Consolidated Water Co. Ltd.

NasdaqGS:CWCO 株式レポート

時価総額:US$457.4m

Consolidated Water マネジメント

マネジメント 基準チェック /44

Consolidated Waterの CEO はRick McTaggartで、 Oct2000年に任命され、 の在任期間は 25.58年です。 の年間総報酬は$ 1.22Mで、 46%給与と54%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1.78%を直接所有しており、その価値は$ 8.15M 。経営陣と取締役会の平均在任期間はそれぞれ16.6年と25年です。

主要情報

Rick McTaggart

最高経営責任者

US$1.2m

報酬総額

CEO給与比率45.98%
CEO在任期間25.6yrs
CEOの所有権1.8%
経営陣の平均在職期間16.6yrs
取締役会の平均在任期間25yrs

経営陣の近況

Recent updates

Seeking Alpha May 19

Consolidated Water: Hawaii Delays Have Crushed Sentiment, But The Thesis Is Still Intact

Summary Consolidated Water's stock price has dropped 22% due to permitting delays in the Hawaii desalination project, the key near-term growth catalyst. Q1FY26 results reflect a temporary transition: revenue declined 11% YoY, but O&M recurring revenue and Bulk segment remained resilient, supporting margins. My revised thesis assumes Hawaii construction revenue starts in FY2027, offering a potential 27% annual total return if the project proceeds as expected. With high downside risk if Hawaii is cancelled, CWCO is now a high-risk, high-reward play best suited for patient, risk-tolerant investors. Read the full article on Seeking Alpha
分析記事 May 15

Consolidated Water Co. Ltd. Just Missed EPS By 12%: Here's What Analysts Think Will Happen Next

As you might know, Consolidated Water Co. Ltd. ( NASDAQ:CWCO ) last week released its latest quarterly, and things did...
ナラティブの更新 May 14

CWCO: Share Capital Changes And Buyback Tools Will Support Future Upside

Analysts have maintained their fair value estimate for Consolidated Water at $43.0. They have adjusted assumptions related to the discount rate, revenue growth, profit margins and future P/E, resulting in a refreshed yet unchanged overall price target narrative. What's in the News Consolidated Water plans to seek shareholder approval at its AGM on June 1, 2026, for an increase in the company’s share capital, which could give the company greater flexibility for future equity issuance (Key Developments).
ナラティブの更新 Apr 27

CWCO: Share Authorization And Buyback Flexibility Will Support Future Upside

Analysts have maintained their price target for Consolidated Water at $43.00, reflecting unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E. What's in the News At the AGM scheduled for June 1, 2026, shareholders are set to vote on increasing Consolidated Water Co. Ltd.'s authorized share capital, which could give the company more flexibility in future equity issuance or corporate actions (Key Developments).
ナラティブの更新 Apr 08

CWCO: Steady Growth Assumptions And Future P/E Will Support Upside Potential

Analysts kept their price target for Consolidated Water steady at $43.00, citing unchanged assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E as support for maintaining their view. Valuation Changes Fair Value: steady at $43.0, with no change from the prior estimate of $43.
ナラティブの更新 Mar 24

CWCO: Higher Future P/E Assumptions Will Support Further Upside Potential

Analysts have maintained their $43.00 price target for Consolidated Water, weighing lower projected revenue growth of 20.55% and a slightly softer profit margin of 12.52% against a higher assumed future P/E of 29.08x. Valuation Changes Fair Value: $43.0 is unchanged, with the target price maintained at the prior level.
ナラティブの更新 Mar 10

CWCO: Stable Assumptions And Maintained Future P/E Will Support Upside

Analysts have maintained their consolidated fair value estimate for Consolidated Water at $43, reflecting updated assumptions around discount rate, revenue growth, profit margin, and future P/E that together indicate no change in their overall price target view. Valuation Changes Fair Value: Remains unchanged at $43.00, indicating no adjustment to the consolidated fair value estimate.
ナラティブの更新 Feb 24

CWCO: Stable Assumptions And Lower Future P/E Will Support Upside

Analysts have kept their price target for Consolidated Water steady at $43.00, with unchanged assumptions on fair value, discount rate, revenue growth and profit margin, along with a slightly lower future P/E expectation that reflects their updated view of the stock’s valuation profile. Valuation Changes Fair Value: Held steady at $43.00, with no change in the underlying fair value estimate.
ナラティブの更新 Feb 09

CWCO: Revised Assumptions Will Support Future Margins And Share Price Upside

Analysts have nudged their price target on Consolidated Water up from US$42.50 to US$43.00, reflecting updated assumptions around revenue growth, margins, discount rate and future P/E expectations. Valuation Changes Fair Value Estimate: Adjusted slightly from US$42.50 to US$43.00.
ナラティブの更新 Jan 23

CWCO: New Wastewater Contract Will Support Future Margins And Share Gains

Analysts have kept their fair value estimate for Consolidated Water steady at US$42.50, citing essentially unchanged assumptions for discount rate, revenue growth, profit margin and future P/E, which together support a stable price target despite the minor model tweaks. What's in the News Consolidated Water Co. Ltd., through its California based subsidiary PERC Water Corporation, secured an US$11.7 million contract to construct a wastewater recycling plant for a San Francisco Bay Area golf club (Key Developments).
ナラティブの更新 Jan 09

CWCO: New Recycling Contract Will Support Future Margins And Share Gains

The analyst price target for Consolidated Water remains at US$42.50, as analysts point to steady fair value, discount rate and earnings assumptions with no material shifts in their underlying models. What's in the News Consolidated Water Co. Ltd.
ナラティブの更新 Dec 25

CWCO: New Wastewater Contract Will Support Future Margins And Share Gains

Analysts have nudged their price target on Consolidated Water slightly higher to 42.50 dollars from 42.50 dollars, citing a largely unchanged outlook for revenue growth, profit margins, and long term valuation multiples. What's in the News Won an 11.7 million dollar contract to build a wastewater recycling plant for a San Francisco Bay Area golf club, adding to the company’s backlog and reinforcing its presence in high value U.S. water infrastructure projects (Key Developments) The project will use membrane bioreactor technology to convert untreated wastewater into high quality recycled water suitable for irrigation, aligning with growing demand for sustainable water solutions (Key Developments) The plant’s design leverages precast concrete basins and prefabricated equipment buildings to lower construction costs and accelerate the project schedule, potentially supporting better project margins (Key Developments) Once operational, the facility is expected to save an estimated 36 to 38 million gallons of potable water annually by supplying recycled water for non potable use, reducing strain on local freshwater resources (Key Developments) The contract was secured by subsidiary PERC Water Corporation, with design by long term partner PACE Advanced Water Engineering, underscoring Consolidated Water’s established network and technical expertise in engineered water solutions (Key Developments) Valuation Changes Fair Value: Unchanged at 42.50 dollars per share, indicating no material reassessment of long term intrinsic value.
ナラティブの更新 Dec 11

CWCO: New Wastewater Contract Will Support Future Margins And Share Gains

Analysts have increased their price target for Consolidated Water by 0.0 dollars, reflecting slightly refined assumptions around discount rates, revenue growth and profit margins that leave their overall valuation view effectively unchanged. What's in the News Won an $11.7 million contract to build a wastewater recycling plant for a San Francisco Bay Area golf club, adding to its portfolio of U.S. water infrastructure projects (Key Developments) New plant will treat 200,000 gallons of wastewater per day and provide 600,000 gallons of treated water storage for irrigation use (Key Developments) Facility will use membrane bioreactor technology to produce high quality recycled water while saving an estimated 36 to 38 million gallons of potable water annually (Key Developments) Value engineered design, including precast concrete basins and prefabricated equipment buildings, is expected to cut construction costs and speed delivery of the project (Key Developments) Valuation Changes Fair Value: Unchanged at $42.50 per share, indicating no material shift in the intrinsic valuation estimate.
ナラティブの更新 Nov 27

CWCO: San Francisco Contract Win Will Support Margin Expansion And Share Gains

Analysts have maintained their price target for Consolidated Water at $42.50, noting that subtle adjustments in discount rate and financial forecasts do not significantly alter the company's outlook. What's in the News Consolidated Water Co. Ltd.
ナラティブの更新 Nov 13

CWCO: Projected Margin Expansion Should Drive Share Gains After Contract Win

Analysts have raised their price target for Consolidated Water from $39.50 to $42.50. They cite improved profit margin projections, which outweigh a modestly higher discount rate and slightly reduced revenue growth expectations.
分析記事 Aug 13

The Returns At Consolidated Water (NASDAQ:CWCO) Aren't Growing

NasdaqGS:CWCO 1 Year Share Price vs Fair Value Explore Consolidated Water's Fair Values from the Community and select...
Seeking Alpha Mar 21

Consolidated Water: A Tiny Company With A Big Future

Summary Consolidated Water is a microcap water company with a strong balance sheet, boasting $100 million in cash and negligible debt. CW operates in the Caribbean and US, with diversified segments including retail water, bulk water, services, and manufacturing. Key growth drivers include a $200 million Hawaii desalination project and increasing recurring O&M revenues, enhancing long-term revenue stability. Despite regulatory risks in Cayman and payment delays in Bahamas, CW's debt-free status provides resilience and negotiation leverage. Read the full article on Seeking Alpha
Seeking Alpha Dec 19

Consolidated Water: Upside In Water, But Only At The Right Price

Summary I underestimated Consolidated Water's upside potential due to its significant expansion and new contracts, despite its historical underperformance and high miss ratio. CWCO's impressive 2023 earnings were driven by a new desalination plant and contracts in Hawaii and the Caribbean, boosting its valuation. Despite recent growth, CWCO's risk profile and inconsistent performance make it a "Hold" at a $20/share target, not warranting a higher multiple. The company's volatile revenue streams and cyclical end-customers in leisure and tourism add to the investment risk, justifying my conservative stance. Read the full article on Seeking Alpha
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新しいナラティブ Sep 20

Expanding Desalination Frontiers Boosts Prospects, Yet Analysts Predict A Challenging Revenue Tide

Expansion through new desalination plants and acquisitions in water-stressed areas enhances long-term revenue, market presence, and competitive edge.
Seeking Alpha Aug 20

Consolidated Water: Q2 2024 Earnings Make A Splash, But Miss The Mark

Summary Consolidated Water Co. Ltd. missed earnings and revenue targets in Q2, but saw growth in the Retail segment and operations and maintenance contracts. Consolidated Water operates in water treatment projects, with recent expansions in the Caribbean and U.S., including desalination plants and long-term contracts. Despite solid financials and growth opportunities, Consolidated Water faces risks from project timing and revenue dependence on big projects, leading to caution in investing. Read the full article on Seeking Alpha
分析記事 Jul 15

Here's Why Consolidated Water (NASDAQ:CWCO) Has Caught The Eye Of Investors

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
分析記事 Jun 08

Consolidated Water (NASDAQ:CWCO) Has Announced A Dividend Of $0.095

Consolidated Water Co. Ltd. ( NASDAQ:CWCO ) has announced that it will pay a dividend of $0.095 per share on the 31st...
分析記事 Apr 04

Consolidated Water's (NASDAQ:CWCO) Solid Profits Have Weak Fundamentals

Last week's profit announcement from Consolidated Water Co. Ltd. ( NASDAQ:CWCO ) was underwhelming for investors...
分析記事 Mar 20

Consolidated Water (NASDAQ:CWCO) Is Due To Pay A Dividend Of $0.095

The board of Consolidated Water Co. Ltd. ( NASDAQ:CWCO ) has announced that it will pay a dividend on the 30th of...

CEO報酬分析

Consolidated Water の収益と比較して、Rick McTaggart 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$18m

Dec 31 2025US$1mUS$562k

US$19m

Sep 30 2025n/an/a

US$17m

Jun 30 2025n/an/a

US$17m

Mar 31 2025n/an/a

US$16m

Dec 31 2024US$1mUS$562k

US$18m

Sep 30 2024n/an/a

US$26m

Jun 30 2024n/an/a

US$30m

Mar 31 2024n/an/a

US$34m

Dec 31 2023US$1mUS$551k

US$31m

Sep 30 2023n/an/a

US$23m

Jun 30 2023n/an/a

US$15m

Mar 31 2023n/an/a

US$10m

Dec 31 2022US$1mUS$525k

US$8m

Sep 30 2022n/an/a

US$8m

Jun 30 2022n/an/a

US$9m

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$907kUS$496k

US$3m

Sep 30 2021n/an/a

US$2m

Jun 30 2021n/an/a

US$3m

Mar 31 2021n/an/a

US$7m

Dec 31 2020US$906kUS$496k

US$9m

Sep 30 2020n/an/a

US$10m

Jun 30 2020n/an/a

US$12m

Mar 31 2020n/an/a

US$12m

Dec 31 2019US$1mUS$468k

US$11m

報酬と市場: Rickの 総報酬 ($USD 1.22M ) は、 US市場 ($USD 2.72M ) 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: Rickの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Rick McTaggart (62 yo)

25.6yrs
在職期間
US$1,222,966
報酬

Mr. Frederick W. McTaggart, also known as Rick, has been a Director of Consolidated Water Co. Ltd. since 1998. He has been the Chief Executive Officer of Consolidated Water Co. Ltd.since January 1, 2004 a...


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
Frederick McTaggart
CEO, President & Director25.6yrsUS$1.22m1.78%
$ 8.2m
David Sasnett
Executive VP & CFO19.9yrsUS$746.15k0.56%
$ 2.6m
Ramjeet Jerrybandan
Executive VP13.3yrsUS$840.15k0.52%
$ 2.4m
Douglas Vizzini
Executive VPless than a yearUS$456.39k0.12%
$ 545.1k
16.6yrs
平均在職期間
59.5yo
平均年齢

経験豊富な経営陣: CWCOの経営陣は経験豊富で経験豊富です(平均在職期間は16.6年)。


取締役

名称ポジション在職期間報酬所有権
Frederick McTaggart
CEO, President & Director28.3yrsUS$1.22m1.78%
$ 8.2m
Brian Butler
Independent Director43.3yrsUS$103.85k0.28%
$ 1.3m
Clarence Flowers
Independent Director35.3yrsUS$91.43k1.6%
$ 7.3m
Leonard Sokolow
Independent Director19.9yrsUS$94.29k0.24%
$ 1.1m
Raymond Whittaker
Independent Director37.5yrsUS$104.12k0.019%
$ 86.9k
Wilmer Pergande
Independent Chairman of the Board48.3yrsUS$189.83k0.21%
$ 982.1k
Carson Ebanks
Independent Director25yrsUS$85.61k0.22%
$ 1.0m
Gerónimo Gutiérrez Fernández
Independent Directorless than a yearUS$8.75kデータなし
Linda Beidler-D'Aguilar
Independent Director7.5yrsUS$111.86k0.13%
$ 596.6k
Maria Giner
Independent Directorless than a yearUS$8.75k0.021%
$ 94.6k
Kimberly Adamson
Independent Directorless than a yearUS$8.75k0.016%
$ 74.9k
25.0yrs
平均在職期間
68yo
平均年齢

経験豊富なボード: CWCOの 取締役会 は経験豊富で 経験豊富 です ( 25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2026/05/20 21:10
終値2026/05/20 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

Consolidated Water Co. Ltd. 1 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。1

アナリスト機関
Gerard SweeneyRoth Capital Partners