Mattel, Inc.

Informe acción NasdaqGS:MAT

Capitalización de mercado: US$4.4b

Mattel Dirección

Dirección controles de criterios 3/4

El CEO de Mattel es Ynon Kreiz , nombrado en Apr 2018, tiene una permanencia de 8.08 años. compensación anual total es $15.06M, compuesta por 10.6% salario y 89.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.63% de las acciones de la empresa, por valor de $27.24M. La antigüedad media del equipo directivo y de la junta directiva es de 4.1 años y 7.7 años, respectivamente.

Información clave

Ynon Kreiz

Chief Executive Officer (CEO)

US$15.1m

Compensación total

Porcentaje del salario del CEO10.62%
Permanencia del CEO8.1yrs
Participación del CEO0.6%
Permanencia media de la dirección4.1yrs
Promedio de permanencia en la Junta Directiva7.7yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha Apr 30

Mattel: Lackluster Execution Limits Upside (Rating Downgrade)

Summary Mattel is downgraded to 'hold' after persistent underperformance, margin pressures, and disappointing execution despite a surprise Q1 profit. Tariff headwinds are fading, but oil-driven cost inflation and continued weakness in the toddler segment offset potential margin recovery for MAT. MAT's Q1 benefited from a one-time accounting gain; underlying free cash flow guidance is cut to $300–375 million, with a 7% free cash flow yield. Buybacks accelerated on share weakness, but with limited growth prospects and downside risk to margin guidance, I see no near-term catalyst for MAT shares. Read the full article on Seeking Alpha
Actualización del análisis Apr 28

MAT: 2026 Spending And Tariff Relief Will Shape Content Option Upside

Analysts have trimmed their average price targets for Mattel by a few dollars, reflecting a mix of cautious views around 2026 investment spending and recent target cuts, along with supportive commentary on potential EPS tailwinds from lower tariffs, new content and entertainment optionality. Analyst Commentary Street research around Mattel has become more mixed, with several firms cutting price targets or shifting to a more cautious stance even as others see upside tied to content, entertainment options and potential tariff related EPS support.
Actualización del análisis Apr 14

MAT: Content And Entertainment Expansion Will Drive Stronger Long-Term Outlook

Mattel's updated analyst price target shows a modest adjustment around $27, as analysts balance recent target cuts with expectations that investments for 2026, potential tariff tailwinds, and content and entertainment initiatives could influence earnings power over time. Analyst Commentary Recent Street research on Mattel shows a mix of target cuts and fresh initiations, with some firms highlighting potential earnings support from 2026 investment spending, lower tariffs, and new content and entertainment efforts.
Actualización del análisis Mar 31

MAT: 2026 Investment Spend And Tariff Relief Will Shape Balanced Upside

Analysts have modestly adjusted their price expectations for Mattel, with recent targets ranging from $17 to $30, as they weigh a 2026 investment year against potential catalysts in content, entertainment tie ins, and possible tariff relief. Analyst Commentary Recent research on Mattel reflects a mix of optimism around long term growth initiatives and caution around near term execution and spending plans, especially as 2026 is framed as an investment year.
Actualización del análisis Mar 16

MAT: Content And Gaming Expansion Will Drive Stronger Long-Term Outlook

The analyst price target for Mattel has shifted from a fair value estimate of $29 to about $27.16, as analysts weigh higher assumed revenue growth and a slightly richer future P/E against lower projected profit margins, a modestly higher discount rate, and a recent mix of cautious and supportive research views around 2026 investment spending, content opportunities, and tariff related EPS tailwinds. Analyst Commentary Recent Street commentary around Mattel reflects a mix of optimism and caution, with several Bullish analysts pointing to potential upside tied to content, new growth initiatives, and possible tariff related EPS benefits, while others highlight uncertainties around 2026 investment spending and the consumer backdrop for toys.
Actualización del análisis Mar 02

MAT: 2026 Execution And Macro Toy Demand Risks Will Limit Upside

Analysts have adjusted their price targets on Mattel in a mixed way, with some firms lifting targets toward $18 to $30 on product lineup strength and clearer growth initiatives, while others have trimmed estimates by $4 to $7 and moved to more cautious ratings, reflecting a more balanced view of risk and reward. Analyst Commentary Street research on Mattel has shifted toward a more balanced, and in some cases cautious, stance.
Artículo de análisis Feb 17

We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings

The most recent earnings report from Mattel, Inc. ( NASDAQ:MAT ) was disappointing for shareholders. However, our...
Actualización del análisis Feb 16

MAT: 2026 Toy Demand Headwinds And Execution Risks Will Restrain Upside

The analyst price target for Mattel has shifted from $20 to $14, as analysts factor in more cautious assumptions around growth, margins and valuation multiples following a series of recent downgrades and target cuts across the Street. Analyst Commentary Across the Street, recent research on Mattel has tilted more cautious, with several bearish analysts trimming price targets and flagging execution and growth risks that they feel are not fully reflected in the current share price.
Actualización del análisis Feb 02

MAT: Fair Outlook As 2026 Toy Demand And New Initiatives Shape Upside

Analysts have adjusted their price targets on Mattel in mixed fashion, including at least one increase to US$30 and one reaffirmed at US$21. This reflects a balance of views that hinges on progress in newer growth initiatives and caution around the toy market outlook into 2026.
Actualización del análisis Jan 19

MAT: Fair Outlook Balances New Initiatives With Toy Cycle Execution Risks

Analysts have raised their fair value estimate for Mattel from $17 to $20. They cite a higher assumed future P/E multiple and updated views on revenue growth, while balancing this with a higher discount rate and slightly lower profit margin expectations amid mixed recent rating and price target actions on the stock.
Actualización del análisis Jan 05

MAT: Expanded Digital And Licensing Platforms Will Drive Stronger Long-Term Outlook

Analysts have slightly raised their price target on Mattel to approximately $29 per share. This reflects modestly lower growth and margin expectations, offset by a higher anticipated future earnings multiple.
Actualización del análisis Dec 14

MAT: Digital And Licensing Expansion Will Drive Stronger Long-Term Outlook

Analysts have trimmed their price target on Mattel to $29 from $30, citing a higher perceived discount rate and a lower assumed future P/E multiple, which more than offset modestly stronger expectations for revenue growth and profit margins. What's in the News Mattel reiterated its 2025 guidance, expecting constant currency net sales growth of 1% to 3%, signaling steady underlying demand despite market volatility (company guidance).
Artículo de análisis Aug 01

Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results

Last week saw the newest second-quarter earnings release from Mattel, Inc. ( NASDAQ:MAT ), an important milestone in...
Artículo de análisis Jul 23

Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Jul 02

Investors Will Want Mattel's (NASDAQ:MAT) Growth In ROCE To Persist

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Artículo de análisis May 21

There's No Escaping Mattel, Inc.'s (NASDAQ:MAT) Muted Earnings Despite A 34% Share Price Rise

Those holding Mattel, Inc. ( NASDAQ:MAT ) shares would be relieved that the share price has rebounded 34% in the last...
Artículo de análisis Apr 24

Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

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 Apr 06

Investors Don't See Light At End Of Mattel, Inc.'s (NASDAQ:MAT) Tunnel

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
Artículo de análisis Mar 18

We Like These Underlying Return On Capital Trends At Mattel (NASDAQ:MAT)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Mar 11

Mattel Has Good Long-Term Outlook, But Is A Short-Term Hold

Summary Mattel's stock has been doing well, recently trading near its 52-week high after strong earnings. The company reported strong margins, with adjusted gross margin at 50.8%, up 200 basis points, thanks to efficiency measures and favorable currency-exchange effects. MAT has exciting prospects for the long term, most notably to me, being the company's further push into movies and television on the heels of the 'Barbie' success. There is a lot of volatility in the marketplace with tariff uncertainty, and unlike competitor Hasbro, Mattel does not have a dividend yield. For now, I rate the stock as a 'Hold', but it could become a 'Buy' on a significant pullback or compelling strategic progress in entertainment. Read the full article on Seeking Alpha
Artículo de análisis Jan 13

Is Mattel (NASDAQ:MAT) 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...
Seeking Alpha Jan 11

Mattel: Diversification Plan Moves Into Manga Comic Book Partnership With TokyoPop

Summary Mattel's move into cult comic phenomenon Japanese manga comics is not yet understood by Mr. Market. Revenue declines are being aggressively addressed with new field for legacy IPs. TOKYOPOP has books that have sold 100m copies. Read the full article on Seeking Alpha
Artículo de análisis Dec 11

Mattel, Inc.'s (NASDAQ:MAT) P/S Is On The Mark

It's not a stretch to say that Mattel, Inc.'s ( NASDAQ:MAT ) price-to-sales (or "P/S") ratio of 1.2x right now seems...
Artículo de análisis Nov 26

Mattel (NASDAQ:MAT) Might Have The Makings Of A Multi-Bagger

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Seeking Alpha Oct 29

Mattel: A Solid IP Treasure Trove Acquisition Candidate Hiding In Plain Sight

Summary Top global toy maker Mattel is a solid little company ripe for an acquisition by one of the content-short techies. Its gross margins and cost controls contribute value that a stagnant revenue line cannot until its TV and film IP value is recognized. We think at $19 it's a strong buy with low risk. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ynon Kreiz en comparación con los beneficios de Mattel?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$499m

Dec 31 2025US$15mUS$2m

US$398m

Sep 30 2025n/an/a

US$432m

Jun 30 2025n/an/a

US$526m

Mar 31 2025n/an/a

US$530m

Dec 31 2024US$38mUS$2m

US$542m

Sep 30 2024n/an/a

US$548m

Jun 30 2024n/an/a

US$322m

Mar 31 2024n/an/a

US$293m

Dec 31 2023US$19mUS$2m

US$214m

Sep 30 2023n/an/a

US$83m

Jun 30 2023n/an/a

US$227m

Mar 31 2023n/an/a

US$266m

Dec 31 2022US$12mUS$2m

US$394m

Sep 30 2022n/an/a

US$604m

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$16mUS$2m

US$903m

Sep 30 2021n/an/a

US$806m

Jun 30 2021n/an/a

US$322m

Mar 31 2021n/an/a

US$217m

Dec 31 2020US$16mUS$2m

US$124m

Sep 30 2020n/an/a

-US$5m

Jun 30 2020n/an/a

-US$246m

Mar 31 2020n/an/a

-US$243m

Dec 31 2019US$16mUS$2m

-US$219m

Compensación vs. Mercado: La compensación total de Ynon($USD15.06M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD7.10M).

Compensación vs. Ingresos: La compensación de Ynon ha sido consistente con los resultados de la empresa en el último año.


CEO

Ynon Kreiz (60 yo)

8.1yrs
Permanencia
US$15,060,621
Compensación

Mr. Ynon Kreiz has been an Independent Director of Warner Music Group Corp. since May 9, 2016. He is Trustee at The Paley Center for Media since April 2022. Mr. Kreiz has been a Director and Chief Executiv...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ynon Kreiz
Executive Chairman & CEO8.1yrsUS$15.06m0.63%
$ 27.2m
Paul Ruh
Chief Financial Officer1yrUS$8.18msin datos
Jonathan Anschell
Executive VP5.3yrsUS$2.82m0.041%
$ 1.8m
Steve Totzke
Executive Advisor & President of Strategic Transitionno dataUS$4.62m0.074%
$ 3.2m
Roberto Isaias Zanatta
Executive VP & Chief Supply Chain Officer7.3yrsUS$3.24m0.060%
$ 2.6m
Sailendra Koorapati
Senior VP & Chief Technology Officer1.8yrssin datossin datos
Catherine Frymark
Executive VP & Chief Corporate Communications Officer5.4yrssin datossin datos
Karen Ancira
Executive VP & Chief People Officer2yrssin datos0.0037%
$ 160.7k
Robbie Brenner
President & Chief Content Officer of Mattel Studios7.7yrssin datossin datos
Jamie Cygielman
Global Head of Dolls7yrssin datossin datos
Chris Down
Executive VP & Chief Design Officer2.8yrssin datossin datos
Christopher Farrell
Executive VP & Chief Strategy Officer2.3yrssin datossin datos
4.1yrs
Permanencia media
57yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de MAT se considera experimentado (4.1 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ynon Kreiz
Executive Chairman & CEO8.9yrsUS$15.06m0.63%
$ 27.2m
Dominic Ng
Independent Director20.3yrsUS$325.00k0.0033%
$ 142.4k
Diana Ferguson
Independent Director5.8yrsUS$315.00k0.0065%
$ 284.0k
Julius Genachowski
Independent Director2.3yrsUS$310.00ksin datos
Roger Lynch
Independent Lead Director7.8yrsUS$365.00k0.0076%
$ 332.8k
Judy Olian
Independent Director7.7yrsUS$312.50k0.017%
$ 760.1k
Noreena Hertz
Independent Director3.2yrsUS$307.50k0.00061%
$ 26.6k
Adriana Cisneros
Independent Director7.8yrsUS$292.50k0.010%
$ 436.0k
Soren Laursen
Independent Director8yrsUS$302.50k0.022%
$ 968.8k
Dawn Tarnofsky-Ostroff
Independent Director2.3yrsUS$293.75ksin datos
7.7yrs
Permanencia media
61.5yo
Promedio de edad

Junta con experiencia: La junta directiva de MAT se considera experimentada (7.7 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/12 00:34
Precio de las acciones al final del día2026/05/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

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 equipo de talla mundial 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

Mattel, Inc. está cubierta por 32 analistas. 11 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
John StaszakArgus Research Company
Felicia Kantor HendrixBarclays
Alok PatelBerenberg