APi Group Gestione
Criteri Gestione verificati 3/4
APi Group Il CEO è Russ Becker, nominato in Jan2002, e ha un mandato di 24.33 anni. la retribuzione annua totale è $ 10.45M, composta da 13.6% di stipendio e 86.4% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.23% delle azioni della società, per un valore di $ 242.74M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4 anni e 6.6 anni.
Informazioni chiave
Russ Becker
Amministratore delegato
US$10.5m
Compenso totale
| Percentuale dello stipendio del CEO | 13.64% |
| Mandato del CEO | 24.3yrs |
| Proprietà del CEO | 1.2% |
| Durata media del management | 4yrs |
| Durata media del Consiglio di amministrazione | 6.6yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • Apr 29
APG: Recurring Services And Data Centers Will Support Measured Future Upside
APi Group's updated analyst price target has moved to $52.00. This reflects modest adjustments to the discount rate and other model assumptions as analysts respond to recent Q4 results, conservative guidance, and increased confidence in the company's recurring Facility Services and data center exposure.Seeking Alpha • Apr 20
APi Group: A Safety Player At Work
Summary APi Group continues its strong momentum, driven by double-digit organic growth and a new European acquisition, Wtech Fire Group. APi Group targets $10 billion in revenue and 16% EBITDA margins by 2028, with recent guidance and bolt-on M&A supporting this trajectory. Despite robust performance and manageable leverage, shares now trade at mid-twenties earnings multiples, reflecting heightened expectations and all-time highs. I remain upbeat on APi's execution and growth, but current valuation tempers my enthusiasm for immediate entry. Read the full article on Seeking AlphaAggiornamento dell'analisi • Apr 11
APG: Recurring Facility Services And Data Centers Will Drive Future Upside
Analysts have nudged the fair value estimate for APi Group to $52.00. This reflects a series of higher Street price targets in the $50 to $54 range, supported by solid recent results, conservative guidance, and growing interest in its recurring Facility Services and Data Center exposure.Aggiornamento dell'analisi • Mar 28
APG: Recurring Facility Services And Data Centers Will Support Future Upside
Analysts have lifted the average price target for APi Group to $52, supported by recent research that highlights solid Q4 results, conservative but constructive guidance, growing exposure to data center construction, and the company's role as an M&A compounder within facility and business services. Analyst Commentary Recent research paints a mostly constructive picture, with several bullish analysts lifting price targets into the low to mid US$50s after Q4 results and updated guidance.Aggiornamento dell'analisi • Mar 13
APG: Recurring Facility Services And Data Centers Will Drive Future Upside
The analyst price target for APi Group has moved from $51.36 to $52.00 as analysts factor in recent Q4 results, conservative but solid guidance, recurring Facility Services exposure, data center growth potential, and the company's role as an active M&A compounder. Analyst Commentary Recent research updates cluster around a consistent theme of constructive sentiment on APi Group, with several firms lifting price targets after Q4 results and updated guidance.Aggiornamento dell'analisi • Feb 27
APG: Recurring Facility Services And Data Center Exposure Will Shape Future Upside
Analysts have lifted their average price target on APi Group to $51.36 from $44.90, reflecting updated models after recent Q4 results, conservative guidance, and growing focus on recurring facility services exposure and data center related opportunities. Analyst Commentary Recent research highlights a cluster of upward price target revisions on APi Group, with analysts updating their models after Q4 results and company guidance.Aggiornamento dell'analisi • Feb 04
APG: Updated 2025 Outlook And P/E Assumptions Will Shape Future Upside
Analysts have lifted their price targets on APi Group by about $4 to $9, pointing to updated assumptions around revenue growth, margins, discount rates and future P/E that keep their fair value view broadly in line with prior estimates. Analyst Commentary Recent research updates on APi Group focus on how the company might execute against its revenue and margin assumptions, and what that could mean for valuation over time.Aggiornamento dell'analisi • Jan 20
APG: Raised 2025 Guidance And Q4 Outlook Revisions Will Shape Upside Potential
Analysts lifted their APi Group price target to about US$44.90 from roughly US$43.40, reflecting updated assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E, in line with recent Street target increases such as the move to US$49 cited in Q4 outlook research. Analyst Commentary Recent target moves toward US$49 suggest that bullish analysts see room for APi Group's shares to better align with their updated assumptions on fair value, while still acknowledging execution and market risks.Aggiornamento dell'analisi • Jan 05
APG: Raised 2025 Revenue Guidance And Margin Outlook Will Support Upside
Analysts have slightly raised their price target for APi Group, with fair value moving from US$42.90 to US$43.40. This reflects updated assumptions on revenue growth, profit margins and future P/E expectations.Aggiornamento dell'analisi • Dec 13
APG: Long Term Margin Upside And Softer Revenues Will Keep Shares Rangebound
Analysts have nudged their price target on APi Group slightly higher to approximately $42.90 per share from about $42.30. This reflects updated assumptions of modestly higher future valuation multiples and significantly improved long term profitability, despite more conservative revenue growth expectations.Articolo di analisi • Dec 10
APi Group Corporation (NYSE:APG) Shares Could Be 34% Below Their Intrinsic Value Estimate
Key Insights The projected fair value for APi Group is US$57.56 based on 2 Stage Free Cash Flow to Equity Current share...Aggiornamento dell'analisi • Nov 29
APG: Revenue Outlook And Margin Trends Will Keep Shares Rangebound
Analysts have slightly lowered their price target for APi Group, trimming it to $42.30 as modest changes in profit margin and future P/E expectations are influencing previous valuation assumptions. What's in the News APi Group Corporation has raised its full-year 2025 earnings guidance, now expecting net revenues between $7,825 million and $7,925 million, up from the previous range of $7,650 million to $7,850 million (Key Developments).Articolo di analisi • Nov 25
APi Group Corporation's (NYSE:APG) Popularity With Investors Is Under Threat From Overpricing
When close to half the companies in the Construction industry in the United States have price-to-sales ratios (or...Aggiornamento dell'analisi • Nov 15
APG: Revenue Guidance Increase Will Drive Share Performance Ahead
Analysts have raised their price target for APi Group from $41.50 to $42.30, citing subtle improvements in revenue growth expectations as a key factor in their updated outlook. What's in the News APi Group Corporation has revised its full-year 2025 earnings guidance, now expecting net revenues between $7,825 and $7,925 million.Articolo di analisi • Nov 07
Statutory Profit Doesn't Reflect How Good APi Group's (NYSE:APG) Earnings Are
Even though APi Group Corporation's ( NYSE:APG ) recent earnings release was robust, the market didn't seem to notice...Aggiornamento dell'analisi • Nov 01
APG: Rising Net Margins And Revenue Guidance Will Support Outperformance In 2025
APi Group Price Target Sees Modest Uptick as Analysts Refine Outlook Analysts have slightly raised their price target for APi Group from $41.00 to $41.50. This change reflects improved profit margin forecasts and a lower expected future price-to-earnings ratio.Aggiornamento dell'analisi • Sep 04
Infrastructure Modernization And Recurring Contracts Will Secure Resilient Future
Analysts maintained a cautious yet optimistic outlook for APi Group, citing sector multiple expansion, a recent stock split, and steady operating improvements, resulting in an unchanged consensus price target of $41.00. Analyst Commentary Bullish analysts increased price targets due to the adjustment for APi Group’s recent 3-2 stock split.Articolo di analisi • Sep 01
What Is APi Group Corporation's (NYSE:APG) Share Price Doing?
APi Group Corporation ( NYSE:APG ) saw a double-digit share price rise of over 10% in the past couple of months on the...Articolo di analisi • Jul 30
Risks To Shareholder Returns Are Elevated At These Prices For APi Group Corporation (NYSE:APG)
APi Group Corporation's ( NYSE:APG ) price-to-sales (or "P/S") ratio of 2x may not look like an appealing investment...Articolo di analisi • Jul 15
APi Group (NYSE:APG) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...Articolo di analisi • Jun 27
An Intrinsic Calculation For APi Group Corporation (NYSE:APG) Suggests It's 21% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, APi Group fair value estimate is US$63.87 Current share price...Articolo di analisi • May 28
Here's Why APi Group (NYSE:APG) 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...Nuova analisi • May 13
Inspection, Monitoring And Elevator Services Will Secure Future Stability
APi Group's shift towards higher margin services like inspection and monitoring should enhance revenue stability and net margins.Articolo di analisi • May 10
Why We Think APi Group Corporation's (NYSE:APG) CEO Compensation Is Not Excessive At All
Key Insights APi Group will host its Annual General Meeting on 16th of May Salary of US$1.43m is part of CEO Russ...Seeking Alpha • Mar 04
APi Group: Rating Downgrade As I Am Not Confident On FY 2025 Performance
Summary I am downgrading APi Group to hold due to uncertain near-term performance, weak organic growth, and macro uncertainties impacting FY25 outlook. Despite solid 4Q24 adj EBITDA growth and a healthy backlog, APG's organic growth remains weak, particularly in the Specialty Services segment. APG's transition to high-margin ISM revenue is positive, but near-term organic growth concerns and potential macro risks could pressure the stock. APG's premium valuation at 13x NTM EBITDA could lead to a derating if 1H25 organic growth underperforms, risking a sell-off. Read the full article on Seeking AlphaSeeking Alpha • Dec 18
APi Group: Expecting Growth To Accelerate And Adj EBITDA Margin To Expand
Summary I reiterate a buy rating for APG due to strong market share potential, growth acceleration, and adj EBITDA margin expansion prospects for FY25 and beyond. APG's solid demand trend is evidenced by a $3.5 billion backlog, robust end markets, and a promising M&A pipeline, ensuring high-single-digit growth. Despite FY24 revenue guidance revision, project delays are temporary, setting up FY25 for stronger growth with positive proposal activity trends. Read the full article on Seeking AlphaSeeking Alpha • Oct 15
APi Price And Earnings Diverge, Setting Up Strong Buy Rating
Summary APi Group Corporation's earnings are set to grow in Q3 and Q4 2024, despite a recent decline in share price, presenting a Strong Buy opportunity. The company's 13/60/80 framework aims to boost adjusted EBITDA margins, recurring revenue, and free cash flow conversion. APi's aggressive acquisition strategy, including the recent purchase of Elevated Facility Services Group, supports its growth and expansion goals. With a one-year price target of $45.75, I anticipate a 35% increase in share price, driven by earnings growth and strategic initiatives. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$268m |
| Dec 31 2025 | US$10m | US$1m | -US$288m |
| Sep 30 2025 | n/a | n/a | US$156m |
| Jun 30 2025 | n/a | n/a | US$134m |
| Mar 31 2025 | n/a | n/a | US$134m |
| Dec 31 2024 | US$9m | US$1m | -US$224m |
| Sep 30 2024 | n/a | n/a | -US$432m |
| Jun 30 2024 | n/a | n/a | -US$459m |
| Mar 31 2024 | n/a | n/a | -US$500m |
| Dec 31 2023 | US$10m | US$1m | -US$161m |
| Sep 30 2023 | n/a | n/a | US$84m |
| Jun 30 2023 | n/a | n/a | US$62m |
| Mar 31 2023 | n/a | n/a | US$49m |
| Dec 31 2022 | US$9m | US$1m | US$23m |
| Sep 30 2022 | n/a | n/a | -US$151m |
| Jun 30 2022 | n/a | n/a | -US$147m |
| Mar 31 2022 | n/a | n/a | -US$143m |
| Dec 31 2021 | US$8m | US$1m | -US$137m |
| Sep 30 2021 | n/a | n/a | -US$216m |
| Jun 30 2021 | n/a | n/a | -US$210m |
| Mar 31 2021 | n/a | n/a | -US$195m |
| Dec 31 2020 | US$2m | US$440k | -US$375m |
| Sep 30 2020 | n/a | n/a | -US$284m |
| Jun 30 2020 | n/a | n/a | -US$295m |
| Mar 31 2020 | n/a | n/a | -US$276m |
| Dec 31 2019 | US$12m | US$1m | -US$67m |
Compensazione vs Mercato: La retribuzione totale di Russ ($USD 10.45M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.67M ).
Compensazione vs guadagni: La retribuzione di Russ è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Russ Becker (59 yo)
24.3yrs
Mandato
US$10,450,517
Compensazione
Mr. Russell A. Becker, also known as Russ, serves as the Chief Executive Officer and President of APi Electric Company. Mr. Becker has been the Chief Executive Officer and Director of APi Group Corporation...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 24.3yrs | US$10.45m | 1.23% $ 242.7m | |
| Executive VP & CFO | 1.4yrs | US$3.64m | 0.0042% $ 819.7k | |
| Senior VP | 3.8yrs | US$2.30m | 0.0061% $ 1.2m | |
| Senior VP & Chief People Officer | 4.3yrs | US$2.13m | 0.026% $ 5.2m | |
| Executive Vice President of Operations | less than a year | Nessun dato | Nessun dato | |
| VP, Controller & Chief Accounting Officer | no data | Nessun dato | 0.0047% $ 920.4k | |
| Senior Director of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Learning Officer | 5.3yrs | US$1.24m | Nessun dato | |
| Senior VP & Specialty Services Segment Leader | 4.3yrs | Nessun dato | Nessun dato | |
| Senior VP & North America Safety Services Segment Leader | no data | Nessun dato | Nessun dato | |
| President of MMC & HVAC Division Leader | 3.2yrs | Nessun dato | Nessun dato |
4.0yrs
Durata media
50yo
Età media
Gestione esperta: Il team dirigenziale di APG è considerato esperto (durata media dell'incarico 4 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 6.6yrs | US$10.45m | 1.23% $ 242.7m | |
| Co-Chairman | 8.7yrs | Nessun dato | 6.45% $ 1.3b | |
| Independent Co-Chairman | 8.7yrs | US$230.04k | 2.51% $ 495.7m | |
| Lead Independent Director | 8.7yrs | US$250.04k | 0.018% $ 3.6m | |
| Independent Director | 6.6yrs | US$240.01k | 0.073% $ 14.3m | |
| Independent Director | 6.6yrs | US$265.04k | 2.52% $ 497.6m | |
| Independent Director | 6.6yrs | US$240.01k | 0.013% $ 2.6m | |
| Independent Director | 6.6yrs | US$260.04k | 0.012% $ 2.4m | |
| Independent Director | 4.2yrs | US$250.04k | 0.0049% $ 959.9k |
6.6yrs
Durata media
63yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di APG sono considerati esperti (durata media dell'incarico 6.6 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 04:52 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* 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
APi Group Corporation è coperta da 11 analisti. 10 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.
| Analista | Istituzione |
|---|---|
| Andrew Wittmann | Baird |
| Julian Mitchell | Barclays |
| Curtis Nagle | BofA Global Research |