Advantage Solutions Inc.

NasdaqGS:ADV 株式レポート

時価総額:US$501.6m

Advantage Solutions マネジメント

マネジメント 基準チェック /24

Advantage Solutionsの CEO はDave Peacockで、 Feb2023年に任命され、 の在任期間は 3.33年です。 の年間総報酬は$ 5.60Mで、 19.6%給与と80.4%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1.63%を直接所有しており、その価値は$ 8.19M 。経営陣と取締役会の平均在任期間はそれぞれ1.4年と5.2年です。

主要情報

Dave Peacock

最高経営責任者

US$5.6m

報酬総額

CEO給与比率19.64%
CEO在任期間3.3yrs
CEOの所有権1.6%
経営陣の平均在職期間1.4yrs
取締役会の平均在任期間5.2yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 15

ADV: Reverse Split And 2026 Guidance Will Set Stage For Repricing Upside

Analysts have raised their price target for Advantage Solutions from $37.50 to $50.00, citing updated assumptions that include a lower discount rate, a smaller projected revenue decline, a slightly higher profit margin, and a higher future P/E multiple. What's in the News Advantage Solutions reaffirmed earnings guidance for 2026, indicating that revenues for the year are expected to be flat to up low single digits.
ナラティブの更新 Jun 01

ADV: Reverse Split And Flat 2026 Outlook Will Guide Balanced Expectations

Analysts maintained their $35.00 price target for Advantage Solutions, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E to reflect a more refined risk and earnings profile for the stock. What's in the News Reaffirmed 2026 earnings guidance, with revenues expected to be flat to up low single digits, giving you a clearer view of management’s current outlook (company guidance) Provided initial 2026 earnings guidance earlier in the year with the same revenue range of flat to up low single digits, reinforcing the current revenue expectation range (company guidance) Stockholders approved amendments to the certificate of incorporation to allow a reverse stock split of Class A common stock at a ratio between 1-for-10 and 1-for-25, along with a reduction in authorized common and preferred shares, subject to the board’s discretion on timing and final ratio (stockholder meeting) Announced a 1-for-25 stock split or significant stock dividend effective March 27, 2026, which will affect the share count and per share figures for investors (company announcement) Reported completion of the buyback program announced on November 9, 2021, with 12,894,517 shares repurchased for US$53.97 million, while no shares were repurchased in the period from October 1, 2025 to December 31, 2025 (buyback update) Valuation Changes Fair Value: maintained at $35.00 per share, with no change in the central valuation estimate.
ナラティブの更新 May 14

ADV: Reverse Split Plans And Flat 2026 Outlook Will Shape Balanced View

Analysts have raised their price target for Advantage Solutions to $35.00, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions as key drivers of the change. What's in the News For 2026, Advantage Solutions reaffirmed earnings guidance, with revenues expected to be flat to up low single digits, reflecting management's current outlook for the business (Corporate guidance).
分析記事 May 08

Advantage Solutions Inc. (NASDAQ:ADV) Analysts Are Pretty Bullish On The Stock After Recent Results

The investors in Advantage Solutions Inc. 's ( NASDAQ:ADV ) will be rubbing their hands together with glee today, after...
ナラティブの更新 Apr 23

ADV: Reverse Split Plan Will Set Stage For Repricing Upside

Analysts have lifted their price target for Advantage Solutions to $37.50 from $1.50, citing updated assumptions around fair value, revenue growth, profit margins, and future P/E. Together, these factors point to a meaningfully different risk and return profile for the stock.
ナラティブの更新 Apr 08

ADV: Reverse Split Will Reshape Capital Structure And Unlock Upside Potential

Analysts have updated their view on Advantage Solutions, lifting the fair value estimate from about $2.83 to $37.50. This change reflects revised assumptions around revenue growth, profit margins and a lower future P/E multiple.
ナラティブの更新 Mar 24

ADV: Reverse Split And Nasdaq Compliance Efforts Will Shape Balanced 2026 Outlook

Analysts have reduced their price target on Advantage Solutions to reflect a fair value adjustment from $1.50 to $0.75, citing updated views on revenue growth assumptions along with only modest changes in expected profit margins and future P/E. What's in the News Nasdaq notified Advantage Solutions on January 7, 2026 that the company is not in compliance with the $1.00 minimum bid price requirement for the Nasdaq Global Select Market.
ナラティブの更新 Mar 09

ADV: Reverse Split Plan Will Set Stage For Nasdaq Compliance

Analysts have reduced their price target on Advantage Solutions to $1.50 from $4.00, citing updated assumptions that now point to a higher discount rate, a significant change in revenue growth expectations, a slightly lower profit margin outlook, and a lower future P/E multiple. What's in the News Issued earnings guidance for 2026, with revenues expected to be flat to up low single digits, giving investors a preliminary view of management’s outlook for the business (Company guidance).
ナラティブの更新 Feb 23

ADV: Reverse Split And Nasdaq Compliance Efforts Will Support Future Upside Potential

Analysts have trimmed their $ price target on Advantage Solutions to reflect lower modeled revenue growth of 0.42%, while keeping fair value, discount rate, profit margin assumptions and future P/E expectations broadly aligned with prior estimates. What's in the News A special meeting on March 16, 2026 is scheduled as a Special or Extraordinary Shareholders Meeting for Advantage Solutions Inc.
ナラティブの更新 Feb 09

ADV: Listing Compliance Actions Will Support Future Upside Potential

Analysts have modestly adjusted their price target on Advantage Solutions to reflect small updates to assumptions around the discount rate, revenue growth, profit margin, and future P/E. This has resulted in a refined view of fair value that still centers around $1.50 per share.
ナラティブの更新 Jan 25

ADV: Stable Margins And Buybacks Will Support Future Upside Potential

Analysts have adjusted their price target for Advantage Solutions slightly, maintaining a fair value estimate of $1.50 while refining assumptions about modest revenue growth, profit margins, and the future P/E ratio to reflect updated expectations for the business. What's in the News On January 7, 2026, Advantage Solutions received a notice from Nasdaq that its share price is below the $1.00 minimum bid price requirement for the Nasdaq Global Select Market.
ナラティブの更新 Jan 07

ADV: Share Repurchases And Margin Outlook Will Support Stronger Future Earnings Power

Analysts have raised their price target on Advantage Solutions to US$1.50 from US$1.50. This reflects updated assumptions around higher modeled revenue growth of 2.32%, a modestly stronger projected profit margin of 10.18%, and a slightly lower future P/E of 1.91x.
ナラティブの更新 Dec 18

ADV: Instacart Partnership Will Drive Stronger Retail Execution And Earnings Power

Analysts have modestly reduced their price target on Advantage Solutions to reflect a lower fair value estimate of approximately 1.50 dollars from 2.00 dollars. This change is driven by expectations for faster but more volatile revenue growth, a slightly weaker profit margin profile, a higher discount rate, and a lower future earnings multiple.
分析記事 Oct 18

Advantage Solutions Inc.'s (NASDAQ:ADV) 26% Dip In Price Shows Sentiment Is Matching Revenues

Advantage Solutions Inc. ( NASDAQ:ADV ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 Sep 10

Is Advantage Solutions (NASDAQ:ADV) Using Too Much Debt?

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 Aug 13

There's No Escaping Advantage Solutions Inc.'s (NASDAQ:ADV) Muted Revenues Despite A 31% Share Price Rise

Despite an already strong run, Advantage Solutions Inc. ( NASDAQ:ADV ) shares have been powering on, with a gain of 31...
分析記事 Jun 12

Advantage Solutions Inc.'s (NASDAQ:ADV) Share Price Boosted 37% But Its Business Prospects Need A Lift Too

Advantage Solutions Inc. ( NASDAQ:ADV ) shareholders would be excited to see that the share price has had a great...
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新しいナラティブ May 30

Digital Transformation Will Unlock Efficient Operations For Future Success

Accelerated digital transformation, data investments, and automation are expected to boost operational efficiency, margins, and long-term profitability.
Seeking Alpha May 21

Advantage Solutions Looks Like A Triple -- Or Zero

Summary Near all-time lows, the case for Advantage stock is tempting. Q1 was ugly, but management sees improvement as the year goes on, and industry volatility could benefit the company. A levered balance sheet means modest multiple expansion can drive triple-digit upside — but it leaves little room for error. Advantage's track record into the pandemic suggests it can rebound; an inability to drive growth since then implies real caution. Read the full article on Seeking Alpha
分析記事 May 12

A Look At The Intrinsic Value Of Advantage Solutions Inc. (NASDAQ:ADV)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Advantage Solutions fair value estimate is US$1.61 Current...
分析記事 Mar 24

Is It Too Late To Consider Buying Advantage Solutions Inc. (NASDAQ:ADV)?

Advantage Solutions Inc. ( NASDAQ:ADV ), is not the largest company out there, but it saw a double-digit share price...
分析記事 Mar 11

Advantage Solutions Inc. (NASDAQ:ADV) Might Not Be As Mispriced As It Looks After Plunging 33%

Unfortunately for some shareholders, the Advantage Solutions Inc. ( NASDAQ:ADV ) share price has dived 33% in the last...
分析記事 Mar 08

Is Advantage Solutions (NASDAQ:ADV) Weighed On By Its Debt Load?

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 17

Advantage Solutions Inc.'s (NASDAQ:ADV) Price Is Right But Growth Is Lacking

You may think that with a price-to-sales (or "P/S") ratio of 0.3x Advantage Solutions Inc. ( NASDAQ:ADV ) is a stock...
分析記事 Aug 22

Advantage Solutions Inc. (NASDAQ:ADV) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Advantage Solutions' estimated fair value is US$5.94 based on 2 Stage Free Cash Flow to Equity Advantage...
分析記事 Aug 01

Advantage Solutions Inc. (NASDAQ:ADV) Held Back By Insufficient Growth Even After Shares Climb 26%

Advantage Solutions Inc. ( NASDAQ:ADV ) shareholders are no doubt pleased to see that the share price has bounced 26...
分析記事 May 24

Little Excitement Around Advantage Solutions Inc.'s (NASDAQ:ADV) Revenues As Shares Take 26% Pounding

Advantage Solutions Inc. ( NASDAQ:ADV ) shares have had a horrible month, losing 26% after a relatively good period...
分析記事 Apr 22

Is Advantage Solutions (NASDAQ:ADV) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

CEO報酬分析

Advantage Solutions の収益と比較して、Dave Peacock 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$243m

Dec 31 2025US$6mUS$1m

-US$228m

Sep 30 2025n/an/a

-US$244m

Jun 30 2025n/an/a

-US$302m

Mar 31 2025n/an/a

-US$384m

Dec 31 2024US$6mUS$1m

-US$378m

Sep 30 2024n/an/a

-US$203m

Jun 30 2024n/an/a

-US$197m

Mar 31 2024n/an/a

-US$98m

Dec 31 2023US$16mUS$986k

-US$84m

報酬と市場: Daveの 総報酬 ($USD 5.60M ) は、 US市場 ($USD 2.48M ) の同規模の企業の平均を上回っています。

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


CEO

Dave Peacock (58 yo)

3.3yrs
在職期間
US$5,600,280
報酬

Mr. David A. Peacock, also known as Dave, is Chief Executive Officer of Advantage Solutions, Inc. since 2023. He served COO & Director of Continental Grain Company Corp. from October 2021 until January 202...


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
David Peacock
CEO & Director3.3yrsUS$5.60m1.63%
$ 8.2m
Christopher Growe
Chief Financial Officer3.3yrsUS$1.82m0.37%
$ 1.9m
Michael Taylor
COO of Retailer Services & Activation2.7yrsUS$1.54m0.38%
$ 1.9m
Dean General
Chief Industry Development Officer1.3yrsUS$2.10m0.016%
$ 79.7k
Jeffrey Harsh
COO of Branded Servicesless than a yearUS$681.90k0.14%
$ 705.6k
Daniel Gore
Chief Accounting Officer & Principal Accounting Officer1.3yrsデータなし0.17%
$ 855.1k
Robert Hardester
Chief Information Officerless than a yearデータなしデータなし
Bryce Robinson
Chief Legal Officer & Corporate Secretary11.4yrsデータなしデータなし
Pamela Morris-Thornton
Chief Human Resources Officer3.3yrsデータなしデータなし
George Johnson
COO of Demonstration Services & Workforce Operations1.5yrsデータなし0.19%
$ 977.5k
David Fall
Chief Growth & Strategy Officerless than a yearデータなしデータなし
Jo O'Hazo
Deputy CIO & Chief Data Officerless than a yearデータなしデータなし
1.4yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: ADVの経営陣は 経験豊富 とはみなされません ( 1.4年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
David Peacock
CEO & Director3.3yrsUS$5.60m1.63%
$ 8.2m
Brian Ratzan
Independent Director5.7yrsUS$313.64k0.20%
$ 991.3k
James Kilts
Independent Chairman of the Board5.7yrsUS$313.64k0.55%
$ 2.8m
David West
Independent Director7.1yrsUS$313.64k0.10%
$ 515.3k
Timothy Flynn
Independent Director5.7yrsデータなしデータなし
Christopher Baldwin
Independent Director3.3yrsデータなしデータなし
Adam Levyn
Independent Director2.7yrsデータなしデータなし
Tiffany Han
Independent Director5.7yrsデータなしデータなし
Virginie Costa
Independent Director5.7yrsUS$328.64k0.11%
$ 534.9k
Jody Macedonio
Independent Director3.1yrsUS$313.64k0.087%
$ 436.4k
Deborah Poole
Independent Director4.1yrsUS$313.64k0.089%
$ 446.4k
Robin Manherz
Independent Director4.7yrsUS$326.76k0.10%
$ 517.6k
5.2yrs
平均在職期間
54.5yo
平均年齢

経験豊富なボード: ADVの 取締役会経験豊富 であると考えられます ( 5.2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2026/06/17 09:22
終値2026/06/17 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。

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

Advantage Solutions Inc. 2 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。4

アナリスト機関
Lucas MorisonCanaccord Genuity
Jason EnglishGoldman Sachs
Toni KaplanMorgan Stanley