Ferroglobe Gestione
Criteri Gestione verificati 3/4
Ferroglobe Il CEO è Marco Levi, nominato in Jan2020, e ha un mandato di 6.33 anni. la retribuzione annua totale è $ 2.32M, composta da 38.9% di stipendio e 61.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.49% delle azioni della società, per un valore di $ 3.76M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 5.3 anni e 6.3 anni.
Informazioni chiave
Marco Levi
Amministratore delegato
US$2.3m
Compenso totale
| Percentuale dello stipendio del CEO | 38.92% |
| Mandato del CEO | 6.3yrs |
| Proprietà del CEO | 0.5% |
| Durata media del management | 5.3yrs |
| Durata media del Consiglio di amministrazione | 6.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento dell'analisi • May 03
GSM: Completed Buybacks And Raised Dividend Will Support Future Upside Potential
Analysts have nudged their price target on Ferroglobe slightly higher to $6.00, reflecting small updates to discount rate, revenue growth, profit margin, and future P/E assumptions that keep the stock’s fair value assessment essentially unchanged. What's in the News Ferroglobe reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0 under its ongoing program.Aggiornamento dell'analisi • Apr 17
GSM: Completed Buybacks And Higher Dividend Will Support Future Upside Potential
Analysts have nudged their price target on Ferroglobe higher to $6.00 from $6, reflecting updated views on the discount rate and future P/E assumptions, while keeping fair value and growth expectations broadly unchanged. What's in the News Ferroglobe completed the repurchase of 13,465,973 shares for US$52 million under the buyback announced on May 14, 2024, representing 7.19% of shares covered by the program (Key Developments).Aggiornamento dell'analisi • Apr 01
GSM: Completed Buybacks And Higher Dividend Will Support Future Upside Potential
Analysts have modestly reduced their $ fair value estimate for Ferroglobe, citing slightly lower assumed discount rates and a small adjustment to future P/E expectations, while keeping revenue growth and profit margin assumptions broadly unchanged. What's in the News Completed share repurchase of 13,465,973 shares, representing 7.19% of the company, for a total cost of $52m under the buyback announced on May 14, 2024 (Key Developments).Aggiornamento dell'analisi • Mar 18
GSM: Completed Buybacks And Higher Dividend Will Support Future Upside Potential
Analysts have raised their price target for Ferroglobe to $6.00 from $6.00, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions in their models. What's in the News Completion of the share repurchase program, with a total of 13,465,973 shares bought back, representing 7.19% of shares for $52 million under the buyback announced on May 14, 2024 (Key Developments).Aggiornamento dell'analisi • Mar 04
GSM: Completed Buybacks And Higher Dividend Will Support Stronger Future Share Returns
Analysts have nudged their price target for Ferroglobe to $6.00 per share. This reflects updated views on discount rates, revenue growth, profit margins and future P/E assumptions.Aggiornamento dell'analisi • Feb 18
GSM: Modest Model Refinements Will Support Stronger Future Share Returns
Analysts have modestly adjusted their price target on Ferroglobe, citing small refinements to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions that together support a refreshed view on the stock’s US dollar-denominated valuation. Valuation Changes Fair Value: Refined to $6.0 per share, with only a very small adjustment from the prior $6 level.Aggiornamento dell'analisi • Feb 03
GSM: Stable Assumptions And Share Repurchases Will Support Stronger Future Returns
Analysts have slightly adjusted their price target on Ferroglobe, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. These revisions keep the overall valuation view broadly stable while fine tuning the underlying inputs.Aggiornamento dell'analisi • Jan 20
GSM: Stable Assumptions And Share Repurchases Will Support Stronger Future Returns
Analysts have slightly adjusted their price target on Ferroglobe, reflecting small tweaks to assumptions around discount rate, growth and future P/E. Their fair value estimate remains broadly unchanged at about $6.00 per share.Articolo di analisi • Jan 16
Is Ferroglobe (NASDAQ:GSM) 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...Aggiornamento dell'analisi • Jan 06
GSM: Share Repurchases And Stable Assumptions Will Support Stronger Future Returns
Analysts have made a small adjustment to their price target on Ferroglobe, keeping fair value around $6.00 as they fine tune assumptions on the discount rate, revenue growth, profit margins, and future P/E in line with recent updates to their models. What's in the News Ferroglobe reported repurchasing 3,710,111 shares between July 1, 2025 and September 30, 2025, for a total cost of $15.87 million, representing 1.97% of its shares under the current program (Key Developments).Seeking Alpha • Jan 05
Ferroglobe: Regulatory Moat With Battery Upside
Summary Ferroglobe is positioned for a margin-driven recovery, leveraging cost reductions and upcoming trade barriers to expand its competitive moat. Despite a 19.4% sequential sales decline, GSM improved margins and maintained strong liquidity, with net debt nearly eliminated and continued shareholder returns. Imminent US/EU trade duties are expected to eliminate dumped imports, creating a volume void GSM is uniquely positioned to fill at higher pricing. The silicon anode battery initiative offers significant optionality, with pilot shipments underway and commercial products targeting high-margin niches by early 2026. Read the full article on Seeking AlphaAggiornamento dell'analisi • Dec 23
GSM: Ongoing Share Repurchases Will Drive Stronger Future Shareholder Returns
Analysts have modestly raised their price target on Ferroglobe to $6.00 per share from $6.00, reflecting slightly refined assumptions around discount rates, revenue growth, and profit margins, while maintaining a broadly unchanged valuation outlook. What's in the News Completed share repurchase program announced May 14, 2024, totaling 13,465,973 shares (7.19% of outstanding shares) for $52 million (company disclosure) Latest tranche from July 1, 2025 to September 30, 2025, saw buybacks of 3,710,111 shares (1.97% of share capital) for $15.87 million (company disclosure) Valuation Changes Fair Value Estimate is unchanged at $6.00 per share, indicating no material shift in the overall valuation target.Articolo di analisi • Dec 12
Ferroglobe PLC (NASDAQ:GSM) Stock Catapults 27% Though Its Price And Business Still Lag The Industry
Ferroglobe PLC ( NASDAQ:GSM ) shareholders would be excited to see that the share price has had a great month, posting...Aggiornamento dell'analisi • Dec 09
GSM: Ongoing Share Repurchases Will Drive Stronger Future Shareholder Returns
Analysts have modestly raised their price target on Ferroglobe to reflect slightly higher fair value estimates and marginally improved long term growth and profitability assumptions, even though the discount rate and future valuation multiples remain largely unchanged. What's in the News Completed share repurchase of 13,465,973 shares, representing 7.19% of outstanding stock, under the May 14, 2024 buyback program (Key Developments) The latest tranche from July 1, 2025 to September 30, 2025 included repurchase of 3,710,111 shares, equal to 1.97% of outstanding shares, for $15.87 million (Key Developments) Total capital deployed under the current buyback reached $52 million, reflecting the continued use of excess cash for shareholder returns (Key Developments) Valuation Changes Fair Value Estimate, unchanged at $6.00 per share, indicating a stable assessment of intrinsic value.Aggiornamento dell'analisi • Nov 25
GSM: Share Repurchases Will Support Shareholder Value in Coming Quarters
Narrative Update on Ferroglobe Price Target Analysts have adjusted Ferroglobe’s fair value estimate slightly upward to $6.00 per share, citing recent changes in the discount rate and growth assumptions as the basis for this updated target. What's in the News Between July 1, 2025, and September 30, 2025, Ferroglobe repurchased 3,710,111 shares, accounting for 1.97% of total shares, at a cost of $15.87 million (Key Developments).Aggiornamento dell'analisi • Nov 11
GSM: Significant Buyback Completion Will Drive Near-Term Shareholder Value
Ferroglobe Price Target Lowered Amid Shifting Analyst Outlook Analysts have reduced their price target for Ferroglobe from $8.00 to $6.00, citing increased discount rates even with improved growth and profitability projections. What's in the News Ferroglobe completed a buyback tranche between July 1, 2025 and September 30, 2025, repurchasing 3,710,111 shares for $15.87 million.Articolo di analisi • Oct 10
There's No Escaping Ferroglobe PLC's (NASDAQ:GSM) Muted Revenues Despite A 26% Share Price Rise
Ferroglobe PLC ( NASDAQ:GSM ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...Articolo di analisi • Jul 23
There's No Escaping Ferroglobe PLC's (NASDAQ:GSM) Muted Revenues Despite A 28% Share Price Rise
The Ferroglobe PLC ( NASDAQ:GSM ) share price has done very well over the last month, posting an excellent gain of 28...Articolo di analisi • Jun 26
We Think Ferroglobe (NASDAQ:GSM) Is Taking Some Risk With Its Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • May 23
Ferroglobe (NASDAQ:GSM) Has Announced A Dividend Of $0.014
Ferroglobe PLC ( NASDAQ:GSM ) will pay a dividend of $0.014 on the 26th of June. Including this payment, the dividend...Articolo di analisi • Mar 12
There's Been No Shortage Of Growth Recently For Ferroglobe's (NASDAQ:GSM) Returns On Capital
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 • Dec 19
Market Still Lacking Some Conviction On Ferroglobe PLC (NASDAQ:GSM)
There wouldn't be many who think Ferroglobe PLC's ( NASDAQ:GSM ) price-to-earnings (or "P/E") ratio of 17.8x is worth a...Seeking Alpha • Dec 13
Ferroglobe: Betting On A Likely Rebound
Summary Demand is soft, which is likely to result in another decrease in earnings in Q4, but there is reason to believe 2025 will be better. The Department of Commerce has imposed duties on the import of ferrosilicon from selected countries, which GSM can take advantage of. Valuations have dropped as quarterly results have gotten worse, which could reverse if results improve in 2025. There is a wildcard to keep an eye on, but long GSM has several arguments in its favor with the stock price where it is. Read the full article on Seeking AlphaArticolo di analisi • Nov 14
We Think You Can Look Beyond Ferroglobe's (NASDAQ:GSM) Lackluster Earnings
Shareholders appeared unconcerned with Ferroglobe PLC's ( NASDAQ:GSM ) lackluster earnings report last week. Our...Articolo di analisi • Sep 28
Ferroglobe (NASDAQ:GSM) Is Looking To Continue Growing Its Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Nuova analisi • Sep 17
Calculated Moves And Silicon Innovations Propel Revenue And Margins Amidst Market Challenges
Anticipated regulatory changes could enhance Ferroglobe's competitiveness and pricing power in the ferrosilicon market by reducing import competition.Articolo di analisi • Aug 09
Earnings Beat: Ferroglobe PLC Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models
Ferroglobe PLC ( NASDAQ:GSM ) just released its quarterly report and things are looking bullish. It was overall a...Articolo di analisi • Jul 31
Ferroglobe PLC's (NASDAQ:GSM) Share Price Is Matching Sentiment Around Its Revenues
You may think that with a price-to-sales (or "P/S") ratio of 0.6x Ferroglobe PLC ( NASDAQ:GSM ) is a stock worth...Seeking Alpha • May 16
Ferroglobe Q1 Review: Bouncing Off Low Commodity Prices
Summary Ferroglobe PLC reported Q1 2024 results with a decrease in EBITDA due to weak pricing and seasonally slow volume. Management raised the bottom end of the full-year EBITDA guidance and aims to reach $100-200 million in net cash. The company is applying for a brownfield permit to expand U.S. silicon metal production for the EV battery industry. Read the full article on Seeking AlphaArticolo di analisi • Apr 30
The Market Doesn't Like What It Sees From Ferroglobe PLC's (NASDAQ:GSM) Revenues Yet
You may think that with a price-to-sales (or "P/S") ratio of 0.6x Ferroglobe PLC ( NASDAQ:GSM ) is a stock worth...Articolo di analisi • Feb 23
Is Ferroglobe (NASDAQ:GSM) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Articolo di analisi • Jan 24
Ferroglobe PLC (NASDAQ:GSM) Shares Could Be 32% Below Their Intrinsic Value Estimate
Key Insights Ferroglobe's estimated fair value is US$8.35 based on 2 Stage Free Cash Flow to Equity Ferroglobe's...Articolo di analisi • Oct 23
Ferroglobe (NASDAQ:GSM) Could Become A Multi-Bagger
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...Articolo di analisi • Aug 17
Does Ferroglobe (NASDAQ:GSM) Have A Healthy Balance Sheet?
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
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$111m |
| Dec 31 2025 | n/a | n/a | -US$171m |
| Sep 30 2025 | n/a | n/a | -US$118m |
| Jun 30 2025 | n/a | n/a | -US$86m |
| Mar 31 2025 | n/a | n/a | -US$41m |
| Dec 31 2024 | US$2m | US$903k | US$24m |
| Sep 30 2024 | n/a | n/a | US$41m |
| Jun 30 2024 | n/a | n/a | US$63m |
| Mar 31 2024 | n/a | n/a | US$60m |
| Dec 31 2023 | US$2m | US$882k | US$83m |
| Sep 30 2023 | n/a | n/a | US$100m |
| Jun 30 2023 | n/a | n/a | US$157m |
| Mar 31 2023 | n/a | n/a | US$310m |
| Dec 31 2022 | US$4m | US$842k | US$440m |
| Sep 30 2022 | n/a | n/a | US$486m |
| Jun 30 2022 | n/a | n/a | US$291m |
| Mar 31 2022 | n/a | n/a | US$108m |
| Dec 31 2021 | US$1m | US$710k | -US$111m |
| Sep 30 2021 | n/a | n/a | -US$301m |
| Jun 30 2021 | n/a | n/a | -US$246m |
| Mar 31 2021 | n/a | n/a | -US$260m |
| Dec 31 2020 | US$852k | US$670k | -US$241m |
Compensazione vs Mercato: La retribuzione totale di Marco ($USD 2.32M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.72M ).
Compensazione vs guadagni: La retribuzione di Marco è aumentata nonostante l'azienda non sia redditizia.
AMMINISTRATORE DELEGATO
Marco Levi (66 yo)
6.3yrs
Mandato
US$2,320,000
Compensazione
Dr. Marco Levi is Director of Ferroglobe Finance Company PLC from April 23, 2021. Dr. Levi has been a Director at Ferroglobe PLC since January 15, 2020 and has been it's Chief Executive Officer since Janua...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 11.3yrs | US$2.15m | 0.12% $ 918.6k | |
| CEO & Executive Director | 6.3yrs | US$2.32m | 0.49% $ 3.8m | |
| CFO & Principal Accounting Officer | 6.6yrs | Nessun dato | 0.017% $ 131.4k | |
| Chief Operating Officer | 3.9yrs | Nessun dato | 0.00018% $ 1.4k | |
| Deputy CEO and Chief Technology & Innovation Officer | 3.9yrs | Nessun dato | 0.030% $ 225.2k | |
| Chief Legal Officer & Company Secretary | 5.5yrs | Nessun dato | 0.015% $ 111.9k | |
| Executive Director of Communications | no data | Nessun dato | Nessun dato | |
| Chief People & Culture Officer | 5.2yrs | Nessun dato | 0.030% $ 224.5k | |
| Chief Commercial Officer | 2.1yrs | Nessun dato | Nessun dato | |
| Vice President of Investor Relations | no data | Nessun dato | Nessun dato |
5.3yrs
Durata media
62yo
Età media
Gestione esperta: Il team dirigenziale di GSM è esperto e expertise (durata media dell'incarico 5.3 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| Executive Chairman | 11.3yrs | US$2.15m | 0.12% $ 918.6k | |
| CEO & Executive Director | 6.3yrs | US$2.32m | 0.49% $ 3.8m | |
| Lead independent director | 10.4yrs | US$216.00k | 0.025% $ 187.2k | |
| Non-Executive Director | 10.4yrs | US$92.00k | Nessun dato | |
| Independent Non-Executive Director | 10.4yrs | US$122.00k | 0.039% $ 293.6k | |
| Independent Director | 5yrs | US$139.00k | Nessun dato | |
| Non-Executive Director | 5yrs | US$96.00k | 0.040% $ 301.2k | |
| Non-Executive Director | 9yrs | US$94.00k | 0.00047% $ 3.6k | |
| Independent Non Executive Director | 5yrs | US$149.00k | Nessun dato | |
| Independent Non-Executive Director | 5.9yrs | US$140.00k | 0.042% $ 318.3k | |
| Independent Director | 5yrs | US$138.00k | Nessun dato |
6.3yrs
Durata media
61yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GSM sono considerati esperti (durata media dell'incarico 6.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/11 17:36 |
| Prezzo dell'azione a fine giornata | 2026/05/08 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
Ferroglobe PLC è coperta da 5 analisti. 2 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 |
|---|---|
| Nicholas Giles | B. Riley Securities, Inc. |
| Martin Englert | Jefferies LLC |
| Michael Gambardella | J.P. Morgan |