Bluegreen Vacations Holding Corporation

NYSE:BVH 株式レポート

時価総額：US$1.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Bluegreen Vacations Holding マネジメント

マネジメント 基準チェック /44

Bluegreen Vacations Holdingの CEO はAlan Levanで、 Feb2017年に任命され、 の在任期間は 6.92年です。 の年間総報酬は$ 5.37Mで、 21.4%給与と78.6%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11.26%を直接所有しており、その価値は$ 142.58M 。経営陣と取締役会の平均在任期間はそれぞれ2.7年と5.1年です。

主要情報

Alan Levan

最高経営責任者

US$5.4m

報酬総額

CEO給与比率21.41%
CEO在任期間6.9yrs
CEOの所有権11.3%
経営陣の平均在職期間2.7yrs
取締役会の平均在任期間5.1yrs

経営陣の近況

分析記事 • Jul 15

Bluegreen Vacations Holding Corporation's (NYSE:BVH) CEO Might Not Expect Shareholders To Be So Generous This Year

Shareholders will probably not be too impressed with the underwhelming results at Bluegreen Vacations Holding...

Recent updates

Seeking Alpha • Oct 25

Bluegreen Vacations: Double-Digit Quarterly Net Sales Growth, And Undervalued

Summary Bluegreen Vacations reported double-digit quarterly net sales growth. The company has acquired resorts in 2023 and has significant construction in progress, indicating potential capacity increases. Bluegreen Vacations is trading cheaper than competitors and has the potential for future free cash flow growth. Read the full article on Seeking Alpha
分析記事 • Oct 07

An Intrinsic Calculation For Bluegreen Vacations Holding Corporation (NYSE:BVH) Suggests It's 39% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Bluegreen Vacations Holding fair value estimate is US$55.39...
Seeking Alpha • Sep 25

Bluegreen Vacations: Not Taking This Vacation

Summary BVH has been on an expansion spree and has been focusing on growing its own receivables portfolio. Default rates have been steadily increasing skirting the 10% mark currently and could lead to further challenges. We initiate at Neutral as current multiples do not provide any margin of safety with potential of more downside risks going forward. Read the full article on Seeking Alpha
分析記事 • Aug 05

What Does Bluegreen Vacations Holding Corporation's (NYSE:BVH) Share Price Indicate?

Bluegreen Vacations Holding Corporation ( NYSE:BVH ), might not be a large cap stock, but it led the NYSE gainers with...
分析記事 • Aug 05

Bluegreen Vacations Holding Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Bluegreen Vacations Holding Corporation ( NYSE:BVH ) just released its latest second-quarter results and things are...
Seeking Alpha • Jun 15

Bluegreen Vacations: Risks Ahead Can Slow Down Share Price Rise

Summary Vacation ownership interest provider Bluegreen Vacations Holding Corporation has seen a 35% price rise YTD. Its sales growth is healthy and margins are strong too. However, its price is at five-year highs and P/E is above the historical average. Also, economic uncertainty could reflect in higher loan loss provisions, further affecting the already softening EPS. It's possible that the risks don't actually materialise. But taking a cautious approach, I'd much rather wait and watch for now. Read the full article on Seeking Alpha
分析記事 • May 20

Is Bluegreen Vacations Holding (NYSE:BVH) 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 • Mar 14

Is Now The Time To Look At Buying Bluegreen Vacations Holding Corporation (NYSE:BVH)?

Bluegreen Vacations Holding Corporation ( NYSE:BVH ), is not the largest company out there, but it saw a double-digit...
分析記事 • Dec 13

If EPS Growth Is Important To You, Bluegreen Vacations Holding (NYSE:BVH) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha • Dec 12

Bluegreen Vacations amends tender offer to increase offer price to $25/share

Bluegreen Vacations (NYSE:BVH) said Monday it amended its tender offer to buy up to 4.5M class A shares to increase the offer price from $22.17/share in cash to $25/share in cash. Shares of Bluegreen Vacations (BVH) gained ~14%. The company extended the expiration time of the tender offer from 5 pm ET on December 9 till 5 pm ET on December 23. The depositary for the tender offer, as of 5 pm ET on December 9, which was the previous expiration time of the tender offer, ~1.9M shares had been tendered for purchase in the tender offer.
分析記事 • Sep 02

An Intrinsic Calculation For Bluegreen Vacations Holding Corporation (NYSE:BVH) Suggests It's 41% Undervalued

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Bluegreen Vacations...
Seeking Alpha • Aug 03

Bluegreen Vacations Cl A GAAP EPS of $0.87 misses by $0.02, revenue of $235.6M beats by $27.94M

Bluegreen Vacations Cl A press release (NYSE:BVH): Q2 GAAP EPS of $0.87 misses by $0.02. Revenue of $235.6M (+21.8% Y/Y) beats by $27.94M. Alan B. Levan, Chairman and Chief Executive Officer of Bluegreen Vacations Holding Corporation, commented, “Our sales team achieved a second quarter record $198.5 million of system-wide sales of VOIs, a 21% increase from the prior year quarter. This increase reflected both the fact that our marketing team produced more guest tours, an increase of 13% over the prior year quarter, and the achievement of a 7% increase in sales volume per guest. This increase in sales efficiency was achieved despite maintaining what we believe to be an industry-leading percentage of sales to new customers, at 46% in the second quarter of 2022 and 45% in the second quarter of 2021.”
分析記事 • Jun 17

Does Bluegreen Vacations Holding (NYSE:BVH) 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...
分析記事 • Mar 14

Is Bluegreen Vacations Holding (NYSE:BVH) A Risky Investment?

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 • Dec 24

Is There Now An Opportunity In Bluegreen Vacations Holding Corporation (NYSE:BVH)?

While Bluegreen Vacations Holding Corporation ( NYSE:BVH ) might not be the most widely known stock at the moment, it...
分析記事 • Nov 27

An Intrinsic Calculation For Bluegreen Vacations Holding Corporation (NYSE:BVH) Suggests It's 24% Undervalued

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Bluegreen Vacations...
分析記事 • Sep 12

Bluegreen Vacations Holding (NYSE:BVH) Has A Somewhat Strained 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 • Aug 11

Bluegreen Vacations Holding's (NYSE:BVH) Solid Earnings May Rest On Weak Foundations

Following the solid earnings report from Bluegreen Vacations Holding Corporation ( NYSE:BVH ), the market responded by...
分析記事 • Aug 10

Upgrade: Analysts Just Made A Substantial Increase To Their Bluegreen Vacations Holding Corporation (NYSE:BVH) Forecasts

Celebrations may be in order for Bluegreen Vacations Holding Corporation ( NYSE:BVH ) shareholders, with the analysts...
分析記事 • Jul 15

Bluegreen Vacations Holding Corporation's (NYSE:BVH) CEO Might Not Expect Shareholders To Be So Generous This Year

Shareholders will probably not be too impressed with the underwhelming results at Bluegreen Vacations Holding...
分析記事 • Jun 11

Bluegreen Vacations Holding (NYSE:BVH) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 10

These 4 Measures Indicate That Bluegreen Vacations Holding (NYSE:BVH) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
分析記事 • Feb 03

Bluegreen Vacations Holding's (NYSE:BVH) Shareholders Are Down 67% On Their Shares

It is a pleasure to report that the Bluegreen Vacations Holding Corporation ( NYSE:BVH ) is up 68% in the last quarter...

CEO報酬分析

Bluegreen Vacations Holding の収益と比較して、Alan Levan 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
Sep 30 2023n/an/a

US$62m

Jun 30 2023n/an/a

US$64m

Mar 31 2023n/an/a

US$60m

Dec 31 2022US$5mUS$1m

US$64m

Sep 30 2022n/an/a

US$69m

Jun 30 2022n/an/a

US$69m

Mar 31 2022n/an/a

US$71m

Dec 31 2021US$7mUS$1m

US$58m

Sep 30 2021n/an/a

US$55m

Jun 30 2021n/an/a

US$3m

Mar 31 2021n/an/a

-US$41m

Dec 31 2020US$9mUS$2m

-US$53m

Sep 30 2020n/an/a

-US$59m

Jun 30 2020n/an/a

-US$27m

Mar 31 2020n/an/a

-US$24m

Dec 31 2019US$9mUS$2m

-US$14m

Sep 30 2019n/an/a

-US$5m

Jun 30 2019n/an/a

-US$3m

Mar 31 2019n/an/a

US$25m

Dec 31 2018US$10mUS$2m

US$26m

Sep 30 2018n/an/a

US$69m

Jun 30 2018n/an/a

US$71m

Mar 31 2018n/an/a

US$78m

Dec 31 2017US$10mUS$2m

US$84m

報酬と市場: Alanの 総報酬 ($USD 5.37M ) は、 US市場 ($USD 5.17M ) の同様の規模の企業の平均とほぼ同じです。

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

CEO

Alan Levan (78 yo)

6.9yrs
在職期間
US$5,371,050
報酬

Mr. Alan B. Levan serves as Chief Executive Officer and Chairman at Bluegreen Vacations Holding Corporation since February 2017 and serves as its President since September 30, 2020. Mr. Levan serves as Cha...

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
Alan Levan
President6.9yrsUS$5.37m11.26%
$ 142.6m
Dustin Tonkin
Executive VP and Chief Sales & Marketing Officer2.7yrsUS$3.82m1.68%
$ 21.3m
Raymond Lopez
Executive VP8.8yrsUS$2.22m0.71%
$ 9.1m
Chanse Rivera
Executive VP and Chief Information Officer & Chief Information Security Officer2.7yrsデータなし0.20%
$ 2.5m
Susan Saturday
Executive VP & Chief Administrative Officer2.7yrsデータなし0.21%
$ 2.7m
Leo Hinkley
Investor Relations Officer & Director of Investor Relationsno dataデータなしデータなし
Jorge de la Osa
Executive VP and Chief Legal & Compliance Officer2.7yrsデータなし0.22%
$ 2.7m
Angela Blevins
Senior Vice President of Club Services & Customer Careno dataデータなしデータなし
Ada Grzywna
Senior Vice President of Resort Operationsno dataデータなしデータなし
Kathy Foster
Senior Vice President of Business Development & Inventoryno dataデータなしデータなし
2.7yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: BVHの経営陣は 経験豊富 であると考えられます ( 2.7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
Alan Levan
President6.9yrsUS$5.37m11.26%
$ 142.6m
Jarett Levan
Director14.3yrsUS$110.00k2.96%
$ 37.6m
John Abdo
Vice Chairman36yrsUS$5.37m16.58%
$ 210.1m
Darwin Dornbush
Independent Director14.3yrsUS$126.00k0.059%
$ 749.7k
Norman Becker
Independent Director2.7yrsUS$126.00k0.0071%
$ 89.6k
Arnold Sevell
Independent Director2.7yrsUS$129.50k0.043%
$ 549.8k
James Allmand
Independent Director2.7yrsUS$113.50k0.0030%
$ 37.9k
Lawrence Cirillo
Independent Director3.3yrsUS$126.00kデータなし
Seth Wise
Director2.7yrsUS$110.00k2.99%
$ 37.9m
William Nicholson
Independent Director14.3yrsUS$126.00k0.070%
$ 892.2k
Joel Levy
Independent Director14.3yrsUS$130.00k0.070%
$ 883.1k
Orlando Sharpe
Independent Director2.7yrsUS$110.00k0.010%
$ 132.8k
5.1yrs
平均在職期間
77.5yo
平均年齢

経験豊富なボード: BVHの 取締役会 は 経験豊富 であると考えられます ( 5.1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2024/01/16 11:04
終値2024/01/16 00:00
収益2023/09/30
年間収益2022/12/31

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やYouTubeのチュートリアルも用意しています。

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

Bluegreen Vacations Holding Corporation 3 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。3

アナリスト機関
Michael CrawfordB. Riley Securities, Inc.
Stephen O'HaraSidoti & Company, LLC
Charles Patrick ScholesTruist Securities