The ODP Corporation

NasdaqGS:ODP 株式レポート

時価総額:US$843.3m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

ODP マネジメント

マネジメント 基準チェック /34

ODPの CEO はGerry Smithで、 Feb2017年に任命され、 の在任期間は 8.83年です。 の年間総報酬は$ 9.46Mで、 11.6%給与と88.4%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3.33%を直接所有しており、その価値は$ 28.05M 。経営陣と取締役会の平均在任期間はそれぞれ5.7年と5.8年です。

主要情報

Gerry Smith

最高経営責任者

US$9.5m

報酬総額

CEO給与比率11.62%
CEO在任期間8.8yrs
CEOの所有権3.3%
経営陣の平均在職期間5.7yrs
取締役会の平均在任期間5.8yrs

経営陣の近況

Recent updates

ナラティブの更新 Nov 07

ODP: Acquisition Agreement Will Drive Margin Improvement And Unlock Shareholder Value

Analysts have raised their price target for ODP Corporation from $31.67 to $34.67, citing improved profit margin forecasts and a reduced discount rate following recent acquisition developments. Analyst Commentary Following the recent acquisition agreement, analysts have weighed in with a range of viewpoints regarding ODP Corporation's outlook and valuation.
Seeking Alpha Sep 23

The ODP Corporation: Nothing Left To See Here

Summary The ODP Corporation (ODP) agreed to be acquired by Atlas Holdings for $28 per share, a 34% premium over recent prices. Despite the buyout premium, ODP has suffered years of revenue and profit decline across both its Office Depot and ODP Business Solutions divisions. ODP's low trading multiples and minimal net debt make it attractive to buyers, but the business is in terminal decline with limited upside for shareholders. With only a 1.2% spread to the buyout price and significant downside risk if the deal fails, I rate ODP stock a 'sell.' Read the full article on Seeking Alpha
分析記事 Sep 08

Is Now The Time To Look At Buying The ODP Corporation (NASDAQ:ODP)?

The ODP Corporation ( NASDAQ:ODP ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 Aug 18

An Intrinsic Calculation For The ODP Corporation (NASDAQ:ODP) Suggests It's 40% Undervalued

NasdaqGS:ODP 1 Year Share Price vs Fair Value Explore ODP's Fair Values from the Community and select yours Key...
分析記事 Apr 09

The Market Doesn't Like What It Sees From The ODP Corporation's (NASDAQ:ODP) Earnings Yet As Shares Tumble 27%

Unfortunately for some shareholders, the The ODP Corporation ( NASDAQ:ODP ) share price has dived 27% in the last...
分析記事 Feb 21

Should You Investigate The ODP Corporation (NASDAQ:ODP) At US$18.07?

The ODP Corporation ( NASDAQ:ODP ), is not the largest company out there, but it saw significant share price movement...
分析記事 Jan 15

These 4 Measures Indicate That ODP (NASDAQ:ODP) Is Using Debt Extensively

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
分析記事 Dec 21

The ODP Corporation's (NASDAQ:ODP) Business Is Trailing The Industry But Its Shares Aren't

With a median price-to-sales (or "P/S") ratio of close to 0.4x in the Specialty Retail industry in the United States...
分析記事 Nov 07

What Does The ODP Corporation's (NASDAQ:ODP) Share Price Indicate?

The ODP Corporation ( NASDAQ:ODP ), is not the largest company out there, but it saw a decent share price growth of 12...
Seeking Alpha Oct 02

Business Supply Retailer ODP Corporation Looks Like A Contrarian Pick

Summary ODP Corporation is trading at a low price/book ratio and P/E ratio, making it an attractive contrarian investment despite declining revenues. The company has a weak balance sheet but remains cash flow positive with minimal long-term debt, suggesting financial sustainability. Competition and commodity price fluctuations are significant risks, but ODP's business strategy and branding efforts are crucial for navigating the market. Revenue decline is a concern, but profitability is expected to improve, and share repurchase programs show confidence in future operations. Read the full article on Seeking Alpha
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新しいナラティブ Sep 16

Navigating Challenges To Propel Growth And Enhance Shareholder Value In Business Solutions And Retail

Strategic investments and partnerships aim to boost revenue, enhance shareholder value, and improve net margins through business transformation and core growth focus.
分析記事 Sep 06

Is ODP (NASDAQ:ODP) A Risky Investment?

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 08

The ODP Corporation (NASDAQ:ODP) Stock's 35% Dive Might Signal An Opportunity But It Requires Some Scrutiny

To the annoyance of some shareholders, The ODP Corporation ( NASDAQ:ODP ) shares are down a considerable 35% in the...
分析記事 Jul 27

Is There An Opportunity With The ODP Corporation's (NASDAQ:ODP) 49% Undervaluation?

Key Insights ODP's estimated fair value is US$83.14 based on 2 Stage Free Cash Flow to Equity ODP's US$42.42 share...
Seeking Alpha Jul 17

Use The Dip To Buy ODP Corporation Ahead Of Its Q2 Earnings

Summary ODP Corporation stock has underperformed its small-cap peers by -26% YTD, with pronounced weakness following the Q1 results in May. Q2 may not be the strongest quarter given seasonal weakness and sizeable upward revisions to the EPS, but forward looking guidance for H2 is expected to be positive. Project Core's salutary impact is expected to reflect well on the bottom line numbers for this year and next, and despite positive revisions in the EPS, PE valuations look incredibly cheap. After only generating $7m of FCF in Q1, the quarterly FCF run rate is expected to increase by close to 9x, although some inventory build-up ahead of the back-to-school season may see meaningful benefits come through only in H2. The risk-reward on the charts looks even more attractive. Read the full article on Seeking Alpha
分析記事 Jul 11

Should You Investigate The ODP Corporation (NASDAQ:ODP) At US$37.87?

While The ODP Corporation ( NASDAQ:ODP ) might not have the largest market cap around , it saw significant share price...
分析記事 May 27

The ODP Corporation (NASDAQ:ODP) Might Not Be As Mispriced As It Looks

It's not a stretch to say that The ODP Corporation's ( NASDAQ:ODP ) price-to-earnings (or "P/E") ratio of 17.1x right...
分析記事 Apr 19

Does ODP (NASDAQ:ODP) Have A Healthy Balance Sheet?

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 Mar 25

Is Now The Time To Look At Buying The ODP Corporation (NASDAQ:ODP)?

The ODP Corporation ( NASDAQ:ODP ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 Feb 23

Is There An Opportunity With The ODP Corporation's (NASDAQ:ODP) 44% Undervaluation?

Key Insights ODP's estimated fair value is US$92.56 based on 2 Stage Free Cash Flow to Equity Current share price of...
分析記事 Feb 05

With EPS Growth And More, ODP (NASDAQ:ODP) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Seeking Alpha Jan 16

ODP: A Value Play With Catalysts

Summary ODP Corporation is a value stock trading at just 4.3x forward EV/EBITDA. AREX Capital Management's recent letter argues for spinning off the retail business, divesting Varis, and increasing leverage to buyback shares. I view ODP is likely to engage with AREX's proposal to some extent even if it does not embrace all parts of the proposal. ODP's aggressive share repurchase program represents an additional positive catalyst. I believe ODP is undervalued and am initiating coverage with a buy rating. Read the full article on Seeking Alpha
分析記事 Dec 26

The ODP Corporation's (NASDAQ:ODP) Price Is Right But Growth Is Lacking

The ODP Corporation's ( NASDAQ:ODP ) price-to-earnings (or "P/E") ratio of 10x might make it look like a buy right now...

CEO報酬分析

ODP の収益と比較して、Gerry Smith 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
Sep 27 2025n/an/a

US$5m

Jun 28 2025n/an/a

US$50m

Mar 29 2025n/an/a

US$46m

Dec 28 2024US$9mUS$1m

US$106m

Sep 28 2024n/an/a

US$134m

Jun 29 2024n/an/a

US$147m

Mar 30 2024n/an/a

US$194m

Dec 30 2023US$11mUS$1m

US$247m

Sep 30 2023n/an/a

US$244m

Jul 01 2023n/an/a

US$230m

Apr 01 2023n/an/a

US$207m

Dec 31 2022US$11mUS$1m

US$226m

Sep 24 2022n/an/a

US$174m

Jun 25 2022n/an/a

US$180m

Mar 26 2022n/an/a

US$179m

Dec 25 2021US$11mUS$1m

US$187m

Sep 25 2021n/an/a

US$186m

Jun 26 2021n/an/a

US$147m

Mar 27 2021n/an/a

-US$45m

Dec 26 2020US$10mUS$1m

-US$63m

Sep 26 2020n/an/a

-US$39m

Jun 27 2020n/an/a

-US$13m

Mar 28 2020n/an/a

US$136m

Dec 28 2019US$10mUS$1m

US$127m

Sep 28 2019n/an/a

US$30m

Jun 29 2019n/an/a

US$31m

Mar 30 2019n/an/a

US$74m

Dec 29 2018US$9mUS$1m

US$99m

報酬と市場: Gerryの 総報酬 ($USD 9.46M ) は、 US市場 ($USD 3.77M ) の同規模の企業の平均を上回っています。

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


CEO

Gerry Smith (62 yo)

8.8yrs
在職期間
US$9,462,889
報酬

Mr. Gerry P. Smith has been the Chief Executive Officer at The ODP Corporation (formerly known as Office Depot, Inc.). since February 27, 2017. He serves as Director at Varis, Inc. He served as Principal F...


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
Gerry Smith
CEO & Executive Director8.8yrsUS$9.46m3.33%
$ 28.1m
Max Hood
Senior VP & Co-Chief Financial Officer1yrUS$1.15m0.14%
$ 1.1m
Adam Haggard
Senior Vice President & Co-CFO1yrUS$6.24m0.082%
$ 692.0k
Sarah Elizabeth McConnell
Executive VP3.4yrsUS$1.67m0.15%
$ 1.3m
John Gannfors
Executive VP & President of Veyer8.7yrsUS$1.95m0.35%
$ 2.9m
David Centrella
Executive VP & President of Business Solutions Divisionno dataUS$1.69m0.28%
$ 2.4m
Timothy Perrott
Vice President of Investor Relations7.3yrsデータなしデータなし
Zoe Maloney
Executive VP & Chief Human Resources Officer4.1yrsUS$2.08m0.12%
$ 987.1k
Kevin Moffitt
Executive VP & President of Office Depot9.3yrsデータなし0.19%
$ 1.6m
5.7yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: ODPの経営陣は経験豊富で経験豊富です(平均在職期間は5.7年)。


取締役

名称ポジション在職期間報酬所有権
Gerry Smith
CEO & Executive Director8.8yrsUS$9.46m3.33%
$ 28.1m
Cynthia Jamison
Independent Director12.3yrsUS$297.51k0.0055%
$ 46.1k
Quincy Allen
Independent Director5.8yrsUS$270.01k0.00090%
$ 7.6k
Wendy Schoppert
Independent Non-Executive Chair5.4yrsUS$381.63k0.013%
$ 108.5k
Shashank Shankar Samant
Independent Director5.8yrsUS$274.03k0.00090%
$ 7.6k
Amy Schioldager
Independent Director1.5yrsUS$200.24kデータなし
Kristin Campbell
Independent Director9.4yrsUS$286.52kデータなし
Evan Levitt
Independent Director1.5yrsUS$201.55kデータなし
5.8yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: ODPの 取締役会経験豊富 であると考えられます ( 5.8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2025/12/11 16:47
終値2025/12/09 00:00
収益2025/09/27
年間収益2024/12/28

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

The ODP Corporation 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
Alan RifkinBarclays
Michael LasserBarclays
Colin McGranahanBernstein