American Vanguard Corporation

Report azionario NYSE:AVD

Capitalizzazione di mercato: US$80.4m

American Vanguard Gestione

Criteri Gestione verificati 3/4

American Vanguard Il CEO è Dak Kaye, nominato in Dec2024, e ha un mandato di 1.42 anni. la retribuzione annua totale è $ 1.07M, composta da 60.8% di stipendio e 39.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.03% delle azioni della società, per un valore di $ 829.65K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.9 anni e 3.9 anni.

Informazioni chiave

Dak Kaye

Amministratore delegato

US$1.1m

Compenso totale

Percentuale dello stipendio del CEO60.78%
Mandato del CEO1.4yrs
Proprietà del CEO1.0%
Durata media del management7.9yrs
Durata media del Consiglio di amministrazione3.9yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha Feb 18

American Vanguard: Making Improvements, But The Environment Remains Challenging

Summary American Vanguard continues its turnaround amid persistent end-market headwinds that have driven 2025 revenues well below initial expectations. I expect 3%-4% revenue growth in 2026 on improving input utilization and potential restocking, but acreage pressures in corn and cotton are a risk, and a V-shaped recovery is unlikely. I consider management's mid-teens EBITDA margin target ambitious; I forecast gradual improvement toward 12% over time, but that's still enough to support upside for the shares. Valuation could be attractive if end-market demand improves, but I remain cautious, awaiting 2026 guidance and clearer signs of volume demand recovery before considering an upgrade. Read the full article on Seeking Alpha
Articolo di analisi Dec 18

American Vanguard Corporation's (NYSE:AVD) Share Price Is Matching Sentiment Around Its Revenues

When close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...
Articolo di analisi Nov 20

At US$4.41, Is American Vanguard Corporation (NYSE:AVD) Worth Looking At Closely?

While American Vanguard Corporation ( NYSE:AVD ) might not have the largest market cap around , it received a lot of...
Articolo di analisi Oct 30

Is American Vanguard (NYSE:AVD) Using Debt In A Risky Way?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Articolo di analisi Aug 13

American Vanguard Corporation (NYSE:AVD) Held Back By Insufficient Growth Even After Shares Climb 29%

American Vanguard Corporation ( NYSE:AVD ) shareholders would be excited to see that the share price has had a great...
User avatar
Nuova narrazione May 09

Implementing ERP Systems And Reducing Inventory Will Streamline Processes

The ERP system and transformation plan aim to improve efficiency, enhance margins, and boost EBITDA through better cost management and operational processes.
Seeking Alpha Feb 27

American Vanguard: Can New Leadership And Restructuring Reinvigorate The Business?

Summary American Vanguard has had to deal with weaker crop protection volumes and increased generic competition that have sapped profitability and hit the share price hard. AVD's restructuring efforts aim to reduce costs, improve efficiency, and target growth, and the company recently hired a new CEO with relevant experience in post-patent crop protection. The company's efforts in biologicals (GreenSolutions) offers attractive growth potential, but may require more R&D reinvestment than the company has done in the past. I am concerned that prior targets for 15% post-restructuring EBITDA may be too ambitious, and generic competition may be persistent, but undemanding growth targets still point to significant potential upside. Despite that potential undervaluation, I prefer to see more stability and guidance/commentary from the new CEO before committing to a more bullish call on AVD. Read the full article on Seeking Alpha
Articolo di analisi Feb 03

Investors Still Aren't Entirely Convinced By American Vanguard Corporation's (NYSE:AVD) Revenues Despite 33% Price Jump

American Vanguard Corporation ( NYSE:AVD ) shareholders would be excited to see that the share price has had a great...
Articolo di analisi Dec 20

Slammed 31% American Vanguard Corporation (NYSE:AVD) Screens Well Here But There Might Be A Catch

American Vanguard Corporation ( NYSE:AVD ) shares have had a horrible month, losing 31% after a relatively good period...
Articolo di analisi Dec 12

Is American Vanguard (NYSE:AVD) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Articolo di analisi Nov 15

Analysts Have Been Trimming Their American Vanguard Corporation (NYSE:AVD) Price Target After Its Latest Report

American Vanguard Corporation ( NYSE:AVD ) just released its latest third-quarter report and things are not looking...
Articolo di analisi Sep 25

These Return Metrics Don't Make American Vanguard (NYSE:AVD) Look Too Strong

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Articolo di analisi Aug 09

Is American Vanguard Corporation (NYSE:AVD) Potentially Undervalued?

American Vanguard Corporation ( NYSE:AVD ), might not be a large cap stock, but it received a lot of attention from a...
Seeking Alpha Jul 24

American Vanguard: Panic Selloff Makes Shares Attractive

Summary 27% panic sell-off post Q1 2024 earnings, despite double-digit YoY growth in EBITDA and operating income. Over $500k value of shares bought by three insiders after the significant drop in share price. Healthy financials, with 2024 guidance indicating expectations to surpass net sales and adjusted EBITDA of 2023, despite the suspension of Dacthal sales in the US. Given these factors, and more that I will cover in this article, I rate the stock as a Strong Buy. Read the full article on Seeking Alpha
Articolo di analisi Jun 16

American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03

The board of American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on...
Articolo di analisi Mar 16

American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03

American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on the 10th of...
Seeking Alpha Feb 04

Cove Street Capital - American Vanguard: A Unique Confluence Of Highly Favorable Factors

Summary We initiated a position in American Vanguard, a manufacturer, developer, and marketer of crop and plant protection chemicals. We have bought and sold AVD at various points throughout the last decade, but this iteration presents a unique confluence of factors. We see meaningful upside should this business return to its historically steady EBITDA margins and EV/EBITDA multiples. Read the full article on Seeking Alpha
Seeking Alpha Dec 25

American Vanguard Corporation: Large Declines In Price Don't Always Mean Value

Summary American Vanguard Corporation is involved in the development, production, and marketing of specialty chemicals for consumer, business, and agricultural demands. The company's expansion into South America has led to significant financial benefits, tapping into the growing demand for agricultural products in countries like Brazil and Argentina. This expansion has diversified American Vanguard's financial portfolio, reduced reliance on the North American market, and enhanced its global competitiveness in the agricultural chemicals industry. The firm is currently overvalued based on my DCF projections, resulting in a hold rating. Read the full article on Seeking Alpha
Articolo di analisi Dec 18

American Vanguard's (NYSE:AVD) Dividend Will Be $0.03

American Vanguard Corporation's ( NYSE:AVD ) investors are due to receive a payment of $0.03 per share on 12th of...
Articolo di analisi Oct 26

These 4 Measures Indicate That American Vanguard (NYSE:AVD) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Sep 28

American Vanguard: Current Pessimism Represents A Good Opportunity For Long-Term Investors

Summary Revenues are declining after a strong 2021 and 2022 as customers are emptying their inventories. Debt is increasing as the company keeps accumulating inventories. Profit margins remain depressed, but related headwinds are temporary. Increased interest expenses are putting extra pressure on the balance sheet. This represents a good opportunity for long-term investors as the company is prepared to navigate current headwinds. Read the full article on Seeking Alpha
Articolo di analisi Sep 15

American Vanguard (NYSE:AVD) Will Pay A Dividend Of $0.03

American Vanguard Corporation ( NYSE:AVD ) will pay a dividend of $0.03 on the 6th of October. Including this payment...
Seeking Alpha Jul 11

American Vanguard: Acquisitions Creating Growth And Reducing Cyclicality

Summary American Vanguard Corporation, a specialty chemicals company, develops, produces, and sells a range of products, including insecticides, fungicides, and herbicides through its subsidiaries. The company's strategic acquisition of TyraTech in 2017 allowed it to diversify its product range, expand its market reach, and tap into new customer segments. The company holds a solid balance sheet which protects it even during cyclical declines and has room to leverage. Assuming my DCF figures, American Vanguard is currently overvalued, resulting in a hold rating. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Dak Kaye rispetto agli utili di American Vanguard?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$46m

Dec 31 2025US$1mUS$650k

-US$50m

Sep 30 2025n/an/a

-US$112m

Jun 30 2025n/an/a

-US$125m

Mar 31 2025n/an/a

-US$136m

Dec 31 2024US$2mUS$40k

-US$126m

Compensazione vs Mercato: La retribuzione totale di Dak ($USD 1.07M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 626.93K ).

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


AMMINISTRATORE DELEGATO

Dak Kaye (56 yo)

1.4yrs
Mandato
US$1,069,480
Compensazione

Mr. Douglas A. Kaye, III CPA, also known as Dak, is Chief Executive Officer of Amvac Chemical Corporation. Mr. Kaye served as Chief Financial Officer of Alligare, LLC. Mr. Kaye is Chief Executive Officer o...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Douglas Kaye
Chairman & CEO1.4yrsUS$1.07m1.03%
$ 829.7k
David Johnson
Chief Financial Officer18.2yrsUS$712.17k0.25%
$ 198.3k
Timothy Donnelly
Chief Information Officer20.6yrsUS$632.20k0.30%
$ 239.1k
Shirin Khosravi
Chief Human Resource Officer2.5yrsUS$501.24k0.050%
$ 40.4k
Shayne Wetherall
Chief Executive Officer of Specialty Business13.3yrsUS$495.36k0.11%
$ 91.5k
Jared Stanley
Senior Vice President of Supply Chain & Operations1.3yrsNessun datoNessun dato
Anthony Young
Director of Investor Relationsno dataNessun datoNessun dato
William Kuser
Director of Corporate Communications18.8yrsNessun datoNessun dato
Michael DiPaola
Senior Vice President of Strategy1.3yrsNessun dato0.035%
$ 28.1k
Nolteanous Gilliam
Senior Vice President of Manufacturing1.3yrsNessun dato0.015%
$ 11.9k
Robert Gilbane
President of Gemchem Inc26.9yrsUS$352.78kNessun dato
James Thompson
Director of Business Developmentno dataNessun datoNessun dato
7.9yrs
Durata media
62yo
Età media

Gestione esperta: Il team dirigenziale di AVD è esperto e expertise (durata media dell'incarico 7.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Douglas Kaye
Chairman & CEOno dataUS$1.07m1.03%
$ 829.7k
Keith Rosenbloom
Independent Director3.9yrsUS$179.75k0.059%
$ 47.2k
Patrick Gottschalk
Independent Director3.9yrsUS$187.50k0.38%
$ 306.5k
Scott Baskin
Independent Lead Director12.3yrsUS$217.50k0.15%
$ 118.0k
Mark Bassett
Independent Director3.9yrsUS$180.25k0.14%
$ 113.6k
Émer Gunter
Independent Director6.4yrsUS$178.50k0.12%
$ 94.8k
Marisol Angelini
Independent Director4.4yrsUS$199.50k0.13%
$ 103.7k
Steven Macicek
Independent Director2.2yrsUS$187.50k0.11%
$ 87.7k
Carmen de Mino
Independent Director1.4yrsUS$164.00k0.024%
$ 19.1k
3.9yrs
Durata media
62yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di AVD sono considerati esperti (durata media dell'incarico 3.9 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 12:53
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

American Vanguard Corporation è coperta da 5 analisti. 0 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
Nick GenovaB. Riley Securities, Inc.
Benjamin KlieveLake Street Capital Markets, LLC
Brett William WongPiper Sandler Companies