This company has been acquired
AZEK Gestione
Criteri Gestione verificati 4/4
Al momento non disponiamo di informazioni sufficienti sull'amministratore delegato.
Informazioni chiave
Jesse Singh
Amministratore delegato
US$6.3m
Compenso totale
| Percentuale dello stipendio del CEO | 13.42% |
| Mandato del CEO | 9.1yrs |
| Proprietà del CEO | 1.0% |
| Durata media del management | 3.5yrs |
| Durata media del Consiglio di amministrazione | 4.2yrs |
Aggiornamenti recenti sulla gestione
Recent updates
James Hardie Industries Is Drastically Overpaying For The AZEK Company
Summary James Hardie Industries plc will acquire The AZEK Company Inc. in a cash and stock deal valued at $8.75 billion, causing AZEK shares to rise and James Hardie shares to fall. The deal offers AZEK shareholders 26% ownership of the combined firm and cash compensation, effectively making AZEK a discounted entry into James Hardie. Despite potential synergies and market expansion, the hefty valuation of AZEK and additional debt burden make James Hardie Industries a "hold" rather than a "buy." While AZEK appears overvalued, buying its shares now equates to purchasing James Hardie at a discount, justifying a "hold" rating for both companies. Read the full article on Seeking AlphaThe AZEK Company: Growth Beyond 5%-7%
Summary I assign a Buy rating on The AZEK Company stock due to expected higher revenue growth driven by R&R market recovery, pricing strategy, and M&A opportunities. AZEK's focus on alternative materials and wood conversion positions it well for future growth, with significant potential in the Residential segment. Despite recent margin turbulence, I anticipate AZEK will achieve its margin expansion targets by FY 2026, supported by recycling efforts and new product ramp-ups. The favorable Reward/Risk ratio of 1.71 and a target price of $61.88 for FY 2025 justify the investment, with a projected annualized return of 32.56%. Read the full article on Seeking AlphaThe AZEK Company: Growth In Residential Segment And Margin Expansion Make Stock Attractive
Summary AZEK is expected to benefit from growth in the Residential segment, with volume leverage, enhanced recycling, and productivity initiatives driving margin expansion. AZEK's Residential segment achieved 12% Y-o-Y growth, driven by strong performance in Deck, Rail, and Accessories. The company reported a net profit margin of 10.6% and an adjusted EBITDA margin of 26.3%, driven by productivity and cost-reduction initiatives. Trading at a discount to its 5-year average P/E ratio, AZEK looks attractive with increasing revenue and margin expansion. Read the full article on Seeking Alpha
Innovative Product Launches And Decisive Expansions Set To Boost Market Dominance And Shareholder Value
AZEK's focus on new product launches and expansion into the Canadian market through partnerships aims to boost market penetration and revenue growth.The AZEK Company: Remodelling Activity Gaining Momentum
Summary AZEK has reported strong performance with substantial growth and profitability this quarter. Its expansions in Canada, new product innovations, and the stabilization of remodeling activity are expected to drive further growth in FY25 and beyond. Despite some market-driven softness in the quarter, management has reaffirmed its second half of FY24 outlook and raised its bottom-end full-year FY24 outlook. Read the full article on Seeking AlphaThe AZEK Company: 3 Concerns To Monitor
Summary The AZEK Company Inc. stock has risen 80% since October, and the company is now focused on faster growing markets. The company manufactures and supplies building products primarily in the decking, railing, trim, and siding sectors. Analysts are optimistic about the company's prospects, but insider selling has picked up recently, and the stock has a high P/E valuation. Which way does The AZEK Company stock move from here? An analysis follows in the paragraphs below. Read the full article on Seeking AlphaAZEK: An Unsustainable Reinvestment Rate Via Acquisitions Hid The Performance Problems
Summary AZEK has achieved double-digit revenue and profit growth over the past 5 years, but returns are low. The company's growth has been driven by acquisitions rather than organic growth, and at an unsustainable reinvestment rate. There is no margin of safety in the company's valuation. It is not an investment opportunity despite being a cash cow. Read the full article on Seeking AlphaThe AZEK Company: Continue To Stay Long As The Business Has Performed Very Well
Summary AZEK has performed well, with strong growth in residential sales and a significant increase in EBITDA margins. Near-term growth may be delayed due to macroeconomic conditions, but the company is well-positioned for future growth. I remain buy rated. Read the full article on Seeking AlphaThe AZEK Company: Has A Strong Momentum
Summary AZEK recently announced strong Q4 FY23 and FY23 results, with net sales rising by 27.6% in Q4 FY23 compared to the previous year. The company's focus on high-margin businesses, such as outdoor living markets, could be beneficial for its future growth. Technical analysis suggests that the stock price of AZEK might soon start a new upward rally, indicating a potential uptrend. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2025 | n/a | n/a | US$151m |
| Dec 31 2024 | n/a | n/a | US$146m |
| Sep 30 2024 | US$6m | US$851k | US$153m |
| Jun 30 2024 | n/a | n/a | US$164m |
| Mar 31 2024 | n/a | n/a | US$149m |
| Dec 31 2023 | n/a | n/a | US$117m |
| Sep 30 2023 | US$5m | US$825k | US$62m |
| Jun 30 2023 | n/a | n/a | US$10m |
| Mar 31 2023 | n/a | n/a | US$3m |
| Dec 31 2022 | n/a | n/a | US$21m |
| Sep 30 2022 | US$4m | US$816k | US$67m |
| Jun 30 2022 | n/a | n/a | US$119m |
| Mar 31 2022 | n/a | n/a | US$113m |
| Dec 31 2021 | n/a | n/a | US$100m |
| Sep 30 2021 | US$5m | US$791k | US$89m |
| Jun 30 2021 | n/a | n/a | -US$10m |
| Mar 31 2021 | n/a | n/a | -US$84m |
| Dec 31 2020 | n/a | n/a | -US$102m |
| Sep 30 2020 | US$36m | US$765k | -US$122m |
| Jun 30 2020 | n/a | n/a | -US$59m |
| Mar 31 2020 | n/a | n/a | -US$5m |
| Dec 31 2019 | n/a | n/a | -US$11m |
| Sep 30 2019 | US$3m | US$746k | -US$20m |
| Sep 30 2018 | US$2m | US$721k | US$7m |
Compensazione vs Mercato: La retribuzione totale di Jesse ($USD 6.34M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.33M ).
Compensazione vs guadagni: La retribuzione di Jesse è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Jesse Singh (59 yo)
Mr. Jesse G. Singh serves as the Chief Executive Officer and President at The AZEK Company Inc. (formerly known as CPG Newco LLC) and has been its Director since joining in June 2016. Mr. Singh has been th...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | no data | US$6.34m | 1.02% $ 80.0m | |
| Senior VP | 3.5yrs | US$1.47m | 0.011% $ 838.9k | |
| Senior VP & Chief Marketing Officer | 3.8yrs | US$1.33m | 0.0069% $ 542.6k | |
| President of Residential & Commercial Segment | no data | US$2.31m | 0.13% $ 9.8m | |
| Senior VP | less than a year | Nessun dato | 0.0077% $ 598.9k | |
| Chief Accounting Officer | less than a year | Nessun dato | 0.0028% $ 219.7k | |
| Chief Digital & Technology Officer | less than a year | Nessun dato | Nessun dato | |
| VP & Chief Information Officer | 5.6yrs | Nessun dato | 0.011% $ 861.6k | |
| Investor Relations Executive | no data | Nessun dato | Nessun dato | |
| Senior VP & Chief Human Resources Officer | 4.3yrs | Nessun dato | 0.0097% $ 755.3k | |
| President of Commercial Segment | 8.5yrs | Nessun dato | 0.21% $ 16.6m | |
| Senior VP of Research & Development | 3.5yrs | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di AZEK è considerato esperto (durata media dell'incarico 3.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| CEO, President & Director | 9.1yrs | US$6.34m | 1.02% $ 80.0m | |
| Independent Director | 3.7yrs | US$235.08k | 0.014% $ 1.1m | |
| Independent Director | 4.9yrs | US$240.07k | 0.054% $ 4.2m | |
| Independent Non-Executive Chairman of the Board | 8.2yrs | US$297.57k | 0.24% $ 19.1m | |
| Independent Director | 4.7yrs | US$215.01k | 0.013% $ 1.0m | |
| Independent Director | 1.8yrs | US$215.07k | 0.0014% $ 107.1k | |
| Independent Director | 1.3yrs | US$282.70k | 0.0018% $ 139.2k | |
| Independent Director | 1.8yrs | US$215.06k | 0.0036% $ 279.1k |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AZEK sono considerati esperti (durata media dell'incarico 4.2 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2025/07/02 05:00 |
| Prezzo dell'azione a fine giornata | 2025/06/30 00:00 |
| Utili | 2025/03/31 |
| Utili annuali | 2024/09/30 |
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 |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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 AZEK Company Inc. è coperta da 7 analisti. 13 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 |
|---|---|
| Reuben Garner | Benchmark Company |
| Anthony Pettinari | Citigroup Inc |
| Joseph Ahlersmeyer | Deutsche Bank |