K+S Aktiengesellschaft

XTRA:SDF 株式レポート

時価総額:€2.7b

K+S マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Christian Meyer

最高経営責任者

€2.3m

報酬総額

CEO給与比率34.53%
CEO在任期間3.2yrs
CEOの所有権n/a
経営陣の平均在職期間2.8yrs
取締役会の平均在任期間8yrs

経営陣の近況

分析記事 May 08

We Discuss Why K+S Aktiengesellschaft's (ETR:SDF) CEO Compensation May Be Closely Reviewed

Key Insights K+S' Annual General Meeting to take place on 14th of May CEO Burkhard Lohr's total compensation includes...

Recent updates

ナラティブの更新 May 20

SDF: Lower Discount Rate And Firmer Margins Will Support Re Rating Potential

Analysts have raised the fair value estimate for K+S from €25.63 to €26.53, citing a series of recent price target increases across the Street and updated assumptions, including a slightly lower discount rate, a reduced revenue growth outlook, higher profit margin expectations, and a lower future P/E multiple. Analyst Commentary Recent Street research around K+S reflects a mix of views, but the fair value increase lines up with a cluster of constructive actions from several bullish analysts alongside selective caution from others.
分析記事 May 14

K+S Aktiengesellschaft Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

The first-quarter results for K+S Aktiengesellschaft ( ETR:SDF ) were released last week, making it a good time to...
ナラティブの更新 May 05

SDF: Earlier Potash Downturn Will Pressure Margins Despite Recent Rating Shifts

Analysts have raised their average price target for K+S by €0.50 to €10.00, citing a series of recent target increases from major banks and updated assumptions on fair value, discount rates and profit margins. Analyst Commentary Recent research updates show a mixed picture around K+S, with several firms adjusting price targets and at least one issuing a downgrade alongside a higher target.
ナラティブの更新 Apr 20

SDF: Weaker Potash Demand Cycle Will Drive Margins And Earnings Downside

Analysts have raised their fair value estimate for K+S from €8.00 to €9.50, reflecting recent increases in Street price targets from Morgan Stanley, Deutsche Bank and JPMorgan, even as some continue to highlight risks to potash demand and margins. Analyst Commentary Recent research updates present a mixed picture for K+S.
ナラティブの更新 Apr 05

SDF: Potash Cycle Pullback Risk Will Keep Shares Rangebound

The updated analyst price target for K+S edges higher to €14.64 from €14.56, as analysts factor in recent target increases from several banks, while moderating assumptions on revenue growth and profit margins, and applying a slightly lower discount rate alongside a higher future P/E of 20.31x. Analyst Commentary Recent Street research on K+S shows a mix of optimism around valuation upside and caution around industry risks, resulting in modest price target adjustments rather than wholesale shifts in stance.
ナラティブの更新 Mar 22

SDF: Potash Cycle Risks And Dividend Payout Suggest Shares Will Remain Rangebound

The analyst price target for K+S has shifted from €13.95 to about €14.56, with analysts pointing to updated assumptions on discount rates, revenue growth, profit margins, and future P/E. These revisions are informed in part by recent Street research that includes a higher €14.50 target alongside a downgrade to Underperform.
ナラティブの更新 Mar 08

SDF: Lower Discount Rate And Firmer Margins Will Support Re Rating

Analysts have nudged their price target on K+S higher by €1.10, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E that together support a modestly stronger valuation case. Analyst Commentary Recent research points to a slightly stronger valuation stance on K+S, with the €1.10 uplift in the price target linked to refreshed views on discount rate assumptions, revenue growth, profit margins and future P/E levels.
ナラティブの更新 Feb 22

SDF: Higher Margins And Refined P/E Framework Will Recast This Opportunity

Analysts have lifted their price target on K+S by €1.10, reflecting updated assumptions around discount rates, revenue, profit margins and future P/E expectations. Analyst Commentary Bullish analysts point to the refreshed €1.10 higher price target as a sign that updated models are more aligned with current assumptions on discount rates, revenue, profit margins and future P/E expectations.
ナラティブの更新 Feb 08

SDF: Mixed Ratings Suggest Shares Will Likely Trade Within A Cautious Range

The analyst fair value estimate for K+S has increased to €13.95 from €12.61. Analysts attribute this change to updated assumptions for discount rates, revenue growth, margins, and a higher future P/E multiple, as reflected in recent mixed price target changes from major banks.
ナラティブの更新 Jan 24

SDF: Higher Forward P/E Assumptions Will Recast This Underappreciated Opportunity

The analyst price target for K+S has moved from about €20.00 to roughly €25.60 per share. Analysts point to updated fair value estimates and revised assumptions on discount rates, revenue growth, profit margins and future P/E multiples as key drivers behind this change.
分析記事 Jan 13

Does K+S (ETR:SDF) 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...
ナラティブの更新 Jan 10

SDF: Lower Forward P E Assumptions Will Drive Further Downside Risk

Analysts have trimmed their price targets on K+S, with recent revisions such as €13 to €12.70 and €11 to €10. This reflects updated views on revenue growth, margins and future P/E assumptions.
ナラティブの更新 Dec 26

SDF: Persistent Price Cuts Will Signal Further Downside Risk Ahead

The analyst price target for K+S has been revised modestly lower, to a range of about EUR 10 to EUR 12.70, as analysts factor in softer near term growth expectations, alongside improved margin assumptions and a lower anticipated future price to earnings multiple. Analyst Commentary Bearish analysts have highlighted that the latest price target reductions reflect a more cautious stance on K+S, with limited upside seen from current trading levels.
分析記事 Dec 15

Getting In Cheap On K+S Aktiengesellschaft (ETR:SDF) Might Be Difficult

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Chemicals industry in Germany, you could be...
ナラティブの更新 Dec 12

SDF: Persistent Price Target Cuts Will Signal Further Downside Risk Ahead

The analyst price target for K+S has been trimmed from roughly EUR 8.50 to EUR 8.00 as analysts factor in softer revenue growth expectations, despite slightly better margin forecasts and a lower future P E multiple. Analyst Commentary Recent Street research on K+S reflects a broadly cautious stance, with multiple bearish analysts trimming their price targets as they reassess the company outlook.
ナラティブの更新 Nov 27

SDF: Shares Will Likely See Limited Upside Amid Ongoing Market Uncertainty

The consensus analyst price target for K+S has been lowered slightly, from approximately €12.72 to €12.61. This change reflects analysts' expectations for slower revenue growth and increased caution on the stock’s future outlook.
ナラティブの更新 Nov 13

SDF: Shares Will Likely Remain Rangebound Amid Market Caution And Modest Outlook

Analysts have reduced their price target for K+S, lowering the fair value estimate from EUR 13.66 to EUR 12.72. This adjustment reflects more cautious projections based on updated revenue growth and profit margin expectations.
ナラティブの更新 Sep 23

Global Demand Will Transform The Potash Fertilizer Sector

K+S’s consensus price target was revised down to €13.66 as analysts cite fading momentum, weaker industry demand, and lower earnings forecasts, partially offset by improved operational efficiency. Analyst Commentary Bearish analysts cite fading positive momentum and recommend profit-taking after recent gains.
分析記事 Sep 09

Does K+S (ETR:SDF) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
ナラティブの更新 Aug 27

Global Demand Will Transform The Potash Fertilizer Sector

K+S’s consensus price target has been revised down from €14.53 to €13.99 amid divergent analyst sentiment reflecting improved potash market fundamentals on one hand and concerns over limited upside, fading momentum, and fertilizer demand volatility on the other. Analyst Commentary Bullish analysts have increased price targets due to improved potash market fundamentals and expectations of higher realized prices.
分析記事 May 16

Earnings Update: K+S Aktiengesellschaft (ETR:SDF) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

K+S Aktiengesellschaft ( ETR:SDF ) last week reported its latest first-quarter results, which makes it a good time for...
分析記事 May 08

We Discuss Why K+S Aktiengesellschaft's (ETR:SDF) CEO Compensation May Be Closely Reviewed

Key Insights K+S' Annual General Meeting to take place on 14th of May CEO Burkhard Lohr's total compensation includes...
分析記事 May 04

K+S Aktiengesellschaft's (ETR:SDF) 25% Share Price Surge Not Quite Adding Up

K+S Aktiengesellschaft ( ETR:SDF ) shareholders would be excited to see that the share price has had a great month...
分析記事 Apr 05

K+S' (ETR:SDF) Dividend Is Being Reduced To €0.15

K+S Aktiengesellschaft ( ETR:SDF ) has announced that on 19th of May, it will be paying a dividend of€0.15, which a...
分析記事 Jan 31

Revenues Not Telling The Story For K+S Aktiengesellschaft (ETR:SDF) After Shares Rise 29%

K+S Aktiengesellschaft ( ETR:SDF ) shareholders would be excited to see that the share price has had a great month...
User avatar
新しいナラティブ Jan 22

Werra 2060 Project Will Cut Emissions And Extend Operations By 10 Years

Increasing production at Bethune and demands for potash are expected to boost revenues and improve cash cost efficiencies.
分析記事 Jan 08

Here's Why K+S (ETR:SDF) Has A Meaningful Debt Burden

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Dec 18

Should You Think About Buying K+S Aktiengesellschaft (ETR:SDF) Now?

While K+S Aktiengesellschaft ( ETR:SDF ) might not have the largest market cap around , it saw a double-digit share...
分析記事 Nov 17

The K+S Aktiengesellschaft (ETR:SDF) Third-Quarter Results Are Out And Analysts Have Published New Forecasts

A week ago, K+S Aktiengesellschaft ( ETR:SDF ) came out with a strong set of quarterly numbers that could potentially...
分析記事 Aug 21

We Think You Can Look Beyond K+S' (ETR:SDF) Lackluster Earnings

The market for K+S Aktiengesellschaft's ( ETR:SDF ) shares didn't move much after it posted weak earnings recently. We...
分析記事 Aug 17

Analysts Are Updating Their K+S Aktiengesellschaft (ETR:SDF) Estimates After Its Half-Year Results

Shareholders might have noticed that K+S Aktiengesellschaft ( ETR:SDF ) filed its interim result this time last week...
分析記事 Apr 27

K+S Aktiengesellschaft's (ETR:SDF) Shareholders Might Be Looking For Exit

There wouldn't be many who think K+S Aktiengesellschaft's ( ETR:SDF ) price-to-sales (or "P/S") ratio of 0.6x is worth...
分析記事 Apr 05

Is There Now An Opportunity In K+S Aktiengesellschaft (ETR:SDF)?

K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it saw a significant share price rise of 21% in...
分析記事 Mar 04

These 4 Measures Indicate That K+S (ETR:SDF) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Dec 28

Is Now An Opportune Moment To Examine K+S Aktiengesellschaft (ETR:SDF)?

K+S Aktiengesellschaft ( ETR:SDF ), is not the largest company out there, but it saw significant share price movement...
分析記事 Dec 07

K+S Aktiengesellschaft's (ETR:SDF) Intrinsic Value Is Potentially 25% Below Its Share Price

Key Insights K+S' estimated fair value is €10.35 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Nov 07

Here's Why K+S (ETR:SDF) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Sep 20

Should You Investigate K+S Aktiengesellschaft (ETR:SDF) At €17.62?

K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it saw a decent share price growth in the teens...
分析記事 Aug 21

K+S Aktiengesellschaft's (ETR:SDF) Intrinsic Value Is Potentially 83% Above Its Share Price

Key Insights K+S' estimated fair value is €31.98 based on 2 Stage Free Cash Flow to Equity K+S' €17.52 share price...
分析記事 Jul 31

K+S (ETR:SDF) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 May 28

At €16.16, Is It Time To Put K+S Aktiengesellschaft (ETR:SDF) On Your Watch List?

K+S Aktiengesellschaft ( ETR:SDF ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 May 01

These 4 Measures Indicate That K+S (ETR:SDF) Is Using Debt Reasonably Well

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO報酬分析

K+S の収益と比較して、Christian Meyer の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

-€1b

Dec 31 2025€2m€778k

-€1b

Sep 30 2025n/an/a

-€2b

Jun 30 2025n/an/a

-€2b

Mar 31 2025n/an/a

€100k

Dec 31 2024€1m€679k

-€67m

Sep 30 2024n/an/a

€26m

Jun 30 2024n/an/a

€4m

Mar 31 2024n/an/a

-€35m

Dec 31 2023€896k€541k

€210m

報酬と市場: Christianの 総報酬 ($USD 2.63M ) は、 German市場 ($USD 2.24M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Christianの報酬は増加しましたが、会社は利益を上げていません。


CEO

Christian Meyer (54 yo)

3.2yrs
在職期間
€2,254,100
報酬

Dr. Christian H. Meyer was Chief Financial Officer until May 31, 2024 and Member of Board of Executive Directors of K+S Aktiengesellschaft from March 15, 2023 and serves as Its Chairman of Board of Executi...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Christian Meyer
Chairman of Board of Executive Directors3.2yrs€2.25mデータなし
Carin-Martina Troltzsch
Deputy Chair of the Board of Executive Directors3.3yrs€1.95mデータなし
Jens Keuthen
CFO & Head of Legal1.3yrs€1.11mデータなし
Christina Daske
Labor Director & Member of Board of Executive Directors2.4yrs€1.61mデータなし
Julia Bock
Head of Investor Relationsno dataデータなしデータなし
Katja Seeger
Head of Online & Project Communicationsno dataデータなしデータなし
Hans-Jürgen Müller
Head of Representative Office Berlinno dataデータなしデータなし
Ingo Nieke
Head of Power Plantno dataデータなしデータなし
Dirk Heinrich
Head of Production & Technology Above Ground - Borth Plantno dataデータなしデータなし
2.8yrs
平均在職期間
49.5yo
平均年齢

経験豊富な経営陣: SDFの経営陣は 経験豊富 であると考えられます ( 2.8年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Ralf Bethke
Honorary Chairman of the Supervisory Board9yrs€106.58kデータなし
Ralf Becker
Employee Representative Deputy Chairman of Supervisory Board16.8yrs€176.50kデータなし
Thomas Kolbl
Independent Employee Representative Deputy Chairman of Supervisory Board9yrs€183.50kデータなし
Harald Schwager
Independent Chairman of the Supervisory Board1yr€164.60kデータなし
Burkhard Lohr
Honorary Chairman of the Supervisory Board1.3yrs€2.11mデータなし
Rainier van Roessel
Independent Member of Supervisory Board5.9yrs€93.50kデータなし
Michael Knackmuß
Employee Representative Supervisory Board Member11.8yrs€96.00kデータなし
Elke Eller
Independent Member of Supervisory Board8yrs€101.00kデータなし
Gerd Kübler
Employee Representative Supervisory Board Member10.3yrs€85.00kデータなし
Christiane Holz
Independent Member of Supervisory Board3yrs€121.00kデータなし
Petra Adolph
Employee Representative Member of Supervisory Board8yrs€116.00kデータなし
André Bahn
Employee Representative Member of Supervisory Board8yrs€111.00kデータなし
8.0yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: SDFの 取締役会経験豊富 であると考えられます ( 8年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/29 20:39
終値2026/05/29 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

K+S Aktiengesellschaft 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。43

アナリスト機関
Stephen WilderAlliance Global Partners
Konstantin WiechertBaader Helvea Equity Research
Knut WollerBaader Helvea Equity Research