This company has been acquired
Altair Engineering Dirección
Dirección controles de criterios 4/4
El CEO de Altair Engineering es Jim Scapa , nombrado en Jan 1985, tiene una permanencia de 40.17 años. compensación anual total es $7.32M, compuesta por 11.8% salario y 88.2% primas, incluidas acciones y opciones de la empresa. posee directamente un 19.73% de las acciones de la empresa, por valor de $1.89B. La antigüedad media del equipo directivo y de la junta directiva es de 5.3 años y 6.9 años, respectivamente.
Información clave
Jim Scapa
Chief Executive Officer (CEO)
US$7.3m
Compensación total
| Porcentaje del salario del CEO | 11.75% |
| Permanencia del CEO | 40.2yrs |
| Participación del CEO | 19.7% |
| Permanencia media de la dirección | 5.3yrs |
| Promedio de permanencia en la Junta Directiva | 6.9yrs |
Actualizaciones recientes de la dirección
Recent updates
Altair Engineering: Limited Upside Given Acquisition Price And Current Stock Level
Summary Altair's stock offers minimal upside with a <2% spread, given the regulatory uncertainties and the deal's tight pricing at ~$111. The Siemens acquisition is not yet a done deal, facing significant regulatory scrutiny, especially in Europe, despite US HSR clearance. Altair's business fundamentals are strong, but the all-cash fixed price deal caps any potential upside for public investors. Read the full article on Seeking AlphaAltair Engineering: Rating Downgrade As Near-Term Upside Is Limited
Summary I am downgrading Altair Engineering Inc. from buy to hold due to its current valuation, which has caught up to my price target of $91. While ALTR's fundamentals and long-term outlook remain strong, its near-term growth potential appears limited. ALTR's relative valuation compared to peers is less attractive, and I see little evidence of meaningful growth acceleration despite recent acquisitions. Although margin expansion could justify a higher multiple, the current premium in forward P/E suggests this potential is already factored into the valuation. Read the full article on Seeking Alpha
AI Innovation And Tactical Expansions Propel The Company Into New Growth Horizons
Altair's focus on AI and simulation-driven innovation in products like HyperWorks 2024 is expected to boost sales and maintain its market lead.Altair: Too Expensive For Far Too Little Growth
Summary Shares of Altair have jumped nearly 20% year to date, despite incredibly tepid growth rates. The company’s decline in billings suggests that growth may slow down even further, though consensus is banking on revenue to accelerate in FY25. The company is trading at an ~80x current-year P/E and double-digit multiples of revenue, significantly above even peers that are showing faster growth. With so little to justify its valuation, Altair is a stock to sell. Read the full article on Seeking AlphaAltair Engineering: Strong Tailwinds To Drive Growth With Potential Downside Protection
Summary Altair Engineering Inc. is recommended as a buy due to strong secular tailwinds in the simulation and analysis market and positive changes in go-to-market strategy. The company's recent financials show growth in revenue and improved margins. The potential for mergers and acquisitions serves as a "floor" to the company's valuation. Read the full article on Seeking AlphaAltair Engineering: Navigating Through Simulation And Innovation
Summary Altair Engineering is a leading provider in the simulation solutions market, specializing in high-performance computing, data analytics, and artificial intelligence. ALTR's key strategies include offering open access to its products, developing user-friendly solutions, and utilizing a unique units-based licensing model. The Company's superior software portfolio includes physics simulation and concept design, high-performance and cloud computing, and data analytics, AI, IoT, and smart product development. Despite strong revenue growth and expanding gross margins, ALTR faces competition, economic sensitivities, and challenges in R&D investments and acquisition integrations. Economic risks, industry-specific vulnerabilities, competition, and investment costs pose significant challenges to Altair's steady growth trajectory. Read the full article on Seeking AlphaAnálisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2024 | n/a | n/a | US$14m |
| Sep 30 2024 | n/a | n/a | US$33m |
| Jun 30 2024 | n/a | n/a | US$27m |
| Mar 31 2024 | n/a | n/a | US$10m |
| Dec 31 2023 | US$7m | US$860k | -US$9m |
| Sep 30 2023 | n/a | n/a | -US$17m |
| Jun 30 2023 | n/a | n/a | -US$45m |
| Mar 31 2023 | n/a | n/a | -US$57m |
| Dec 31 2022 | US$5m | US$830k | -US$43m |
| Sep 30 2022 | n/a | n/a | -US$57m |
| Jun 30 2022 | n/a | n/a | -US$32m |
| Mar 31 2022 | n/a | n/a | -US$12m |
| Dec 31 2021 | US$4m | US$830k | -US$9m |
| Sep 30 2021 | n/a | n/a | -US$5m |
| Jun 30 2021 | n/a | n/a | -US$6m |
| Mar 31 2021 | n/a | n/a | -US$2m |
| Dec 31 2020 | US$2m | US$623k | -US$10m |
| Sep 30 2020 | n/a | n/a | -US$14m |
| Jun 30 2020 | n/a | n/a | -US$22m |
| Mar 31 2020 | n/a | n/a | -US$15m |
| Dec 31 2019 | US$2m | US$830k | -US$8m |
| Sep 30 2019 | n/a | n/a | -US$15m |
| Jun 30 2019 | n/a | n/a | US$2m |
| Mar 31 2019 | n/a | n/a | US$4m |
| Dec 31 2018 | US$2m | US$830k | US$16m |
Compensación vs. Mercado: La compensación total ($USD7.32M) de Jim está en línea con el promedio de empresas de tamaño similar en el mercado US ($USD8.37M).
Compensación vs. Ingresos: La compensación de Jim ha sido consistente con los resultados de la empresa en el último año.
CEO
Jim Scapa (67 yo)
Mr. James R. Scapa, also known as Jim, is President & Director of RapidMiner, Inc. He has been President and Director of Datawatch Corporation since December 13, 2018. Mr. Scapa is Founder of Altair Engine...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 40.2yrs | US$7.32m | 19.73% $ 1.9b | |
| Chief Financial Officer | 4yrs | US$2.56m | 0.077% $ 7.4m | |
| Chief Operating Officer | 3.2yrs | US$1.13m | 0.024% $ 2.3m | |
| Chief Technology Officer | 3.2yrs | US$1.30m | 0.030% $ 2.9m | |
| Chief Revenue Officer | 7.2yrs | US$1.11m | 0.036% $ 3.5m | |
| Senior VP | 6.5yrs | sin datos | 0.016% $ 1.5m | |
| Head of Investor Relations | no data | sin datos | sin datos | |
| Chief Legal Officer | 5.1yrs | sin datos | 0.024% $ 2.3m | |
| Chief Marketing Officer | 6.2yrs | US$1.16m | 0.014% $ 1.4m | |
| Chief People Officer | 5.1yrs | US$1.29m | 0.013% $ 1.2m | |
| Chief Purchasing Officer | 5.5yrs | sin datos | sin datos | |
| Senior Vice President of Software Development - Structural Analysis and Optimization | no data | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de ALTR es experimentado (5.3 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| Founder | 40.2yrs | US$7.32m | 19.73% $ 1.9b | |
| Independent Director | 3.7yrs | US$270.00k | 0.010% $ 1.0m | |
| Independent Director | 13.8yrs | US$270.00k | 0.073% $ 7.0m | |
| Independent Non-Employee Director | 8.6yrs | US$270.00k | 0.018% $ 1.8m | |
| Independent Director | 6.9yrs | US$270.00k | 0.034% $ 3.2m | |
| Independent Director | 3.8yrs | US$270.00k | 0.015% $ 1.4m | |
| Independent Director | 3.3yrs | US$270.00k | 0.012% $ 1.1m |
Junta con experiencia: La junta directiva de ALTR se considera experimentada (6.9 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2025/03/25 15:56 |
| Precio de las acciones al final del día | 2025/03/25 00:00 |
| Beneficios | 2024/12/31 |
| Ingresos anuales | 2024/12/31 |
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 |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
Altair Engineering Inc. está cubierta por 6 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.
| Analista | Institución |
|---|---|
| Mark Schappel | Benchmark Company |
| Andrew DeGasperi | Berenberg |
| Richard Davis | Canaccord Genuity |