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Definitive Analysis

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DEME Group N.V. (DEME.BR)

Company Dividend Discount ModelIndustry: Engineering & ConstructionSector: Industrials

Valuation Snapshot

Stable Growth$536.18 - $1,404.50$816.76
Multi-Stage$625.42 - $686.20$655.23
Blended Fair Value$736.00
Current Price$128.80
Upside471.43%
DecisionBuy

Dividend History & Growth Metrics (10Y)

Metric5Y CAGR10Y CAGR2024202320222021202020192018201720162015
DPS-0.68%0.00%2.101.501.610.810.002.172.172.172.372.00
YoY Growth--39.96%-7.03%100.00%0.00%-100.00%0.00%0.00%-8.33%18.34%0.00%
Dividend Yield--1.52%1.35%1.30%0.77%0.00%2.07%2.07%2.07%2.26%1.91%

Stable Growth Model (Adjusted)

(USD in Millions except Per Share Data)
Net Income To Common (M)599.80
(-) Cash Dividends Paid (M)187.11
(=) Cash Retained (M)412.69
MetricLOWBASEHIGH
Required Retention Ratio20.0%12.5%7.5%
(=) Cash Required (M)119.9674.9744.98
Cash Retained (M)412.69412.69412.69
(-) Cash Required (M)-119.96-74.97-44.98
(=) Excess Retained (M)292.73337.71367.70
(/) Shares Outstanding (M)25.3025.3025.30
(=) Excess Retained per Share11.5713.3514.54
LTM Dividend per Share7.407.407.40
(+) Excess Retained per Share11.5713.3514.54
(=) Adjusted Dividend18.9720.7521.93
WACC / Discount Rate6.42%6.42%6.42%
Growth Rate2.78%3.78%4.78%
Fair Value$536.18$816.76$1,404.50
Upside / Downside316.29%534.13%990.45%

Multi-Stage Model: Projections

(USD in Millions)
MetricTTMDec-27Dec-28Dec-29Dec-30Dec-31Terminal
Net Income (M)599.80622.49646.04670.48695.85722.18743.84
Payout Ratio31.20%42.96%54.72%66.48%78.24%90.00%92.50%
Projected Dividends (M)187.11267.40353.50445.72544.43649.96688.05

Multi-Stage Valuation

MetricLOWBASEHIGH
WACC / Discount Rate6.42%6.42%6.42%
Growth Rate2.78%3.78%4.78%
Year 1 PV (M)248.85251.27253.69
Year 2 PV (M)306.15312.13318.18
Year 3 PV (M)359.24369.83380.62
Year 4 PV (M)408.35424.47441.07
Year 5 PV (M)453.68476.18499.57
PV of Terminal Value (M)14,044.0514,740.6615,464.64
Equity Value (M)15,820.3116,574.5417,357.77
Shares Outstanding (M)25.3025.3025.30
Fair Value$625.42$655.23$686.20
Upside / Downside385.57%408.72%432.76%

High-Yield Dividend Screener

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