Meritor, Inc.

Informe acción NYSE:MTOR

Capitalización de mercado: US$2.6b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Meritor Dirección

Dirección controles de criterios 3/4

Información clave

Chris Villavarayan

Chief Executive Officer (CEO)

US$7.6m

Compensación total

Porcentaje del salario del CEO10.84%
Permanencia del CEO1.5yrs
Participación del CEO0.1%
Permanencia media de la dirección3yrs
Promedio de permanencia en la Junta Directiva5.3yrs

Actualizaciones recientes de la dirección

Artículo de análisis • Feb 21

Don't Ignore The Fact That This Insider Just Sold Some Shares In Meritor, Inc. (NYSE:MTOR)

We wouldn't blame Meritor, Inc. ( NYSE:MTOR ) shareholders if they were a little worried about the fact that Ivor...

Recent updates

Seeking Alpha • Aug 02

Meritor Non-GAAP EPS of $1.07 beats by $0.19, revenue of $1.21B beats by $140M

Meritor press release (NYSE:MTOR): Q3 Non-GAAP EPS of $1.07 beats by $0.19. Revenue of $1.21B (+19.8% Y/Y) beats by $140M. On 26 May, the company's shareholders voted in favor of the Cummins acquisition bid, further validating the potential of what Cummins and Meritor can achieve together. The companies are working together to complete the acquisition this week as received all regulatory approvals to close the transaction.
Seeking Alpha • Feb 23

Cummins' Bid For Meritor Underlines The Value Of Quality ICE/EV Component Portfolios

Cummins announced that it is acquiring Meritor for $36.50/share in cash. Meritor brings a market-leading position in axles and brakes in commercial vehicles and further accelerates Cummins' efforts to consolidate ICE powertrain components. Meritor also brings very credible electrification technology focused around e-axles, giving Cummins more options for development and integration in electrified powertrains. At a 10% premium to my own fair value estimate, I think Cummins' bid is fair, as it removes execution and cycle risk at a premium price.
Artículo de análisis • Feb 15

Is Now An Opportune Moment To Examine Meritor, Inc. (NYSE:MTOR)?

Meritor, Inc. ( NYSE:MTOR ), might not be a large cap stock, but it saw significant share price movement during recent...
Artículo de análisis • Dec 14

Here's Why Meritor (NYSE:MTOR) Can Manage Its Debt Responsibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis • Nov 23

An Intrinsic Calculation For Meritor, Inc. (NYSE:MTOR) Suggests It's 45% Undervalued

Does the November share price for Meritor, Inc. ( NYSE:MTOR ) reflect what it's really worth? Today, we will estimate...
Seeking Alpha • Sep 02

Meritor Already Discounting A Significant Correction In Commercial Vehicles

Meritor posted a healthy beat relative to sell-side expectations in the June quarter, as the company leverages strong Class 8 production volume. The Class 8 cycle will likely peak in 2022, but the fall-off in 2023 may not be as sharp, and medium-duty trucks should keep growing into 2023. Meritor has built a credible e-axle program to participate in truck electrification, and the company's near-term $500M business win target looks secure. Management has executed well on cost/efficiency programs, and the shares seem to overly discount the coming Class 8 peak, offering an attractive return from today's price.
Artículo de análisis • Aug 20

We Think Meritor (NYSE:MTOR) Is Taking Some Risk With Its Debt

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis • Jun 15

A Look At The Intrinsic Value Of Meritor, Inc. (NYSE:MTOR)

Today we will run through one way of estimating the intrinsic value of Meritor, Inc. ( NYSE:MTOR ) by taking the...
Artículo de análisis • May 04

Is Meritor (NYSE:MTOR) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis • Mar 15

Should You Be Excited About Meritor, Inc.'s (NYSE:MTOR) 42% Return On Equity?

One of the best investments we can make is in our own knowledge and skill set. With that in mind, this article will...
Artículo de análisis • Feb 21

Don't Ignore The Fact That This Insider Just Sold Some Shares In Meritor, Inc. (NYSE:MTOR)

We wouldn't blame Meritor, Inc. ( NYSE:MTOR ) shareholders if they were a little worried about the fact that Ivor...
Artículo de análisis • Feb 12

Meritor (NYSE:MTOR) Shareholders Have Enjoyed A Whopping 341% Share Price Gain

For many, the main point of investing in the stock market is to achieve spectacular returns. And highest quality...
Artículo de análisis • Jan 25

Is Meritor (NYSE:MTOR) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis • Jan 08

We're Not Counting On Meritor (NYSE:MTOR) To Sustain Its Statutory Profitability

Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Artículo de análisis • Dec 24

Is There An Opportunity With Meritor, Inc.'s (NYSE:MTOR) 44% Undervaluation?

Today we will run through one way of estimating the intrinsic value of Meritor, Inc. ( NYSE:MTOR ) by projecting its...
Artículo de análisis • Dec 09

Should You Be Excited About Meritor, Inc.'s (NYSE:MTOR) 50% Return On Equity?

Many investors are still learning about the various metrics that can be useful when analysing a stock. This article is...
Artículo de análisis • Nov 24

This Insider Has Just Sold Shares In Meritor, Inc. (NYSE:MTOR)

Anyone interested in Meritor, Inc. (NYSE:MTOR) should probably be aware that the VP & Chief Accounting Officer, Paul...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Chris Villavarayan en comparación con los beneficios de Meritor?
FechaCompensación totalSalarioIngresos de la empresa
Jun 30 2022n/an/a

US$251m

Mar 31 2022n/an/a

US$220m

Dec 31 2021n/an/a

US$222m

Sep 30 2021US$8mUS$823k

US$200m

Jun 30 2021n/an/a

US$138m

Mar 31 2021n/an/a

US$60m

Dec 31 2020n/an/a

US$237m

Sep 30 2020US$2mUS$553k

US$244m

Jun 30 2020n/an/a

US$285m

Mar 31 2020n/an/a

US$406m

Dec 31 2019n/an/a

US$239m

Sep 30 2019US$3mUS$575k

US$290m

Jun 30 2019n/an/a

US$280m

Mar 31 2019n/an/a

US$261m

Dec 31 2018n/an/a

US$245m

Sep 30 2018US$2mUS$481k

US$120m

Jun 30 2018n/an/a

US$327m

Mar 31 2018n/an/a

US$310m

Dec 31 2017n/an/a

US$275m

Sep 30 2017US$2mUS$435k

US$325m

Jun 30 2017n/an/a

US$560m

Mar 31 2017n/an/a

US$553m

Dec 31 2016n/an/a

US$564m

Sep 30 2016US$1mUS$424k

US$577m

Jun 30 2016n/an/a

US$82m

Mar 31 2016n/an/a

US$55m

Dec 31 2015n/an/a

US$61m

Sep 30 2015US$1mUS$405k

US$65m

Compensación vs. Mercado: La compensación total ($USD7.59M) de Chris está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.02M).

Compensación vs. Ingresos: La compensación de Chris ha aumentado más de un 20% en el último año.

CEO

Chris Villavarayan (52 yo)

1.5yrs
Permanencia
US$7,587,961
Compensación

Mr. Chrishan Anthon Sebastian Villavarayan, also known as Chris, serves as Director of Heavy Duty Manufacturers Association. He serves as Director of Franklin Electric Co., Inc. since May 06, 2022. He has...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Chrishan Anthon Villavarayan
CEO, President & Director1.5yrsUS$7.59m0.12%
$ 3.1m
Carl Anderson
Senior VP & CFO3.4yrsUS$2.76m0.059%
$ 1.5m
Timothy Earl Bowes
Senior VP and President of Industrial2.3yrsUS$1.61m0.00067%
$ 17.3k
John Nelligan
Senior VP & President of Truck - Americas2.5yrsUS$1.60m0.018%
$ 460.7k
Paul Bialy
VP & Chief Accounting Officer9.6yrssin datos0.045%
$ 1.2m
John Bennett
VP & CTO4.2yrssin datossin datos
Ryan Olivier
VP & Chief Information Officer1.4yrssin datossin datos
Todd Chirillo
Senior Director of Investor Relationsno datasin datossin datos
Scott Confer
VP, Interim Chief Legal Officer & Corporate Secretaryno datasin datossin datos
Krista Sohm
VP and Chief Marketing & Communication Officer6.6yrssin datossin datos
Darrell Whitney
VP & Chief Human Resources Officer1.4yrssin datossin datos
N. Thimmaiah
Managing Director of India9.6yrssin datossin datos
3.0yrs
Permanencia media
52yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de MTOR se considera experimentado (3 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Chrishan Anthon Villavarayan
CEO, President & Director1.5yrsUS$7.59m0.12%
$ 3.1m
William Newlin
Independent Non-Executive Chairman19.1yrsUS$316.64k0.30%
$ 7.7m
Lloyd Trotter
Independent Director7.6yrsUS$239.92k0.12%
$ 3.1m
Ivor Evans
Independent Director17.3yrsUS$224.97k0.47%
$ 12.2m
Elizabeth Fessenden
Independent Director1.2yrsUS$104.98k0.012%
$ 316.1k
Jan Bertsch
Independent Director5.9yrsUS$249.94k0.093%
$ 2.4m
Thomas Pajonas
Independent Director8.9yrsUS$244.97k0.097%
$ 2.5m
Steven Beringhause
Independent Director2.7yrsUS$224.97k0.022%
$ 573.4k
Fazal Merchant
Independent Director1.8yrsUS$264.96k0.016%
$ 415.1k
Rodger Boehm
Independent Director4.7yrsUS$234.93k0.064%
$ 1.7m
5.3yrs
Permanencia media
66yo
Promedio de edad

Junta con experiencia: La junta directiva de MTOR se considera experimentada (5.3 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2022/08/03 18:39
Precio de las acciones al final del día2022/08/02 00:00
Beneficios2022/06/30
Ingresos anuales2021/09/30

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Meritor, Inc. está cubierta por 12 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David LeikerBaird
Sherif El-SabbahyBofA Global Research
Daniel MahoneyCFRA Research