DigitalBridge Group, Inc.

NYSE:DBRG 株式レポート

時価総額:US$2.9b

DigitalBridge Group マネジメント

マネジメント 基準チェック /34

DigitalBridge Groupの CEO はMarc Ganziで、 Jul2020年に任命され、 の在任期間は 5.83年です。 の年間総報酬は$ 7.51Mで、 16%給与と84%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0.3%を直接所有しており、その価値は$ 8.87M 。経営陣と取締役会の平均在任期間はそれぞれ3.6年と5.6年です。

主要情報

Marc Ganzi

最高経営責任者

US$7.5m

報酬総額

CEO給与比率15.99%
CEO在任期間5.8yrs
CEOの所有権0.3%
経営陣の平均在職期間3.6yrs
取締役会の平均在任期間5.6yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 26

DBRG: Hold And Underperform Views Will Shape Balanced Future Risk Profile

Analysts now hold their average price target for DigitalBridge Group at $16.00, with recent changes in coverage and a downgrade helping to explain only a minimal adjustment to model inputs such as the discount rate and future P/E assumptions. Analyst Commentary Recent research updates, including a fresh Hold rating and a downgrade from a more positive stance, suggest that analysts see DigitalBridge Group as fairly valued for now, with a balanced mix of opportunity and execution risk.
ナラティブの更新 Apr 10

DBRG: Hold And Underperform Signals Will Shape Steady Risk Reward Outlook

Analysts kept their average price target for DigitalBridge Group steady at $16.00. Recent research, including a Hold initiation and a downgrade to Underperform, points to more balanced expectations around the company’s risk and return profile.
ナラティブの更新 Mar 26

DBRG: SoftBank Takeover Agreement And Underperform Call Will Shape Fairly Balanced Outlook

Analysts have kept their $16.00 price target for DigitalBridge Group unchanged, reflecting broadly stable assumptions on fair value, discount rate, revenue growth, profit margin, and future P/E following the recent downgrade to Underperform. Analyst Commentary Bullish Takeaways Bullish analysts view the unchanged US$16.00 target as support that current assumptions on fair value remain intact even after the downgrade, which can help anchor expectations for near term valuation.
ナラティブの更新 Mar 10

DBRG: SoftBank Agreement And Underperform Downgrade Will Shape Balanced Outlook

Analysts have reduced their price target on DigitalBridge Group to $16.00, reflecting updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple after recent research that included a downgrade to Underperform. Analyst Commentary Bullish Takeaways Bullish analysts still see appeal in DigitalBridge Group as a specialized way to get exposure to digital infrastructure, which they view as an area with ongoing structural demand that can support long term capital deployment.
ナラティブの更新 Feb 24

DBRG: SoftBank Deal And Korean AI Plans Will Shape Balanced Outlook

Analysts have slightly reduced their fair value P/E assumption for DigitalBridge Group. This has led to a modest reset of price targets to around $16.00, reflecting more cautious expectations following the recent downgrade to Underperform.
Seeking Alpha Feb 17

DigitalBridge: The Unclear Future Of The Preferreds After The SoftBank Acquisition

Summary DigitalBridge is being acquired by SoftBank for $16 per share, a 150% premium to its 52-week low but below its 5-year range. SoftBank gains a digital infrastructure asset manager with $40.7 billion in fee-earning equity under management, capitalizing on AI-driven data center demand. Key uncertainty remains regarding the treatment of DBRG's preferred shares, as the acquisition has bypassed the change of control clause. Read the full article on Seeking Alpha
ナラティブの更新 Feb 10

DBRG: SoftBank Bid And Korean AI Expansion Will Shape Cautious Outlook

Analysts have maintained their fair value estimate for DigitalBridge Group at US$16.00 while fine-tuning inputs such as the discount rate, revenue growth, profit margin and future P/E. This reflects a more cautious stance following a recent downgrade to Underperform.
ナラティブの更新 Jan 26

DBRG: SoftBank Deal And Korean AI Buildout Will Guide Balanced Outlook

Analysts have maintained their price target for DigitalBridge Group at US$16.00, citing only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E that did not materially change their overall valuation view. What's in the News SoftBank Group is in advanced discussions to acquire DigitalBridge, with a potential agreement flagged as soon as Monday according to Bloomberg, and terms were not disclosed (Bloomberg).
ナラティブの更新 Jan 11

DBRG: SoftBank Takeover And Korean AI Data Centers Will Shape Prospects

Analysts have adjusted their price target on DigitalBridge Group from about US$17.28 to US$16.00, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News SoftBank Group is in advanced discussions to acquire DigitalBridge, with a potential agreement flagged as soon as Monday, according to Bloomberg, although transaction terms have not been disclosed yet (Bloomberg).
分析記事 Dec 29

After Leaping 43% DigitalBridge Group, Inc. (NYSE:DBRG) Shares Are Not Flying Under The Radar

DigitalBridge Group, Inc. ( NYSE:DBRG ) shareholders would be excited to see that the share price has had a great...
ナラティブの更新 Dec 21

DBRG: Fair Outlook Will Balance AI Infrastructure Upside With Takeover Uncertainty

Analysts have raised their price target on DigitalBridge Group from 10.76 dollars to 13.50 dollars, citing sharply improved revenue growth expectations, a modestly higher projected profit margin, and a slightly lower anticipated future price to earnings multiple as key drivers of the upgrade. What's in the News SoftBank Group is reportedly in advanced talks to acquire DigitalBridge Group, aiming to leverage its AI-linked infrastructure portfolio, with a potential deal targeted by year end.
ナラティブの更新 Dec 07

DBRG: Korean AI Data Center Expansion Will Drive Stronger Future Prospects

Analysts have raised their price target on DigitalBridge Group by about 5 percent to approximately 17.28 dollars per share, citing meaningfully stronger expected revenue growth and improved profit margins, partially offset by a slightly higher discount rate and a modestly lower future price to earnings multiple. What's in the News DigitalBridge signed a Memorandum of Understanding with KT Corporation to co develop next generation AI data centers in Korea, including potential gigawatt scale, multi billion dollar AI factory type facilities, marking its first collaboration with a major Korean telecom operator (Key Developments).
分析記事 Nov 14

What You Can Learn From DigitalBridge Group, Inc.'s (NYSE:DBRG) P/S After Its 28% Share Price Crash

DigitalBridge Group, Inc. ( NYSE:DBRG ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 May 05

DigitalBridge Group, Inc.'s (NYSE:DBRG) 30% Price Boost Is Out Of Tune With Revenues

Those holding DigitalBridge Group, Inc. ( NYSE:DBRG ) shares would be relieved that the share price has rebounded 30...
分析記事 Feb 24

Unpleasant Surprises Could Be In Store For DigitalBridge Group, Inc.'s (NYSE:DBRG) Shares

With a median price-to-sales (or "P/S") ratio of close to 3.1x in the Capital Markets industry in the United States...
Seeking Alpha Jan 15

Avoid DigitalBridge's 7.4% Yielding Preferreds, There Are Better Choices

Summary DigitalBridge Group, Inc., formerly Colony Capital, is an asset manager with an AI bent. The company is benefiting from the AI chase and investors see the preferred shares as a great yield play. We go over why you have far better choices. Read the full article on Seeking Alpha
Seeking Alpha Dec 10

DigitalBridge Group: A Mixed Bag

Summary DigitalBridge Group is an asset management firm focused on digital infrastructure, transitioning from a REIT in 2021 to capitalize on tech growth. Despite attractive data center opportunities, EPS growth is hindered by capital-intensive investments and significant carried interest going to senior management. With $88B in AUM and consistent fundraising, DBRG shows potential, but the current valuation suggests only modest long-term returns. I rate DBRG a Hold, awaiting more clarity from Q4's earnings call to reassess growth prospects and potential upside. Read the full article on Seeking Alpha
分析記事 Nov 10

DigitalBridge Group, Inc.'s (NYSE:DBRG) Low P/E No Reason For Excitement

DigitalBridge Group, Inc.'s ( NYSE:DBRG ) price-to-earnings (or "P/E") ratio of 12.2x might make it look like a buy...
Seeking Alpha Sep 22

DigitalBridge: Data Center Asset Manager, I'm Buying

Summary DigitalBridge grew its fee-earning equity under management to $32.7 billion as of the end of its fiscal 2024 second quarter. The asset manager is targeting capital formation of $7 billion for 2024 as second quarter fee revenue was up 20%. Fed rate cuts should spark higher investor activity, with progress on the capital formation target set to form a near-term catalyst for the commons. Read the full article on Seeking Alpha
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新しいナラティブ Sep 10

AI Infrastructure Expansion Fuels Growth Amid Market Risks And Analysts' Concerns

DigitalBridge's focus on AI infrastructure for data centers positions it for revenue growth and improved net margins through high demand for AI-powered capacities.
Seeking Alpha Aug 29

DigitalBridge: Rapid Expansion But Wait For Progress On Costs (Rating Downgrade)

Summary DigitalBridge's share price has slid by more than 25% despite its revenues increasing rapidly over the last year. The reason appears to be connected to profitability as expenses have varied widely, raising doubts as to what will happen when the company scales further. On the other hand, it has rapidly advanced equity assets for which it earns fees (FEEUM) to $32.7 billion while accelerating capital formation to develop more data centers together with the power needed. Also, the high expectations for earnings growth seem to be unjustified meaning that the stock could suffer from volatility. I consider it to be a Hold until it makes progress on sustainably increasing profit margins. Read the full article on Seeking Alpha

CEO報酬分析

DigitalBridge Group の収益と比較して、Marc Ganzi 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$93m

Dec 31 2025US$8mUS$1m

US$86m

Sep 30 2025n/an/a

US$20m

Jun 30 2025n/an/a

US$2m

Mar 31 2025n/an/a

US$63m

Dec 31 2024US$6mUS$1m

US$31m

Sep 30 2024n/an/a

US$177m

Jun 30 2024n/an/a

US$518m

Mar 31 2024n/an/a

US$519m

Dec 31 2023US$8mUS$1m

US$446m

Sep 30 2023n/an/a

US$615m

Jun 30 2023n/an/a

US$305m

Mar 31 2023n/an/a

US$194m

Dec 31 2022US$38mUS$1m

US$128m

Sep 30 2022n/an/a

-US$185m

Jun 30 2022n/an/a

-US$162m

Mar 31 2022n/an/a

-US$170m

Dec 31 2021US$22mUS$1m

US$397m

Sep 30 2021n/an/a

US$324m

Jun 30 2021n/an/a

US$384m

Mar 31 2021n/an/a

US$709m

Dec 31 2020US$5mUS$1m

US$447m

報酬と市場: Marcの 総報酬 ($USD 7.51M ) は、 US市場 ($USD 7.05M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Marcの報酬は過去 1 年間で 20% 以上増加しました。


CEO

Marc Ganzi (53 yo)

5.8yrs
在職期間
US$7,505,614
報酬

Mr. Marc Christopher Ganzi is Vice Chairman of Vertical Bridge REIT, LLC. Mr. Ganzi serves as the Chief Executive Officer at DigitalBridge Investment Management, LLC. Marc C. Ganzi has been an investor and...


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
Marc Ganzi
CEO & Director5.8yrsUS$7.51m0.30%
$ 8.9m
Benjamin Jenkins
President & Chief Investment Officer4.2yrsUS$3.92m0.093%
$ 2.7m
Thomas Mayrhofer
CFO & Treasurer2.2yrsUS$4.57m0.086%
$ 2.5m
Liam Stewart
Chief Operating Officer4.2yrsUS$3.93m0.11%
$ 3.4m
Geoffrey Goldschein
Chief Legal Officer & Company Secretary3yrsUS$3.19m0.052%
$ 1.5m
Justin Chang
Senior MD & Head of Asiano dataデータなしデータなし
Dean Criares
Senior MD & Head of Credit4.2yrsデータなしデータなし
Jonathan Friesel
Senior MD & Head of Fiberno dataデータなしデータなし
Tracey Teh
MD & Chief Accounting Officer2.7yrsデータなし0.033%
$ 970.4k
Stephen Stryker
MD & Chief Information Officer2.9yrsデータなしデータなし
Leslie Golden
MD,Global Head of Capital Formation & Investor Relationsno dataデータなしデータなし
Kristen Whealon
MD & Chief Compliance Officerno dataデータなしデータなし
3.6yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: DBRGの経営陣は 経験豊富 であると考えられます ( 3.6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
Marc Ganzi
CEO & Director5.8yrsUS$7.51m0.30%
$ 8.9m
Nancy Curtin
Chairman of the Board & Board of Director12.3yrsUS$509.00k0.0030%
$ 89.1k
George Parker
Independent Director16.7yrsUS$45.14kデータなし
Gregory McCray
Independent Non-Executive Director5.3yrsUS$403.00k0.032%
$ 930.8k
David Tolley
Independent Director3.8yrsUS$380.50k0.026%
$ 773.0k
Dale Reiss
Independent Non-Executive Director6.9yrsUS$403.50k0.045%
$ 1.3m
James Brown
Independent Board of Director3yrsUS$409.00k0%
$ 0
Jeannie Diefenderfer
Independent Board of Director6yrsUS$389.50k0.041%
$ 1.2m
Shaka Rasheed
Board of Director5yrsUS$382.50k0%
$ 0
Jay Wintrob
Independent Directorless than a yearUS$135.77k0.0044%
$ 130.7k
5.6yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: DBRGの 取締役会経験豊富 であると考えられます ( 5.6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2026/05/22 07:37
終値2026/05/22 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。

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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

DigitalBridge Group, Inc. 7 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。14

アナリスト機関
Timothy D'AgostinoB. Riley Securities, Inc.
Gregory MillerCitizens JMP Securities, LLC
Eric BeardsleyGoldman Sachs