Veritiv Corporation

NYSE:VRTV 주식 리포트

시가총액: US$2.3b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Veritiv 경영진

경영진 기준 점검 3/4

Veritiv CEO는 Sal Abbate, Sep2020 에 임명되었습니다 의 임기는 3.25 년입니다. 총 연간 보상은 $6.05M, 14.9% 급여 및 85.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $21.30M 가치에 해당하는 회사 주식의 0.92% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.2 년과 3.8 년입니다.

핵심 정보

Sal Abbate

최고경영자

US$6.1m

총 보수

CEO 급여 비율14.87%
CEO 재임 기간3.3yrs
CEO 지분 보유율0.9%
경영진 평균 재임 기간3.2yrs
이사회 평균 재임 기간3.8yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Nov 01

Veritiv Corporation: The End Of A Volatile Era

Summary Veritiv Corp is a packaging company with revenue from packaging, facility solutions, and print solutions. The biggest news is the takeover by private equity firm CD&R. Veritiv Corp achieved record highs in gross profit, operating profit, net income, ROE, and ROIC in 2022, but did the acquirer still overpay? Read the full article on Seeking Alpha
Seeking Alpha • Aug 09

Veritiv: Operating Margin, A Double-Edged Sword

Summary Veritiv has seen a significant boost in its operating margin, which has skyrocketed from a historical level of around one percent to a staggering six percent. The sustainability of Veritiv's margin is uncertain, but the improvement could be at least partly sustainable due to strategic divestments and operational improvements. I believe the stock's current price quite accurately prices in potential risks and rewards going forward, justifying my hold rating for the time being. Read the full article on Seeking Alpha
분석 기사 • Aug 01

Shareholders Would Enjoy A Repeat Of Veritiv's (NYSE:VRTV) Recent Growth In Returns

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
분석 기사 • Jun 27

Should You Be Adding Veritiv (NYSE:VRTV) To Your Watchlist Today?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • May 27

These 4 Measures Indicate That Veritiv (NYSE:VRTV) Is Using Debt Safely

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 • Apr 11

Why We Like The Returns At Veritiv (NYSE:VRTV)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
분석 기사 • Mar 24

Here's Why We Think Veritiv (NYSE:VRTV) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Feb 21

We Think Veritiv (NYSE:VRTV) Can Manage Its Debt With Ease

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Jan 10

Under The Bonnet, Veritiv's (NYSE:VRTV) Returns Look Impressive

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...
Seeking Alpha • Dec 21

Veritiv: Volatile Earnings But Strong Free Cash Flow, Relative Price Strength On The Chart

Summary The Industrials sector has been a relative winner this year as money flees high-growth tech names. One packaging company has beaten both its sector ETF and the S&P 500. With a high free cash flow yield and low P/E, I see shares as attractively valued despite macro risks in 2023. The Industrials sector has outperformed the broad market this year as the value trade continues to hold its own after beginning a bit more than two years ago. Goldman Sachs recently published a note cautious on the cyclical space, though. The bank remarked that Wall Street is much more optimistic than they are regarding 2023 EPS. If consensus is correct, however, Industrials will bolster what could be a tepid year of SPX earnings after a solid 16% earnings advance this year. Industrials Earnings At Risk In 2023? Goldman Sachs Investment Research According to Bank of America Global Research, Veritiv Corporation (VRTV) is a business-to-business distributor of print, publishing, packaging, and facility solutions. It has approximately 125 operating distribution centers spread across the US, Canada, and Mexico and was formed in 2014 through the merger of International Paper's xpedx business and Unisource Worldwide. The Georgia-based $1.8 billion market cap Trading Companies & Distributors industry company within the Industrials sector trades at a low 6.1 trailing 12-month GAAP price-to-earnings ratio and pays a small 1.9% dividend yield, according to The Wall Street Journal. The company’s CFO recently announced retirement, but shares did not move much on that news. Shares did rise, however, following Veritiv’s Q3 earnings report that featured a flat year-on-year revenue figure and a 2022 guidance increase. The company appears well-positioned to produce impressive free cash flow despite earnings that are normalizing lower. With total debt that is trending lower and possible shareholder accretive activities, there are some positive aspects investors should take note of. Still, downside risks include a macro slowdown and volatility in commodity prices. On valuation, analysts at BofA see earnings drifting lower to just under $14 by FY 2024. The Bloomberg consensus forecast is slightly less optimistic than BofA’s outlook for this year and next, however. Dividends are seen as rising in the quarters ahead as the stock’s free cash flow yield is strong in the double digits. With low operating and GAAP P/Es and a below-market EV/EBTIDA ratio, I like the valuation here despite earnings volatility. Veritiv: Earnings, Valuation, Free Cash Flow Forecasts BofA Global Research Looking ahead, corporate event data provided by Wall Street Horizon show an unconfirmed Q4 2022 earnings date of Wednesday, March 1 BMO. The calendar is light aside from that earnings event. Corporate Event Calendar Wall Street Horizon The Technical Take VRTV sports impressive year-to-date relative strength. Shares are up more than 8% compared to the S&P 500’s 18.6% total return loss through December 20. Relative to the Industrials sector, VRTV also shines, outpacing XLI by more than 14 percentage points on the year. Relative strength sometimes masks absolute weakness, though. Is that the case here? Not so much.
분석 기사 • Dec 15

Here's Why We Think Veritiv (NYSE:VRTV) Is Well Worth Watching

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
분석 기사 • Dec 01

Estimating The Fair Value Of Veritiv Corporation (NYSE:VRTV)

Does the December share price for Veritiv Corporation ( NYSE:VRTV ) reflect what it's really worth? Today, we will...
Seeking Alpha • Nov 07

Veritiv Corporation Q3 Earnings Preview

Veritiv Corporation (NYSE:VRTV) is scheduled to announce Q3 earnings results on Tuesday, November 8th, before market open. The consensus EPS Estimate is $5.11 and the consensus Revenue Estimate is $1.78B (-1.1% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revision and 0 downward. Revenue estimates have seen 1 upward revision and 0 downward.
분석 기사 • Oct 13

Veritiv (NYSE:VRTV) Seems To Use Debt Rather Sparingly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Aug 26

Veritiv (NYSE:VRTV) Is Very Good At Capital Allocation

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 • Aug 10

Does Veritiv (NYSE:VRTV) Deserve A Spot On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
Seeking Alpha • Aug 08

Veritiv Corporation Q2 Earnings Preview

Veritiv Corporation (NYSE:VRTV) is scheduled to announce Q2 earnings results on Tuesday, August 9th, before market open. The consensus EPS Estimate is $4.50 (+177.8% Y/Y) and the consensus Revenue Estimate is $1.79B (+7.8% Y/Y). Over the last 3 months, EPS estimates have seen 0 upward revisions and 0 downward. Revenue estimates have seen 1 upward revisions and 0 downward.
분석 기사 • Jul 07

These 4 Measures Indicate That Veritiv (NYSE:VRTV) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 • May 23

Veritiv (NYSE:VRTV) Is Looking To Continue Growing Its Returns On Capital

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
분석 기사 • May 07

Is Now The Time To Put Veritiv (NYSE:VRTV) On Your Watchlist?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Seeking Alpha • Apr 14

Why Veritiv Is Still A Buy

Veritiv's revenue will grow again this year. The company has strong pricing power. Growth and value scores discussed.
분석 기사 • Apr 06

Is Veritiv (NYSE:VRTV) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
분석 기사 • Mar 03

Improved Earnings Required Before Veritiv Corporation (NYSE:VRTV) Stock's 32% Jump Looks Justified

Those holding Veritiv Corporation ( NYSE:VRTV ) shares would be relieved that the share price has rebounded 32% in the...
분석 기사 • Feb 14

Veritiv (NYSE:VRTV) Shareholders Will Want The ROCE Trajectory To Continue

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Typically...
분석 기사 • Jan 26

Is Now The Time To Put Veritiv (NYSE:VRTV) On Your Watchlist?

It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...

CEO 보수 분석

Sal Abbate의 보수는 Veritiv의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Sep 30 2023n/an/a

US$272m

Jun 30 2023n/an/a

US$308m

Mar 31 2023n/an/a

US$328m

Dec 31 2022US$6mUS$900k

US$338m

Sep 30 2022n/an/a

US$323m

Jun 30 2022n/an/a

US$267m

Mar 31 2022n/an/a

US$202m

Dec 31 2021US$5mUS$800k

US$145m

Sep 30 2021n/an/a

US$120m

Jun 30 2021n/an/a

US$101m

Mar 31 2021n/an/a

US$56m

Dec 31 2020US$3mUS$606k

US$34m

Sep 30 2020n/an/a

US$6m

Jun 30 2020n/an/a

-US$10m

Mar 31 2020n/an/a

-US$3m

Dec 31 2019US$2mUS$560k

-US$29m

Sep 30 2019n/an/a

-US$24m

Jun 30 2019n/an/a

-US$27m

Mar 31 2019n/an/a

-US$27m

Dec 31 2018US$2mUS$327k

-US$16m

보상 대 시장: Sal의 총 보수(USD6.05M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.13M) 수준입니다.

보상과 수익: Sal의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.

CEO

Sal Abbate (54 yo)

3.3yrs
재임 기간
US$6,054,490
보수

Mr. Salvatore A. Abbate, also known as Sal, is Chief Executive Officer at Veritiv Corp. since September 30, 2020 and serves as its Director since September 2020. He serves as Director at ArcBest Corporatio...

리더십 팀

이름직위재임 기간보수지분
Salvatore Abbate
CEO & Director3.3yrsUS$6.05m0.92%
$ 21.3m
Karen Renner
Senior VP & Chief Information Officer3.1yrsUS$1.90m0.031%
$ 708.3k
Susan Salyer
Senior VP1.5yrsUS$1.89m0.065%
$ 1.5m
Eric Guerin
Senior VP & CFOless than a year데이터 없음0%
$ 0
Michael Walkenhorst
Senior Vice President of Packaging & Global Operations2.4yrs데이터 없음0.13%
$ 3.0m
Scott Palfreeman
Vice President of Finance & Investor Relationsno data데이터 없음데이터 없음
Peter Troup
Vice President of Corporate Development7.8yrs데이터 없음데이터 없음
Daniel Calderwood
Senior Vice President of Facility Solutions3.2yrs데이터 없음0.13%
$ 3.0m
Stephanie Mayerle
Senior Vice President of Sales3.2yrs데이터 없음0.077%
$ 1.8m
Dean Adelman
Senior VP & Chief Human Resources Officer4.8yrs데이터 없음0.20%
$ 4.5m
Guilherme De Mello
VP of Financial Planning & Analysis and Treasurer3.8yrsUS$2.32m데이터 없음
Lance Gebert
Corporate Controllerno data데이터 없음0.026%
$ 599.6k
3.2yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: VRTV의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.2 년).

이사회 구성원

이름직위재임 기간보수지분
Salvatore Abbate
CEO & Director3.3yrsUS$6.05m0.92%
$ 21.3m
Charles Ward
Independent Director9.5yrsUS$235.00k0.11%
$ 2.5m
Michael Muldowney
Independent Director9.5yrsUS$250.00k0%
$ 0
Tracy Leinbach
Independent Director9.5yrsUS$230.00k0.078%
$ 1.8m
Stephen Macadam
Independent Chairman3.8yrsUS$355.00k0.049%
$ 1.1m
Gregory Morrison
Independent Director2.5yrsUS$225.00k0.030%
$ 689.1k
Autumn Bayles
Independent Director1.6yrsUS$196.67k0.016%
$ 366.2k
David Flitman
Independent Director6.4yrsUS$235.00k0%
$ 0
Shantella Cooper
Independent Director3.8yrsUS$225.00k0%
$ 0
3.8yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 이사회: VRTV의 이사회는 경험이 있음으로 간주됩니다(평균 재임 3.8 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2023/12/01 23:46
종가2023/11/29 00:00
수익2023/09/30
연간 수익2022/12/31

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.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Veritiv Corporation는 5명의 분석가가 다루고 있습니다. 이 중 명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Scott GaffnerBarclays
George StaphosBofA Global Research
James ClementMacquarie Research