Neinor Homes, S.A.

BME:HOME Aktierapport

Börsvärde: €1.6b

Neinor Homes Förvaltning

Förvaltning kriterier kontrolleras 2/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Jordi Argemí García

Verkställande direktör

n/a

Total ersättning

VD-lön i procentn/a
Anställning som VDless than a year
Ägande av VDn/a
Ledningens genomsnittliga anställningstid2.5yrs
Styrelsens genomsnittliga mandatperiod7yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jun 22

HOME: Share Buybacks And 2026 EPS Guidance Will Support Future Repricing

Analysts have nudged their price target for Neinor Homes slightly lower from €20.61 to €20.43, citing updated assumptions around discount rates, profit margins and future P/E levels. What’s in the News for Neinor Homes The Board has approved an orderly CEO succession.
Uppdatering av berättelse Jun 07

HOME: CEO Transition And Share Buybacks Will Support Future Repricing

Analysts have kept their price target for Neinor Homes steady at €20.61, pointing to slightly higher projected revenue growth of 28.31% and a modestly lower profit margin of 11.08%, along with a small change in the assumed discount rate and future P/E multiple. What's in the News The Board has approved a CEO succession plan.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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%.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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).
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

VD OCH KONCERNCHEF

Jordi Argemí García (41 yo)

less than a year
Anställning

Mr. Jordi Argemí García served as Chief Financial Officer of Neinor Homes, S.A. until 2026 and also served as its Deputy Chief Executive Officer since April, 2019 until 2026. He serves as Chief Executive O...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Jordi Argemí García
Chief Executive Officerless than a yearinga uppgifteringa uppgifter
Fernando de Dueñas
Chief Construction Officerless than a yearinga uppgifteringa uppgifter
Mario Lapiedra Vivanco
Deputy CEO & Chief Investment Officerno datainga uppgifteringa uppgifter
Jose Cravo
Chief Investor Relations Officerno datainga uppgifteringa uppgifter
Álvaro Herranz
Governanceno datainga uppgifteringa uppgifter
David Segado
Chief Legal Officer2.5yrsinga uppgifteringa uppgifter
Silvia Gonzalez
Marketing Directorno datainga uppgifteringa uppgifter
Gabriel Sánchez Cassinello
Chief Business Officer11.3yrsinga uppgifteringa uppgifter
Jorge Pepa
Chief Investor Relations & Capital Markets Officerno datainga uppgifteringa uppgifter
Silvia Lopez Jimenez
Secretary of the Board of Directors7.5yrsinga uppgifteringa uppgifter
2.5yrs
Genomsnittlig anställningstid
42yo
Genomsnittlig ålder

Erfaren ledning: HOME s ledningsgrupp anses vara erfaren ( 2.5 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Ricardo Martí Fluxá
Independent Non-Executive Chairman9.3yrs€182.50kinga uppgifter
Aref Lahham
Proprietary Director6.6yrsinga uppgifteringa uppgifter
Alfonso Rodes Vila
Independent Director9.3yrs€128.00kinga uppgifter
Anna-Maria Birulés Bertrán
Independent Director9.3yrs€140.00k0%
€ 0
Andreas Segal
Independent Director7.4yrs€129.50k0.020%
€ 318.6k
Juan José Pepa
Proprietary Director4.3yrsinga uppgifteringa uppgifter
Fanny Kindler
Proprietary Directorless than a yearinga uppgifteringa uppgifter
Maria Pico
Proprietary Directorless than a yearinga uppgifteringa uppgifter
7.0yrs
Genomsnittlig anställningstid
63yo
Genomsnittlig ålder

Erfaren styrelse: HOME s styrelse anses vara erfaren ( 7 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/15 14:55
Aktiekurs vid dagens slut2026/07/15 00:00
Intäkter2025/12/31
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Neinor Homes, S.A. bevakas av 13 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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