PostNL N.V.

ENXTAM:PNL 주식 리포트

시가총액: €497.7m

PostNL 경영진

경영진 기준 점검 2/4

PostNL CEO는 Pim Berendsen, Apr2018 에 임명되었습니다 의 임기는 8.17 년입니다. 총 연간 보상은 €1.19M, 58.6% 급여 및 41.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 €234.19K 가치에 해당하는 회사 주식의 0.047% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 5.3 년과 5.2 년입니다.

핵심 정보

Pim Berendsen

최고경영자

€1.2m

총 보수

CEO 급여 비율58.57%
CEO 재임 기간8.2yrs
CEO 지분 보유율0.05%
경영진 평균 재임 기간5.3yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

분석 기사 Apr 08

We Think PostNL N.V.'s (AMS:PNL) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights PostNL will host its Annual General Meeting on 15th of April CEO Herna Verhagen's total compensation...
분석 기사 Apr 10

We Think Shareholders May Want To Consider A Review Of PostNL N.V.'s (AMS:PNL) CEO Compensation Package

Key Insights PostNL's Annual General Meeting to take place on 16th of April Salary of €696.6k is part of CEO Herna...

Recent updates

내러티브 업데이트 Apr 16

PNL: Fair Value View Will Persist As Discount Assumptions Slightly Adjust

Analysts have nudged their fair value estimate for PostNL slightly higher to €1.02 from about €1.01, aligning with a recent rise in the consensus price target to €0.85 from €0.80 as they factor in updated discount rate and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the higher fair value estimate of €1.02 and the raised price target of €0.85 suggest some renewed confidence in execution, even if expectations remain measured.
내러티브 업데이트 Apr 01

PNL: Fair Value View Will Persist As Discount Assumptions Slightly Soften

Analysts have nudged their PostNL price target up from €0.80 to €0.85, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E estimates. Analyst Commentary Bullish Takeaways Bullish analysts see the move to a €0.85 target as better aligning the valuation with their latest assumptions on discount rates, revenue, margins and future P/E levels.
내러티브 업데이트 Mar 18

PNL: Fair Value View Will Persist As Risk Profile Moderately Eases

Analysts have raised their price target for PostNL from €0.80 to €0.85, reflecting updated views on the stock's risk profile and earnings outlook, while maintaining a cautious overall stance. Analyst Commentary Analysts have adjusted their view on PostNL by setting a price target of €0.85, compared with the earlier figure of €0.80, while keeping an Underweight stance on the shares.
내러티브 업데이트 Mar 03

PNL: Fair Value Outlook Will Persist As Margin And P/E Assumptions Tighten

Analysts have slightly raised their price target on PostNL, with the average moving from around €0.80 to roughly €0.85. They attribute this change to updated assumptions for revenue growth, profit margins, discount rates and future P/E expectations.
내러티브 업데이트 Jan 05

PNL: Fair Value Will Stay Unchanged While Earnings Multiple Risk Persists

Analysts have trimmed their price target on PostNL to €1.01. The updated view is largely tied to a slightly lower discount rate and a small adjustment to the assumed future P/E multiple, while revenue growth and profit margin expectations are kept broadly unchanged.
내러티브 업데이트 Dec 14

PNL: Fair Value Will Remain Steady Amid Slightly Lower Perceived Risk

Narrative Update on PostNL Price Target Analysts have maintained their PostNL price target at €1.01, with only marginal tweaks to the discount rate and valuation inputs reflecting a slightly more constructive view on risk, while leaving the overall fair value assessment unchanged. Valuation Changes Fair Value: unchanged at €1.01 per share, indicating no revision to the central valuation outcome.
내러티브 업데이트 Nov 27

PNL: Fair Value Estimate Will Remain Stable Despite Slight Forecast Adjustments

Analysts have moderately lowered their price target for PostNL by €0.01, citing slight adjustments in growth and profitability forecasts as primary factors for the revision. What's in the News PostNL recently held an Analyst/Investor Day and provided updates on company strategy and performance (Key Developments).
내러티브 업데이트 Oct 18

E-commerce Expansion And Automation Will Boost Parcel Efficiency

Narrative Update on PostNL Price Target Analysts have maintained their price target for PostNL at €1.01 because minor adjustments in the discount rate and projected financial metrics did not warrant a change in valuation. What's in the News PostNL recently held an Analyst/Investor Day, providing updates to stakeholders on the company's performance and strategy (Key Developments).
내러티브 업데이트 Oct 03

E-commerce Expansion And Automation Will Boost Parcel Efficiency

Analysts have raised their price target for PostNL from €0.97 to €1.01, citing improved revenue growth expectations and a slightly reduced discount rate as key drivers for the update. What's in the News PostNL recently held an Analyst/Investor Day.
분석 기사 Jul 25

Is PostNL (AMS:PNL) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 May 07

Market Participants Recognise PostNL N.V.'s (AMS:PNL) Earnings

When close to half the companies in the Netherlands have price-to-earnings ratios (or "P/E's") below 18x, you may...
분석 기사 Apr 08

We Think PostNL N.V.'s (AMS:PNL) CEO Compensation Package Needs To Be Put Under A Microscope

Key Insights PostNL will host its Annual General Meeting on 15th of April CEO Herna Verhagen's total compensation...
분석 기사 Mar 03

Some Investors May Be Willing To Look Past PostNL's (AMS:PNL) Soft Earnings

Shareholders appeared unconcerned with PostNL N.V.'s ( AMS:PNL ) lackluster earnings report last week. We did some...
User avatar
새로운 내러티브 Jan 25

International Expansion And Parcel Lockers Will Strengthen Future E-Commerce Operations

Strategic expansion in e-commerce and parcel lockers supports revenue growth, leveraging strong free cash flow for dividends and investor confidence.
분석 기사 Nov 07

PostNL N.V. (AMS:PNL) Just Released Its Third-Quarter Results And Analysts Are Updating Their Estimates

Shareholders might have noticed that PostNL N.V. ( AMS:PNL ) filed its quarterly result this time last week. The early...
분석 기사 Aug 12

PostNL's (AMS:PNL) Earnings Offer More Than Meets The Eye

Despite posting healthy earnings, PostNL N.V.'s ( AMS:PNL ) stock has been quite weak. Our analysis suggests that there...
분석 기사 Apr 10

We Think Shareholders May Want To Consider A Review Of PostNL N.V.'s (AMS:PNL) CEO Compensation Package

Key Insights PostNL's Annual General Meeting to take place on 16th of April Salary of €696.6k is part of CEO Herna...
분석 기사 Feb 17

Is PostNL (AMS:PNL) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 23

Estimating The Intrinsic Value Of PostNL N.V. (AMS:PNL)

Key Insights PostNL's estimated fair value is €1.98 based on 2 Stage Free Cash Flow to Equity PostNL's €2.09 share...
분석 기사 Sep 02

Is PostNL (AMS:PNL) Using Debt Sensibly?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Jul 13

Why PostNL N.V. (AMS:PNL) Could Be Worth Watching

PostNL N.V. ( AMS:PNL ), might not be a large cap stock, but it led the ENXTAM gainers with a relatively large price...
분석 기사 Jun 16

PostNL N.V. (AMS:PNL) Shares Could Be 41% Below Their Intrinsic Value Estimate

Key Insights PostNL's estimated fair value is €2.71 based on 2 Stage Free Cash Flow to Equity Current share price of...
분석 기사 Jan 26

These 4 Measures Indicate That PostNL (AMS:PNL) Is Using Debt Extensively

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Nov 09

Is It Time To Consider Buying PostNL N.V. (AMS:PNL)?

PostNL N.V. ( AMS:PNL ), might not be a large cap stock, but it saw a decent share price growth in the teens level on...
분석 기사 Oct 23

Is PostNL (AMS:PNL) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 Sep 07

A Look At The Fair Value Of PostNL N.V. (AMS:PNL)

In this article we are going to estimate the intrinsic value of PostNL N.V. ( AMS:PNL ) by taking the forecast future...
분석 기사 Aug 04

Should You Think About Buying PostNL N.V. (AMS:PNL) Now?

PostNL N.V. ( AMS:PNL ), is not the largest company out there, but it saw a double-digit share price rise of over 10...
분석 기사 Jul 20

Does PostNL (AMS:PNL) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
분석 기사 May 26

An Intrinsic Calculation For PostNL N.V. (AMS:PNL) Suggests It's 29% Undervalued

How far off is PostNL N.V. ( AMS:PNL ) from its intrinsic value? Using the most recent financial data, we'll take a...

CEO 보수 분석

Pim Berendsen의 보수는 PostNL의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Dec 31 2025€1m€697k

-€17m

Sep 27 2025n/an/a

-€16m

Jun 28 2025n/an/a

-€16m

Mar 29 2025n/an/a

€21m

Dec 31 2024€877k€551k

€18m

Sep 28 2024n/an/a

€18m

Jun 29 2024n/an/a

€30m

Mar 30 2024n/an/a

€31m

Dec 31 2023€1m€529k

€54m

Sep 30 2023n/an/a

-€974m

Jul 01 2023n/an/a

-€985m

Apr 01 2023n/an/a

-€995m

Dec 31 2022€782k€517k

-€982m

Oct 01 2022n/an/a

€59m

Jul 02 2022n/an/a

€92m

Apr 02 2022n/an/a

€132m

Dec 31 2021€952k€501k

€228m

Oct 02 2021n/an/a

€320m

Jul 03 2021n/an/a

€334m

Apr 03 2021n/an/a

€326m

Dec 31 2020€927k€487k

€213m

Sep 26 2020n/an/a

€75m

Jun 27 2020n/an/a

€65m

Mar 31 2020n/an/a

€52m

Dec 31 2019€831k€475k

€72m

보상 대 시장: Pim의 총 보수(USD1.38M)는 Dutch 시장에서 비슷한 규모 기업의 평균(USD951.17K)보다 높습니다.

보상과 수익: Pim의 보상은 회사가 적자임에도 증가했습니다.


CEO

Pim Berendsen (53 yo)

8.2yrs
재임 기간
€1,190,698
보수

Mr. Pim Berendsen is the Chief Executive Officer at PostNL N.V. since April 15, 2025. He had been Chief Financial Officer at PostNL N.V. (formerly known as TNT N.V.) since April 18, 2018 until April 15, 20...


리더십 팀

이름직위재임 기간보수지분
Pim Berendsen
CEO & Member of the Management Board8.2yrs€1.19m0.047%
€ 236.3k
Hendrika W. P. M. Verhagen
Chairman of the Management Board15.1yrs€1.09m데이터 없음
Linde Jansen
Chief Financial Officer1.2yrs€714.04k0.12%
€ 618.9k
Willem-Jan Tongeren
Chief Information Officer1.8yrs데이터 없음데이터 없음
Inge Laudy
Manager of Investor Relationsno data데이터 없음데이터 없음
Jeroen Veldstra
Director of HR4.3yrs데이터 없음데이터 없음
Bart Delmulle
Chief Digital Officer5.3yrs데이터 없음데이터 없음
Blide Duk
Sustainability Programme Managerno data데이터 없음데이터 없음
Ewout de Wit
Corporate Secretaryno data데이터 없음데이터 없음
Iris van Wees
Operations Director of Parcels7.2yrs데이터 없음데이터 없음
5.3yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: PNL의 경영진은 노련하고 경험이 풍부합니다(평균 재임 5.3 년).


이사회 구성원

이름직위재임 기간보수지분
Marike van Lier Lels
Independent Vice Chairman of the Supervisory Board7.2yrs€61.00k데이터 없음
A. P. Melkert
Independent Member of the Supervisory Board6.2yrs€64.00k데이터 없음
J. Timmermans
Independent Member of the Supervisory Board5.2yrs€66.50k데이터 없음
H. Hoencamp
Independent Member of the Supervisory Board6.2yrs€59.50k데이터 없음
E.C. Meijer
Independent Member of the Supervisory Board5.2yrs€62.50k데이터 없음
Natasja Ilse Laheij
Member of the Supervisory Boardless than a year데이터 없음데이터 없음
Hannie Vlug
Independent Member of Supervisory Board4.2yrs€59.50k데이터 없음
Martin Plavec
Member of the Supervisory Board3.2yrs€61.00k데이터 없음
5.2yrs
평균 재임 기간
61.5yo
평균 나이

경험이 풍부한 이사회: PNL의 이사회경험이 있음으로 간주됩니다(평균 재임 5.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/11 22:09
종가2026/06/11 00:00
수익2025/12/31
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

PostNL N.V.는 26명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Susanna InvernizziBarclays
Marco LimiteBarclays
William Fitzalan HowardBerenberg