Stellantis N.V.

BIT:STLAM 주식 리포트

시가총액: €17.5b

Stellantis 경영진

경영진 기준 점검 1/4

Stellantis CEO는 Antonio Filosa, Jun2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 €5.42M, 26.3% 급여 및 73.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €2.60M 가치에 해당하는 회사 주식의 0.015% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.7 년과 4.3 년입니다.

핵심 정보

Antonio Filosa

최고경영자

€5.4m

총 보수

CEO 급여 비율26.26%
CEO 재임 기간1yr
CEO 지분 보유율0.01%
경영진 평균 재임 기간1.7yrs
이사회 평균 재임 기간4.3yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 07

STLAM: FaSTLAne 2030 Spending And China Deals Will Pressure Margins

Stellantis' analyst price target has been revised higher to €7.10 from €6.50, as analysts factor in Q1 results and suggest that earlier pessimism around potential losses has largely run its course. Analyst Commentary Recent research on Stellantis reflects a split view, with some firms lifting price targets while others have turned more cautious or trimmed their expectations.
내러티브 업데이트 May 24

STLAM: China Partnerships And 2026 Margin Pressure Will Drive Further Downside

Stellantis' updated analyst price target has been trimmed by €1.00, with analysts pointing to slightly higher discount rates, more cautious revenue growth and margin assumptions, and a small adjustment to future P/E expectations. Analyst Commentary Recent research has turned more cautious on Stellantis, with several bearish analysts trimming price targets or shifting to less favorable ratings.
내러티브 업데이트 May 02

STLAM: 2026 Transition And China Partnerships Will Drive Re Rating Potential

Analysts have made a small upward adjustment to the blended price target for Stellantis to €11.97. This reflects slightly lower revenue growth assumptions, a modestly higher profit margin outlook, and a reduced future P/E multiple after a mix of recent target cuts, downgrades, and one upgrade from major banks and brokers.
내러티브 업데이트 Apr 18

STLAM: 2027 Earnings Reset And China EV Deals Will Shape Upside

Analyst price targets for Stellantis have been adjusted in a mixed but slightly lower range, with various firms cutting their targets by about €0.50 to €2.20 per share, citing tighter margin expectations for 2026 and a shift toward valuing the stock on later-year earnings. Analyst Commentary Recent research on Stellantis reflects a split view, with some analysts adjusting targets slightly higher and others trimming them or changing ratings as they reassess margin assumptions and the timing used in their valuation models.
내러티브 업데이트 Apr 03

STLAM: 2027 Margin Expansion And EV Partnerships Are Expected To Improve Upside

Analysts have trimmed the implied fair value for Stellantis by about €0.59, reflecting a series of reduced price targets and more cautious assumptions around revenue growth. This has been partially offset by slightly higher profit margin expectations and a lower future P/E of 5.80x.
내러티브 업데이트 Mar 20

STLAM: 2026 Transition And China Deals Will Support Re Rating Potential

Stellantis' updated analyst price target has moved lower to €11.92 from €13.68 as analysts factor in softer revenue growth assumptions, a slightly higher discount rate, and recent Street research highlighting margin pressure in 2026 alongside a mix of target cuts and selected upgrades. Analyst Commentary Recent Street research around Stellantis has been active, with a mix of target cuts, rating changes, and a few more optimistic voices.
내러티브 업데이트 Mar 06

STLAM: 2026 Margin Pressure And EV Retrenchment Will Drive Near-Term Downside

The updated analyst price target for Stellantis reflects a lower fair value estimate of €5.00 and a slightly higher discount rate. Analysts are factoring in softer revenue growth, lower profit margin assumptions and mixed Street views on 2026 earnings pressure versus longer term recovery potential.
내러티브 업데이트 Feb 20

STLAM: Transition To 2027 Earnings Is Expected To Improve Risk Reward

The updated analyst price target for Stellantis has been reduced by roughly €1.30 per share. This reflects a lower fair value estimate that incorporates slightly softer revenue growth and profit margin assumptions, a modestly higher discount rate, and a higher future P/E multiple, as analysts factor in a transition period before any potential earnings recovery.
내러티브 업데이트 Feb 05

STLAM: Margin Expansion In 2026 Is Expected To Improve Risk Reward

Narrative Update Our fair value estimate for Stellantis has edged up to €9.93 per share from €9.90. This reflects modestly higher Street price targets and analysts' mixed but generally constructive views on valuation, margin potential and sector visibility into 2026.
내러티브 업데이트 Jan 22

STLAM: Electrification Shift And Margin Upside Are Expected To Improve Risk Reward

Analysts have lifted their price target on Stellantis from about €9.75 to €9.90, reflecting a mix of higher published targets such as €10 and $15, as well as updated assumptions around slightly lower growth, modestly softer margins and a somewhat higher future P/E multiple. Analyst Commentary Recent research on Stellantis shows a split between those who see value at current levels and those who are more cautious about the sector backdrop and execution risk.
내러티브 업데이트 Jan 08

STLAM: Future Execution And Tariff Relief Will Support A Re Rating

Narrative Update: Stellantis Stellantis' updated fair value estimate has shifted from €12.68 to about €13.68 as analysts weigh a higher future P/E assumption, reflect slightly higher perceived risk, and factor in more cautious views on revenue growth and profit margins, while recent Neutral ratings and modest price target moves highlight a balanced outlook on the stock. Analyst Commentary Recent Street research on Stellantis has struck a cautious tone overall, but there are a few clear positives that stand out for investors focused on valuation support and execution in a tougher European auto backdrop.
내러티브 업데이트 Dec 17

STLAM: U.S. Turnaround Spend And Product Pipeline Will Support Balanced Risk Reward Outlook

Analysts have lifted their price target on Stellantis slightly to about $10 per share, citing a modest upgrade to revenue growth expectations, a richer but still undemanding future earnings multiple, and improving inventory and product cycle dynamics despite a challenging European auto backdrop. Analyst Commentary Recent Street research paints a mixed but gradually improving picture for Stellantis, with valuation support emerging even as execution and macro risks remain elevated.
내러티브 업데이트 Dec 03

STLAM: U.S. Turnaround Investments And Product Pipeline Will Shape Balanced Outlook

Stellantis's analyst price target has been modestly raised to about $9.66 from $9.38, as analysts cite gradually improving earnings visibility, a more supportive product pipeline, and balanced Neutral to Buy stances despite ongoing macro and competitive pressures in European autos. Analyst Commentary Recent research updates present a mixed but gradually improving picture for Stellantis, with modest target price increases and at least one notable upgrade reflecting better confidence in the company’s medium term trajectory.
내러티브 업데이트 Sep 08

Electrification And Global Market Expansion Will Unlock Value

Stellantis’ fair value modestly declined to €9.38 as analysts flag manageable, largely self-inflicted operating challenges and restructuring costs amid ongoing industry headwinds and a weak autos outlook, while awaiting clearer signs of operational improvement. Analyst Commentary Bullish analysts expect Stellantis' earnings decline to stabilize, supported by easing product launch delays in Europe and improved model positioning in North America following de-stocking.
분석 기사 Jun 25

Is Now An Opportune Moment To Examine Stellantis N.V. (BIT:STLAM)?

Let's talk about the popular Stellantis N.V. ( BIT:STLAM ). The company's shares saw significant share price movement...
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새로운 내러티브 Mar 02

Launching New Models Like Dodge Daytona Will Expand Market Reach And Improve Future Competitiveness

Stellantis is enhancing market reach with diverse product launches and strategic regional empowerment, potentially boosting future revenues and competitiveness.

CEO 보수 분석

Antonio Filosa의 보수는 Stellantis의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-€22b

Dec 31 2025€5m€1m

-€22b

보상 대 시장: Antonio의 총 보수(USD6.26M)는 Italian 시장에서 비슷한 규모 기업의 평균(USD3.90M)보다 높습니다.

보상과 수익: Antonio의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Antonio Filosa (53 yo)

1yr
재임 기간
€5,424,683
보수

Mr. Antonio Filosa is Chairman of the Board of Banco Stellantis S.A. Mr. Filosa was Jeep Brand CEO at Stellantis N.V. since November 1, 2023 until February 2025, serves as Chief executive Officer since Jun...


리더십 팀

이름직위재임 기간보수지분
John Elkann
Executive Chairman of the Board5.4yrs€2.45m0.043%
€ 7.5m
Antonio Filosa
CEO, COO of North America American brands & Executive Director1yr€5.42m0.015%
€ 2.6m
Joao Laranjo
Chief Financial Officerless than a year데이터 없음데이터 없음
Ned Curic
Chief Engineering & Technology Officer4.8yrs데이터 없음데이터 없음
Charles Christman
Head of Investor Relationsless than a year데이터 없음데이터 없음
Giorgio Fossati
General Counsel5.4yrs데이터 없음데이터 없음
Luca Napolitano
Brand Chief Executive Officer of Lancia and Chief Sales & Marketing Officer2yrs데이터 없음데이터 없음
Olivier Francois
Chief Marketing Officer1.4yrs데이터 없음데이터 없음
Xavier Chereau
Chief Human Resources10.8yrs데이터 없음데이터 없음
Gregoire Olivier
Head of the China and Asia-Pacific region19.3yrs€1.60m데이터 없음
Xavier Chardon
Chief Executive Officer of Citron1yr데이터 없음데이터 없음
Xavier Peugeot
Head of the DS Automobiles brand1.3yrs데이터 없음데이터 없음
1.7yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: STLAM의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
John Elkann
Executive Chairman of the Board5.4yrs€2.45m0.043%
€ 7.5m
Antonio Filosa
CEO, COO of North America American brands & Executive Directorless than a year€5.42m0.015%
€ 2.6m
Henri Rene Marie de la Croix de Castries
Senior Independent Director5.4yrs€291.02k0.00072%
€ 125.9k
Nicolas Dufourcq
Independent Non-Executive Director5.4yrs데이터 없음데이터 없음
Robert Peugeot
Non-Executive Vice Chairman of the Board5.4yrs€225.20k0.00052%
€ 90.9k
Ann Godbehere
Independent Non–Executive Director5.4yrs€235.56k0.00033%
€ 57.7k
Alice Schroeder
Non-Executive Director1.2yrs€174.41k데이터 없음
Benoit Ribadeau-Dumas
Non-Executive Director3.2yrs데이터 없음데이터 없음
Fiona Cicconi
Independent Non-Executive Director5.4yrs€262.70k0.00040%
€ 69.9k
Claudia Parzani
Independent Non-Executive Director2.2yrs€222.35k데이터 없음
Daniel Ramot
Non-Executive Director1.2yrs€165.29k데이터 없음
Juergen Esser
Non-Executive Directorless than a year데이터 없음데이터 없음
4.3yrs
평균 재임 기간
57.5yo
평균 나이

경험이 풍부한 이사회: STLAM의 이사회경험이 있음으로 간주됩니다(평균 재임 4.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 08:27
종가2026/06/09 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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산업 및 섹터 지표

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분석가 소스

Stellantis N.V.는 51명의 분석가가 다루고 있습니다. 이 중 29명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Dominique DescoursBanca Akros S.p.A. (ESN)
Eduardo González MartínBanco Santander
Kristina ChurchBarclays