Shenandoah Telecommunications Company

Report azionario NasdaqGS:SHEN

Capitalizzazione di mercato: US$878.5m

Shenandoah Telecommunications Gestione

Criteri Gestione verificati 3/4

Shenandoah Telecommunications Il CEO è Ed McKay, nominato in Sep2025, e ha un mandato di meno di un anno. la retribuzione annua totale è $ 2.27M, composta da 21.8% di stipendio e 78.2% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.24% delle azioni della società, per un valore di $ 2.13M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 2.1 anni e 8 anni.

Informazioni chiave

Ed McKay

Amministratore delegato

US$2.3m

Compenso totale

Percentuale dello stipendio del CEO21.78%
Mandato del CEOless than a year
Proprietà del CEO0.2%
Durata media del management2.1yrs
Durata media del Consiglio di amministrazione8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Articolo di analisi May 06

Earnings Update: Here's Why Analysts Just Lifted Their Shenandoah Telecommunications Company (NASDAQ:SHEN) Price Target To US$27.50

Shareholders might have noticed that Shenandoah Telecommunications Company ( NASDAQ:SHEN ) filed its first-quarter...
Aggiornamento della narrazione Apr 27

SHEN: Rural Broadband Execution And Bullish Coverage Will Support Future Upside

Analysts have adjusted their price target for Shenandoah Telecommunications to $27.50, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E after recent bullish initiations of coverage, while keeping the fair value estimate steady at $27.50. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiations as supportive of the updated valuation framework, aligning the US$27.50 price target with their assumptions on discount rate, revenue trajectory, profit margin, and future P/E.
Aggiornamento della narrazione Apr 10

SHEN: Rural Broadband Buildout And Execution Progress Will Drive Future Upside

The analyst price target for Shenandoah Telecommunications has increased from $26.00 to $27.50, with analysts citing updated fair value estimates and their recent bullish initiation as key drivers of this change. Analyst Commentary Recent research has framed the updated price target as part of a more constructive view on Shenandoah Telecommunications.
Articolo di analisi Sep 25

Subdued Growth No Barrier To Shenandoah Telecommunications Company's (NASDAQ:SHEN) Price

Shenandoah Telecommunications Company's ( NASDAQ:SHEN ) price-to-sales (or "P/S") ratio of 2.1x may not look like an...
Articolo di analisi May 28

Shenandoah Telecommunications Company's (NASDAQ:SHEN) Shareholders Might Be Looking For Exit

When you see that almost half of the companies in the Telecom industry in the United States have price-to-sales ratios...
Articolo di analisi May 01

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
User avatar
Nuova narrazione Mar 27

Horizon Integration And Glo Fiber Projects Will Improve Future Efficiency

Successful integration and synergy savings boost net margins and EBITDA, enhancing financial performance through cost efficiencies.
Articolo di analisi Dec 23

Revenues Not Telling The Story For Shenandoah Telecommunications Company (NASDAQ:SHEN)

When close to half the companies in the Telecom industry in the United States have price-to-sales ratios (or "P/S...
Seeking Alpha Dec 12

Shenandoah Can't Survive On Its Own; Upside From Fiber Race

Summary I previously rated Shenandoah Telecommunications a hold due to weak earnings, low return on invested capital, and a DCF price target of $1. An updated DCF analysis with 15% revenue growth and 5% expense growth yields a price target of $3.60, indicating a 73% downside from today's pricing. The current share price requires over 30% revenue growth, while the quant rating remains strong sell, warning investors about the stock. Valuation on the sale of assets suggests a fair value range of $1,272 million to $1,387 million, translating to a price target of $23.3 to $25.4. Read the full article on Seeking Alpha
Articolo di analisi Sep 12

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

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 Jul 26

Shenandoah Telecommunications Company's (NASDAQ:SHEN) Shares Climb 29% But Its Business Is Yet to Catch Up

Shenandoah Telecommunications Company ( NASDAQ:SHEN ) shares have continued their recent momentum with a 29% gain in...
Seeking Alpha Jul 25

Shenandoah Telecommunications: Positioned For Strong Future Growth

Summary Shentel's share price dropped over 50% from November 2023 to May 2024, due to an overly pessimistic view of shareholders on several events. Q1 2024 Glo Fiber network growth, with 62% YoY customer increase and 275,000 total fiber passings. Significant cluster insider buying during May and June, signaling confidence in Shentel's turnaround. Robust liquidity position of $484 million, supporting ongoing expansion of Glo Fiber. For these, and more reasons that I will cover in this article, I rate this stock as a "Buy" Read the full article on Seeking Alpha
Articolo di analisi May 23

Optimistic Investors Push Shenandoah Telecommunications Company (NASDAQ:SHEN) Shares Up 28% But Growth Is Lacking

Those holding Shenandoah Telecommunications Company ( NASDAQ:SHEN ) shares would be relieved that the share price has...
Seeking Alpha Apr 26

Shenandoah Telecommunications Q1 Earnings Preview

Summary Shenandoah Telecommunications is expected to announce declines in EPS and revenue for Q1 2024. The company is struggling to generate a return on its fiber investment and has a risk of performing badly warning from the quant rating. While there is significant downside from the current operation, a potential sale of the company could exceed its current market cap, providing upside potential for investors. Read the full article on Seeking Alpha
Articolo di analisi Jan 12

Shenandoah Telecommunications (NASDAQ:SHEN) Has A Somewhat Strained Balance Sheet

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 Oct 07

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Articolo di analisi Jul 11

Shenandoah Telecommunications (NASDAQ:SHEN) Will Be Looking To Turn Around Its Returns

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 Jun 12

These 4 Measures Indicate That Shenandoah Telecommunications (NASDAQ:SHEN) Is Using Debt Reasonably Well

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 Mar 07

Shenandoah Telecommunications (NASDAQ:SHEN) Will Be Hoping To Turn Its Returns On Capital Around

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
Articolo di analisi Feb 10

Is There An Opportunity With Shenandoah Telecommunications Company's (NASDAQ:SHEN) 48% Undervaluation?

Today we will run through one way of estimating the intrinsic value of Shenandoah Telecommunications Company...
Articolo di analisi Nov 02

An Intrinsic Calculation For Shenandoah Telecommunications Company (NASDAQ:SHEN) Suggests It's 30% Undervalued

Does the November share price for Shenandoah Telecommunications Company ( NASDAQ:SHEN ) reflect what it's really worth...
Articolo di analisi Oct 11

Returns On Capital Signal Difficult Times Ahead For Shenandoah Telecommunications (NASDAQ:SHEN)

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
Seeking Alpha Aug 03

Shenandoah GAAP EPS of -$0.06 misses by $0.33, revenue of $66.02M beats by $1.77M

Shenandoah press release (NASDAQ:SHEN): Q2 GAAP EPS of -$0.06 misses by $0.33. Revenue of $66.02M (+8.8% Y/Y) beats by $1.77M. Adjusted EBITDA in the second quarter of 2022 grew $2.6 million or 16.4% to $18.6 million, compared with the second quarter of 2021, due primarily to 10.2% growth in Broadband segment and 8.8% lower Corporate expenses from lower professional fees.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Ed McKay rispetto agli utili di Shenandoah Telecommunications?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$46m

Dec 31 2025US$2mUS$495k

-US$39m

Sep 30 2025n/an/a

-US$40m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$38m

Dec 31 2024US$2mUS$447k

-US$32m

Sep 30 2024n/an/a

-US$22m

Jun 30 2024n/an/a

-US$15m

Mar 31 2024n/an/a

-US$4m

Dec 31 2023US$2mUS$411k

US$1m

Sep 30 2023n/an/a

-US$3m

Jun 30 2023n/an/a

-US$5m

Mar 31 2023n/an/a

-US$7m

Dec 31 2022US$2mUS$392k

-US$15m

Sep 30 2022n/an/a

-US$10m

Jun 30 2022n/an/a

-US$469k

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$1mUS$349k

US$8m

Sep 30 2021n/an/a

US$12m

Jun 30 2021n/an/a

US$7m

Mar 31 2021n/an/a

US$4m

Dec 31 2020US$856kUS$325k

US$2m

Sep 30 2020n/an/a

US$130k

Jun 30 2020n/an/a

-US$114k

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$638kUS$276k

US$2m

Compensazione vs Mercato: La retribuzione totale di Ed ($USD 2.27M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.70M ).

Compensazione vs guadagni: La retribuzione di Ed è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Ed McKay (52 yo)

less than a year
Mandato
US$2,270,866
Compensazione

Mr. Edward H. McKay, also known as Ed, serves as Executive Vice President and Chief Operating Officer of Shenandoah Telecommunications Company since July 3, 2021. Mr. McKay was Senior Vice President of Eng...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Christopher French
Executive Chairman of the Board30.3yrsUS$3.01m3.76%
$ 33.0m
Edward McKay
President & CEOless than a yearUS$2.27m0.24%
$ 2.1m
James Volk
Senior VP of Finance & CFO6.9yrsUS$1.58m0.17%
$ 1.5m
Richard Mason
Senior Vice President of Engineering & Operations4.8yrsUS$1.19m0.099%
$ 872.5k
Elaine Cheng
Senior VP & Chief Information Officer7.2yrsUS$1.11m0.070%
$ 611.7k
Tracy Willis
VP & Chief Accounting Officer1.4yrsNessun dato0.0030%
$ 26.0k
Lucas Binder
Vice President of Corporate Finance1.3yrsNessun datoNessun dato
Angela Olsen
Vice President of Legalless than a yearNessun dato0.0015%
$ 12.8k
Dara Leslie
Senior Vice President of Sales & Marketing3.9yrsNessun dato0.029%
$ 254.2k
Heather Tormey
VP & Chief Human Resources Officer6.8yrsUS$797.40k0.046%
$ 405.5k
Glenn Lytle
Senior Vice President of Commercial Sales2.1yrsNessun dato0.016%
$ 142.2k
Kirk Andrews
Director of FP&Ano dataNessun datoNessun dato
2.1yrs
Durata media
54yo
Età media

Gestione esperta: Il team dirigenziale di SHEN è considerato esperto (durata media dell'incarico 2.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Christopher French
Executive Chairman of the Board30.3yrsUS$3.01m3.76%
$ 33.0m
Kenneth Quaglio
Independent Director9.3yrsUS$197.50k0.063%
$ 550.4k
Richard Koontz
Independent Director20yrsUS$195.00k0.13%
$ 1.1m
Matthew DeNichilo
Independent Director2.1yrsUS$197.50kNessun dato
Thomas Beckett
Independent Director8yrsUS$192.50k0.056%
$ 489.9k
James DiMola
Independent Director2.1yrsUS$192.50kNessun dato
Leigh Schultz
Independent Director9.8yrsUS$210.00k0.062%
$ 544.0k
Michael Rhymes
Independent Director1.8yrsUS$197.50k0.021%
$ 187.6k
Victor Barnes
Independent Director4.3yrsUS$195.83k0.044%
$ 388.9k
8.0yrs
Durata media
60yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SHEN sono considerati esperti (durata media dell'incarico 8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/26 20:42
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

Shenandoah Telecommunications Company è coperta da 4 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.

AnalistaIstituzione
Zachary SilverB. Riley Securities, Inc.
Hamed KhorsandBWS Financial Inc.
Christian SchwabCraig-Hallum Capital Group LLC