Elementis plc

LSE:ELM 株式レポート

時価総額:UK£877.2m

Elementis マネジメント

マネジメント 基準チェック /14

Elementisの CEO はLuc van Ravensteinで、 Apr2025年に任命され、 の在任期間は 1.08年です。 の年間総報酬は$ 1.76Mで、 28.3%給与と71.7%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.11%を直接所有しており、その価値は£ 936.62K 。経営陣と取締役会の平均在任期間はそれぞれ1.1年と1.8年です。

主要情報

Luc van Ravenstein

最高経営責任者

US$1.8m

報酬総額

CEO給与比率28.32%
CEO在任期間1.1yrs
CEOの所有権0.1%
経営陣の平均在職期間1.1yrs
取締役会の平均在任期間1.8yrs

経営陣の近況

Recent updates

ナラティブの更新 May 17

ELM: Refined Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their price target on Elementis to £2.00 from £2.05, citing updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. Analyst Commentary Bullish analysts continue to see upside in Elementis even after the price target revision to £2.00, pointing to what they view as an attractive entry point relative to their fair value work.
分析記事 Apr 01

We Think Elementis' (LON:ELM) Solid Earnings Are Understated

The stock was sluggish on the back of Elementis plc's ( LON:ELM ) recent earnings report. Our analysis suggests that...
ナラティブの更新 Mar 28

ELM: Slightly Higher Risk Assumptions Will Still Support Future Upside Potential

Analysts have trimmed their Elementis price target to £2.00 from £2.05, citing slightly adjusted assumptions for fair value, discount rate, and forward P/E as the main drivers of the change. Analyst Commentary Bullish Takeaways Bullish analysts still see upside potential to £2.00, which implies room for share price appreciation if Elementis can deliver against current assumptions on fair value and P/E.
ナラティブの更新 Mar 13

ELM: Resilient 2025 Guidance And Refinements To Risk Assumptions Will Support Upside

Analysts have adjusted their price target on Elementis to £2.00 from £2.05, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research reflects a slightly lower view of fair value for Elementis, with the price target adjusted to £2.00 from £2.05.
ナラティブの更新 Feb 21

ELM: Resilient 2025 Guidance Will Support An Undervalued Upside Case

Analysts have nudged their Elementis price target slightly higher to £1.99 from £1.99, reflecting updated fair value and discount rate assumptions while keeping revenue growth, margin expectations and future P/E estimates broadly unchanged. What's in the News Elementis issued earnings guidance for the year ending 31 December 2025, indicating that Group revenues are expected to be broadly in line with market consensus (Key Developments).
ナラティブの更新 Feb 06

ELM: Resilient 2025 Guidance Will Support A Stronger Undervalued Outlook

Analysts have nudged their price target on Elementis slightly higher to reflect modest adjustments in fair value, discount rate, revenue trajectory, profit margin expectations, and future P/E assumptions, leading to a small upward revision in their overall valuation range. What's in the News Elementis issued earnings guidance for the year ending 31 December 2025, giving investors a reference point for expectations.
分析記事 Jan 30

It's A Story Of Risk Vs Reward With Elementis plc (LON:ELM)

There wouldn't be many who think Elementis plc's ( LON:ELM ) price-to-sales (or "P/S") ratio of 1.7x is worth a mention...
ナラティブの更新 Jan 21

ELM: Slightly Higher Required Return Will Support A Stronger Undervalued Outlook

Analysts have slightly trimmed their price target on Elementis to reflect a marginal shift in fair value and discount rate assumptions, while keeping long term revenue, profit margin and future P/E expectations broadly intact. Valuation Changes Fair Value: nudged lower from 1.983948 to 1.982588, a very small adjustment to the modelled equity value.
ナラティブの更新 Jan 05

ELM: Modest Assumption Tweaks Will Support A Stronger Undervalued Outlook

Analysts have nudged their price target for Elementis slightly higher, to around £1.98 from about £1.98 previously. This reflects small adjustments to discount rate, revenue growth assumptions and future P/E expectations rather than any major change in their overall view.
分析記事 Dec 12

Calculating The Fair Value Of Elementis plc (LON:ELM)

Key Insights Elementis' estimated fair value is UK£1.75 based on 2 Stage Free Cash Flow to Equity Current share price...
ナラティブの更新 Dec 07

ELM: Profitability And Leadership Transition Will Support A Stronger Outlook

Analysts have raised their price target on Elementis by approximately 4 percent to reflect a modestly higher fair value estimate, a slightly increased discount rate, marginally weaker revenue growth expectations, and improved profit margin and future earnings multiple assumptions. What's in the News Chief Financial Officer Ralph Hewins will step down at the end of 2025 after nine years in the role, with a structured transition plan in place through March 2026 (company announcement) The Board has appointed Kath Kearney-Croft as CFO designate from November 3, ahead of her formal appointment as CFO and Board member on January 1, 2026 (company announcement) Kath Kearney-Croft joins Elementis from Learning Technologies Group, where she has served as CFO since 2021, bringing more than 20 years of senior finance experience across the UK and US (company announcement) Valuation Changes The fair value estimate has risen slightly from £1.90 to £1.98 per share, reflecting a modestly higher assessment of Elementis's intrinsic value.
分析記事 Oct 25

Why Elementis plc (LON:ELM) Could Be Worth Watching

Elementis plc ( LON:ELM ), might not be a large cap stock, but it received a lot of attention from a substantial price...
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新しいナラティブ Aug 11

Specialty Additives And Asia Expansion Will Unlock New Markets

Strategic focus on specialty additives, sustainability, and innovation enhances competitive positioning and supports revenue and margin growth through premium products.
分析記事 Aug 07

Elementis' (LON:ELM) Dividend Will Be $0.0097

The board of Elementis plc ( LON:ELM ) has announced that it will pay a dividend on the 26th of September, with...
分析記事 Jul 31

Estimating The Intrinsic Value Of Elementis plc (LON:ELM)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elementis fair value estimate is UK£2.01 With UK£1.61 share...
分析記事 Jun 30

We Like These Underlying Return On Capital Trends At Elementis (LON:ELM)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jun 12

Elementis plc's (LON:ELM) Shares Leap 25% Yet They're Still Not Telling The Full Story

Elementis plc ( LON:ELM ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
分析記事 Apr 29

Elementis (LON:ELM) Will Pay A Larger Dividend Than Last Year At $0.0228

Elementis plc's ( LON:ELM ) dividend will be increasing from last year's payment of the same period to $0.0228 on 30th...
分析記事 Apr 08

Slammed 25% Elementis plc (LON:ELM) Screens Well Here But There Might Be A Catch

Elementis plc ( LON:ELM ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 Mar 13

Elementis (LON:ELM) Is Increasing Its Dividend To $0.0228

Elementis plc ( LON:ELM ) has announced that it will be increasing its dividend from last year's comparable payment on...
分析記事 Feb 22

Are Investors Undervaluing Elementis plc (LON:ELM) By 24%?

Key Insights Elementis' estimated fair value is UK£2.03 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Jan 09

Elementis (LON:ELM) Has More To Do To Multiply In Value Going Forward

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 Sep 20

Here's What To Make Of Elementis' (LON:ELM) Decelerating Rates Of Return

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
分析記事 Jun 04

Should You Think About Buying Elementis plc (LON:ELM) Now?

While Elementis plc ( LON:ELM ) might not have the largest market cap around , it saw a decent share price growth of...
分析記事 Apr 25

It's Unlikely That Elementis plc's (LON:ELM) CEO Will See A Huge Pay Rise This Year

Key Insights Elementis to hold its Annual General Meeting on 30th of April Salary of US$1.02m is part of CEO Paul...
分析記事 Mar 16

Elementis (LON:ELM) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Elementis plc's ( LON:ELM ) recent earnings report didn't offer any surprises, with the shares unchanged over the last...
分析記事 Feb 17

Elementis plc (LON:ELM) Shares Could Be 47% Below Their Intrinsic Value Estimate

Key Insights Elementis' estimated fair value is UK£2.63 based on 2 Stage Free Cash Flow to Equity Current share price...
分析記事 Nov 06

At UK£1.24, Is It Time To Put Elementis plc (LON:ELM) On Your Watch List?

While Elementis plc ( LON:ELM ) might not be the most widely known stock at the moment, it saw a decent share price...
分析記事 Oct 19

Does Elementis (LON:ELM) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Sep 21

Are Investors Undervaluing Elementis plc (LON:ELM) By 45%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Elementis fair value estimate is UK£2.26 Elementis is...
分析記事 Jun 22

These 4 Measures Indicate That Elementis (LON:ELM) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 13

Calculating The Fair Value Of Elementis plc (LON:ELM)

How far off is Elementis plc ( LON:ELM ) from its intrinsic value? Using the most recent financial data, we'll take a...

CEO報酬分析

Elementis の収益と比較して、Luc van Ravenstein 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
Dec 31 2025US$2mUS$497k

US$62m

報酬と市場: Lucの 総報酬 ($USD 1.76M ) は、 UK市場 ($USD 1.58M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Lucの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Luc van Ravenstein (47 yo)

1.1yrs
在職期間
US$1,756,564
報酬

Mr. Lucas van Ravenstein, also known as Luc, is CEO and Director of Elementis plc from April 29, 2025. He served as SVP of Global Performance Specialties at Elementis plc since 2023 until April 29, 2025 an...


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
Lucas van Ravenstein
CEO & Director1.1yrsUS$1.76m0.11%
£ 936.6k
Katharina Helen Kearney-Croft
Group CFO & Directorless than a yearデータなし0.0057%
£ 50.4k
Joseph Lupia
Senior Vice President of Global Technologyno dataデータなしデータなし
Hannah Constantine
Group General Counselless than a yearデータなしデータなし
Chris Shepherd
Chief Human Resources Officer8.5yrsデータなしデータなし
Eric Waldmann
Chief Procurement Officerno dataデータなしデータなし
Huibin Zhao
VP of Coatings Asia & President of China6.3yrsデータなしデータなし
Stijn Dejonckheere
Chief Commercial Officer6yrsデータなしデータなし
Phil Blakeman
Global Sustainability Directorno dataデータなしデータなし
Colin Smith
Senior VP of Global Manufacturingless than a yearデータなしデータなし
1.1yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: ELMの経営陣は 経験豊富 とはみなされません ( 1.1年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Lucas van Ravenstein
CEO & Director1.1yrsUS$1.76m0.11%
£ 936.6k
Katharina Helen Kearney-Croft
Group CFO & Directorless than a yearデータなし0.0057%
£ 50.4k
Christine Soden
Interim Senior Independent Director5.5yrsUS$103.80k0.0052%
£ 46.0k
Michael Humphrey
Independent Non-Executive Directorless than a yearデータなしデータなし
Christopher Mills
Non-Independent Non-Executive Director1.3yrsUS$82.23kデータなし
Geertrui Schoolenberg
Independent Non-Executive Chairman4.2yrsUS$95.71k0.010%
£ 91.9k
Maria Ciliberti
Independent Non-Executive Director2.2yrsUS$82.23k0.0018%
£ 15.4k
Hin Yong Woon
Independent Non-Executive Director3.4yrsUS$95.71k0.0087%
£ 76.6k
1.8yrs
平均在職期間
66.5yo
平均年齢

経験豊富なボード: ELMの 取締役会経験豊富 ではない ( 1.8年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/05/27 04:18
終値2026/05/27 00:00
収益2025/12/31
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

Elementis plc 6 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。22

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