Grifols, S.A.

Informe acción NasdaqGS:GRFS

Capitalización de mercado: US$6.8b

Grifols Dirección

Dirección controles de criterios 3/4

El CEO de Grifols es Nacho Abia Buenache , nombrado en Apr 2024, tiene una permanencia de 2.08 años. compensación anual total es €3.52M, compuesta por 56.9% salario y 43.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.019% de las acciones de la empresa, por valor de $1.28M. La antigüedad media del equipo directivo y de la junta directiva es de 7.3 años y 7 años, respectivamente.

Información clave

Nacho Abia Buenache

Chief Executive Officer (CEO)

€3.5m

Compensación total

Porcentaje del salario del CEO56.87%
Permanencia del CEO2.1yrs
Participación del CEO0.02%
Permanencia media de la dirección7.3yrs
Promedio de permanencia en la Junta Directiva7yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Dec 08

Grifols: Positive/Neutral Scenario Posits An Upside

Summary Grifols, S.A. has executed a turnaround, with Q3 '25 results confirming improved fundamentals, reduced leverage, and restored dividend, supporting a renewed 'Buy' rating. GRFS now trades at a normalized P/E of 14-15x, but forward multiples drop below 9x, offering significant upside if growth forecasts materialize. Operational improvements include 7%+ revenue growth, double-digit EBITDA gains, positive FCF, and leverage below 4.3x, with further refinancing underway. My GRFS share price target reflects double-digit annualized upside potential, underpinned by forecasted EPS growth and multiple expansion, despite lingering competitive and leverage risks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Grifols: A Market Setback Turns Into Buying Opportunity

Summary Grifols, a Spanish multinational specializing in plasma-derived therapies, is undervalued due to historical mismanagement but holds a strong market position with significant competitive advantages. New management has implemented an operational improvement plan, showing positive results in 2024, including record revenues, improved EBITDA margins, and increased free cash flow. Key risks include potential U.S. immigration policies affecting plasma supply and the emergence of recombinant protein substitutes, which could erode revenue by 2028. The business is poised for growth with a strategic plan targeting revenue growth, improved margins, and significant free cash flow generation, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Grifols: Looking At The Longer-Term 2025-2027 Upside After No Sale

Summary Grifols remains a strong long-term investment due to its leading position in the plasma industry and improving financial fundamentals, despite short-term volatility and lack of a dividend. The company's revenue and EBITDA growth, improved leverage ratio, and significant liquidity highlight its resilience and potential for future profitability. Grifols' valuation is attractive, with a potential upside to €20/share, driven by EPS growth and market expansion in plasma-derived products. I maintain a "BUY" rating for Grifols, expecting a significant return on investment over the next 1-4 years. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Grifols: More Attractive Than In A Very Long Time

Summary I don't divest unless the fundamental thesis changes; Grifols' buyout offer from Brookfield Asset Management is undervalued, so I maintain my "Buy" stance. Despite Brookfield's offer, I believe Grifols is worth more, as supported by recent 3Q24 results and the transaction committee's recommendation. The transaction committee advises against accepting the €10.5/share offer, aligning with my view that Grifols' real value is higher. This situation is instructive for valuation investors, demonstrating the importance of assessing a company's true worth beyond buyout offers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Grifols: Here Is Why It's Still A 'Buy' Even If Price Goes Down

Summary Grifols, S.A. is undervalued and worth more than its current market valuation, making it a strong buy even without a potential Brookfield buyout. The company leads the global plasma market, with significant growth in immunoglobulin and albumin segments, and has a robust infrastructure and geographical reach. Despite facing competition and emerging technologies, Grifols' fundamentals are solid, with impressive 2024 earnings forecasts and improving margins and leverage. The lack of a dividend is a downside, but the potential for significant returns based on historical P/E ratios makes Grifols a speculative “Buy”. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Grifols: Stay On The Sidelines

Summary Grifols leverage and governance concerns are primarily addressed. The company confirms discussions around a potential combined PE/family bid offer. Still, there is a high debt and negligible FCF generation to consider. We remain neutral. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Grifols: Why To Watch From The Sidelines

Summary Grifols, a major player in global plasma extraction and processing, has experienced a significant 43% decline in stock price in 2024 following a bearish report from Gotham. KPMG and the Spanish regulator have offered a more favorable perspective based on Grifols’ 2023 results, suggesting that while the company’s structure warrants caution, it is not without value. For investors seeking value, the question is: Is there enough margin of safety? A closer examination reveals that Grifols is facing several challenges compared to its competitors, compounded by debt. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Grifols: Q4 Was Positive, Still Too Many Question Marks

Summary Grifols faces new accusations from the hedge fund Gotham City. Gotham City questions loans and outgoing flows recorded in Grifols' financial report, as well as the role of Scranton Enterprises. Grifols disclosed a lack of FCF generation in 2024. We are neutral, given a soft outlook for the current year. On a positive note, Grifols confirmed the Shanghai RAAS equity stake divestment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Grifols: I've Read The Short-Seller Report, And I Mostly Disagree

Summary Grifols' position in the pharma industry has dropped due to a short-seller report, causing its stock to decline. The report questions the accounting treatment of M&As and consolidation of entities in Grifols' filings. I believe that the allegations in the report are not significant enough to warrant a 20% drop in the company's stock and plans to wait for a reaction before adding more to their stake. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Nacho Abia Buenache en comparación con los beneficios de Grifols?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

€415m

Dec 31 2025€4m€2m

€402m

Compensación vs. Mercado: La compensación total de Nacho($USD4.09M) está por debajo de la media de empresas de tamaño similar en el mercado US ($USD8.38M).

Compensación vs. Ingresos: Datos insuficientes para comparar la compensación de Nacho con los resultados de la empresa.

CEO

Nacho Abia Buenache (57 yo)

2.1yrs
Permanencia
€3,517,000
Compensación

Mr. Jose Ignacio Abia Buenache, also known as Nacho, serves as Chief Executive Officer of Grifols, S.A. from April 1, 2024 and has been its Director since February 26, 2024. Mr. Abia Buenache had been Chie...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Jose Ignacio Abia Buenache
CEO & Director2.1yrs€3.52m0.019%
$ 1.3m
Rahul Srinivasan
Chief Financial Officer1.7yrssin datos0.0015%
$ 102.7k
Lluis Gomez
Senior Vice President of Strategy & COO Officeno datasin datossin datos
Daniel Segarra
Head of Investor Relations & Sustainability and Vice Presidentno datasin datossin datos
David Bell
Chief Corporate Affairs & Legal Officer23.3yrssin datos0.0029%
$ 200.0k
Enrique de la Torre
Chief Compliance Officer7.3yrssin datossin datos
Montse Ribas
Chief Communications and Reputation Officer1.2yrssin datossin datos
Camille Alpi
Chief Human Resources & Talent Officer2.3yrssin datossin datos
Vicente Blanquer Torre
Chief Quality Officer33.3yrssin datossin datos
Sergio Adell
President of Commercial Tech Support7.3yrssin datossin datos
Daniel Coit
Chief Industrial Services Officer7.3yrssin datossin datos
Luis Garçon
Managing Director Laboratorios Grifols7.8yrssin datossin datos
7.3yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de GRFS es experimentado (7.3 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Jose Ignacio Abia Buenache
CEO & Director2.3yrs€3.52m0.019%
$ 1.3m
Iñigo Mardones
Independent Director11yrs€164.00ksin datos
Victor Grifols Roura
Chairman of Honourno data€129.00ksin datos
Juan Twose Roura
Member of the Advisory Committee11.3yrs€380.00ksin datos
Raimon Grifols Roura
Vice-Chairman11yrs€129.00k0.033%
$ 2.2m
Tomas Daga Gelabert
Independent External Director26.1yrs€129.00k0.044%
$ 3.0m
Víctor Grifols Deu
Proprietary Director10yrs€4.45m0.016%
$ 1.1m
Albert Coma-Cros
Proprietary Director2.4yrs€129.00ksin datos
Enriqueta Font
Independent Director7yrs€139.00ksin datos
Montserrat Abellana
Independent Director3.9yrs€164.00ksin datos
Susana Gonzalez Rodriguez
Independent Director3.9yrs€154.00ksin datos
Anne-Catherine Berner
Independent Chairman1.9yrs€380.00ksin datos
7.0yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de GRFS se considera experimentada (7 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 06:13
Precio de las acciones al final del día2026/05/26 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

Grifols, S.A. 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
null nullBanco de Sabadell. S.A.
Luis ArredondoBanco de Sabadell. S.A.
Jaime EscribanoBanco Santander