6D·

Nemetschek Stock Analysis

We have $NEM (+1,89%) made a purchase in our value portfolio.

In our view, the current sell-off is excessive. We believe the barriers to market entry for competitors are relatively high. Therefore, we now see an exciting opportunity to invest in the company. However, it is, of course, completely unclear how significant the impact of AI will be.

You can also find the detailed analysis on our YouTube channel:

https://youtu.be/kar7SnNCaUc?is=Fj_DmbsB4eMECsY5

13 Comentários

Alpalaka@Alpalaka

Advertising for other platforms isn't really welcome here😬

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fiducation@fiducation

@Alpalaka You can't post videos here …

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Alpalaka@Alpalaka

@fiducation but write down the analysis in text form

Just take a look at the community guidelines :)

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fiducation@fiducation

@Alpalaka Feel free to take another close look at the post

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Alpalaka@Alpalaka

@fiducation Like I said: it was just a friendly reminder :)

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Get_Rich_or_Die_Tryin@Get_Rich_or_Die_Tryin

BUT… it should say: the detailed analysis is ONLY available on YouTube…😂

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fund_navigator_elshq@fund_navigator_elshq

Unfortunately, TAM is quite limited, but it's a great company in its own right.

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Yoshika 🦋.@Yoshika

With an FCF yield of 28.5%, free cash flow would exceed total revenue—even if revenue were projected to grow at the company’s own 14.19% CAGR through 2027.
How on earth is that supposed to work from an operational standpoint?

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fiducation@fiducation

@Yoshika Sorry, can you explain again what you mean? How exactly can 28.5% be greater than 100%?

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Yoshika 🦋.@Yoshika

@fiducation
28.54% of 6.4 billion would be 1.83 billion FCF. Revenue 2027e = 1.56 billion 🙄

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fiducation@fiducation

@Yoshika Why should the FCF yield be based on market cap?

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Yoshika 🦋.@Yoshika

@fiducation
What is the definition of FCF yield?

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fiducation@fiducation

@Yoshika This obviously refers to the FCF margin, but of course, strictly speaking, the FCF yield refers to market cap, so that's a good point 👍

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