BKW AG

Report azionario SWX:BKW

Capitalizzazione di mercato: CHF 7.8b

BKW Gestione

Criteri Gestione verificati 4/4

BKW Il CEO è Robert Itschner, nominato in Oct2022, e ha un mandato di 3.58 anni. la retribuzione annua totale è CHF 1.52M, composta da 52.7% di stipendio e 47.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.004% delle azioni della società, per un valore di CHF 333.82K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.5 anni e 8 anni.

Informazioni chiave

Robert Itschner

Amministratore delegato

CHF 1.5m

Compenso totale

Percentuale dello stipendio del CEO52.67%
Mandato del CEO3.6yrs
Proprietà del CEO0.004%
Durata media del management2.5yrs
Durata media del Consiglio di amministrazione8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione May 06

BKW: Neutral Outlook Will Center On CHF 160 Level And Execution

Narrative Update on BKW The analyst price target for BKW has shifted from CHF 163.64 to CHF 164.48, with analysts pointing to updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E, alongside fresh Neutral coverage and a CHF 160 price target from recent Street research. Analyst Commentary Recent research coverage sets a CHF 160 price target alongside a Neutral stance, which sits just below the updated analyst fair value assumptions for BKW.
Aggiornamento della narrazione Apr 21

BKW: Neutral Stance Highlights CHF 160 Level And Execution Risks

Narrative Update on BKW The analyst price target for BKW is now CHF 160. This level is supported by recent coverage where analysts collectively point to a more cautious stance on the shares while maintaining a broadly neutral view.
Aggiornamento della narrazione Apr 06

BKW: Neutral Outlook Balances Earnings Reset With Modest P/E Expectations

Narrative Update The analyst price target for BKW is updated to CHF 163.64 from CHF 162.81. Analysts point to refined assumptions on long term revenue growth, slightly higher projected profit margins, and a modestly higher future P/E multiple as key drivers behind the change.
Aggiornamento della narrazione Mar 23

BKW: Neutral Stance On Earnings Reset And Moderating Future P/E

The analyst price target for BKW has shifted slightly to CHF 160 as analysts factor in updated assumptions around revenue growth, margins, and a lower future P/E, while keeping discount rate expectations unchanged and referencing recent Neutral coverage and downgrades. Analyst Commentary Bullish Takeaways Bullish analysts see the CHF 160 price target as consistent with a view that BKW can still execute on its revenue and margin assumptions, even with a lower future P/E embedded in their models.
Aggiornamento della narrazione Mar 08

BKW: Higher Future P/E And Reset EBIT Guidance Will Drive Re Rating

Narrative Update on BKW Analysts have trimmed their price target on BKW to about CHF 165 from around CHF 170. They cited more cautious assumptions on revenue growth and profit margins, partly offset by a higher expected future P/E multiple and recent neutral to cautious coverage from the Street.
Aggiornamento della narrazione Feb 22

BKW: Reset EBIT Guidance Will Support Re Rating Potential

Analysts have trimmed their price target on BKW to CHF169.76. The shift reflects a more cautious stance on the shares following recent research that has turned more bearish on the name.
Aggiornamento della narrazione Feb 07

BKW: Rebased EBIT Guidance Will Shape Future Upside Potential

Analysts have trimmed their fair value estimate for BKW from CHF 182.38 to about CHF 169.76, reflecting slightly lower assumptions for revenue growth, profit margins and future P/E. This aligns with more cautious recent Street research, including a downgrade from Kepler Cheuvreux.
Aggiornamento della narrazione Jan 23

B9W: Neutral Ratings And Lower Power Prices Will Shape Upside Potential

Narrative Update on BKW Analysts have trimmed their price targets on BKW, with our updated fair value moving from CHF 193 to about CHF 182. They point to downside risk to consensus estimates in a low power price environment and reflect more cautious views following recent downgrades to Neutral by several firms.
Articolo di analisi Dec 28

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi Dec 12

BKW AG's (VTX:BKW) Share Price Could Signal Some Risk

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.8x right now seems quite...
Articolo di analisi Nov 27

We Like These Underlying Return On Capital Trends At BKW (VTX:BKW)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Articolo di analisi Oct 09

Are Investors Undervaluing BKW AG (VTX:BKW) By 31%?

Key Insights BKW's estimated fair value is CHF256 based on 2 Stage Free Cash Flow to Equity Current share price of...
Articolo di analisi Sep 24

Here's Why BKW (VTX:BKW) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Aggiornamento della narrazione Sep 24

Grimsel Dam Approval Will Boost Future Energy Production

The consensus analyst price target for BKW has been modestly raised to CHF193.00, reflecting minor improvements in both future P/E and net profit margin. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target has risen slightly from CHF188.00 to CHF193.00.
Articolo di analisi Sep 09

BKW AG's (VTX:BKW) Share Price Not Quite Adding Up

It's not a stretch to say that BKW AG's ( VTX:BKW ) price-to-earnings (or "P/E") ratio of 18.7x right now seems quite...
Aggiornamento della narrazione Aug 27

Grimsel Dam Approval Will Boost Future Energy Production

The upward revision in BKW’s consensus price target is primarily driven by a substantial increase in forecast revenue growth and a modest improvement in net profit margins, resulting in a new fair value of CHF188.00. Valuation Changes Summary of Valuation Changes for BKW The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from CHF185.00 to CHF188.00.
Articolo di analisi Aug 11

Here's Why BKW (VTX:BKW) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi Jul 11

BKW (VTX:BKW) Is Experiencing Growth In Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? In a perfect world...
Articolo di analisi Jun 13

A Look At The Intrinsic Value Of BKW AG (VTX:BKW)

Key Insights Using the 2 Stage Free Cash Flow to Equity, BKW fair value estimate is CHF197 BKW's CHF173 share price...
Articolo di analisi May 26

These 4 Measures Indicate That BKW (VTX:BKW) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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Nuova narrazione Feb 09

Grimsel Dam Approval Will Boost Future Energy Production

Strategic renewable energy projects and expansions, including wind, solar, and battery storage, are expected to drive future revenue growth.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Robert Itschner rispetto agli utili di BKW?
DataCompenso totaleStipendioUtili della società
Dec 31 2025CHF 2mCHF 800k

CHF 357m

Sep 30 2025n/an/a

CHF 408m

Jun 30 2025n/an/a

CHF 459m

Mar 31 2025n/an/a

CHF 541m

Dec 31 2024CHF 2mCHF 800k

CHF 622m

Sep 30 2024n/an/a

CHF 562m

Jun 30 2024n/an/a

CHF 501m

Mar 31 2024n/an/a

CHF 489m

Dec 31 2023CHF 2mCHF 770k

CHF 478m

Compensazione vs Mercato: La retribuzione totale di Robert ($USD 1.93M ) è inferiore alla media delle aziende di dimensioni simili nel mercato Swiss ($USD 6.11M ).

Compensazione vs guadagni: La retribuzione di Robert è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Robert Itschner (59 yo)

3.6yrs
Mandato
CHF 1,519,000
Compensazione

Mr. Robert Itschner is Chief Executive Officer & Member of Executive Board of BKW AG from October 1, 2022. He joined the BKW AG in 2022. He is Chairman of the Executive Board at BKW AG since November, 01 2...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Robert Itschner
Chairman of the Executive Board & CEO3.6yrsCHF 1.52m0.0043%
CHF 333.8k
Martin Zwyssig
CFO, Deputy to CEO & Member of Executive Board2.8yrsNessun dato0.0014%
CHF 109.2k
Corinne Montandon
Executive VP of Power Grid & Member of the Executive Board5.3yrsNessun dato0.013%
CHF 1.0m
Martin Schweikert
Chief Communications Officer & Member of Extended Group Executive Boardno dataNessun datoNessun dato
Philipp Hanggi
Member of the Executive Board6.3yrsNessun dato0.015%
CHF 1.2m
Martin Fecke
Executive VP of Engineering & Member of the Executive Boardno dataNessun dato0.0032%
CHF 246.5k
Antonin Guez
Executive VP of Building Solutions & Member of Executive Board2.5yrsNessun dato0.0014%
CHF 106.9k
Sven Behrend
Executive VP of Infra Services & Member of Executive Board2.5yrsNessun dato0.0034%
CHF 265.2k
Stefan Sewckow
Executive VP of Energy Markets & Member of Executive Board2.5yrsNessun dato0.00040%
CHF 31.2k
Manuela Wendland
Chief Human Resources Officer & Member of the Extended Executive Board1.3yrsNessun datoNessun dato
King Frater
Chief Legal & Compliance Officer and Member of the Extended Executive Boardno dataNessun datoNessun dato
Margarita Aleksieva
Executive VP of Energy Production & Member of Executive Boardless than a yearNessun datoNessun dato
2.5yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di BKW è considerato esperto (durata media dell'incarico 2.5 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Kurt Schar
Independent Director14yrsCHF 124.00k0.0018%
CHF 141.2k
Roger Baillod
Independent Chairman of Board13yrsCHF 446.00k0.013%
CHF 1.0m
Carole Ackermann
Independent Director8yrsCHF 150.00k0.0052%
CHF 404.0k
Petra Denk
Independent Director5yrsCHF 146.00k0.0018%
CHF 141.2k
Martin a Porta
Independent Director4yrsCHF 138.00k0.0064%
CHF 496.0k
Andreas Rickenbacher
Independent Deputy Chair8yrsCHF 172.00k0.0029%
CHF 226.2k
Rebecca Flückiger
Independent Director7.7yrsCHF 151.00k0.0052%
CHF 404.0k
Linda Winter
Directorno dataCHF 63.00kNessun dato
8.0yrs
Durata media
55yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di BKW sono considerati esperti (durata media dell'incarico 8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 05:15
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

BKW AG è coperta da 11 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Peter RothenaicherBaader Helvea Equity Research
Rene RückertBaader Helvea Equity Research
Marta BruskaBaader Helvea Equity Research