Grifols, S.A.

Report azionario NasdaqGS:GRFS

Capitalizzazione di mercato: US$6.8b

Grifols Gestione

Criteri Gestione verificati 3/4

Grifols Il CEO è Nacho Abia Buenache, nominato in Apr2024, e ha un mandato di 2.08 anni. la retribuzione annua totale è € 3.52M, composta da 56.9% di stipendio e 43.1% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.019% delle azioni della società, per un valore di $ 1.28M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.3 anni e 7 anni.

Informazioni chiave

Nacho Abia Buenache

Amministratore delegato

€3.5m

Compenso totale

Percentuale dello stipendio del CEO56.87%
Mandato del CEO2.1yrs
Proprietà del CEO0.02%
Durata media del management7.3yrs
Durata media del Consiglio di amministrazione7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha • Dec 08

Grifols: Positive/Neutral Scenario Posits An Upside

Summary Grifols, S.A. has executed a turnaround, with Q3 '25 results confirming improved fundamentals, reduced leverage, and restored dividend, supporting a renewed 'Buy' rating. GRFS now trades at a normalized P/E of 14-15x, but forward multiples drop below 9x, offering significant upside if growth forecasts materialize. Operational improvements include 7%+ revenue growth, double-digit EBITDA gains, positive FCF, and leverage below 4.3x, with further refinancing underway. My GRFS share price target reflects double-digit annualized upside potential, underpinned by forecasted EPS growth and multiple expansion, despite lingering competitive and leverage risks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Grifols: A Market Setback Turns Into Buying Opportunity

Summary Grifols, a Spanish multinational specializing in plasma-derived therapies, is undervalued due to historical mismanagement but holds a strong market position with significant competitive advantages. New management has implemented an operational improvement plan, showing positive results in 2024, including record revenues, improved EBITDA margins, and increased free cash flow. Key risks include potential U.S. immigration policies affecting plasma supply and the emergence of recombinant protein substitutes, which could erode revenue by 2028. The business is poised for growth with a strategic plan targeting revenue growth, improved margins, and significant free cash flow generation, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Grifols: Looking At The Longer-Term 2025-2027 Upside After No Sale

Summary Grifols remains a strong long-term investment due to its leading position in the plasma industry and improving financial fundamentals, despite short-term volatility and lack of a dividend. The company's revenue and EBITDA growth, improved leverage ratio, and significant liquidity highlight its resilience and potential for future profitability. Grifols' valuation is attractive, with a potential upside to €20/share, driven by EPS growth and market expansion in plasma-derived products. I maintain a "BUY" rating for Grifols, expecting a significant return on investment over the next 1-4 years. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Grifols: More Attractive Than In A Very Long Time

Summary I don't divest unless the fundamental thesis changes; Grifols' buyout offer from Brookfield Asset Management is undervalued, so I maintain my "Buy" stance. Despite Brookfield's offer, I believe Grifols is worth more, as supported by recent 3Q24 results and the transaction committee's recommendation. The transaction committee advises against accepting the €10.5/share offer, aligning with my view that Grifols' real value is higher. This situation is instructive for valuation investors, demonstrating the importance of assessing a company's true worth beyond buyout offers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Grifols: Here Is Why It's Still A 'Buy' Even If Price Goes Down

Summary Grifols, S.A. is undervalued and worth more than its current market valuation, making it a strong buy even without a potential Brookfield buyout. The company leads the global plasma market, with significant growth in immunoglobulin and albumin segments, and has a robust infrastructure and geographical reach. Despite facing competition and emerging technologies, Grifols' fundamentals are solid, with impressive 2024 earnings forecasts and improving margins and leverage. The lack of a dividend is a downside, but the potential for significant returns based on historical P/E ratios makes Grifols a speculative “Buy”. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Grifols: Stay On The Sidelines

Summary Grifols leverage and governance concerns are primarily addressed. The company confirms discussions around a potential combined PE/family bid offer. Still, there is a high debt and negligible FCF generation to consider. We remain neutral. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Grifols: Why To Watch From The Sidelines

Summary Grifols, a major player in global plasma extraction and processing, has experienced a significant 43% decline in stock price in 2024 following a bearish report from Gotham. KPMG and the Spanish regulator have offered a more favorable perspective based on Grifols’ 2023 results, suggesting that while the company’s structure warrants caution, it is not without value. For investors seeking value, the question is: Is there enough margin of safety? A closer examination reveals that Grifols is facing several challenges compared to its competitors, compounded by debt. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Grifols: Q4 Was Positive, Still Too Many Question Marks

Summary Grifols faces new accusations from the hedge fund Gotham City. Gotham City questions loans and outgoing flows recorded in Grifols' financial report, as well as the role of Scranton Enterprises. Grifols disclosed a lack of FCF generation in 2024. We are neutral, given a soft outlook for the current year. On a positive note, Grifols confirmed the Shanghai RAAS equity stake divestment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Grifols: I've Read The Short-Seller Report, And I Mostly Disagree

Summary Grifols' position in the pharma industry has dropped due to a short-seller report, causing its stock to decline. The report questions the accounting treatment of M&As and consolidation of entities in Grifols' filings. I believe that the allegations in the report are not significant enough to warrant a 20% drop in the company's stock and plans to wait for a reaction before adding more to their stake. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Nacho Abia Buenache rispetto agli utili di Grifols?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

€415m

Dec 31 2025€4m€2m

€402m

Compensazione vs Mercato: La retribuzione totale di Nacho ($USD 4.09M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 8.38M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Nacho con le performance aziendali.

AMMINISTRATORE DELEGATO

Nacho Abia Buenache (57 yo)

2.1yrs
Mandato
€3,517,000
Compensazione

Mr. Jose Ignacio Abia Buenache, also known as Nacho, serves as Chief Executive Officer of Grifols, S.A. from April 1, 2024 and has been its Director since February 26, 2024. Mr. Abia Buenache had been Chie...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Jose Ignacio Abia Buenache
CEO & Director2.1yrs€3.52m0.019%
$ 1.3m
Rahul Srinivasan
Chief Financial Officer1.7yrsNessun dato0.0015%
$ 102.7k
Lluis Gomez
Senior Vice President of Strategy & COO Officeno dataNessun datoNessun dato
Daniel Segarra
Head of Investor Relations & Sustainability and Vice Presidentno dataNessun datoNessun dato
David Bell
Chief Corporate Affairs & Legal Officer23.3yrsNessun dato0.0029%
$ 200.0k
Enrique de la Torre
Chief Compliance Officer7.3yrsNessun datoNessun dato
Montse Ribas
Chief Communications and Reputation Officer1.2yrsNessun datoNessun dato
Camille Alpi
Chief Human Resources & Talent Officer2.3yrsNessun datoNessun dato
Vicente Blanquer Torre
Chief Quality Officer33.3yrsNessun datoNessun dato
Sergio Adell
President of Commercial Tech Support7.3yrsNessun datoNessun dato
Daniel Coit
Chief Industrial Services Officer7.3yrsNessun datoNessun dato
Luis Garçon
Managing Director Laboratorios Grifols7.8yrsNessun datoNessun dato
7.3yrs
Durata media
53yo
Età media

Gestione esperta: Il team dirigenziale di GRFS è esperto e expertise (durata media dell'incarico 7.3 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Jose Ignacio Abia Buenache
CEO & Director2.3yrs€3.52m0.019%
$ 1.3m
Iñigo Mardones
Independent Director11yrs€164.00kNessun dato
Victor Grifols Roura
Chairman of Honourno data€129.00kNessun dato
Juan Twose Roura
Member of the Advisory Committee11.3yrs€380.00kNessun dato
Raimon Grifols Roura
Vice-Chairman11yrs€129.00k0.033%
$ 2.2m
Tomas Daga Gelabert
Independent External Director26.1yrs€129.00k0.044%
$ 3.0m
Víctor Grifols Deu
Proprietary Director10yrs€4.45m0.016%
$ 1.1m
Albert Coma-Cros
Proprietary Director2.4yrs€129.00kNessun dato
Enriqueta Font
Independent Director7yrs€139.00kNessun dato
Montserrat Abellana
Independent Director3.9yrs€164.00kNessun dato
Susana Gonzalez Rodriguez
Independent Director3.9yrs€154.00kNessun dato
Anne-Catherine Berner
Independent Chairman1.9yrs€380.00kNessun dato
7.0yrs
Durata media
61yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di GRFS sono considerati esperti (durata media dell'incarico 7 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 04:00
Prezzo dell'azione a fine giornata2026/05/26 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

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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

Grifols, S.A. è coperta da 32 analisti. 11 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
null nullBanco de Sabadell. S.A.
Luis ArredondoBanco de Sabadell. S.A.
Jaime EscribanoBanco Santander