Sunnova Energy International Inc.

OTCPK:NOVA.Q 株式レポート

時価総額:US$12.5k

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Sunnova Energy International マネジメント

マネジメント 基準チェック /04

Sunnova Energy Internationalの CEO はPaul Mathewsで、 Mar2025年に任命され、 の在任期間は 1 年未満です。 の年間総報酬は$ 2.12Mで、 19.3%給与と80.7%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0.012%を直接所有しており、その価値は$ 1.52 。経営陣と取締役会の平均在任期間はそれぞれ0.7年と1.2年です。

主要情報

Paul Mathews

最高経営責任者

US$2.1m

報酬総額

CEO給与比率19.32%
CEO在任期間less than a year
CEOの所有権0.01%
経営陣の平均在職期間less than a year
取締役会の平均在任期間1.2yrs

経営陣の近況

Recent updates

User avatar
新しいナラティブ Mar 29

Solar Leases And PPA Services Will Drive Future Success

Sunnova focuses on high-margin services and cost reductions to enhance net margins and earnings, prioritizing margin over growth.
Seeking Alpha Mar 03

Sunnova's 'Going Concern' Warning Is A Red Flag You Can't Ignore

Summary Sunnova Energy faces severe financial distress despite growth in customer acquisition, revenue, and solar deployments, with a stock price plummeting over 60%. The company issued a "going concern" warning, indicating it may not continue operating without major changes like restructuring or securing new capital. Crushing debt load, high financing costs, and cautious tax equity investors exacerbate Sunnova's liquidity crisis, with no clear plan to address upcoming debt maturities. Rating: Strong Sell due to overwhelming financial distress, risk of bankruptcy, and extreme market headwinds, making investment highly risky. Read the full article on Seeking Alpha
Seeking Alpha Nov 01

Sunnova: Skyrocketing Debt Fuels Growth, But Margins Remain Under Pressure

Summary Sunnova is one of the leading companies in the residential solar PV system market, along with Sunrun and Tesla. It reported 16.97% YoY growth in the first 9 months of FY24, but margins remain extremely negative. The business model requires a large amount of capital, leading to debt surpassing the $8 billion threshold as of September 2024, exceeding more than 10x the market cap. Sunnova faces multiple risks, some related to the industry, such as extreme competitiveness and structurally low margins, and some others that are specific to itself. Read the full article on Seeking Alpha
Seeking Alpha Aug 01

Sunnova Energy: Good Q2, But Highly Leveraged On Debt

Summary Sunnova Energy reported a 32% increase in revenue in Q2 2024, driven by high-margin customers under lease and PPA contracts. Despite a 670% jump in adjusted EBITDA, driven by one-time ITC sales, I still have concerns about the company's long-term stability due to high debt levels. Management's focus on high-margin customers, and raised guidance for 2024 are positive, but I still don't see enough insider buying activity. Given these factors, and more factors that I cover below, my rating for Sunnova Energy is a Hold. Read the full article on Seeking Alpha
分析記事 May 04

Earnings Update: Sunnova Energy International Inc. (NYSE:NOVA) Just Reported And Analysts Are Trimming Their Forecasts

It's been a pretty great week for Sunnova Energy International Inc. ( NYSE:NOVA ) shareholders, with its shares surging...
Seeking Alpha Mar 01

Sunnova: Awaiting Financial Enhancement

Summary Sunnova Energy International offers photovoltaic systems to retail customers, providing a wide range of options to meet their needs. The company faced difficulties in FY2023, with increasing debt and poor financial results. Sunnova's financial stability is a concern, with negative operating cash flows and a large amount of debt that may require to be refinanced. Read the full article on Seeking Alpha
Seeking Alpha Dec 28

Sunnova: Top Pick In The Residential Solar Market

Summary Sunnova Energy is well-positioned to capitalize on the US residential solar market with its network of regional dealer-installers. The company's Q3 results were in line with expectations, and it has reaffirmed its guidance for 2023 and 2024. Sunnova is expected to continue experiencing rapid sales growth, supported by expansion into new markets and the Inflation Reduction Act. Read the full article on Seeking Alpha
Seeking Alpha Dec 22

Sunnova: Strong Customer Growth Trend Makes It A Buy

Summary Sunnova's stock has declined by 67.14% over the past three years, but the company is expanding its customer base and top line. Investing in renewable energy stocks is risky but the long-term trends suggest eventual success for companies in this sector. Sunnova's customer base and cash flow potential are growing, but its bottom line is declining due to heavy investments and increasing operating expenses. Read the full article on Seeking Alpha
Seeking Alpha Oct 17

Sunnova Energy International: A Potential Further Downside On Weak Fundamentals

Summary Sunnova Energy International Inc. has experienced a significant decline in its stock price, making it a potential entry point for investors. The company's weak fundamentals, including high debt and poor profitability, make it a risky investment. NOVA is facing headwinds such as high interest rates and supply chain disruptions, which could further impact its financial health and stock performance. Given the weak fundamentals and bearish trajectory, I recommend selling the stock or executing stop-loss orders at about $9.13. Read the full article on Seeking Alpha
Seeking Alpha Jul 31

Sunnova Energy International: Potentially Unsustainable Business Model

Summary Sunnova Energy International's business model relies heavily on leasing and loaning solar energy systems to residential customers. NOVA has not shown any profitability and has an unproven business model with a track record of negative operating margins. Sunnova's profitability is susceptible to factors such as interest rates and the company's ability to control costs, and increasing scale has not improved operational cash flow. Barring government incentives and the decarbonization movement, the current environment is hostile to cash-burning businesses such as Sunnova, and I rate this company as a Strong sell. Read the full article on Seeking Alpha
Seeking Alpha Jun 16

Sunnova: Not Yet Time To Buy Solar Even As The Renewable Energy Runs Hot

Summary Sunnova has one in four of its shares being shorted. NOVA is experiencing strong year-on-year revenue growth as solar adoption in the US runs hot. However, net losses are material as higher interest expenses disrupt the highly levered business model. Read the full article on Seeking Alpha
分析記事 May 12

An Intrinsic Calculation For Sunnova Energy International Inc. (NYSE:NOVA) Suggests It's 24% Undervalued

Key Insights The projected fair value for Sunnova Energy International is US$21.04 based on Dividend Discount Model...
分析記事 Mar 01

New Forecasts: Here's What Analysts Think The Future Holds For Sunnova Energy International Inc. (NYSE:NOVA)

Sunnova Energy International Inc. ( NYSE:NOVA ) shareholders will have a reason to smile today, with the analysts...

CEO報酬分析

Sunnova Energy International の収益と比較して、Paul Mathews 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
Dec 31 2024US$2mUS$410k

-US$368m

Sep 30 2024n/an/a

-US$413m

Jun 30 2024n/an/a

-US$354m

Mar 31 2024n/an/a

-US$407m

Dec 31 2023US$2mUS$330k

-US$418m

報酬と市場: Paulの 総報酬 ($USD 2.12M ) は、 US市場 ($USD 638.05K ) の同規模の企業の平均を上回っています。

報酬と収益: Paulの報酬は増加しましたが、会社は利益を上げていません。


CEO

Paul Mathews (44 yo)

less than a year
在職期間
US$2,124,735
報酬

Mr. Paul S. Mathews serves as President, CEO & Director at Sunnova Energy Corporation since March 2025. He serves as President, CEO & Director at Sunnova Energy International Inc. since March 10, 2025. He...


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
Paul Mathews
Presidentless than a yearUS$2.12m0.012%
$ 1.5
David Searle
Executive VP & General Counselless than a yearUS$1.80m0.017%
$ 2.1
Michael Grasso
Executive VP & Chief Revenue Officer2.8yrsUS$2.82m0.065%
$ 8.2
Robyn Liska
Interim Chief Financial Officerless than a yearデータなしデータなし
Alisha Leveston
Executive Vice President of Operationsless than a yearデータなしデータなし
Jackson Lynch
Executive VP & Chief Human Resources Officer2.5yrsデータなしデータなし
Ryan Omohundro
Chief Restructuring Officerless than a yearデータなしデータなし
Margaret Fitzgerald
Senior VPno dataデータなしデータなし
0.7yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: NOVA.Qの経営陣は 経験豊富 とはみなされません ( 0.7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
Paul Mathews
Presidentless than a yearUS$2.12m0.012%
$ 1.5
C. Shaper
Independent Chairman10.1yrsUS$200.00k0.035%
$ 4.4
Jeremy Thigpen
Independent Director1.2yrsUS$120.00kデータなし
Anthony Horton
Independent Directorless than a yearデータなしデータなし
Corbin Robertson
Independent Director1.2yrsUS$120.00k0.096%
$ 12.0
Jeffrey Stein
Independent Directorless than a yearデータなしデータなし
Anne Andrew
Lead Independent Director6.1yrsUS$205.36k0.092%
$ 11.5
1.2yrs
平均在職期間
56yo
平均年齢

経験豊富なボード: NOVA.Qの 取締役会経験豊富 ではない ( 1.2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2025/11/18 12:55
終値2025/11/14 00:00
収益2024/12/31
年間収益2024/12/31

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

Sunnova Energy International Inc. 0 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。12

アナリスト機関
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