec 22 | 763 | 96 | 68 | 0 |
| 30 Sep 22 | 922 | 96 | 98 | 0 |
| 30 Jun 22 | 980 | 96 | 51 | 0 |
| 31 Mar 22 | 1,096 | 126 | 108 | 0 |
| 31 Dec 21 | 914 | 103 | 64 | 0 |
| 30 Sep 21 | 874 | 106 | 79 | 0 |
| 30 Jun 21 | 795 | 108 | 69 | 0 |
| 31 Mar 21 | 625 | 76 | 61 | 0 |
| 31 Dec 20 | 573 | 70 | 57 | 0 |
| 30 Sep 20 | 443 | 60 | 48 | 0 |
| 30 Jun 20 | 427 | 60 | 50 | 0 |
| 31 Mar 20 | 479 | 65 | 50 | 0 |
| 31 Dec 19 | 489 | 64 | 54 | 0 |
| 30 Sep 19 | 466 | 77 | 48 | 0 |
| 30 Jun 19 | 464 | 67 | 59 | 0 |
| 31 Mar 19 | 421 | 56 | 51 | 0 |
| 31 Dec 18 | 380 | 46 | 61 | 0 |
| 30 Sep 18 | 207 | -26 | 61 | 0 |
| 30 Jun 18 | 172 | -15 | 45 | 0 |
| 31 Mar 18 | 167 | -26 | 58 | 0 |
| 31 Dec 17 | 220 | -26 | 62 | 0 |
| 30 Jun 17 | 234 | -29 | 55 | 0 |
| 31 Dec 16 | 229 | 1 | 39 | 0 |
| 30 Sep 16 | 242 | -31 | 46 | 0 |
| 30 Jun 16 | 255 | -62 | 53 | 0 |
| 31 Mar 16 | 256 | -72 | 44 | 0 |
| 31 Dec 15 | 257 | -82 | 35 | 0 |
Kwaliteitswinsten: HOME heeft een grote eenmalige winst van €89.2M wat gevolgen heeft voor de financiële resultaten van de laatste 12 maanden tot 31st December, 2025.
Groeiende winstmarge: De huidige netto winstmarges (17.5%) HOME } zijn hoger dan vorig jaar (12.7%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van HOME is de afgelopen 5 jaar met 3.4% per jaar gedaald.
Versnelling van de groei: De winstgroei van HOME over het afgelopen jaar ( 98.8% ) overtreft het 5-jarig gemiddelde ( -3.4% per jaar).
Winst versus industrie: De winstgroei HOME over het afgelopen jaar ( 98.8% ) overtrof de Consumer Durables -sector 5.4%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 8.8% ) van HOME wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/24 07:10 |
| Aandelenkoers aan het einde van de dag | 2026/05/22 00:00 |
| Inkomsten | 2025/12/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* 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. 6 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.
| Analist | Instelling |
|---|---|
| Ignacio Romero | Banco de Sabadell. S.A. |
| Mariano Miguel Hidalgo | Banco Santander |
| Celine Huynh | Barclays |