PostNL N.V.

ENXTAM:PNL 株式レポート

時価総額:€485.1m

PostNL マネジメント

マネジメント 基準チェック /24

PostNLの CEO はPim Berendsenで、 Apr2018年に任命され、 の在任期間は 8.25年です。 の年間総報酬は€ 1.19Mで、 58.6%給与と41.4%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0.047%を直接所有しており、その価値は€ 227.69K 。経営陣と取締役会の平均在任期間はそれぞれ5.4年と5.3年です。

主要情報

Pim Berendsen

最高経営責任者

€1.2m

報酬総額

CEO給与比率58.57%
CEO在任期間8.3yrs
CEOの所有権0.05%
経営陣の平均在職期間5.4yrs
取締役会の平均在任期間5.3yrs

経営陣の近況

分析記事 Apr 08

We Think PostNL N.V.'s (AMS:PNL) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights PostNL will host its Annual General Meeting on 15th of April CEO Herna Verhagen's total compensation...
分析記事 Apr 10

We Think Shareholders May Want To Consider A Review Of PostNL N.V.'s (AMS:PNL) CEO Compensation Package

Key Insights PostNL's Annual General Meeting to take place on 16th of April Salary of €696.6k is part of CEO Herna...

Recent updates

ナラティブ更新 Apr 16

PNL: Fair Value View Will Persist As Discount Assumptions Slightly Adjust

Analysts have nudged their fair value estimate for PostNL slightly higher to €1.02 from about €1.01, aligning with a recent rise in the consensus price target to €0.85 from €0.80 as they factor in updated discount rate and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the higher fair value estimate of €1.02 and the raised price target of €0.85 suggest some renewed confidence in execution, even if expectations remain measured.
ナラティブ更新 Apr 01

PNL: Fair Value View Will Persist As Discount Assumptions Slightly Soften

Analysts have nudged their PostNL price target up from €0.80 to €0.85, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E estimates. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €0.85 target as better aligning the valuation with their latest assumptions on discount rates, revenue, margins and future P/E levels.
ナラティブ更新 Mar 18

PNL: Fair Value View Will Persist As Risk Profile Moderately Eases

Analysts have raised their price target for PostNL from €0.80 to €0.85, reflecting updated views on the stock's risk profile and earnings outlook, while maintaining a cautious overall stance. Analyst Commentary Analysts have adjusted their view on PostNL by setting a price target of €0.85, compared with the earlier figure of €0.80, while keeping an Underweight stance on the shares.
ナラティブ更新 Mar 03

PNL: Fair Value Outlook Will Persist As Margin And P/E Assumptions Tighten

Analysts have slightly raised their price target on PostNL, with the average moving from around €0.80 to roughly €0.85. They attribute this change to updated assumptions for revenue growth, profit margins, discount rates and future P/E expectations.
ナラティブ更新 Jan 05

PNL: Fair Value Will Stay Unchanged While Earnings Multiple Risk Persists

Analysts have trimmed their price target on PostNL to €1.01. The updated view is largely tied to a slightly lower discount rate and a small adjustment to the assumed future P/E multiple, while revenue growth and profit margin expectations are kept broadly unchanged.
ナラティブ更新 Dec 14

PNL: Fair Value Will Remain Steady Amid Slightly Lower Perceived Risk

Narrative Update on PostNL Price Target Analysts have maintained their PostNL price target at €1.01, with only marginal tweaks to the discount rate and valuation inputs reflecting a slightly more constructive view on risk, while leaving the overall fair value assessment unchanged. Valuation Changes Fair Value: unchanged at €1.01 per share, indicating no revision to the central valuation outcome.
ナラティブ更新 Nov 27

PNL: Fair Value Estimate Will Remain Stable Despite Slight Forecast Adjustments

Analysts have moderately lowered their price target for PostNL by €0.01, citing slight adjustments in growth and profitability forecasts as primary factors for the revision. What's in the News PostNL recently held an Analyst/Investor Day and provided updates on company strategy and performance (Key Developments).
ナラティブ更新 Oct 18

E-commerce Expansion And Automation Will Boost Parcel Efficiency

Narrative Update on PostNL Price Target Analysts have maintained their price target for PostNL at €1.01 because minor adjustments in the discount rate and projected financial metrics did not warrant a change in valuation. What's in the News PostNL recently held an Analyst/Investor Day, providing updates to stakeholders on the company's performance and strategy (Key Developments).
ナラティブ更新 Oct 03

E-commerce Expansion And Automation Will Boost Parcel Efficiency

Analysts have raised their price target for PostNL from €0.97 to €1.01, citing improved revenue growth expectations and a slightly reduced discount rate as key drivers for the update. What's in the News PostNL recently held an Analyst/Investor Day.
分析記事 Jul 25

Is PostNL (AMS:PNL) Using Too Much Debt?

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 May 07

Market Participants Recognise PostNL N.V.'s (AMS:PNL) Earnings

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 18x, you may...
分析記事 Apr 08

We Think PostNL N.V.'s (AMS:PNL) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights PostNL will host its Annual General Meeting on 15th of April CEO Herna Verhagen's total compensation...
分析記事 Mar 03

Some Investors May Be Willing To Look Past PostNL's (AMS:PNL) Soft Earnings

Shareholders appeared unconcerned with PostNL N.V.'s ( AMS:PNL ) lackluster earnings report last week. We did some...
User avatar
新しいナラティブ Jan 25

International Expansion And Parcel Lockers Will Strengthen Future E-Commerce Operations

Strategic expansion in e-commerce and parcel lockers supports revenue growth, leveraging strong free cash flow for dividends and investor confidence.
分析記事 Nov 07

PostNL N.V. (AMS:PNL) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Shareholders might have noticed that PostNL N.V. ( AMS:PNL ) filed its quarterly result this time last week. The early...
分析記事 Aug 12

PostNL's (AMS:PNL) Earnings Offer More Than Meets The Eye

Despite posting healthy earnings, PostNL N.V.'s ( AMS:PNL ) stock has been quite weak. Our analysis suggests that there...
分析記事 Apr 10

We Think Shareholders May Want To Consider A Review Of PostNL N.V.'s (AMS:PNL) CEO Compensation Package

Key Insights PostNL's Annual General Meeting to take place on 16th of April Salary of €696.6k is part of CEO Herna...
分析記事 Feb 17

Is PostNL (AMS:PNL) A Risky Investment?

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 Sep 23

Estimating The Intrinsic Value Of PostNL N.V. (AMS:PNL)

Key Insights PostNL's estimated fair value is €1.98 based on 2 Stage Free Cash Flow to Equity PostNL's €2.09 share...
分析記事 Sep 02

Is PostNL (AMS:PNL) Using Debt Sensibly?

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 Jul 13

Why PostNL N.V. (AMS:PNL) Could Be Worth Watching

PostNL N.V. ( AMS:PNL ), might not be a large cap stock, but it led the ENXTAM gainers with a relatively large price...
分析記事 Jun 16

PostNL N.V. (AMS:PNL) Shares Could Be 41% Below Their Intrinsic Value Estimate

Key Insights PostNL's estimated fair value is €2.71 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Jan 26

These 4 Measures Indicate That PostNL (AMS:PNL) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Nov 09

Is It Time To Consider Buying PostNL N.V. (AMS:PNL)?

PostNL N.V. ( AMS:PNL ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
分析記事 Oct 23

Is PostNL (AMS:PNL) A Risky Investment?

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 Sep 07

A Look At The Fair Value Of PostNL N.V. (AMS:PNL)

In this article we are going to estimate the intrinsic value of PostNL N.V. ( AMS:PNL ) by taking the forecast future...
分析記事 Aug 04

Should You Think About Buying PostNL N.V. (AMS:PNL) Now?

PostNL N.V. ( AMS:PNL ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
分析記事 Jul 20

Does PostNL (AMS:PNL) Have A Healthy 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...
分析記事 May 26

An Intrinsic Calculation For PostNL N.V. (AMS:PNL) Suggests It's 29% Undervalued

How far off is PostNL N.V. ( AMS:PNL ) from its intrinsic value? Using the most recent financial data, we'll take a...

CEO報酬分析

PostNL の収益と比較して、Pim Berendsen 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 2025€1m€697k

-€17m

Sep 27 2025n/an/a

-€16m

Jun 28 2025n/an/a

-€16m

Mar 29 2025n/an/a

€21m

Dec 31 2024€877k€551k

€18m

Sep 28 2024n/an/a

€18m

Jun 29 2024n/an/a

€30m

Mar 30 2024n/an/a

€31m

Dec 31 2023€1m€529k

€54m

Sep 30 2023n/an/a

-€974m

Jul 01 2023n/an/a

-€985m

Apr 01 2023n/an/a

-€995m

Dec 31 2022€782k€517k

-€982m

Oct 01 2022n/an/a

€59m

Jul 02 2022n/an/a

€92m

Apr 02 2022n/an/a

€132m

Dec 31 2021€952k€501k

€228m

Oct 02 2021n/an/a

€320m

Jul 03 2021n/an/a

€334m

Apr 03 2021n/an/a

€326m

Dec 31 2020€927k€487k

€213m

Sep 26 2020n/an/a

€75m

Jun 27 2020n/an/a

€65m

Mar 31 2020n/an/a

€52m

Dec 31 2019€831k€475k

€72m

報酬と市場: Pimの 総報酬 ($USD 1.36M ) は、 Dutch市場 ($USD 926.58K ) の同規模の企業の平均を上回っています。

報酬と収益: Pim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

Pim Berendsen (53 yo)

8.3yrs
在職期間
€1,190,698
報酬

Mr. Pim Berendsen is the Chief Executive Officer at PostNL N.V. since April 15, 2025. He had been Chief Financial Officer at PostNL N.V. (formerly known as TNT N.V.) since April 18, 2018 until April 15, 20...


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
Pim Berendsen
CEO & Member of the Management Board8.3yrs€1.19m0.047%
€ 230.3k
Hendrika W. P. M. Verhagen
Chairman of the Management Board15.2yrs€1.09mデータなし
Linde Jansen
Chief Financial Officer1.3yrs€714.04k0.12%
€ 603.2k
Willem-Jan Tongeren
Chief Information Officer1.8yrsデータなしデータなし
Inge Laudy
Manager of Investor Relationsno dataデータなしデータなし
Jeroen Veldstra
Director of HR4.4yrsデータなしデータなし
Bart Delmulle
Chief Digital Officer5.4yrsデータなしデータなし
Blide Duk
Sustainability Programme Managerno dataデータなしデータなし
Ewout de Wit
Corporate Secretaryno dataデータなしデータなし
Iris van Wees
Operations Director of Parcels7.3yrsデータなしデータなし
5.4yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: PNLの経営陣は経験豊富で経験豊富です(平均在職期間は5.4年)。


取締役

名称ポジション在職期間報酬所有権
Marike van Lier Lels
Independent Vice Chairman of the Supervisory Board7.3yrs€61.00kデータなし
A. P. Melkert
Independent Member of the Supervisory Board6.3yrs€64.00kデータなし
J. Timmermans
Independent Member of the Supervisory Board5.3yrs€66.50kデータなし
H. Hoencamp
Independent Member of the Supervisory Board6.3yrs€59.50kデータなし
E.C. Meijer
Independent Member of the Supervisory Board5.3yrs€62.50kデータなし
Natasja Ilse Laheij
Member of the Supervisory Boardless than a yearデータなしデータなし
Hannie Vlug
Independent Member of Supervisory Board4.3yrs€59.50kデータなし
Martin Plavec
Member of the Supervisory Board3.3yrs€61.00kデータなし
5.3yrs
平均在職期間
61.5yo
平均年齢

経験豊富なボード: PNLの 取締役会経験豊富 であると考えられます ( 5.3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2026/07/14 19:01
終値2026/07/14 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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

PostNL N.V. 4 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。25

アナリスト機関
Susanna InvernizziBarclays
Marco LimiteBarclays
William Fitzalan HowardBerenberg