DigitalBridge Group, Inc.

Informe acción NYSE:DBRG

Capitalización de mercado: US$2.9b

DigitalBridge Group Dirección

Dirección controles de criterios 3/4

El CEO de DigitalBridge Group es Marc Ganzi , nombrado en Jul 2020, tiene una permanencia de 5.83 años. compensación anual total es $7.51M, compuesta por 16% salario y 84% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.3% de las acciones de la empresa, por valor de $8.87M. La antigüedad media del equipo directivo y de la junta directiva es de 3.6 años y 5.6 años, respectivamente.

Información clave

Marc Ganzi

Chief Executive Officer (CEO)

US$7.5m

Compensación total

Porcentaje del salario del CEO15.99%
Permanencia del CEO5.8yrs
Participación del CEO0.3%
Permanencia media de la dirección3.6yrs
Promedio de permanencia en la Junta Directiva5.6yrs

Actualizaciones recientes de la dirección

Recent updates

Actualización de narrativa Apr 26

DBRG: Hold And Underperform Views Will Shape Balanced Future Risk Profile

Analysts now hold their average price target for DigitalBridge Group at $16.00, with recent changes in coverage and a downgrade helping to explain only a minimal adjustment to model inputs such as the discount rate and future P/E assumptions. Analyst Commentary Recent research updates, including a fresh Hold rating and a downgrade from a more positive stance, suggest that analysts see DigitalBridge Group as fairly valued for now, with a balanced mix of opportunity and execution risk.
Actualización de narrativa Apr 10

DBRG: Hold And Underperform Signals Will Shape Steady Risk Reward Outlook

Analysts kept their average price target for DigitalBridge Group steady at $16.00. Recent research, including a Hold initiation and a downgrade to Underperform, points to more balanced expectations around the company’s risk and return profile.
Actualización de narrativa Mar 26

DBRG: SoftBank Takeover Agreement And Underperform Call Will Shape Fairly Balanced Outlook

Analysts have kept their $16.00 price target for DigitalBridge Group unchanged, reflecting broadly stable assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Underperform. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged US$16.00 target as support that current assumptions on fair value remain intact even after the downgrade, which can help anchor expectations for near term valuation.
Actualización de narrativa Mar 10

DBRG: SoftBank Agreement And Underperform Downgrade Will Shape Balanced Outlook

Analysts have reduced their price target on DigitalBridge Group to $16.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple after recent research that included a downgrade to Underperform. Analyst Commentary Bullish Takeaways Bullish analysts still see appeal in DigitalBridge Group as a specialized way to get exposure to digital infrastructure, which they view as an area with ongoing structural demand that can support long term capital deployment.
Actualización de narrativa Feb 24

DBRG: SoftBank Deal And Korean AI Plans Will Shape Balanced Outlook

Analysts have slightly reduced their fair value P/E assumption for DigitalBridge Group. This has led to a modest reset of price targets to around $16.00, reflecting more cautious expectations following the recent downgrade to Underperform.
Seeking Alpha Feb 17

DigitalBridge: The Unclear Future Of The Preferreds After The SoftBank Acquisition

Summary DigitalBridge is being acquired by SoftBank for $16 per share, a 150% premium to its 52-week low but below its 5-year range. SoftBank gains a digital infrastructure asset manager with $40.7 billion in fee-earning equity under management, capitalizing on AI-driven data center demand. Key uncertainty remains regarding the treatment of DBRG's preferred shares, as the acquisition has bypassed the change of control clause. Read the full article on Seeking Alpha
Actualización de narrativa Feb 10

DBRG: SoftBank Bid And Korean AI Expansion Will Shape Cautious Outlook

Analysts have maintained their fair value estimate for DigitalBridge Group at US$16.00 while fine-tuning inputs such as the discount rate, revenue growth, profit margin and future P/E. This reflects a more cautious stance following a recent downgrade to Underperform.
Actualización de narrativa Jan 26

DBRG: SoftBank Deal And Korean AI Buildout Will Guide Balanced Outlook

Analysts have maintained their price target for DigitalBridge Group at US$16.00, citing only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E that did not materially change their overall valuation view. What's in the News SoftBank Group is in advanced discussions to acquire DigitalBridge, with a potential agreement flagged as soon as Monday according to Bloomberg, and terms were not disclosed (Bloomberg).
Actualización de narrativa Jan 11

DBRG: SoftBank Takeover And Korean AI Data Centers Will Shape Prospects

Analysts have adjusted their price target on DigitalBridge Group from about US$17.28 to US$16.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News SoftBank Group is in advanced discussions to acquire DigitalBridge, with a potential agreement flagged as soon as Monday, according to Bloomberg, although transaction terms have not been disclosed yet (Bloomberg).
Artículo de análisis Dec 29

After Leaping 43% DigitalBridge Group, Inc. (NYSE:DBRG) Shares Are Not Flying Under The Radar

DigitalBridge Group, Inc. ( NYSE:DBRG ) shareholders would be excited to see that the share price has had a great...
Actualización de narrativa Dec 21

DBRG: Fair Outlook Will Balance AI Infrastructure Upside With Takeover Uncertainty

Analysts have raised their price target on DigitalBridge Group from 10.76 dollars to 13.50 dollars, citing sharply improved revenue growth expectations, a modestly higher projected profit margin, and a slightly lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News SoftBank Group is reportedly in advanced talks to acquire DigitalBridge Group, aiming to leverage its AI-linked infrastructure portfolio, with a potential deal targeted by year end.
Actualización de narrativa Dec 07

DBRG: Korean AI Data Center Expansion Will Drive Stronger Future Prospects

Analysts have raised their price target on DigitalBridge Group by about 5 percent to approximately 17.28 dollars per share, citing meaningfully stronger expected revenue growth and improved profit margins, partially offset by a slightly higher discount rate and a modestly lower future price to earnings multiple. What's in the News DigitalBridge signed a Memorandum of Understanding with KT Corporation to co develop next generation AI data centers in Korea, including potential gigawatt scale, multi billion dollar AI factory type facilities, marking its first collaboration with a major Korean telecom operator (Key Developments).
Artículo de análisis Nov 14

What You Can Learn From DigitalBridge Group, Inc.'s (NYSE:DBRG) P/S After Its 28% Share Price Crash

DigitalBridge Group, Inc. ( NYSE:DBRG ) shareholders won't be pleased to see that the share price has had a very rough...
Artículo de análisis May 05

DigitalBridge Group, Inc.'s (NYSE:DBRG) 30% Price Boost Is Out Of Tune With Revenues

Those holding DigitalBridge Group, Inc. ( NYSE:DBRG ) shares would be relieved that the share price has rebounded 30...
Artículo de análisis Feb 24

Unpleasant Surprises Could Be In Store For DigitalBridge Group, Inc.'s (NYSE:DBRG) Shares

With a median price-to-sales (or "P/S") ratio of close to 3.1x in the Capital Markets industry in the United States...
Seeking Alpha Jan 15

Avoid DigitalBridge's 7.4% Yielding Preferreds, There Are Better Choices

Summary DigitalBridge Group, Inc., formerly Colony Capital, is an asset manager with an AI bent. The company is benefiting from the AI chase and investors see the preferred shares as a great yield play. We go over why you have far better choices. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

DigitalBridge Group: A Mixed Bag

Summary DigitalBridge Group is an asset management firm focused on digital infrastructure, transitioning from a REIT in 2021 to capitalize on tech growth. Despite attractive data center opportunities, EPS growth is hindered by capital-intensive investments and significant carried interest going to senior management. With $88B in AUM and consistent fundraising, DBRG shows potential, but the current valuation suggests only modest long-term returns. I rate DBRG a Hold, awaiting more clarity from Q4's earnings call to reassess growth prospects and potential upside. Read the full article on Seeking Alpha
Artículo de análisis Nov 10

DigitalBridge Group, Inc.'s (NYSE:DBRG) Low P/E No Reason For Excitement

DigitalBridge Group, Inc.'s ( NYSE:DBRG ) price-to-earnings (or "P/E") ratio of 12.2x might make it look like a buy...
Seeking Alpha Sep 22

DigitalBridge: Data Center Asset Manager, I'm Buying

Summary DigitalBridge grew its fee-earning equity under management to $32.7 billion as of the end of its fiscal 2024 second quarter. The asset manager is targeting capital formation of $7 billion for 2024 as second quarter fee revenue was up 20%. Fed rate cuts should spark higher investor activity, with progress on the capital formation target set to form a near-term catalyst for the commons. Read the full article on Seeking Alpha
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Nueva narrativa Sep 10

AI Infrastructure Expansion Fuels Growth Amid Market Risks And Analysts' Concerns

DigitalBridge's focus on AI infrastructure for data centers positions it for revenue growth and improved net margins through high demand for AI-powered capacities.
Seeking Alpha Aug 29

DigitalBridge: Rapid Expansion But Wait For Progress On Costs (Rating Downgrade)

Summary DigitalBridge's share price has slid by more than 25% despite its revenues increasing rapidly over the last year. The reason appears to be connected to profitability as expenses have varied widely, raising doubts as to what will happen when the company scales further. On the other hand, it has rapidly advanced equity assets for which it earns fees (FEEUM) to $32.7 billion while accelerating capital formation to develop more data centers together with the power needed. Also, the high expectations for earnings growth seem to be unjustified meaning that the stock could suffer from volatility. I consider it to be a Hold until it makes progress on sustainably increasing profit margins. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Marc Ganzi en comparación con los beneficios de DigitalBridge Group?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$93m

Dec 31 2025US$8mUS$1m

US$86m

Sep 30 2025n/an/a

US$20m

Jun 30 2025n/an/a

US$2m

Mar 31 2025n/an/a

US$63m

Dec 31 2024US$6mUS$1m

US$31m

Sep 30 2024n/an/a

US$177m

Jun 30 2024n/an/a

US$518m

Mar 31 2024n/an/a

US$519m

Dec 31 2023US$8mUS$1m

US$446m

Sep 30 2023n/an/a

US$615m

Jun 30 2023n/an/a

US$305m

Mar 31 2023n/an/a

US$194m

Dec 31 2022US$38mUS$1m

US$128m

Sep 30 2022n/an/a

-US$185m

Jun 30 2022n/an/a

-US$162m

Mar 31 2022n/an/a

-US$170m

Dec 31 2021US$22mUS$1m

US$397m

Sep 30 2021n/an/a

US$324m

Jun 30 2021n/an/a

US$384m

Mar 31 2021n/an/a

US$709m

Dec 31 2020US$5mUS$1m

US$447m

Compensación vs. Mercado: La compensación total ($USD7.51M) de Marc está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD7.05M).

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


CEO

Marc Ganzi (53 yo)

5.8yrs
Permanencia
US$7,505,614
Compensación

Mr. Marc Christopher Ganzi is Vice Chairman of Vertical Bridge REIT, LLC. Mr. Ganzi serves as the Chief Executive Officer at DigitalBridge Investment Management, LLC. Marc C. Ganzi has been an investor and...


Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Marc Ganzi
CEO & Director5.8yrsUS$7.51m0.30%
$ 8.9m
Benjamin Jenkins
President & Chief Investment Officer4.2yrsUS$3.92m0.093%
$ 2.7m
Thomas Mayrhofer
CFO & Treasurer2.2yrsUS$4.57m0.086%
$ 2.5m
Liam Stewart
Chief Operating Officer4.2yrsUS$3.93m0.11%
$ 3.4m
Geoffrey Goldschein
Chief Legal Officer & Company Secretary3yrsUS$3.19m0.052%
$ 1.5m
Justin Chang
Senior MD & Head of Asiano datasin datossin datos
Dean Criares
Senior MD & Head of Credit4.2yrssin datossin datos
Jonathan Friesel
Senior MD & Head of Fiberno datasin datossin datos
Tracey Teh
MD & Chief Accounting Officer2.7yrssin datos0.033%
$ 970.4k
Stephen Stryker
MD & Chief Information Officer2.9yrssin datossin datos
Leslie Golden
MD,Global Head of Capital Formation & Investor Relationsno datasin datossin datos
Kristen Whealon
MD & Chief Compliance Officerno datasin datossin datos
3.6yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de DBRG se considera experimentado (3.6 años antigüedad media).


Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Marc Ganzi
CEO & Director5.8yrsUS$7.51m0.30%
$ 8.9m
Nancy Curtin
Chairman of the Board & Board of Director12.3yrsUS$509.00k0.0030%
$ 89.1k
George Parker
Independent Director16.7yrsUS$45.14ksin datos
Gregory McCray
Independent Non-Executive Director5.3yrsUS$403.00k0.032%
$ 930.8k
David Tolley
Independent Director3.8yrsUS$380.50k0.026%
$ 773.0k
Dale Reiss
Independent Non-Executive Director6.9yrsUS$403.50k0.045%
$ 1.3m
James Brown
Independent Board of Director3yrsUS$409.00k0%
$ 0
Jeannie Diefenderfer
Independent Board of Director6yrsUS$389.50k0.041%
$ 1.2m
Shaka Rasheed
Board of Director5yrsUS$382.50k0%
$ 0
Jay Wintrob
Independent Directorless than a yearUS$135.77k0.0044%
$ 130.7k
5.6yrs
Permanencia media
62yo
Promedio de edad

Junta con experiencia: La junta directiva de DBRG se considera experimentada (5.6 años de antigüedad promedio).


Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 11:20
Precio de las acciones al final del día2026/05/22 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

DigitalBridge Group, Inc. está cubierta por 14 analistas. 7 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
Timothy D'AgostinoB. Riley Securities, Inc.
Gregory MillerCitizens JMP Securities, LLC
Eric BeardsleyGoldman Sachs