Mattel, Inc.

NasdaqGS:MAT 株式レポート

時価総額:US$4.1b

Mattel マネジメント

マネジメント 基準チェック /34

Mattelの CEO はYnon Kreizで、 Apr2018年に任命され、 の在任期間は 8.17年です。 の年間総報酬は$ 15.06Mで、 10.6%給与と89.4%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0.63%を直接所有しており、その価値は$ 25.87M 。経営陣と取締役会の平均在任期間はそれぞれ4.2年と7.8年です。

主要情報

Ynon Kreiz

最高経営責任者

US$15.1m

報酬総額

CEO給与比率10.62%
CEO在任期間8.2yrs
CEOの所有権0.6%
経営陣の平均在職期間4.2yrs
取締役会の平均在任期間7.8yrs

経営陣の近況

Recent updates

分析記事 Jun 19

Mattel (MAT) Stock Could Be 45.8% Undervalued After UNO Social Club Expansion

Mattel (MAT) has put its UNO franchise center stage, announcing that UNO Social Clubs will expand from last year’s trial events to a five city U.S. tour and nine international locations. See our latest analysis for Mattel. Despite the UNO news, Mattel’s recent price performance has been weak, with the share price at about $14.04 after a single day gain of 2.71%, but the year-to-date share price return is down 29.94% and the 1-year total shareholder return is down 25.99%, pointing to fading...
ナラティブの更新 Jun 11

MAT: Content And Entertainment Expansion Will Support Stronger Long-Term Outlook

Mattel's updated analyst price target has shifted to $25.90 from $27.17. Analysts cite adjusted assumptions for discount rates, revenue growth, profit margins, and future P/E as the key drivers behind the change.
Seeking Alpha Jun 05

Mattel: He-Man Is Not Barbie (Rating Upgrade)

Summary Mattel, Inc.'s rating shifts from Sell to Hold as shares approach fair value after a significant decline. Key MAT concerns remain: Barbie and Fisher-Price sales weakness, margin compression, and unproven earnings quality despite strong brands. Short-term upside may come from the Masters of the Universe movie and related merchandising, but this is not a structural fix. I lower my price target to $13, seeing MAT stock as fairly valued with insufficient evidence to justify a Buy or renewed Sell. Read the full article on Seeking Alpha
ナラティブの更新 May 28

MAT: 2026 Spending Plans May Limit Upside From Content And Media Options

Analysts now see Mattel's fair value at $13.00, down from $14.00. This reflects updated assumptions around a slightly higher discount rate, modestly different revenue growth and profit margin expectations, and a lower future P/E multiple in light of recent mixed price target changes across the Street.
ナラティブの更新 Apr 28

MAT: 2026 Spending And Tariff Relief Will Shape Content Option Upside

Analysts have trimmed their average price targets for Mattel by a few dollars, reflecting a mix of cautious views around 2026 investment spending and recent target cuts, along with supportive commentary on potential EPS tailwinds from lower tariffs, new content and entertainment optionality. Analyst Commentary Street research around Mattel has become more mixed, with several firms cutting price targets or shifting to a more cautious stance even as others see upside tied to content, entertainment options and potential tariff related EPS support.
ナラティブの更新 Apr 14

MAT: Content And Entertainment Expansion Will Drive Stronger Long-Term Outlook

Mattel's updated analyst price target shows a modest adjustment around $27, as analysts balance recent target cuts with expectations that investments for 2026, potential tariff tailwinds, and content and entertainment initiatives could influence earnings power over time. Analyst Commentary Recent Street research on Mattel shows a mix of target cuts and fresh initiations, with some firms highlighting potential earnings support from 2026 investment spending, lower tariffs, and new content and entertainment efforts.
ナラティブの更新 Mar 31

MAT: 2026 Investment Spend And Tariff Relief Will Shape Balanced Upside

Analysts have modestly adjusted their price expectations for Mattel, with recent targets ranging from $17 to $30, as they weigh a 2026 investment year against potential catalysts in content, entertainment tie ins, and possible tariff relief. Analyst Commentary Recent research on Mattel reflects a mix of optimism around long term growth initiatives and caution around near term execution and spending plans, especially as 2026 is framed as an investment year.
ナラティブの更新 Mar 16

MAT: Content And Gaming Expansion Will Drive Stronger Long-Term Outlook

The analyst price target for Mattel has shifted from a fair value estimate of $29 to about $27.16, as analysts weigh higher assumed revenue growth and a slightly richer future P/E against lower projected profit margins, a modestly higher discount rate, and a recent mix of cautious and supportive research views around 2026 investment spending, content opportunities, and tariff related EPS tailwinds. Analyst Commentary Recent Street commentary around Mattel reflects a mix of optimism and caution, with several Bullish analysts pointing to potential upside tied to content, new growth initiatives, and possible tariff related EPS benefits, while others highlight uncertainties around 2026 investment spending and the consumer backdrop for toys.
ナラティブの更新 Mar 02

MAT: 2026 Execution And Macro Toy Demand Risks Will Limit Upside

Analysts have adjusted their price targets on Mattel in a mixed way, with some firms lifting targets toward $18 to $30 on product lineup strength and clearer growth initiatives, while others have trimmed estimates by $4 to $7 and moved to more cautious ratings, reflecting a more balanced view of risk and reward. Analyst Commentary Street research on Mattel has shifted toward a more balanced, and in some cases cautious, stance.
分析記事 Feb 17

We Think You Can Look Beyond Mattel's (NASDAQ:MAT) Lackluster Earnings

The most recent earnings report from Mattel, Inc. ( NASDAQ:MAT ) was disappointing for shareholders. However, our...
ナラティブの更新 Feb 16

MAT: 2026 Toy Demand Headwinds And Execution Risks Will Restrain Upside

The analyst price target for Mattel has shifted from $20 to $14, as analysts factor in more cautious assumptions around growth, margins and valuation multiples following a series of recent downgrades and target cuts across the Street. Analyst Commentary Across the Street, recent research on Mattel has tilted more cautious, with several bearish analysts trimming price targets and flagging execution and growth risks that they feel are not fully reflected in the current share price.
ナラティブの更新 Feb 02

MAT: Fair Outlook As 2026 Toy Demand And New Initiatives Shape Upside

Analysts have adjusted their price targets on Mattel in mixed fashion, including at least one increase to US$30 and one reaffirmed at US$21. This reflects a balance of views that hinges on progress in newer growth initiatives and caution around the toy market outlook into 2026.
ナラティブの更新 Jan 19

MAT: Fair Outlook Balances New Initiatives With Toy Cycle Execution Risks

Analysts have raised their fair value estimate for Mattel from $17 to $20. They cite a higher assumed future P/E multiple and updated views on revenue growth, while balancing this with a higher discount rate and slightly lower profit margin expectations amid mixed recent rating and price target actions on the stock.
ナラティブの更新 Jan 05

MAT: Expanded Digital And Licensing Platforms Will Drive Stronger Long-Term Outlook

Analysts have slightly raised their price target on Mattel to approximately $29 per share. This reflects modestly lower growth and margin expectations, offset by a higher anticipated future earnings multiple.
ナラティブの更新 Dec 14

MAT: Digital And Licensing Expansion Will Drive Stronger Long-Term Outlook

Analysts have trimmed their price target on Mattel to $29 from $30, citing a higher perceived discount rate and a lower assumed future P/E multiple, which more than offset modestly stronger expectations for revenue growth and profit margins. What's in the News Mattel reiterated its 2025 guidance, expecting constant currency net sales growth of 1% to 3%, signaling steady underlying demand despite market volatility (company guidance).
分析記事 Aug 01

Analysts Are Updating Their Mattel, Inc. (NASDAQ:MAT) Estimates After Its Second-Quarter Results

Last week saw the newest second-quarter earnings release from Mattel, Inc. ( NASDAQ:MAT ), an important milestone in...
分析記事 Jul 23

Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jul 02

Investors Will Want Mattel's (NASDAQ:MAT) Growth In ROCE To Persist

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 May 21

There's No Escaping Mattel, Inc.'s (NASDAQ:MAT) Muted Earnings Despite A 34% Share Price Rise

Those holding Mattel, Inc. ( NASDAQ:MAT ) shares would be relieved that the share price has rebounded 34% in the last...
分析記事 Apr 24

Here's Why Mattel (NASDAQ:MAT) Can Manage Its Debt Responsibly

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 Apr 06

Investors Don't See Light At End Of Mattel, Inc.'s (NASDAQ:MAT) Tunnel

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 17x, you may...
分析記事 Mar 18

We Like These Underlying Return On Capital Trends At Mattel (NASDAQ:MAT)

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha Mar 11

Mattel Has Good Long-Term Outlook, But Is A Short-Term Hold

Summary Mattel's stock has been doing well, recently trading near its 52-week high after strong earnings. The company reported strong margins, with adjusted gross margin at 50.8%, up 200 basis points, thanks to efficiency measures and favorable currency-exchange effects. MAT has exciting prospects for the long term, most notably to me, being the company's further push into movies and television on the heels of the 'Barbie' success. There is a lot of volatility in the marketplace with tariff uncertainty, and unlike competitor Hasbro, Mattel does not have a dividend yield. For now, I rate the stock as a 'Hold', but it could become a 'Buy' on a significant pullback or compelling strategic progress in entertainment. Read the full article on Seeking Alpha
分析記事 Jan 13

Is Mattel (NASDAQ:MAT) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Jan 11

Mattel: Diversification Plan Moves Into Manga Comic Book Partnership With TokyoPop

Summary Mattel's move into cult comic phenomenon Japanese manga comics is not yet understood by Mr. Market. Revenue declines are being aggressively addressed with new field for legacy IPs. TOKYOPOP has books that have sold 100m copies. Read the full article on Seeking Alpha

CEO報酬分析

Mattel の収益と比較して、Ynon Kreiz 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

US$499m

Dec 31 2025US$15mUS$2m

US$398m

Sep 30 2025n/an/a

US$432m

Jun 30 2025n/an/a

US$526m

Mar 31 2025n/an/a

US$530m

Dec 31 2024US$38mUS$2m

US$542m

Sep 30 2024n/an/a

US$548m

Jun 30 2024n/an/a

US$322m

Mar 31 2024n/an/a

US$293m

Dec 31 2023US$19mUS$2m

US$214m

Sep 30 2023n/an/a

US$83m

Jun 30 2023n/an/a

US$227m

Mar 31 2023n/an/a

US$266m

Dec 31 2022US$12mUS$2m

US$394m

Sep 30 2022n/an/a

US$604m

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$16mUS$2m

US$903m

Sep 30 2021n/an/a

US$806m

Jun 30 2021n/an/a

US$322m

Mar 31 2021n/an/a

US$217m

Dec 31 2020US$16mUS$2m

US$124m

Sep 30 2020n/an/a

-US$5m

Jun 30 2020n/an/a

-US$246m

Mar 31 2020n/an/a

-US$243m

Dec 31 2019US$16mUS$2m

-US$219m

報酬と市場: Ynonの 総報酬 ($USD 15.06M ) は、 US市場 ($USD 6.92M ) の同規模の企業の平均を上回っています。

報酬と収益: Ynonの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ynon Kreiz (61 yo)

8.2yrs
在職期間
US$15,060,621
報酬

Mr. Ynon Kreiz has been an Independent Director of Warner Music Group Corp. since May 9, 2016. He is Trustee at The Paley Center for Media since April 2022. Mr. Kreiz has been a Director and Chief Executiv...


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
Ynon Kreiz
Executive Chairman & CEO8.2yrsUS$15.06m0.63%
$ 25.9m
Paul Ruh
Chief Financial Officer1.1yrsUS$8.18m0.017%
$ 713.2k
Jonathan Anschell
Executive VP5.4yrsUS$2.82m0.043%
$ 1.8m
Steve Totzke
Executive Advisor & President of Strategic Transitionless than a yearUS$4.62m0.074%
$ 3.0m
Roberto Isaias Zanatta
Executive VP & Chief Supply Chain Officer7.3yrsUS$3.24m0.063%
$ 2.6m
Sailendra Koorapati
Senior VP & Chief Technology Officer1.8yrsデータなしデータなし
Catherine Frymark
Executive VP & Chief Corporate Communications Officer5.5yrsデータなしデータなし
Karen Ancira
Executive VP & Chief People Officer2.1yrsデータなし0.0090%
$ 368.8k
Robbie Brenner
President & Chief Content Officer of Mattel Studios7.8yrsデータなしデータなし
Jamie Cygielman
Global Head of Dolls7.1yrsデータなしデータなし
Chris Down
Executive VP & Chief Design Officer2.9yrsデータなしデータなし
Christopher Farrell
Executive VP & Chief Strategy Officer2.3yrsデータなしデータなし
4.2yrs
平均在職期間
58yo
平均年齢

経験豊富な経営陣: MATの経営陣は 経験豊富 であると考えられます ( 4.2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
Ynon Kreiz
Executive Chairman & CEO9yrsUS$15.06m0.63%
$ 25.9m
Dominic Ng
Independent Director20.4yrsUS$325.00k0.0033%
$ 133.4k
Diana Ferguson
Independent Director5.9yrsUS$315.00k0.0095%
$ 386.8k
Julius Genachowski
Independent Director2.3yrsUS$310.00kデータなし
Roger Lynch
Independent Lead Director7.8yrsUS$365.00k0.011%
$ 432.1k
Judy Olian
Independent Director7.8yrsUS$312.50k0.020%
$ 832.7k
Noreena Hertz
Independent Director3.3yrsUS$307.50k0.0030%
$ 121.2k
Adriana Cisneros
Independent Director7.8yrsUS$292.50k0.013%
$ 528.8k
Soren Laursen
Independent Director8.1yrsUS$302.50k0.025%
$ 1.0m
Dawn Tarnofsky-Ostroff
Independent Director2.3yrsUS$293.75kデータなし
7.8yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: MATの 取締役会経験豊富 であると考えられます ( 7.8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2026/06/21 17:28
終値2026/06/18 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

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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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

Mattel, Inc. 12 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。31

アナリスト機関
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