Nemetschek SE

XTRA:NEM Stok Raporu

Piyasa değeri: €7.4b

Nemetschek Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 6/6

Nemetschek yıllık ortalama 11.2% oranında kazançlarını artırırken, Software sektöründe kazançlar growing at 10.4% annual. Gelirler growing yılda ortalama 13.3% oranında artmaktadır. Nemetschek'in özkaynak karlılığı 22.5% ve net marjı 19.1%'dir.

Anahtar bilgiler

11.24%

Kazanç büyüme oranı

11.24%

EPS büyüme oranı

Software Sektör Büyümesi14.88%
Gelir büyüme oranı13.32%
Özkaynak getirisi22.55%
Net Marj19.05%
Sonraki Kazanç Güncellemesi30 Jul 2026

Yakın geçmiş performans güncellemeleri

Analiz Makalesi 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...
Analiz Makalesi Aug 08

We Like Nemetschek's (ETR:NEM) Earnings For More Than Just Statutory Profit

The market seemed underwhelmed by last week's earnings announcement from Nemetschek SE ( ETR:NEM ) despite the healthy...

Recent updates

Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi Aug 08

We Like Nemetschek's (ETR:NEM) Earnings For More Than Just Statutory Profit

The market seemed underwhelmed by last week's earnings announcement from Nemetschek SE ( ETR:NEM ) despite the healthy...
Analiz Güncellemesi 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).
Analiz Makalesi Aug 04

Nemetschek SE Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Nemetschek SE ( ETR:NEM ) just released its latest quarterly results and things are looking bullish. The company beat...
Analiz Makalesi Jul 02

The Returns At Nemetschek (ETR:NEM) Aren't Growing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analiz Makalesi Jun 18

Are Nemetschek SE (ETR:NEM) Investors Paying Above The Intrinsic Value?

Key Insights Nemetschek's estimated fair value is €100 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analiz Makalesi May 22

Does Nemetschek (ETR:NEM) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analiz Makalesi May 08

Nemetschek SE's (ETR:NEM) P/E Is Still On The Mark Following 26% Share Price Bounce

Nemetschek SE ( ETR:NEM ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
User avatar
Yeni Analiz 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.

Gelir ve Gider Dağılımı

Nemetschek nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

XTRA:NEM Gelir, gider ve kazançlar (EUR Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
31 Mar 261,222233520
31 Dec 251,191217520
30 Sep 251,157204370
30 Jun 251,117188370
31 Mar 251,054178440
31 Dec 24996175440
30 Sep 24924171310
30 Jun 24891177310
31 Mar 24871168310
31 Dec 23852161310
30 Sep 23835148370
30 Jun 23818142370
31 Mar 23814156370
31 Dec 22802162370
30 Sep 22787166290
30 Jun 22753161290
31 Mar 22715148290
31 Dec 21681135290
30 Sep 21654126270
30 Jun 21633117270
31 Mar 21609105270
31 Dec 2059797270
30 Sep 2058899300
30 Jun 20577128300
31 Mar 20574129300
31 Dec 19557127300
30 Sep 19538119380
30 Jun 1951483380
31 Mar 1949080380
31 Dec 1846376380
30 Sep 1843784330
30 Jun 1841881330
31 Mar 1840177330
31 Dec 1739675330
30 Sep 1738353300
30 Jun 1737150300
31 Mar 1735850300
31 Dec 1633947300
30 Sep 1632548270
30 Jun 1631245270
31 Mar 1629739270
31 Dec 1528636270
30 Sep 1527133170
30 Jun 1525233170

Kaliteli Kazançlar: NEM yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: NEM 'nin mevcut net kar marjları (19.1%) geçen yılın (16.9%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: NEM şirketinin kazancı son 5 yılda yılda 11.2% oranında arttı.

Büyüme Hızlandırma: NEM 'un son bir yıldaki kazanç büyümesi ( 30.9% ) 5 yıllık ortalamasını (yıllık 11.2% ) aşıyor.

Kazançlar vs. Sektör: NEM geçen yılki kazanç büyümesi ( 30.9% ) Software sektörünün 26.7% değerini aştı.


Özkaynak Getirisi

Yüksek ROE: NEM 'nin Özsermaye Getirisi ( 22.5% ) yüksek olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/06 15:54
Gün Sonu Hisse Fiyatı2026/05/06 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Nemetschek SE 30 Bu analistlerden 14, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Knut WollerBaader Helvea Equity Research
Sven MerktBarclays
Alice JenningsBarclays