Nemetschek's third-quarter organic revenue growth of 12.5% missed the 13.8% Vara consensus. Build continued to deliver, but growth in design and media was below consensus. Shares fell 10% on Nov. 5.
Nemetschek’s cash flow stream should become more predictable and resilient as recurring revenue increases with the transition of customers to subscriptions and SaaS.
Nemetschek depends on acquisitions to meet its growth targets. The lack of suitable targets may lead to disappointing performance.
Metric | NEM | BSY | ADSK |
|---|---|---|---|
Price/Earnings (Normalized) | 27.66 | 35.62 | 22.02 |
Price/Book Value | 7.29 | 10.64 | 16.07 |
Price/Sales | 5.90 | 8.86 | 7.11 |
Price/Cash Flow | 22.33 | 29.02 | 16.39 |
Metric | NEM | BSY | ADSK |
|---|---|---|---|
Quick Ratio | 0.86 | 0.48 | 0.73 |
Current Ratio | 0.93 | 0.65 | 0.86 |
Interest Coverage | 20.37 | 13.39 | — |
Metric | NEM | BSY | ADSK |
|---|---|---|---|
Return on Assets (Normalized) | 12.13% | 12.25% | 19.09% |
Return on Equity (Normalized) | 28.26% | 35.57% | 74.52% |
Return on Invested Capital (Normalized) | 19.19% | 18.58% | 37.65% |
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