Arko Dirección
Dirección controles de criterios 3/4
El CEO de Arko es Arie Kotler , nombrado en Dec 2020, tiene una permanencia de 5.42 años. compensación anual total es $5.49M, compuesta por 22.1% salario y 77.9% primas, incluidas acciones y opciones de la empresa. posee directamente un 11.1% de las acciones de la empresa, por valor de $80.25M. La antigüedad media del equipo directivo y de la junta directiva es de 4.3 años y 4.2 años, respectivamente.
Información clave
Arie Kotler
Chief Executive Officer (CEO)
US$5.5m
Compensación total
| Porcentaje del salario del CEO | 22.14% |
| Permanencia del CEO | 5.4yrs |
| Participación del CEO | 11.1% |
| Permanencia media de la dirección | 4.3yrs |
| Promedio de permanencia en la Junta Directiva | 4.2yrs |
Actualizaciones recientes de la dirección
Recent updates
Actualización del análisis • Apr 21
ARKO: Index Addition And Completed Buybacks Will Support Future Upside Potential
Analysts have modestly trimmed their price target on Arko, citing slightly higher revenue growth of 7.09% and a small improvement in projected profit margins to 0.78%, along with a lower assumed future P/E of 20.82x. What's in the News Arko Corp.
Actualización del análisis • Apr 07
ARKO: Future Margin Expansion Will Be Driven By Retail Index Inclusion
Analysts have lifted Arko's price target from $4.50 to $8.00, citing updated assumptions that include a shift to positive revenue growth of about 6% and a much lower future P/E estimate, together with a higher projected profit margin, while keeping the discount rate essentially unchanged. What's in the News Arko Corp.Actualización del análisis • Mar 24
ARKO: Index Inclusion And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price targets on Arko, citing updated assumptions for revenue growth of 6.83%, a profit margin of 0.76%, and a future P/E of 21.37. Together, these factors reshape how they frame the stock's potential value in dollar terms.Actualización del análisis • Mar 10
ARKO: Higher Margin Outlook And Share Repurchases Will Support Upside Potential
Analysts have lifted their price target on Arko to $9.00, citing revised assumptions that now reflect revenue growth of 4.71%, a profit margin of 0.56%, and a forward P/E of 30.71x, compared with prior inputs that pointed to a 2.56% revenue decline, a 0.35% margin, and a 52.27x P/E. What's in the News Between October 1, 2025 and December 31, 2025, Arko repurchased 1,673,326 shares for $7.16 million, bringing total buybacks under the February 23, 2022 program to 19,717,571 shares for $125.85 million, representing 16.74% of shares (Key Developments).Actualización del análisis • Feb 23
ARKO: Higher Margin Outlook And New CFO Appointment Will Support Upside Potential
Analysts have modestly adjusted their price target on Arko to reflect a slightly softer revenue growth outlook, along with a marginally higher profit margin assumption and a higher future P/E multiple. What's in the News Arko issued earnings guidance for the quarter ending December 31, 2025, with net income expected in a range from a net loss of US$1.8 million to net income of US$0.4 million, compared with a net loss of US$2.3 million for the same quarter a year earlier (company guidance).Artículo de análisis • Feb 14
Arko Corp.'s (NASDAQ:ARKO) 26% Jump Shows Its Popularity With Investors
Arko Corp. ( NASDAQ:ARKO ) shares have continued their recent momentum with a 26% gain in the last month alone...Actualización del análisis • Feb 09
ARKO: Higher Margin Outlook And New CFO Will Support Bullish Thesis
Analysts have raised their price target on Arko to US$9.00, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline of about 2.5%, improved profit margin expectations of roughly 34.5%, and a lower future P/E estimate of about 50x. What's in the News Arko issued earnings guidance for the quarter ending December 31, 2025, with net income expected to range from a net loss of US$1.8 million to net income of US$0.4 million, compared with a net loss of US$2.3 million a year earlier (company guidance).Artículo de análisis • Feb 04
Arko (NASDAQ:ARKO) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Actualización del análisis • Jan 26
ARKO: Ongoing Share Repurchases Will Drive Future Undervaluation Correction
Analysts have kept their price target for Arko steady at US$8.50, reflecting unchanged views on fair value, discount rate, revenue trends and profit margins. Current expectations imply a forward P/E of about 50.5x.Actualización del análisis • Jan 10
ARKO: Share Repurchases And Higher Margins Will Drive Future Undervaluation Correction
Analysts have lifted their fair value estimate for Arko from US$7.33 to US$8.50, reflecting updated assumptions around profit margins and the company’s future P/E profile. What's in the News The board has appointed Galagher Jeff as Chief Financial Officer and principal financial and accounting officer, effective December 1, 2025.Actualización del análisis • Dec 26
ARKO: Future Profit Margins And Buybacks Will Support A Bullish Outlook
Analysts have modestly raised their price target on Arko to reflect a slightly richer profit outlook and marginally stronger valuation multiples, despite trimming near term revenue growth expectations. What's in the News The board has appointed seasoned retail and convenience sector executive Galagher Jeff as permanent Chief Financial Officer, effective December 1, 2025.Actualización del análisis • Dec 11
ARKO: Share Repurchases Will Drive Future Undervaluation Correction
Analysts have modestly reiterated their conviction in Arko, maintaining a steady fair value estimate near 7 dollars and 33 cents per share. They continue to see stable discount rates, largely unchanged revenue growth expectations, and consistent profit margin and valuation assumptions supporting the current price target.Actualización del análisis • Nov 27
ARKO: Share Buyback And CFO Appointment Will Drive Undervaluation Correction
Analysts have maintained their price target for Arko at $7.33. They cite stable underlying assumptions in revenue growth, profit margin, and discount rate, with no significant changes to the company’s outlook.Artículo de análisis • Nov 27
Is It Too Late To Consider Buying Arko Corp. (NASDAQ:ARKO)?
Arko Corp. ( NASDAQ:ARKO ), is not the largest company out there, but it led the NASDAQCM gainers with a relatively...Actualización del análisis • Nov 13
ARKO: Share Buyback And Leadership Update Will Support Fair Value Retention
Analysts have modestly adjusted Arko's price target and are maintaining its fair value at $7.33, based on updated views of revenue growth and improved profit margin forecasts. What's in the News Arko completed the repurchase of 934,491 shares from July 1, 2025 to September 30, 2025.Artículo de análisis • Nov 09
Arko (NASDAQ:ARKO) Has Affirmed Its Dividend Of $0.03
Arko Corp.'s ( NASDAQ:ARKO ) investors are due to receive a payment of $0.03 per share on 1st of December. The dividend...Actualización del análisis • Oct 30
Operational Improvements And Retail Momentum Will Drive Recovery And Narrow Market Discount
Arko’s analyst price target was revised downward from $10 to $8. Analysts cite better-than-expected EBITDA, improved retail sales trends, and operational improvements, while still acknowledging a steep discount valuation for the retail business.Actualización del análisis • Oct 15
Foodservice And Digital Loyalty Will Drive Lasting Retail Resilience
Analysts have raised their fair value price target for Arko from $6.63 to $7.33 per share. They cite stronger-than-expected adjusted EBITDA, improving retail segment sales trends, and ongoing operational improvements as key factors in the upward revision.Seeking Alpha • Oct 10
Arko: Trapped Between Debt And Dealerization
Summary Arko trades at a steep discount to peers due to stagnant growth and a heavy debt load, despite being the 6th-largest US c-store operator. ARKO's debt ballooned through aggressive M&A, but recent strategy shifts focus on dealerization, margin improvement, and debt reduction rather than further acquisitions. A retail segment sale could unlock significant value, but the likelihood remains low; dealerization is the more probable path for operational improvement. Rating: Hold. Upside is limited unless a major sale is announced or dealerization drives EBITDA margins above 3.5%; expect low to mid-single-digit returns meanwhile. Read the full article on Seeking AlphaArtículo de análisis • Oct 08
These 4 Measures Indicate That Arko (NASDAQ:ARKO) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Artículo de análisis • Aug 31
Arko Corp. (NASDAQ:ARKO) Looks Just Right With A 25% Price Jump
Arko Corp. ( NASDAQ:ARKO ) shareholders have had their patience rewarded with a 25% share price jump in the last month...Actualización del análisis • Aug 10
Foodservice And Digital Loyalty Will Drive Lasting Retail Resilience
Despite improved revenue growth and net profit margin forecasts, the analyst price target for Arko has been reduced from $7.12 to $6.62. What's in the News ARKO Corp.Artículo de análisis • Aug 02
Arko's (NASDAQ:ARKO) Returns On Capital Are Heading Higher
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Artículo de análisis • Jun 25
Is There An Opportunity With Arko Corp.'s (NASDAQ:ARKO) 49% Undervaluation?
Key Insights Arko's estimated fair value is US$9.37 based on 2 Stage Free Cash Flow to Equity Arko's US$4.79 share...Artículo de análisis • May 30
Here's Why It's Unlikely That Arko Corp.'s (NASDAQ:ARKO) CEO Will See A Pay Rise This Year
Key Insights Arko will host its Annual General Meeting on 5th of June Salary of US$1.18m is part of CEO Arie Kotler's...Artículo de análisis • May 15
There May Be Reason For Hope In Arko's (NASDAQ:ARKO) Disappointing Earnings
Arko Corp.'s ( NASDAQ:ARKO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Artículo de análisis • Mar 02
Arko (NASDAQ:ARKO) Has Affirmed Its Dividend Of $0.03
Arko Corp. ( NASDAQ:ARKO ) will pay a dividend of $0.03 on the 21st of March. Based on this payment, the dividend yield...Artículo de análisis • Feb 14
Market Participants Recognise Arko Corp.'s (NASDAQ:ARKO) Earnings
Arko Corp.'s ( NASDAQ:ARKO ) price-to-earnings (or "P/E") ratio of 46.8x might make it look like a strong sell right...Artículo de análisis • Dec 19
Arko (NASDAQ:ARKO) Will Be Hoping To Turn Its Returns On Capital Around
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Artículo de análisis • Nov 12
Arko (NASDAQ:ARKO) Is Due To Pay A Dividend Of $0.03
The board of Arko Corp. ( NASDAQ:ARKO ) has announced that it will pay a dividend of $0.03 per share on the 3rd of...
Nuevo análisis • Sep 24
Tactical Partnerships And Innovative Offerings Set To Bolster Revenue And Margins
Implementing vendor partnerships and fuel strategies alongside expanding higher-margin food services like pizzas and hot dogs suggests tactics for boosting revenue and margins.Artículo de análisis • Sep 16
Is Arko (NASDAQ:ARKO) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Artículo de análisis • Aug 10
Arko's (NASDAQ:ARKO) Dividend Will Be $0.03
Arko Corp. ( NASDAQ:ARKO ) will pay a dividend of $0.03 on the 30th of August. This means the dividend yield will be...Artículo de análisis • Jul 17
Arko Corp. (NASDAQ:ARKO) Not Lagging Market On Growth Or Pricing
Arko Corp.'s ( NASDAQ:ARKO ) price-to-earnings (or "P/E") ratio of 24.4x might make it look like a sell right now...Artículo de análisis • Jul 02
Arko (NASDAQ:ARKO) Might Have The Makings Of A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$23m |
| Dec 31 2025 | US$5m | US$1m | US$17m |
| Sep 30 2025 | n/a | n/a | US$13m |
| Jun 30 2025 | n/a | n/a | US$9m |
| Mar 31 2025 | n/a | n/a | US$3m |
| Dec 31 2024 | US$5m | US$1m | US$15m |
| Sep 30 2024 | n/a | n/a | US$18m |
| Jun 30 2024 | n/a | n/a | US$30m |
| Mar 31 2024 | n/a | n/a | US$31m |
| Dec 31 2023 | US$6m | US$1m | US$29m |
| Sep 30 2023 | n/a | n/a | US$40m |
| Jun 30 2023 | n/a | n/a | US$44m |
| Mar 31 2023 | n/a | n/a | US$61m |
| Dec 31 2022 | US$7m | US$1m | US$66m |
| Sep 30 2022 | n/a | n/a | US$66m |
| Jun 30 2022 | n/a | n/a | US$77m |
| Mar 31 2022 | n/a | n/a | US$70m |
| Dec 31 2021 | US$6m | US$1m | US$53m |
| Sep 30 2021 | n/a | n/a | US$31m |
| Jun 30 2021 | n/a | n/a | US$7m |
| Mar 31 2021 | n/a | n/a | US$5m |
| Dec 31 2020 | US$2m | US$29k | US$10m |
| Sep 30 2020 | n/a | n/a | US$11m |
| Jun 30 2020 | n/a | n/a | -US$4m |
| Mar 31 2020 | n/a | n/a | -US$34m |
| Dec 31 2019 | US$787k | n/a | -US$44m |
Compensación vs. Mercado: La compensación total de Arie($USD5.49M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.70M).
Compensación vs. Ingresos: La compensación de Arie ha sido consistente con los resultados de la empresa en el último año.
CEO
Arie Kotler (51 yo)
5.4yrs
Permanencia
US$5,494,095
Compensación
Mr. Arie Kotler is President, CEO & Chairman of ARKO Petroleum Corp. from July 2025. He has been the Chairman and Chief Executive Officer of Arko Corp. since December 22, 2020 and is its President since Ja...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman | 5.4yrs | US$5.49m | 11.1% $ 80.3m | |
| EVP, CFO | less than a year | US$663.13k | 0.036% $ 260.8k | |
| General Counsel & Secretary | 5.4yrs | US$1.37m | 0.18% $ 1.3m | |
| Executive Vice President of Business Development and M&A | 4.3yrs | US$1.46m | 0.22% $ 1.6m | |
| Chief Operating Officer | no data | US$696.15k | sin datos | |
| Executive VP & CMO | no data | sin datos | sin datos | |
| Executive Vice President - Office of Chairman & CEO | 4.3yrs | US$588.42k | sin datos | |
| Executive Vice President - Office of Chairman & CEO | 4.3yrs | US$559.46k | sin datos |
4.3yrs
Permanencia media
52.5yo
Promedio de edad
Equipo directivo experimentado: El equipo directivo de ARKO se considera experimentado (4.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Chairman | 5.4yrs | US$5.49m | 11.1% $ 80.3m | |
| Lead Independent Director | 5.4yrs | US$252.50k | 0.71% $ 5.1m | |
| Independent Director | less than a year | sin datos | sin datos | |
| Independent Non-Employee Director | 5.4yrs | US$235.00k | 0% $ 0 | |
| Independent Director | 2.9yrs | US$225.00k | 0% $ 0 | |
| Independent Director | 2.9yrs | US$225.00k | 0% $ 0 |
4.2yrs
Permanencia media
62yo
Promedio de edad
Junta con experiencia: La junta directiva de ARKO se considera experimentada (4.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/07 17:55 |
| Precio de las acciones al final del día | 2026/05/07 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* 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
Arko Corp. está cubierta por 5 analistas. 2 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.
| Analista | Institución |
|---|---|
| Daniel Guglielmo | Capital One Securities, Inc. |
| Robert Griffin | Raymond James & Associates |
| Irene Nattel | RBC Capital Markets |