Compass Minerals International, Inc.

NYSE:CMP 株式レポート

時価総額:US$1.1b

Compass Minerals International 配当と自社株買い

配当金 基準チェック /06

Compass Minerals International現在配当金を支払っていません。

主要情報

0%

配当利回り

0.2%

バイバック利回り

総株主利回り0.2%
将来の配当利回り0%
配当成長-14.8%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向0%

最近の配当と自社株買いの更新

分析記事 Feb 19

Compass Minerals International (NYSE:CMP) Has Affirmed Its Dividend Of $0.15

The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...

Recent updates

Seeking Alpha Apr 22

Compass Minerals: Pittsburgh's Ice Reveals The Value Chain

Summary Compass Minerals holds structural advantages in salt production, with irreplaceable assets and geographic reach supporting a premium market position. Loss of the SHACOG contract impacts only about 1% of CMP’s total volumes, with the company prioritizing value over volume in its strategic outlook. Industry dynamics have shifted favorably for CMP after Cargill’s exit, depleted inventories, and early bid season price increases, supporting higher EBITDA potential. Recent results show strong recovery: Q1 sales are up 29% YoY, adjusted EBITDA is up 103%, and net income is positive, justifying CMP’s forward EV/EBITDA premium despite debt. Read the full article on Seeking Alpha
ナラティブ更新 Apr 21

CMP: Fair Outlook Will Rely On Steady Margins And Discount Rate

Analysts have kept their price target for Compass Minerals International steady at $25.75, citing largely unchanged assumptions around revenue trends, profit margins, and future P/E expectations. Valuation Changes Fair Value: $25.75 remains unchanged, indicating no adjustment to the central value estimate.
ナラティブ更新 Apr 06

CMP: Stable Assumptions Will Support Upside As Discount Rate Shifts

Analysts have left their $25.75 price target on Compass Minerals International unchanged, citing largely steady fair value estimates, discount rate assumptions, revenue outlook, profit margin expectations, and future P/E inputs. Valuation Changes Fair Value: $25.75 fair value estimate remains unchanged, indicating no shift in the central valuation point used in the model.
ナラティブ更新 Mar 22

CMP: Stable Assumptions Will Support Upside As Discount Rate Shifts

Analysts have maintained their price target for Compass Minerals International at $25.75, citing unchanged fair value estimates supported by very small adjustments to the discount rate, revenue growth, profit margin, and forward P/E assumptions. Valuation Changes Fair Value: Remains unchanged at $25.75 per share, indicating no revision to the central valuation estimate.
ナラティブ更新 Mar 06

CMP: 2026 Segment Guidance Will Support Measured Outlook With Balanced Risk Reward

Analysts have raised their price target for Compass Minerals International to $25.75 from $23. This change reflects updated assumptions around discount rates, a slightly less steep revenue contraction, modestly lower profit margins, and a higher future P/E multiple.
ナラティブ更新 Feb 20

CMP: 2026 Guidance Will Support Balanced Outlook With Modest Upside Potential

The analyst price target for Compass Minerals International has increased slightly from $22.50 to $23.00, as analysts factor in updated assumptions around a modest change in revenue expectations, a small improvement in profit margin, and a higher future P/E multiple. What's in the News Company issued earnings guidance for Fiscal Full-Year 2026, giving investors a clearer view of expected performance across its main operating segments (Key Developments).
ナラティブ更新 Feb 05

CMP: 2026 Segment Guidance Will Support Limited Upside And Bearish Outlook

Analysts are maintaining their fair value estimate for Compass Minerals International at US$22.50 per share, with only minor technical adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions guiding this unchanged price target. What's in the News The company issued earnings guidance for Fiscal Full-Year 2026 that includes Salt segment total revenue in a range of US$955 million to US$1.035 billion.
ナラティブ更新 Jan 21

CMP: 2026 Segment Guidance And Assumptions Will Support Measured Profit Outlook

Analysts now set their price target for Compass Minerals International at US$22.50, up from US$20.75, reflecting updated assumptions for fair value, discount rate, long term revenue growth, profit margins and future P/E multiples. What's in the News Issued earnings guidance for Fiscal Full-Year 2026 with Salt segment total revenue expected between US$955 million and US$1.035 billion.
ナラティブ更新 Jan 06

CMP: 2026 Segment Guidance And Assumptions Will Support Measured Profit Outlook

Analysts have adjusted their price target for Compass Minerals International slightly higher from US$20.25 to US$20.75, reflecting updated assumptions around discount rate, profit margin and future P/E estimates. What's in the News The company issued earnings guidance for Fiscal Full-Year 2026, outlining expectations for both the Salt and Plant Nutrition segments (Key Developments).
ナラティブ更新 Dec 17

CMP: Guidance For 2026 Will Support Modest Profitability Improvement

Analysts have nudged their price target on Compass Minerals International slightly higher, from approximately $20.00 to $20.25 per share, citing expectations for improved profitability despite modestly slower projected revenue growth and a somewhat lower anticipated valuation multiple. What's in the News Issued new fiscal full year 2026 guidance, projecting Salt segment revenue between $955 million and $1,035 million (company guidance).
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新しいナラティブ May 28

Rising Demand And Improved Efficiency Will Drive Long-Term Value

Operational efficiencies and strategic focus on core businesses are expected to reduce costs and strengthen profitability across key segments.
Seeking Alpha Apr 16

Compass Minerals: A Money Sink Despite Stable Prices For Its Main Salt Product

Summary Compass Minerals is the main investment vehicle for gaining exposure to the salt market, thanks to its ownership of the largest underground salt mine in the world. However, that is the only positive investment case for this company, as it is unprofitable, has a weak balance sheet, and its share price is down 88% in the past decade. While its competitors have also underperformed, their profitability metrics are much stronger and are therefore a much better investment for exposure to agricultural salts. Read the full article on Seeking Alpha
Seeking Alpha Feb 12

Compass Minerals: Risky, But Still Worth Considering

Summary Compass Minerals International's Q1 2025 results disappointed, with earnings per share and adjusted earnings per share falling short of expectations despite higher-than-anticipated revenue. The company's Salt segment saw significant revenue decline due to lower tonnage sold, while the Plant Nutrition segment showed strong growth in sales volumes. Elevated leverage and operational underperformance make CMP stock a risky investment, but shares remain attractively priced for those willing to take on higher risk. Management aims to improve operations and refinance debt, but high interest rates and sticky expenses pose ongoing challenges. Read the full article on Seeking Alpha
Seeking Alpha Sep 18

Compass Minerals: A Risky But Interesting Prospect As Shares Surge

Summary Compass Minerals International's stock surged 21.1% after preliminary Q3 results showed higher-than-expected revenue despite lower adjusted earnings per share. The company’s Salt segment showed strength, but the Plant Nutrition segment saw declines in both sales volume and average price per ton. Management's updated guidance for 2024 indicates potential profitability, though past financial misstatements and project failures present significant risks. Despite being a cheap prospect with potential upside, Compass Minerals International remains a risky investment due to management missteps and ongoing uncertainties. Read the full article on Seeking Alpha
Seeking Alpha Apr 17

Compass Minerals: How Did We End Up Here?

Summary Compass Minerals has been a horrible investment in the last few years and the company once again had to report a quarterly loss. The company still has a moat in its salt business, but failing projects and a horrible stock and business performance overshadow the economic moat. The stock could be undervalued at this point and maybe supported from a technical point of view, but I still won't invest in the business. Read the full article on Seeking Alpha
分析記事 Feb 19

Compass Minerals International (NYSE:CMP) Has Affirmed Its Dividend Of $0.15

The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...
分析記事 Feb 11

Compass Minerals International, Inc. Reported A Surprise Loss, And Analysts Have Updated Their Forecasts

It's been a sad week for Compass Minerals International, Inc. ( NYSE:CMP ), who've watched their investment drop 10% to...
分析記事 Jan 23

Compass Minerals International (NYSE:CMP) May Have Issues Allocating Its Capital

What underlying fundamental trends can indicate that a company might be in decline? A business that's potentially in...
Seeking Alpha Jan 08

Compass Minerals: Core Salt Business Can't Carry The Valuation

Summary Compass Minerals has great cash flows from their core salt business, but that segment alone cannot support the valuation and ROIC for the business as a whole has been falling. Free cash flows are low with expected yields around 3.0% with spending still trailing off from the now halted lithium project with a scheduled $20-30M still expected next year. More sustainable CAPEX could bring FCF yields back up to 6.0% but given the debt load the valuation is hard to justify even at a 7% discount rate. Waiting to see if a growth initiative in fire retardant business shows promising results, while much uncertainty surrounds the stalled lithium project. Read the full article on Seeking Alpha
分析記事 Nov 09

Is Compass Minerals International (NYSE:CMP) A Risky Investment?

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 Oct 12

Returns At Compass Minerals International (NYSE:CMP) Appear To Be Weighed Down

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...
Seeking Alpha Sep 20

Compass Minerals: Dividend Doesn't Offset Lack Of Economic Value, Rate Hold

Summary Compass Minerals International, Inc.'s equity stock is at a 2-year low, indicating no relief for shareholders. The company's low-margin, low capital turnover business model is not appealing during times of inflationary pressure. Full-year guidance has been narrowed in given tighter volumes of mineral in both salt and plant nutrition lines. Net-net, rate Compass Minerals International, Inc. hold. Read the full article on Seeking Alpha
分析記事 Jul 11

Is Compass Minerals International (NYSE:CMP) 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...
分析記事 May 27

Compass Minerals International (NYSE:CMP) Will Pay A Dividend Of $0.15

The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...
Seeking Alpha May 26

Compass Minerals: I Don't See Investors Getting Any Value Here

Summary Compass Minerals International Inc might have increased its operating margins by 140% YoY, but still has a negative bottom line. I think the demand will be steady for CMP over the coming years, but warmer winters seem to present a challenge for the company's salt segment. Shares have been diluted over the years and I find the valuation to present way too much risk here to make an investment, CMP is a hold for me. Read the full article on Seeking Alpha
分析記事 Mar 30

Here's Why Compass Minerals International (NYSE:CMP) Has A Meaningful Debt Burden

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 01

Compass Minerals International (NYSE:CMP) Is Due To Pay A Dividend Of $0.15

Compass Minerals International, Inc.'s ( NYSE:CMP ) investors are due to receive a payment of $0.15 per share on 20th...
Seeking Alpha Feb 07

Compass Minerals GAAP EPS of -$0.01 misses by $0.59, revenue of $352.4M misses by $26.35M

Compass Minerals press release (NYSE:CMP): FQ1 GAAP EPS of -$0.01 misses by $0.59. Revenue of $352.4M (+6.3% Y/Y) misses by $26.35M.
分析記事 Nov 19

Compass Minerals International (NYSE:CMP) Has Affirmed Its Dividend Of $0.15

The board of Compass Minerals International, Inc. ( NYSE:CMP ) has announced that it will pay a dividend of $0.15 per...

決済の安定と成長

配当データの取得

安定した配当: CMPの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。

増加する配当: CMPの配当金が増加しているかどうかを判断するにはデータが不十分です。


配当利回り対市場

Compass Minerals International 配当利回り対市場
CMP 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (CMP)0%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Metals and Mining)1.5%
アナリスト予想 (CMP) (最長3年)0%

注目すべき配当: CMPは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。

高配当: CMPは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。


株主への利益配当

収益カバレッジ: CMP US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: CMPが配当金を報告していないため、配当金の持続可能性を計算できません。


高配当企業の発掘

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2026/05/07 20:40
終値2026/05/07 00:00
収益2026/03/31
年間収益2025/09/30

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

Compass Minerals International, Inc. 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。10

アナリスト機関
Joel JacksonBMO Capital Markets Equity Research
David BegleiterDeutsche Bank
David SilverFreedom Capital Markets