The Navigator Company, S.A.

Report azionario ENXTLS:NVG

Capitalizzazione di mercato: €2.4b

Navigator Company Gestione

Criteri Gestione verificati 4/4

Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.

Informazioni chiave

Antonio Jose Redondo

Amministratore delegato

€1.6m

Compenso totale

Percentuale dello stipendio del CEO42.68%
Mandato del CEO6.3yrs
Proprietà del CEOn/a
Durata media del management6.3yrs
Durata media del Consiglio di amministrazione7.1yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Feb 08

NVG: Stable Margins And Lower Discount Rate Will Support Repricing

Analysts have slightly adjusted their price target for Navigator Company to €4.03 per share. This reflects fine tuning of assumptions around the discount rate, long term revenue growth, profit margins and future P/E, rather than a shift in the core outlook.
Aggiornamento della narrazione Jan 25

NVG: Slightly Higher Discount Rate Will Still Support Future Repricing

Analysts have trimmed their price target on Navigator Company to €4.03 from €4.10, reflecting slightly higher discount rate assumptions and a modestly lower profit margin outlook in their models. Valuation Changes Fair Value Estimate eased slightly from €4.10 to €4.03 per share.
Articolo di analisi Jan 21

Navigator Company (ELI:NVG) Shareholders Will Want The ROCE Trajectory To Continue

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Aggiornamento della narrazione Jan 09

NVG: Lower Discount Rate And Stable Margins Will Support Future Repricing

Analysts have made a slight upward revision to their price target for The Navigator Company, reflecting small tweaks to assumptions such as the discount rate and future P/E, while keeping fair value broadly consistent at €4.10. Valuation Changes Fair Value: Held steady at €4.10 per share, indicating no change in the core valuation outcome.
Articolo di analisi Dec 30

Is Navigator Company (ELI:NVG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Aggiornamento della narrazione Dec 20

NVG: Stable Margins And Lower Risk Will Support Positive Repricing Ahead

Narrative Update Analysts have modestly revised their price target for Navigator Company higher to reflect slightly lower perceived risk and sustained expectations for stable revenue growth and margins. The updated valuation framework implies a marginally increased fair value estimate in euro terms.
Aggiornamento della narrazione Dec 06

NVG: Stable Margins And Discount Rate Will Support Positive Repricing Ahead

Narrative Update on Navigator Company Analysts have slightly raised their price target for Navigator Company to align more closely with its approximately unchanged fair value estimate of 4.10. They cite stable long term assumptions for the discount rate, revenue growth, profit margins, and future valuation multiples.
Aggiornamento della narrazione Nov 22

NVG: Future Net Profit Margin Improvement Will Support Positive Repricing Ahead

Analysts have slightly lowered their price target for Navigator Company from $4.20 to $4.10. This revision reflects cautious adjustments to growth projections and valuation multiples based on updated financial assumptions.
Aggiornamento della narrazione Nov 07

NVG: Future Earnings Potential Will Outweigh Lower Margin Expectations

Analysts have revised their fair value estimate for Navigator Company downward from €4.40 to €4.20. They cited expectations of softer revenue growth and a lower profit margin ahead.
Aggiornamento della narrazione Oct 24

Sustainable Packaging Expansion Will Unlock Future Opportunity

Narrative Update: Navigator Company Analyst Price Target Revision Analysts have slightly lowered their price target for Navigator Company to €4.40, citing more conservative expectations for revenue growth and profit margins. The fair value assessment remains steady.
Aggiornamento della narrazione Oct 10

Sustainable Packaging Expansion Will Unlock Future Opportunity

Narrative Update: Navigator Company Price Target Adjusted Analysts have slightly lowered their price target for Navigator Company from €4.55 to €4.40. This adjustment is due to modest reductions in forecasted revenue growth and profit margins, as well as a marginally lower projected price-to-earnings ratio.
Articolo di analisi Sep 30

The Navigator Company, S.A.'s (ELI:NVG) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think The Navigator Company, S.A.'s ( ELI:NVG ) price-to-earnings (or "P/E") ratio of 11x is...
Articolo di analisi Aug 22

Is Navigator Company (ELI:NVG) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Articolo di analisi Jul 19

Is The Navigator Company, S.A. (ELI:NVG) Trading At A 34% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Navigator Company fair value estimate is €4.86 Current share...
Articolo di analisi Jun 19

Returns At Navigator Company (ELI:NVG) Are On The Way Up

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Articolo di analisi Apr 08

These 4 Measures Indicate That Navigator Company (ELI:NVG) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Mar 05

Investors Aren't Buying The Navigator Company, S.A.'s (ELI:NVG) Earnings

With a price-to-earnings (or "P/E") ratio of 7.9x The Navigator Company, S.A. ( ELI:NVG ) may be sending bullish...
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Nuova narrazione Feb 19

Investments In Digital Tech And Decarbonization Will Reduce Costs And Expand Market Reach

Diversification into tissue papers and packaging, along with strategic acquisitions, positions Navigator for revenue growth and market expansion.
Articolo di analisi Jan 11

Is Now The Time To Look At Buying The Navigator Company, S.A. (ELI:NVG)?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it received a lot of attention from...
Articolo di analisi Dec 24

Does Navigator Company (ELI:NVG) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Nov 15

Returns Are Gaining Momentum At Navigator Company (ELI:NVG)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Articolo di analisi Oct 19

Potential Upside For The Navigator Company, S.A. (ELI:NVG) Not Without Risk

With a price-to-earnings (or "P/E") ratio of 8.9x The Navigator Company, S.A. ( ELI:NVG ) may be sending bullish...
Articolo di analisi Oct 04

Is Now The Time To Look At Buying The Navigator Company, S.A. (ELI:NVG)?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it had a relatively subdued couple...
Articolo di analisi Aug 08

Investors Will Want Navigator Company's (ELI:NVG) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Articolo di analisi Jul 25

Revenue Miss: The Navigator Company, S.A. Fell 5.8% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Last week saw the newest second-quarter earnings release from The Navigator Company, S.A. ( ELI:NVG ), an important...
Articolo di analisi Jun 29

Earnings Update: The Navigator Company, S.A. (ELI:NVG) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

The Navigator Company, S.A. ( ELI:NVG ) came out with its first-quarter results last week, and we wanted to see how the...
Articolo di analisi May 24

Industry Analysts Just Made A Captivating Upgrade To Their The Navigator Company, S.A. (ELI:NVG) Revenue Forecasts

The Navigator Company, S.A. ( ELI:NVG ) shareholders will have a reason to smile today, with the analysts making...
Articolo di analisi May 21

The Navigator Company, S.A.'s (ELI:NVG) Intrinsic Value Is Potentially 54% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Navigator Company fair value estimate is €6.35 Navigator...
Articolo di analisi Apr 24

Here's Why Navigator Company (ELI:NVG) 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...
Articolo di analisi Mar 22

Returns At Navigator Company (ELI:NVG) Appear To Be Weighed Down

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Articolo di analisi Mar 09

Is The Navigator Company, S.A. (ELI:NVG) Potentially Undervalued?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it received a lot of attention from...
Articolo di analisi Feb 19

The Navigator Company, S.A.'s (ELI:NVG) Intrinsic Value Is Potentially 78% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Navigator Company fair value estimate is €6.89 Current share...
Articolo di analisi Feb 06

Investors Aren't Buying The Navigator Company, S.A.'s (ELI:NVG) Earnings

The Navigator Company, S.A.'s ( ELI:NVG ) price-to-earnings (or "P/E") ratio of 8.2x might make it look like a buy...
Articolo di analisi Jan 24

Is Navigator Company (ELI:NVG) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Articolo di analisi Nov 24

The Trend Of High Returns At Navigator Company (ELI:NVG) Has Us Very Interested

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Articolo di analisi Oct 28

Revenue Miss: The Navigator Company, S.A. Fell 6.0% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Investors in The Navigator Company, S.A. ( ELI:NVG ) had a good week, as its shares rose 3.0% to close at €3.66...
Articolo di analisi Oct 25

Is The Navigator Company, S.A. (ELI:NVG) Potentially Undervalued?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it saw a decent share price growth...
Articolo di analisi Oct 12

Is Navigator Company (ELI:NVG) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Sep 30

With EPS Growth And More, Navigator Company (ELI:NVG) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Aug 26

Estimating The Fair Value Of The Navigator Company, S.A. (ELI:NVG)

Key Insights Navigator Company's estimated fair value is €3.09 based on 2 Stage Free Cash Flow to Equity With €3.30...
Articolo di analisi Jul 31

Navigator Company (ELI:NVG) Is Investing Its Capital With Increasing Efficiency

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Articolo di analisi Jun 22

Is Now The Time To Put Navigator Company (ELI:NVG) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Articolo di analisi Apr 27

Does Navigator Company (ELI:NVG) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Articolo di analisi Apr 04

Should You Investigate The Navigator Company, S.A. (ELI:NVG) At €3.34?

The Navigator Company, S.A. ( ELI:NVG ), might not be a large cap stock, but it received a lot of attention from a...
Articolo di analisi Mar 16

Shareholders Would Enjoy A Repeat Of Navigator Company's (ELI:NVG) Recent Growth In Returns

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Articolo di analisi Mar 03

With EPS Growth And More, Navigator Company (ELI:NVG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Articolo di analisi Jan 18

Is Navigator Company (ELI:NVG) Using Too Much Debt?

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

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Antonio Jose Redondo rispetto agli utili di Navigator Company?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

€114m

Dec 31 2025€2m€702k

€145m

Sep 30 2025n/an/a

€164m

Jun 30 2025n/an/a

€213m

Mar 31 2025n/an/a

€271m

Dec 31 2024€1m€702k

€287m

Sep 30 2024n/an/a

€316m

Jun 30 2024n/an/a

€296m

Mar 31 2024n/an/a

€267m

Dec 31 2023€2m€707k

€275m

Sep 30 2023n/an/a

€323m

Jun 30 2023n/an/a

€368m

Mar 31 2023n/an/a

€414m

Dec 31 2022€1m€652k

€393m

Sep 30 2022n/an/a

€328m

Jun 30 2022n/an/a

€269m

Mar 31 2022n/an/a

€198m

Dec 31 2021€2m€668k

€171m

Sep 30 2021n/an/a

€148m

Jun 30 2021n/an/a

€130m

Mar 31 2021n/an/a

€102m

Dec 31 2020€842k€656k

€109m

Sep 30 2020n/an/a

€96m

Jun 30 2020n/an/a

€117m

Mar 31 2020n/an/a

€150m

Dec 31 2019€25kn/a

€168m

Compensazione vs Mercato: La retribuzione totale di Antonio Jose ($USD 1.91M ) è circa la media per le aziende di dimensioni simili nel mercato Portuguese ($USD 1.76M ).

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


AMMINISTRATORE DELEGATO

Antonio Jose Redondo (61 yo)

6.3yrs
Mandato
€1,644,076
Compensazione

Mr. António José Pereira Redondo is the Chief Executive Officer at The Navigator Company, S.A. since January 1, 2020. He served as Head of Pulp, Paper, Sales, Marketing, Communication, Image and Product De...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Antonio Jose Redondo
CEO & Executive Director6.3yrs€1.64mNessun dato
Jose Fernando Morais de Araujo
CFO & Executive Directorno data€994.37kNessun dato
Antonio Vaz Duarte Soares
Head of the Supply Chain Board10.3yrs€1.06mNessun dato
Nuno Miguel de Araujo dos Santos
Executive Director11.1yrs€1.03mNessun dato
Joao Cabete Goncalves Le
Executive Director6.3yrs€1.00mNessun dato
Dorival de Almeida
Executive Director3.1yrs€1.07mNessun dato
Ana Canha
Investor Relations Officerno dataNessun datoNessun dato
António Pedro Gomes Paula Alves
General Counsel & Company Secretaryno dataNessun datoNessun dato
Antonio de Almeida e Noronha da Cunha Reis
Alternate Secretary & Chief of Staffno dataNessun datoNessun dato
6.3yrs
Durata media
60yo
Età media

Gestione esperta: Il team dirigenziale di NVG è esperto e expertise (durata media dell'incarico 6.3 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Antonio Jose Redondo
CEO & Executive Director19.1yrs€1.64mNessun dato
Jose Fernando Morais de Araujo
CFO & Executive Director19.1yrs€994.37kNessun dato
Antonio Vaz Duarte Soares
Head of the Supply Chain Board2.8yrs€1.06mNessun dato
Nuno Miguel de Araujo dos Santos
Executive Director11.1yrs€1.03mNessun dato
Joao Cabete Goncalves Le
Executive Director6.3yrs€1.00mNessun dato
Dorival de Almeida
Executive Director3.1yrs€1.07mNessun dato
Sandra Maria Santos
Independent Non-Executive Director7.1yrs€19.25kNessun dato
Ricardo dos Santos Pacheco Pires
Chairman of the Board11.3yrsNessun datoNessun dato
Vitor Paulo Pereira
Non-Executive Director6.2yrsNessun datoNessun dato
Jose de Oliveira Vitorino
President of Fiscal Council10.8yrsNessun datoNessun dato
Maria Teresa Presas
Independent Non-Executive Director7.1yrs€77.00kNessun dato
Mariana Rita Antunes dos Santos Belmar da Costa
Independent Non-Executive Director7yrs€105.00kNessun dato
7.1yrs
Durata media
59yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di NVG sono considerati esperti (durata media dell'incarico 7.1 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 02:27
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2026/03/31
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

The Navigator Company, S.A. è coperta da 9 analisti. 4 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
Luis ColacoBanco Santander
Javier PinedoBNP Paribas
Bruno BessaCaixa Banco BPI