Intrepid Potash, Inc.

NYSE:IPI 株式レポート

時価総額:US$461.2m

Intrepid Potash マネジメント

マネジメント 基準チェック /34

Intrepid Potashの CEO はKevin Crutchfieldで、 Dec2024年に任命され、 の在任期間は 1.67年です。 の年間総報酬は$ 3.89Mで、 15.4%給与と84.6%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0.83%を直接所有しており、その価値は$ 3.83M 。経営陣と取締役会の平均在任期間はそれぞれ2年と5.1年です。

主要情報

Kevin Crutchfield

最高経営責任者

US$3.9m

報酬総額

CEO給与比率15.43%
CEO在任期間1.7yrs
CEOの所有権0.8%
経営陣の平均在職期間2yrs
取締役会の平均在任期間5.1yrs

経営陣の近況

Recent updates

Seeking Alpha Jun 15

Intrepid Potash: Down Significantly, Looking At H2 '26

Summary Intrepid Potash, Inc. remains a high-risk, speculative fertilizer play with a downgraded price target of $15/share and a reiterated Hold rating. IPI's lack of dividend, volatile earnings outlook, and subpar cost structure undermine its appeal despite being debt-free and cash-rich from recent asset sales. The recent $50M share buyback at elevated valuations raises concerns over management's capital allocation discipline amid deteriorating fundamentals. With negative long-term returns, high COGS, and a limited margin of safety, IPI's upside is constrained unless cost competitiveness improves materially. Read the full article on Seeking Alpha
分析記事 May 15

Intrepid Potash's (NYSE:IPI) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Intrepid Potash, Inc.'s ( NYSE:IPI...
分析記事 Jan 15

Subdued Growth No Barrier To Intrepid Potash, Inc. (NYSE:IPI) With Shares Advancing 28%

The Intrepid Potash, Inc. ( NYSE:IPI ) share price has done very well over the last month, posting an excellent gain of...
分析記事 Nov 07

There's Reason For Concern Over Intrepid Potash, Inc.'s (NYSE:IPI) Price

It's not a stretch to say that Intrepid Potash, Inc.'s ( NYSE:IPI ) price-to-sales (or "P/S") ratio of 1.3x right now...
分析記事 Jul 25

Intrepid Potash (NYSE:IPI) May Have Issues Allocating Its Capital

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
分析記事 May 04

Subdued Growth No Barrier To Intrepid Potash, Inc. (NYSE:IPI) With Shares Advancing 29%

The Intrepid Potash, Inc. ( NYSE:IPI ) share price has done very well over the last month, posting an excellent gain of...
Seeking Alpha Mar 26

Intrepid Potash: The Recovery May Be Just Getting Started

Summary I maintain my "Buy" rating on Intrepid Potash stock due to recent strength, potential higher potash prices, and promising earnings outlook. IPI benefits from being the sole domestic potash producer in the U.S., with cost-effective production methods and potential gains from upcoming tariffs on Canadian imports. The company's production levels and EBITDA are improving, with significant cost savings and strategic initiatives under the new CEO driving future growth prospects. While risks exist, including potential market flooding by Canadian producers, IPI's solid balance sheet and operational improvements position it well for future shareholder returns. If the new tariffs are fully implemented, this should keep pushing the potash pricing higher, making IPI quite well-positioned to beat the currently depressed EPS consensus. Read the full article on Seeking Alpha
分析記事 Jan 30

Intrepid Potash, Inc. (NYSE:IPI) Stock Rockets 28% But Many Are Still Ignoring The Company

Intrepid Potash, Inc. ( NYSE:IPI ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha Oct 06

Intrepid Potash: A Low-Risk, High-Uncertainty Value Opportunity

Summary Intrepid Potash offers a "low-risk, high uncertainty" value opportunity with a clean balance sheet, positive cash flow, and cheap valuation despite short-term uncertainties. The company faces headwinds such as declining potash prices and the sudden departure of its long-tenured CEO, who is also the largest shareholder. Upside potential includes improved production volumes and capital allocation changes under new leadership, especially if potash prices rebound. While facing indefinite headwinds, IPI is quietly setting up for long-term returns with a low risk of ruin and a high chance of a large payoff. Read the full article on Seeking Alpha
分析記事 Sep 18

A Look At The Fair Value Of Intrepid Potash, Inc. (NYSE:IPI)

Key Insights Intrepid Potash's estimated fair value is US$27.22 based on 2 Stage Free Cash Flow to Equity With US$25.28...
Seeking Alpha Jul 25

Intrepid Potash's Lack Of Future Cash Flow Potential Offset By An Attractive Asset Valuation

Summary IPI is overvalued from a cash flow perspective but undervalued from an asset perspective. With CEO Bob Jornayvaz unlikely to return, there is potential for a new CEO to sell off parts of the business. IPI's business primarily sales decreased due to falling potash prices, which look to be improving. Read the full article on Seeking Alpha
分析記事 May 10

Some Confidence Is Lacking In Intrepid Potash, Inc.'s (NYSE:IPI) P/S

It's not a stretch to say that Intrepid Potash, Inc.'s ( NYSE:IPI ) price-to-sales (or "P/S") ratio of 1.3x right now...
Seeking Alpha May 02

Intrepid Potash: Undervalued And Potentially Rewarding The Patient

Summary Intrepid Potash shares have been stagnant at around $20 per share, but the market is undervaluing the company compared to its tangible book value. The company is a producer of potash, an essential compound used in agriculture, animal feed, and the oil and gas industry. Despite current low potash prices, there is potential for a rebound due to future supply constraints and increasing demand. Shares are a buy with a price target of $35. Read the full article on Seeking Alpha
分析記事 Jan 06

Intrepid Potash, Inc.'s (NYSE:IPI) Shareholders Might Be Looking For Exit

With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Chemicals industry in the United States, you...
分析記事 Dec 15

The Returns At Intrepid Potash (NYSE:IPI) Aren't Growing

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 Nov 08

The Bottom Fishing Club: Intrepid Potash

Summary Intrepid Potash's stock price has dropped significantly due to bearish potash commodity pricing and weak forecasts for 2024. The company has a strong balance sheet with no debt, and a market capitalization that is significantly below tangible book value. Shares are substantially undervalued and unloved today, holding the potential to double or triple in price over the next 2-3 years. Read the full article on Seeking Alpha
Seeking Alpha Sep 13

Intrepid Potash: Stay Away As Market Conditions Worsen Significantly

Summary Intrepid Potash has shown short-term bullish momentum but is expected to face challenges due to the poor pricing environment for potash and I think the price will continue to go lower. The company's potash segment makes up a significant portion of its sales, but the average potash price per ton has decreased, impacting earnings, and creating a risky investment scenario. Comparing IPI to Nutrien shows that it has underperformed in terms of stock performance, valuation, and margins, making Nutrien a more favorable option. Read the full article on Seeking Alpha
分析記事 Sep 08

Intrepid Potash (NYSE:IPI) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Seeking Alpha Jun 22

Intrepid Potash: Why I Called It A Day (Rating Downgrade)

Summary Intrepid Potash, Inc. hasn't performed as expected, leading to a cautious stance on the stock despite its current low price. Potash prices have continued to decline, debunking the belief that they would rebound after the Russian invasion and challenging the narrative of limited potash exports. Comparables with the previous year present challenges, and it remains uncertain whether 2024 will offer meaningfully better prospects for Intrepid Potash. Altogether, I'm neutral this name. Read the full article on Seeking Alpha
分析記事 May 05

Here's Why Intrepid Potash (NYSE:IPI) Can Manage Its Debt Responsibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...

CEO報酬分析

Intrepid Potash の収益と比較して、Kevin Crutchfield 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
Jun 30 2026n/an/a

US$16m

Mar 31 2026n/an/a

US$15m

Dec 31 2025US$4mUS$600k

US$11m

Sep 30 2025n/an/a

-US$197m

Jun 30 2025n/an/a

-US$202m

Mar 31 2025n/an/a

-US$206m

Dec 31 2024US$4mUS$46k

-US$213m

報酬と市場: Kevinの 総報酬 ($USD 3.89M ) は、 US市場 ($USD 2.40M ) の同規模の企業の平均を上回っています。

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


CEO

Kevin Crutchfield (65 yo)

1.7yrs
在職期間
US$3,887,607
報酬

Mr. Kevin S. Crutchfield was CEO & Director of Microtec Development & Holdings LLC until April 2026. He is CEO & Director of Intrepid Potash, Inc. from December 2, 2024. Mr. Crutchfield was President and D...


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
Kevin Crutchfield
CEO & Director1.7yrsUS$3.89m0.83%
$ 3.8m
Christina Sheehan
General Counsel & Corporate Secretary4.3yrsUS$997.74k0.22%
$ 999.0k
Jason Tremblay
Chief Financial Officerless than a yearデータなし0.094%
$ 433.2k
Richard Kim
Vice President of Operationsless than a yearデータなし0.035%
$ 161.0k
Cris Ingold
Chief Accounting Officer2.3yrsデータなし0.099%
$ 456.3k
Ryan Schultz
Interim Investor Relations Managerno dataデータなしデータなし
Zachry Adams
Vice President of Sales & Marketing5.8yrsデータなしデータなし
2.0yrs
平均在職期間
54yo
平均年齢

経験豊富な経営陣: IPIの経営陣は 経験豊富 であると考えられます ( 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
Kevin Crutchfield
CEO & Director1.7yrsUS$3.89m0.83%
$ 3.8m
Barth Whitham
Independent Chairman18.3yrsUS$256.98k0.39%
$ 1.8m
Chris Elliott
Independent Director16yrsUS$179.98k0.37%
$ 1.7m
Mary McBride
Independent Director6.3yrsUS$194.98k0.20%
$ 906.7k
William Zisch
Independent Director4.3yrsUS$184.31k0.11%
$ 505.8k
Lori Lancaster
Independent Director5.1yrsUS$189.98k0.096%
$ 441.1k
Gonzalo Avendano
Independent Director1.6yrsUS$204.90k0.11%
$ 525.7k
5.1yrs
平均在職期間
65yo
平均年齢

経験豊富なボード: IPIの 取締役会経験豊富 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2026/08/07 05:15
終値2026/08/07 00:00
収益2026/06/30
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

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アナリスト筋

Intrepid Potash, Inc. 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。20

アナリスト機関
Peter WardBarclays
Farooq HamedBarclays
Edwin CheeBMO Capital Markets Equity Research