Shenandoah Telecommunications Company

NasdaqGS:SHEN Rapport sur les actions

Capitalisation boursière : US$910.6m

Shenandoah Telecommunications Gestion

Gestion contrôle des critères 3/4

Le PDG Shenandoah Telecommunications est Ed McKay, nommé en Sep2025, a un mandat de moins d'un an. La rémunération annuelle totale est $ 2.27M, composée du salaire de 21.8% et des bonus 78.2%, y compris les actions et options de la société. détient directement 0.24% des actions de la société, d'une valeur de $ 2.21M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.1 ans et 8 ans.

Informations clés

Ed McKay

Directeur général

US$2.3m

Rémunération totale

Pourcentage du salaire du PDG21.78%
Durée du mandat du directeur généralless than a year
Propriété du PDG0.2%
Durée moyenne d'occupation des postes de direction2.1yrs
Durée moyenne du mandat des membres du conseil d'administration8yrs

Mises à jour récentes de la gestion

Recent updates

Article d’analyse May 06

Earnings Update: Here's Why Analysts Just Lifted Their Shenandoah Telecommunications Company (NASDAQ:SHEN) Price Target To US$27.50

Shareholders might have noticed that Shenandoah Telecommunications Company ( NASDAQ:SHEN ) filed its first-quarter...
Mise à jour du récit Apr 27

SHEN: Rural Broadband Execution And Bullish Coverage Will Support Future Upside

Analysts have adjusted their price target for Shenandoah Telecommunications to $27.50, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E after recent bullish initiations of coverage, while keeping the fair value estimate steady at $27.50. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiations as supportive of the updated valuation framework, aligning the US$27.50 price target with their assumptions on discount rate, revenue trajectory, profit margin, and future P/E.
Mise à jour du récit Apr 10

SHEN: Rural Broadband Buildout And Execution Progress Will Drive Future Upside

The analyst price target for Shenandoah Telecommunications has increased from $26.00 to $27.50, with analysts citing updated fair value estimates and their recent bullish initiation as key drivers of this change. Analyst Commentary Recent research has framed the updated price target as part of a more constructive view on Shenandoah Telecommunications.
Article d’analyse Sep 25

Subdued Growth No Barrier To Shenandoah Telecommunications Company's (NASDAQ:SHEN) Price

Shenandoah Telecommunications Company's ( NASDAQ:SHEN ) price-to-sales (or "P/S") ratio of 2.1x may not look like an...
Article d’analyse May 28

Shenandoah Telecommunications Company's (NASDAQ:SHEN) Shareholders Might Be Looking For Exit

When you see that almost half of the companies in the Telecom industry in the United States have price-to-sales ratios...
Article d’analyse May 01

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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Nouveau récit Mar 27

Horizon Integration And Glo Fiber Projects Will Improve Future Efficiency

Successful integration and synergy savings boost net margins and EBITDA, enhancing financial performance through cost efficiencies.
Article d’analyse Dec 23

Revenues Not Telling The Story For Shenandoah Telecommunications Company (NASDAQ:SHEN)

When close to half the companies in the Telecom industry in the United States have price-to-sales ratios (or "P/S...
Seeking Alpha Dec 12

Shenandoah Can't Survive On Its Own; Upside From Fiber Race

Summary I previously rated Shenandoah Telecommunications a hold due to weak earnings, low return on invested capital, and a DCF price target of $1. An updated DCF analysis with 15% revenue growth and 5% expense growth yields a price target of $3.60, indicating a 73% downside from today's pricing. The current share price requires over 30% revenue growth, while the quant rating remains strong sell, warning investors about the stock. Valuation on the sale of assets suggests a fair value range of $1,272 million to $1,387 million, translating to a price target of $23.3 to $25.4. Read the full article on Seeking Alpha
Article d’analyse Sep 12

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Jul 26

Shenandoah Telecommunications Company's (NASDAQ:SHEN) Shares Climb 29% But Its Business Is Yet to Catch Up

Shenandoah Telecommunications Company ( NASDAQ:SHEN ) shares have continued their recent momentum with a 29% gain in...
Seeking Alpha Jul 25

Shenandoah Telecommunications: Positioned For Strong Future Growth

Summary Shentel's share price dropped over 50% from November 2023 to May 2024, due to an overly pessimistic view of shareholders on several events. Q1 2024 Glo Fiber network growth, with 62% YoY customer increase and 275,000 total fiber passings. Significant cluster insider buying during May and June, signaling confidence in Shentel's turnaround. Robust liquidity position of $484 million, supporting ongoing expansion of Glo Fiber. For these, and more reasons that I will cover in this article, I rate this stock as a "Buy" Read the full article on Seeking Alpha
Article d’analyse May 23

Optimistic Investors Push Shenandoah Telecommunications Company (NASDAQ:SHEN) Shares Up 28% But Growth Is Lacking

Those holding Shenandoah Telecommunications Company ( NASDAQ:SHEN ) shares would be relieved that the share price has...
Seeking Alpha Apr 26

Shenandoah Telecommunications Q1 Earnings Preview

Summary Shenandoah Telecommunications is expected to announce declines in EPS and revenue for Q1 2024. The company is struggling to generate a return on its fiber investment and has a risk of performing badly warning from the quant rating. While there is significant downside from the current operation, a potential sale of the company could exceed its current market cap, providing upside potential for investors. Read the full article on Seeking Alpha
Article d’analyse Jan 12

Shenandoah Telecommunications (NASDAQ:SHEN) Has A Somewhat Strained Balance Sheet

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Oct 07

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse Jul 11

Shenandoah Telecommunications (NASDAQ:SHEN) Will Be Looking To Turn Around Its Returns

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Article d’analyse Jun 12

These 4 Measures Indicate That Shenandoah Telecommunications (NASDAQ:SHEN) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse Mar 07

Shenandoah Telecommunications (NASDAQ:SHEN) Will Be Hoping To Turn Its Returns On Capital Around

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Article d’analyse Feb 10

Is There An Opportunity With Shenandoah Telecommunications Company's (NASDAQ:SHEN) 48% Undervaluation?

Today we will run through one way of estimating the intrinsic value of Shenandoah Telecommunications Company...
Article d’analyse Nov 02

An Intrinsic Calculation For Shenandoah Telecommunications Company (NASDAQ:SHEN) Suggests It's 30% Undervalued

Does the November share price for Shenandoah Telecommunications Company ( NASDAQ:SHEN ) reflect what it's really worth...
Article d’analyse Oct 11

Returns On Capital Signal Difficult Times Ahead For Shenandoah Telecommunications (NASDAQ:SHEN)

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
Seeking Alpha Aug 03

Shenandoah GAAP EPS of -$0.06 misses by $0.33, revenue of $66.02M beats by $1.77M

Shenandoah press release (NASDAQ:SHEN): Q2 GAAP EPS of -$0.06 misses by $0.33. Revenue of $66.02M (+8.8% Y/Y) beats by $1.77M. Adjusted EBITDA in the second quarter of 2022 grew $2.6 million or 16.4% to $18.6 million, compared with the second quarter of 2021, due primarily to 10.2% growth in Broadband segment and 8.8% lower Corporate expenses from lower professional fees.

Analyse de la rémunération des PDG

Comment la rémunération de Ed McKay a-t-elle évolué par rapport aux bénéfices de Shenandoah Telecommunications?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

-US$46m

Dec 31 2025US$2mUS$495k

-US$39m

Sep 30 2025n/an/a

-US$40m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$38m

Dec 31 2024US$2mUS$447k

-US$32m

Sep 30 2024n/an/a

-US$22m

Jun 30 2024n/an/a

-US$15m

Mar 31 2024n/an/a

-US$4m

Dec 31 2023US$2mUS$411k

US$1m

Sep 30 2023n/an/a

-US$3m

Jun 30 2023n/an/a

-US$5m

Mar 31 2023n/an/a

-US$7m

Dec 31 2022US$2mUS$392k

-US$15m

Sep 30 2022n/an/a

-US$10m

Jun 30 2022n/an/a

-US$469k

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$1mUS$349k

US$8m

Sep 30 2021n/an/a

US$12m

Jun 30 2021n/an/a

US$7m

Mar 31 2021n/an/a

US$4m

Dec 31 2020US$856kUS$325k

US$2m

Sep 30 2020n/an/a

US$130k

Jun 30 2020n/an/a

-US$114k

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$638kUS$276k

US$2m

Rémunération vs marché: La rémunération totale de Ed ($USD 2.27M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 3.79M ).

Rémunération et revenus: La rémunération de Ed a augmenté alors que l'entreprise n'est pas rentable.


PDG

Ed McKay (52 yo)

less than a year
Titularisation
US$2,270,866
Compensation

Mr. Edward H. McKay, also known as Ed, serves as Executive Vice President and Chief Operating Officer of Shenandoah Telecommunications Company since July 3, 2021. Mr. McKay was Senior Vice President of Eng...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Christopher French
Executive Chairman of the Board30.3yrsUS$3.01m3.76%
$ 34.2m
Edward McKay
President & CEOless than a yearUS$2.27m0.24%
$ 2.2m
James Volk
Senior VP of Finance & CFO6.9yrsUS$1.58m0.17%
$ 1.5m
Richard Mason
Senior Vice President of Engineering & Operations4.8yrsUS$1.19m0.099%
$ 904.3k
Elaine Cheng
Senior VP & Chief Information Officer7.2yrsUS$1.11m0.070%
$ 634.1k
Tracy Willis
VP & Chief Accounting Officer1.4yrspas de données0.0030%
$ 27.0k
Lucas Binder
Vice President of Corporate Finance1.3yrspas de donnéespas de données
Angela Olsen
Vice President of Legalless than a yearpas de données0.0015%
$ 13.3k
Dara Leslie
Senior Vice President of Sales & Marketing3.9yrspas de données0.029%
$ 263.4k
Heather Tormey
VP & Chief Human Resources Officer6.8yrsUS$797.40k0.046%
$ 420.3k
Glenn Lytle
Senior Vice President of Commercial Sales2.1yrspas de données0.016%
$ 147.4k
Kirk Andrews
Director of FP&Ano datapas de donnéespas de données
2.1yrs
Durée moyenne de l'emploi
54yo
Âge moyen

Gestion expérimentée: L'équipe de direction de SHEN est considérée comme expérimentée (ancienneté moyenne 2.1 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher French
Executive Chairman of the Board30.3yrsUS$3.01m3.76%
$ 34.2m
Kenneth Quaglio
Independent Director9.3yrsUS$197.50k0.063%
$ 570.5k
Richard Koontz
Independent Director20yrsUS$195.00k0.13%
$ 1.2m
Matthew DeNichilo
Independent Director2.1yrsUS$197.50kpas de données
Thomas Beckett
Independent Director8yrsUS$192.50k0.056%
$ 507.8k
James DiMola
Independent Director2.1yrsUS$192.50kpas de données
Leigh Schultz
Independent Director9.8yrsUS$210.00k0.062%
$ 563.8k
Michael Rhymes
Independent Director1.8yrsUS$197.50k0.021%
$ 194.4k
Victor Barnes
Independent Director4.3yrsUS$195.83k0.044%
$ 403.1k
8.0yrs
Durée moyenne de l'emploi
60yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de SHEN sont considérés comme expérimentés (ancienneté moyenne 8 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/20 18:45
Cours de l'action en fin de journée2026/05/20 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

Shenandoah Telecommunications Company est couverte par 4 analystes. 2 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Zachary SilverB. Riley Securities, Inc.
Hamed KhorsandBWS Financial Inc.
Christian SchwabCraig-Hallum Capital Group LLC