CPI Card Group Inc.

NasdaqGM:PMTS 株式レポート

時価総額:US$181.1m

CPI Card Group マネジメント

マネジメント 基準チェック /24

CPI Card Groupの CEO はJohn Loweで、 Jan2024年に任命され、 の在任期間は 2.33年です。 の年間総報酬は$ 3.79Mで、 17.1%給与と82.9%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0.54%を直接所有しており、その価値は$ 972.14K 。経営陣と取締役会の平均在任期間はそれぞれ1.6年と4年です。

主要情報

John Lowe

最高経営責任者

US$3.8m

報酬総額

CEO給与比率17.09%
CEO在任期間2.3yrs
CEOの所有権0.5%
経営陣の平均在職期間1.6yrs
取締役会の平均在任期間4yrs

経営陣の近況

Recent updates

分析記事 May 13

CPI Card Group's (NASDAQ:PMTS) Soft Earnings Don't Show The Whole Picture

The most recent earnings report from CPI Card Group Inc. ( NASDAQ:PMTS ) was disappointing for shareholders. While the...
ナラティブの更新 May 03

PMTS: Long Term Partnerships And 2026 Outlook Will Drive Future Upside

Analysts have kept their price target for CPI Card Group steady at $28.25, reflecting unchanged expectations around fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News CPI Card Group renewed a multi-year service agreement with Velera, extending a relationship of more than 20 years and remaining Velera’s primary partner for payment card programs supporting over 4,000 credit unions across North America (Key Developments).
ナラティブの更新 Apr 17

PMTS: New Partnerships And 2026 Guidance Will Support Future Upside

Analysts have maintained their price target for CPI Card Group at $28.25, reflecting unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News CPI Card Group partnered with Fiserv to integrate its Card@Once SaaS platform into the Fiserv ecosystem, giving more than 10,000 financial institutions access to a combined physical and digital card issuance service, with CPI becoming a preferred instant issuance partner for Fiserv clients across the U.S. (Key Developments) The Fiserv collaboration positions Card@Once as the replacement for Fiserv’s current instant issuance solutions and includes plug and play integration, in-branch physical card issuance alongside digital in-wallet cards, expanded mobile and digital banking connections, and CPI-managed maintenance and program setup.
ナラティブの更新 Apr 03

PMTS: Longstanding Credit Union Partnership And 2026 Outlook Will Support Future Upside

Analysts have maintained their price target on CPI Card Group at $28.25. This reflects unchanged assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in the latest update.
ナラティブの更新 Mar 19

PMTS: Leadership Transition And 2026 Outlook Will Support Future Upside Potential

Analysts have kept their price target for CPI Card Group steady at $28.25, citing only modest adjustments to revenue growth assumptions, a lower projected profit margin, and a higher expected future P/E multiple as reasons to maintain their view rather than change it. What's in the News CPI Card Group issued earnings guidance for full year 2026, indicating an expectation for revenue to show high single digit growth, giving investors a time frame for management’s current outlook on the top line (Key Developments).
ナラティブの更新 Mar 05

PMTS: Ownership Stake Increase Will Support Future Upside Potential

Analysts have maintained their price target for CPI Card Group at $28.25, indicating that their views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions remain unchanged. What's in the News CPI Card Group announced that Chief Financial Officer Jeffrey Hochstadt has ceased serving as CFO effective February 13, 2026, and will stay on in an advisory role through June 30, 2026 to support the transition (Key Developments).
ナラティブの更新 Feb 18

PMTS: New Ownership Changes And Leadership Transition Will Support Future Upside

Analysts maintained their $28.25 price target for CPI Card Group, with only minor tweaks to discount rate and forward P/E assumptions, reflecting largely unchanged views on the company’s long term earnings profile. What's in the News Chief Financial Officer Jeffrey Hochstadt stepped down from the CFO role effective February 13, 2026, and will stay on as an advisor through June 30, 2026 to support the transition (company filing).
ナラティブの更新 Feb 03

PMTS: New Ownership And Platform Integrations Will Likely Unlock Future Upside

Analysts have kept their price target for CPI Card Group steady at US$28.25, citing unchanged fair value, discount rate, revenue growth, profit margin, and future P/E assumptions in their updated work. What's in the News Tricor Pacific Capital Inc.
分析記事 Jan 30

CPI Card Group (NASDAQ:PMTS) Is Doing The Right Things To Multiply Its Share Price

What trends should we look for it we want to identify stocks that can multiply in value over the long term? One common...
ナラティブの更新 Jan 20

PMTS: Share Weakness Will Likely Offer Opportunity As Mix Pressures Stabilize

Narrative update on CPI Card Group The analyst price target for CPI Card Group has been reduced by US$10 to US$30. Analysts are factoring in the recent Q3 shortfall, including a 1.4% organic revenue contraction and a less favorable Debit and Credit mix that weighed on gross margins.
ナラティブの更新 Jan 05

PMTS: Recent Weakness Will Likely Present Opportunity As Mix Headwinds Ease

Analysts have reduced their price target on CPI Card Group to US$30 from US$40, citing Q3 results that came in below expectations with a 1.4% organic revenue contraction and a less favorable Debit and Credit mix that weighed on gross margins. They still view the recent weakness as an opportunity to accumulate shares.
ナラティブの更新 Dec 22

PMTS: Recent Weakness Will Likely Present Opportunity As Mix Headwinds Gradually Ease

Analysts have trimmed their price target on CPI Card Group to $30 from $40, citing weaker than expected Q3 results including a 1.4% organic revenue decline and margin pressure from an unfavorable debit and credit mix, but continue to recommend buying shares on recent weakness. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the reduced $30 price target still implies meaningful upside from current trading levels, reflecting confidence in the long term earnings power of the business.
ナラティブの更新 Dec 08

PMTS: Share Weakness Will Likely Present Opportunity As Margins Gradually Improve

Analysts have reduced their price target for CPI Card Group by $10 to $30 per share, citing softer than expected Q3 results marked by a modest 1.4% organic revenue decline and margin pressure from an unfavorable Debit and Credit mix. They still view recent share weakness as a buying opportunity.
ナラティブの更新 Nov 24

PMTS: Share Price Weakness Will Present Opportunity As Margins Recover

Analysts have revised their price target for CPI Card Group downward from $29.75 to $28.25. They cite recent revenue contraction and margin pressures as key factors behind the updated outlook.
分析記事 Nov 21

CPI Card Group Inc. (NASDAQ:PMTS) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

CPI Card Group Inc. ( NASDAQ:PMTS ) shareholders that were waiting for something to happen have been dealt a blow with...
ナラティブの更新 Nov 06

PMTS: Share Price Weakness Will Create Long-Term Upside Opportunity

The analyst price target for CPI Card Group was lowered from $34 to $29.75. This reflects analyst concerns about softer revenue growth, margin pressures, and recent underperformance against estimates.
分析記事 Aug 09

CPI Card Group Inc. (NASDAQ:PMTS) Looks Inexpensive After Falling 42% But Perhaps Not Attractive Enough

NasdaqGM:PMTS 1 Year Share Price vs Fair Value Explore CPI Card Group's Fair Values from the Community and select yours...
分析記事 Jul 12

The Trend Of High Returns At CPI Card Group (NASDAQ:PMTS) Has Us Very Interested

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha May 23

CPI Card Group: Still Attractive After Q1 Profitability Lag

Summary CPI Card Group's Q1 results were quite weak. Good sales growth was offset by a significant decline in the gross margin. The 2025 guidance should be taken with some caution. The recent Arroweye acquisition is fair. While coming at an EV/EBITDA higher than CPI Card Group's own, sales and cost synergies should offset the fact. After the stock's crash, PMTS stock is very attractively priced. I estimate a 65% upside to $33.00. Read the full article on Seeking Alpha
分析記事 Apr 04

CPI Card Group Inc. (NASDAQ:PMTS) Screens Well But There Might Be A Catch

It's not a stretch to say that CPI Card Group Inc.'s ( NASDAQ:PMTS ) price-to-earnings (or "P/E") ratio of 15.3x right...
分析記事 Mar 11

Returns On Capital Are A Standout For CPI Card Group (NASDAQ:PMTS)

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 Mar 06

CPI Card Group: Fair Q4 Earnings, And A Good 2025 Ahead

Summary CPI Card Group reported strong Q4 revenue growth, but profitability again slightly declined due to up-front operating expenses to support future earnings growth. The company guides for mid-to-high single-digit growth in revenues and adjusted EBITDA through 2025, in line with expectations. Positively, earnings growth is guided to converge with topline growth. I still estimate PMTS stock to be undervalued with 37% upside to a fair value of $40.9. Read the full article on Seeking Alpha
分析記事 Nov 27

At US$30.11, Is It Time To Put CPI Card Group Inc. (NASDAQ:PMTS) On Your Watch List?

CPI Card Group Inc. ( NASDAQ:PMTS ), is not the largest company out there, but it saw a significant share price rise of...
User avatar
新しいナラティブ Sep 26

Refinancing And Digital Innovation Propel Growth In Fintech's Future

Refinancing efforts and investments in digital solutions are poised to enhance financial stability and drive higher-margin revenue, improving net income and EPS.
分析記事 Sep 09

Returns On Capital Are A Standout For CPI Card Group (NASDAQ:PMTS)

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 Jun 27

CPI Card Group's Valuation Gap Is Closing Ahead Of Growth Recovery

Summary CPI Card Group Inc.'s Q1 report showed expected sales weakness, but a demand recovery, an expanded customer deal, and Prepaid growth look to fuel a great growth recovery. The company's SG&A increased notably in Q1, being partly due to temporary compensation but also expected to partly sustain higher with increased growth investments. The undervaluation has shrunk after the significant share rally, but fairly good upside still remains as the growth outlook remains good. Read the full article on Seeking Alpha
分析記事 May 14

CPI Card Group Inc. (NASDAQ:PMTS) Stock Rockets 27% But Many Are Still Ignoring The Company

CPI Card Group Inc. ( NASDAQ:PMTS ) shareholders would be excited to see that the share price has had a great month...
分析記事 May 08

Shareholders Would Enjoy A Repeat Of CPI Card Group's (NASDAQ:PMTS) Recent Growth In Returns

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 Apr 01

Should You Think About Buying CPI Card Group Inc. (NASDAQ:PMTS) Now?

CPI Card Group Inc. ( NASDAQ:PMTS ), might not be a large cap stock, but it saw a double-digit share price rise of over...
分析記事 Mar 06

If EPS Growth Is Important To You, CPI Card Group (NASDAQ:PMTS) Presents An Opportunity

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 Dec 09

CPI Card Group Inc.'s (NASDAQ:PMTS) Price Is Right But Growth Is Lacking After Shares Rocket 39%

CPI Card Group Inc. ( NASDAQ:PMTS ) shareholders are no doubt pleased to see that the share price has bounced 39% in...
分析記事 Nov 27

Is It Too Late To Consider Buying CPI Card Group Inc. (NASDAQ:PMTS)?

While CPI Card Group Inc. ( NASDAQ:PMTS ) might not be the most widely known stock at the moment, it saw a significant...
分析記事 Nov 12

CPI Card Group Inc. (NASDAQ:PMTS) Analysts Are Reducing Their Forecasts For Next Year

The analysts covering CPI Card Group Inc. ( NASDAQ:PMTS ) delivered a dose of negativity to shareholders today, by...
分析記事 Nov 10

CPI Card Group Inc. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

CPI Card Group Inc. ( NASDAQ:PMTS ) missed earnings with its latest quarterly results, disappointing overly-optimistic...
分析記事 Nov 08

Here's Why We Think CPI Card Group (NASDAQ:PMTS) Might Deserve Your Attention Today

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
分析記事 Sep 16

CPI Card Group (NASDAQ:PMTS) Knows How To Allocate Capital Effectively

What are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Seeking Alpha Aug 08

CPI Card Group GAAP EPS of $0.52 beats by $0.15, revenue of $113M beats by $11.2M

CPI Card Group press release (NASDAQ:PMTS): Q2 GAAP EPS of $0.52 beats by $0.15. Revenue of $113M (+21.2% Y/Y) beats by $11.2M. The Company now expects high teens net sales growth and low double-digit Adjusted EBITDA growth for the full year, an increase from the previous outlook of low double-digit growth for net sales and mid-to-high single-digit growth for Adjusted EBITDA. The full-year Adjusted EBITDA margin is still expected to be slightly below 20%. The Company expects strong sales growth in its Debit and Credit segment for the year and Prepaid Debit segment sales near the record level in 2021.
Seeking Alpha Dec 20

CPI Card Group: Deep Value With Strong Expected Growth In 2022

PMTS should appreciate above $75 per share in the next 12-18 months based on the market realizing the company’s earnings power is greater than $5 per share. In 2021, over half of the company’s revenue growth came from units driven by FinTech growth, market share gains, and contactless cards expanding ASPs, which should continue for years. Buying PMTS is an alternative way to participate in FinTech growth at a discount. PMTS stock is down on the market’s misinterpretation of business cyclicality, while we believe lower Q4 21 revenue is a return to normal seasonality in the prepaid card division and revenue will grow double-digits in 2022. We believe credit card producers have pricing power due to supply chain challenges that will enable them to offset much of the inflationary pressures faced today.

CEO報酬分析

CPI Card Group の収益と比較して、John Lowe 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$12m

Dec 31 2025US$4mUS$648k

US$15m

Sep 30 2025n/an/a

US$14m

Jun 30 2025n/an/a

US$13m

Mar 31 2025n/an/a

US$19m

Dec 31 2024US$5mUS$621k

US$20m

Sep 30 2024n/an/a

US$15m

Jun 30 2024n/an/a

US$18m

Mar 31 2024n/an/a

US$19m

Dec 31 2023US$2mUS$500k

US$24m

Sep 30 2023n/an/a

US$34m

Jun 30 2023n/an/a

US$42m

Mar 31 2023n/an/a

US$41m

Dec 31 2022US$1mUS$420k

US$37m

Sep 30 2022n/an/a

US$25m

Jun 30 2022n/an/a

US$19m

Mar 31 2022n/an/a

US$20m

Dec 31 2021US$1mUS$373k

US$16m

Sep 30 2021n/an/a

US$23m

Jun 30 2021n/an/a

US$22m

Mar 31 2021n/an/a

US$17m

Dec 31 2020US$1mUS$357k

US$16m

報酬と市場: Johnの 総報酬 ($USD 3.79M ) は、 US市場 ($USD 1.66M ) の同規模の企業の平均を上回っています。

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


CEO

John Lowe (48 yo)

2.3yrs
在職期間
US$3,794,309
報酬

Mr. John D. Lowe, CFA, CPA, served as Executive Vice President of End-to-End Payment Solutions at CPI Card Group Inc. since December 2022 until January 25, 2024 & serves as it's President & CEO since Janua...


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
John Lowe
President2.3yrsUS$3.79m0.54%
$ 972.1k
Toni Thompson
Chief Operating Officerless than a yearUS$1.07m0.076%
$ 136.8k
Jeffrey Hochstadt
Advisorless than a yearUS$1.37m0.22%
$ 389.5k
Terra Grantham
Senior VP of Enterprise Strategy & Growth and Interim CFOless than a yearデータなし0.13%
$ 239.3k
Donna Carmignani
Chief Accounting Officer & Controller4.2yrsデータなし0.090%
$ 163.3k
Ernesto Boada
Chief Technology Officerless than a yearデータなし0.036%
$ 65.7k
Michael Salop
Investor Relationsno dataデータなしデータなし
Darren Dragovich
Chief Legal & Compliance Officer and Secretary1.6yrsデータなし0.027%
$ 49.2k
Sonya Vollmer
Chief Human Resources Officer4.3yrsデータなし0.070%
$ 125.9k
Margaret O'Leary
Chief Commercial Officer3.4yrsデータなし0.24%
$ 443.2k
Diane Felton
Chief of Staff2.3yrsデータなしデータなし
Rob Dixon
Chief Digital Officer1.4yrsデータなし0.069%
$ 124.9k
1.6yrs
平均在職期間
52yo
平均年齢

経験豊富な経営陣: PMTSの経営陣は 経験豊富 とはみなされません ( 1.6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
John Lowe
President2.3yrsUS$3.79m0.54%
$ 972.1k
Hugh Riley
Independent Chair3yrsUS$264.05k2.21%
$ 4.0m
Nicholas Peters
Independent Director19.3yrsUS$236.55k0.39%
$ 704.2k
Thomas Furey
Independent Director5yrsUS$229.05k0.13%
$ 230.8k
Marc Sheinbaum
Independent Director6.5yrsUS$244.05k0.16%
$ 292.1k
Valerie Keating
Independent Director8yrsUS$244.05k0.29%
$ 527.5k
Ravi Mallela
Independent Director2.5yrsUS$221.55k0.071%
$ 128.3k
Lisa Oleson
Independent Director2yrsUS$221.55k0.048%
$ 86.0k
4.0yrs
平均在職期間
57.5yo
平均年齢

経験豊富なボード: PMTSの 取締役会経験豊富 であると考えられます ( 4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2026/05/14 06:56
終値2026/05/14 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

CPI Card Group 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。13

アナリスト機関
David KoningBaird
Gary PrestopinoBarrington Research Associates, Inc.
James FotheringhamBMO Capital Markets Equity Research