Grifols, S.A.

NasdaqGS:GRFS 株式レポート

時価総額：US$6.1b

Grifols マネジメント

マネジメント 基準チェック /34

Grifolsの CEO はNacho Abia Buenacheで、 Apr2024年に任命され、 の在任期間は 2.25年です。 の年間総報酬は€ 3.52Mで、 56.9%給与と43.1%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0.017%を直接所有しており、その価値は$ 1.06M 。経営陣と取締役会の平均在任期間はそれぞれ6年と4.1年です。

主要情報

Nacho Abia Buenache

最高経営責任者

€3.5m

報酬総額

CEO給与比率56.87%
CEO在任期間2.3yrs
CEOの所有権0.02%
経営陣の平均在職期間6yrs
取締役会の平均在任期間4.1yrs

経営陣の近況

Recent updates

Seeking Alpha • Jul 03

Grifols: Operational Recovery And Balance Sheet Improvement Support A Return To Buy (Rating Upgrade)

Summary First-quarter results were broadly in line with expectations, supported by strong growth in the Biopharma division, particularly immunoglobulins, where products such as Gamunex and Yimmugo continue to outperform. Grifols successfully refinanced all 2027 debt maturities ahead of schedule, extending maturities, lowering funding costs, and reducing refinancing risk. Lower plasma collection costs (with the Egyptian plasma platform), optimization of the U.S. collection network, and continued Biotest integration are expected to support sustainable margin expansion. Even applying a conservative valuation multiple, we see upside. Grifols' valuation is compelling. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Grifols: A Market Setback Turns Into Buying Opportunity

Summary Grifols, a Spanish multinational specializing in plasma-derived therapies, is undervalued due to historical mismanagement but holds a strong market position with significant competitive advantages. New management has implemented an operational improvement plan, showing positive results in 2024, including record revenues, improved EBITDA margins, and increased free cash flow. Key risks include potential U.S. immigration policies affecting plasma supply and the emergence of recombinant protein substitutes, which could erode revenue by 2028. The business is poised for growth with a strategic plan targeting revenue growth, improved margins, and significant free cash flow generation, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Grifols: Looking At The Longer-Term 2025-2027 Upside After No Sale

Summary Grifols remains a strong long-term investment due to its leading position in the plasma industry and improving financial fundamentals, despite short-term volatility and lack of a dividend. The company's revenue and EBITDA growth, improved leverage ratio, and significant liquidity highlight its resilience and potential for future profitability. Grifols' valuation is attractive, with a potential upside to €20/share, driven by EPS growth and market expansion in plasma-derived products. I maintain a "BUY" rating for Grifols, expecting a significant return on investment over the next 1-4 years. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Grifols: More Attractive Than In A Very Long Time

Summary I don't divest unless the fundamental thesis changes; Grifols' buyout offer from Brookfield Asset Management is undervalued, so I maintain my "Buy" stance. Despite Brookfield's offer, I believe Grifols is worth more, as supported by recent 3Q24 results and the transaction committee's recommendation. The transaction committee advises against accepting the €10.5/share offer, aligning with my view that Grifols' real value is higher. This situation is instructive for valuation investors, demonstrating the importance of assessing a company's true worth beyond buyout offers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Grifols: Here Is Why It's Still A 'Buy' Even If Price Goes Down

Summary Grifols, S.A. is undervalued and worth more than its current market valuation, making it a strong buy even without a potential Brookfield buyout. The company leads the global plasma market, with significant growth in immunoglobulin and albumin segments, and has a robust infrastructure and geographical reach. Despite facing competition and emerging technologies, Grifols' fundamentals are solid, with impressive 2024 earnings forecasts and improving margins and leverage. The lack of a dividend is a downside, but the potential for significant returns based on historical P/E ratios makes Grifols a speculative “Buy”. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Grifols: Stay On The Sidelines

Summary Grifols leverage and governance concerns are primarily addressed. The company confirms discussions around a potential combined PE/family bid offer. Still, there is a high debt and negligible FCF generation to consider. We remain neutral. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Grifols: Why To Watch From The Sidelines

Summary Grifols, a major player in global plasma extraction and processing, has experienced a significant 43% decline in stock price in 2024 following a bearish report from Gotham. KPMG and the Spanish regulator have offered a more favorable perspective based on Grifols’ 2023 results, suggesting that while the company’s structure warrants caution, it is not without value. For investors seeking value, the question is: Is there enough margin of safety? A closer examination reveals that Grifols is facing several challenges compared to its competitors, compounded by debt. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Grifols: Q4 Was Positive, Still Too Many Question Marks

Summary Grifols faces new accusations from the hedge fund Gotham City. Gotham City questions loans and outgoing flows recorded in Grifols' financial report, as well as the role of Scranton Enterprises. Grifols disclosed a lack of FCF generation in 2024. We are neutral, given a soft outlook for the current year. On a positive note, Grifols confirmed the Shanghai RAAS equity stake divestment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Grifols: I've Read The Short-Seller Report, And I Mostly Disagree

Summary Grifols' position in the pharma industry has dropped due to a short-seller report, causing its stock to decline. The report questions the accounting treatment of M&As and consolidation of entities in Grifols' filings. I believe that the allegations in the report are not significant enough to warrant a 20% drop in the company's stock and plans to wait for a reaction before adding more to their stake. Read the full article on Seeking Alpha

CEO報酬分析

Grifols の収益と比較して、Nacho Abia Buenache 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

€415m

Dec 31 2025€4m€2m

€402m

報酬と市場: Nachoの 総報酬 ($USD 4.01M ) は、 US市場 ($USD 8.35M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Nachoの報酬と会社の業績を比較するにはデータが不十分です。

CEO

Nacho Abia Buenache (58 yo)

2.3yrs
在職期間
€3,517,000
報酬

Mr. Jose Ignacio Abia Buenache, also known as Nacho, serves as Chief Executive Officer of Grifols, S.A. from April 1, 2024 and has been its Director since February 26, 2024. Mr. Abia Buenache had been Chie...

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
Jose Ignacio Abia Buenache
CEO & Director2.3yrs€3.52m0.017%
$ 1.1m
Rahul Srinivasan
Chief Financial Officer1.8yrsデータなし0.011%
$ 696.7k
Lluis Gomez
Senior Vice President of Strategy & COO Officeno dataデータなしデータなし
Daniel Segarra
Head of Investor Relations & Sustainability and Vice Presidentno dataデータなしデータなし
David Bell
Chief Corporate Affairs & Legal Officer23.5yrsデータなし0.0029%
$ 180.8k
Enrique de la Torre
Chief Compliance Officer7.5yrsデータなしデータなし
Montse Ribas
Chief Communications and Reputation Officer1.3yrsデータなし0.0025%
$ 151.3k
Camille Alpi
Chief Human Resources & Talent Officer2.4yrsデータなし0%
$ 0
Vicente Blanquer Torre
Chief Quality Officer33.5yrsデータなし0%
$ 0
Ignacio Ramal Subira
Chief Internal Audit & Enterprise Risk Manager4.5yrsデータなし0.0011%
$ 65.2k
Sergio Adell
President of Commercial Tech Support7.5yrsデータなしデータなし
Daniel Coit
Chief Industrial Services Officer7.5yrsデータなしデータなし
6.0yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: GRFSの経営陣は経験豊富で経験豊富です（平均在職期間は6年）。

取締役

名称ポジション在職期間報酬所有権
Jose Ignacio Abia Buenache
CEO & Director2.4yrs€3.52m0.017%
$ 1.1m
Paul Herendeen
Proprietary Director1.6yrs€129.00kデータなし
Iñigo Mardones
Independent Director11.2yrs€164.00kデータなし
Victor Grifols Roura
Chairman of Honourno data€129.00k0%
$ 0
Pascal Ravery
Independent Director1.6yrs€129.00kデータなし
Juan Twose Roura
Member of the Advisory Committee11.5yrs€380.00kデータなし
Raimon Grifols Roura
Vice-Chairman11.2yrs€129.00k0.0084%
$ 515.9k
Tomas Daga Gelabert
Independent External Director26.3yrs€129.00k0.045%
$ 2.7m
Víctor Grifols Deu
Proprietary Director10.2yrs€4.45m0.023%
$ 1.4m
Albert Coma-Cros
Proprietary Director2.6yrs€129.00k0.0097%
$ 596.5k
Montserrat Abellana
Independent Director4.1yrs€164.00kデータなし
Susana Gonzalez Rodriguez
Independent Director4.1yrs€154.00kデータなし
4.1yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: GRFSの 取締役会 は 経験豊富 であると考えられます ( 4.1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2026/07/10 06:17
終値2026/07/10 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

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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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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

Grifols, S.A. 11 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。29

アナリスト機関
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