Intrepid Potash, Inc.

NYSE:IPI 주식 리포트

시가총액: US$448.5m

Intrepid Potash 경영진

경영진 기준 점검 3/4

Intrepid Potash CEO는 Kevin Crutchfield, Dec2024 에 임명되었습니다 의 임기는 1.67 년입니다. 총 연간 보상은 $3.89M, 15.4% 급여 및 84.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $3.73M 가치에 해당하는 회사 주식의 0.83% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2 년과 5.1 년입니다.

핵심 정보

Kevin Crutchfield

최고경영자

US$3.9m

총 보수

CEO 급여 비율15.43%
CEO 재임 기간1.7yrs
CEO 지분 보유율0.8%
경영진 평균 재임 기간2yrs
이사회 평균 재임 기간5.1yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Jun 15

Intrepid Potash: Down Significantly, Looking At H2 '26

Summary Intrepid Potash, Inc. remains a high-risk, speculative fertilizer play with a downgraded price target of $15/share and a reiterated Hold rating. IPI's lack of dividend, volatile earnings outlook, and subpar cost structure undermine its appeal despite being debt-free and cash-rich from recent asset sales. The recent $50M share buyback at elevated valuations raises concerns over management's capital allocation discipline amid deteriorating fundamentals. With negative long-term returns, high COGS, and a limited margin of safety, IPI's upside is constrained unless cost competitiveness improves materially. Read the full article on Seeking Alpha
분석 기사 • May 15

Intrepid Potash's (NYSE:IPI) Strong Earnings Are Of Good Quality

When companies post strong earnings, the stock generally performs well, just like Intrepid Potash, Inc.'s ( NYSE:IPI...
분석 기사 • Jan 15

Subdued Growth No Barrier To Intrepid Potash, Inc. (NYSE:IPI) With Shares Advancing 28%

The Intrepid Potash, Inc. ( NYSE:IPI ) share price has done very well over the last month, posting an excellent gain of...
분석 기사 • Nov 07

There's Reason For Concern Over Intrepid Potash, Inc.'s (NYSE:IPI) Price

It's not a stretch to say that Intrepid Potash, Inc.'s ( NYSE:IPI ) price-to-sales (or "P/S") ratio of 1.3x right now...
분석 기사 • Jul 25

Intrepid Potash (NYSE:IPI) May Have Issues Allocating Its Capital

If you're looking at a mature business that's past the growth phase, what are some of the underlying trends that pop...
분석 기사 • May 04

Subdued Growth No Barrier To Intrepid Potash, Inc. (NYSE:IPI) With Shares Advancing 29%

The Intrepid Potash, Inc. ( NYSE:IPI ) share price has done very well over the last month, posting an excellent gain of...
Seeking Alpha • Mar 26

Intrepid Potash: The Recovery May Be Just Getting Started

Summary I maintain my "Buy" rating on Intrepid Potash stock due to recent strength, potential higher potash prices, and promising earnings outlook. IPI benefits from being the sole domestic potash producer in the U.S., with cost-effective production methods and potential gains from upcoming tariffs on Canadian imports. The company's production levels and EBITDA are improving, with significant cost savings and strategic initiatives under the new CEO driving future growth prospects. While risks exist, including potential market flooding by Canadian producers, IPI's solid balance sheet and operational improvements position it well for future shareholder returns. If the new tariffs are fully implemented, this should keep pushing the potash pricing higher, making IPI quite well-positioned to beat the currently depressed EPS consensus. Read the full article on Seeking Alpha
분석 기사 • Jan 30

Intrepid Potash, Inc. (NYSE:IPI) Stock Rockets 28% But Many Are Still Ignoring The Company

Intrepid Potash, Inc. ( NYSE:IPI ) shareholders would be excited to see that the share price has had a great month...
Seeking Alpha • Oct 06

Intrepid Potash: A Low-Risk, High-Uncertainty Value Opportunity

Summary Intrepid Potash offers a "low-risk, high uncertainty" value opportunity with a clean balance sheet, positive cash flow, and cheap valuation despite short-term uncertainties. The company faces headwinds such as declining potash prices and the sudden departure of its long-tenured CEO, who is also the largest shareholder. Upside potential includes improved production volumes and capital allocation changes under new leadership, especially if potash prices rebound. While facing indefinite headwinds, IPI is quietly setting up for long-term returns with a low risk of ruin and a high chance of a large payoff. Read the full article on Seeking Alpha
분석 기사 • Sep 18

A Look At The Fair Value Of Intrepid Potash, Inc. (NYSE:IPI)

Key Insights Intrepid Potash's estimated fair value is US$27.22 based on 2 Stage Free Cash Flow to Equity With US$25.28...
Seeking Alpha • Jul 25

Intrepid Potash's Lack Of Future Cash Flow Potential Offset By An Attractive Asset Valuation

Summary IPI is overvalued from a cash flow perspective but undervalued from an asset perspective. With CEO Bob Jornayvaz unlikely to return, there is potential for a new CEO to sell off parts of the business. IPI's business primarily sales decreased due to falling potash prices, which look to be improving. Read the full article on Seeking Alpha
분석 기사 • May 10

Some Confidence Is Lacking In Intrepid Potash, Inc.'s (NYSE:IPI) P/S

It's not a stretch to say that Intrepid Potash, Inc.'s ( NYSE:IPI ) price-to-sales (or "P/S") ratio of 1.3x right now...
Seeking Alpha • May 02

Intrepid Potash: Undervalued And Potentially Rewarding The Patient

Summary Intrepid Potash shares have been stagnant at around $20 per share, but the market is undervaluing the company compared to its tangible book value. The company is a producer of potash, an essential compound used in agriculture, animal feed, and the oil and gas industry. Despite current low potash prices, there is potential for a rebound due to future supply constraints and increasing demand. Shares are a buy with a price target of $35. Read the full article on Seeking Alpha
분석 기사 • Jan 06

Intrepid Potash, Inc.'s (NYSE:IPI) Shareholders Might Be Looking For Exit

With a median price-to-sales (or "P/S") ratio of close to 1.4x in the Chemicals industry in the United States, you...
분석 기사 • Dec 15

The Returns At Intrepid Potash (NYSE:IPI) Aren't Growing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Nov 08

The Bottom Fishing Club: Intrepid Potash

Summary Intrepid Potash's stock price has dropped significantly due to bearish potash commodity pricing and weak forecasts for 2024. The company has a strong balance sheet with no debt, and a market capitalization that is significantly below tangible book value. Shares are substantially undervalued and unloved today, holding the potential to double or triple in price over the next 2-3 years. Read the full article on Seeking Alpha
Seeking Alpha • Sep 13

Intrepid Potash: Stay Away As Market Conditions Worsen Significantly

Summary Intrepid Potash has shown short-term bullish momentum but is expected to face challenges due to the poor pricing environment for potash and I think the price will continue to go lower. The company's potash segment makes up a significant portion of its sales, but the average potash price per ton has decreased, impacting earnings, and creating a risky investment scenario. Comparing IPI to Nutrien shows that it has underperformed in terms of stock performance, valuation, and margins, making Nutrien a more favorable option. Read the full article on Seeking Alpha
분석 기사 • Sep 08

Intrepid Potash (NYSE:IPI) Is Experiencing Growth In Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
Seeking Alpha • Jun 22

Intrepid Potash: Why I Called It A Day (Rating Downgrade)

Summary Intrepid Potash, Inc. hasn't performed as expected, leading to a cautious stance on the stock despite its current low price. Potash prices have continued to decline, debunking the belief that they would rebound after the Russian invasion and challenging the narrative of limited potash exports. Comparables with the previous year present challenges, and it remains uncertain whether 2024 will offer meaningfully better prospects for Intrepid Potash. Altogether, I'm neutral this name. Read the full article on Seeking Alpha
분석 기사 • May 05

Here's Why Intrepid Potash (NYSE:IPI) Can Manage Its Debt Responsibly

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

CEO 보수 분석

Kevin Crutchfield의 보수는 Intrepid Potash의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$16m

Mar 31 2026n/an/a

US$15m

Dec 31 2025US$4mUS$600k

US$11m

Sep 30 2025n/an/a

-US$197m

Jun 30 2025n/an/a

-US$202m

Mar 31 2025n/an/a

-US$206m

Dec 31 2024US$4mUS$46k

-US$213m

보상 대 시장: Kevin의 총 보수(USD3.89M)는 US 시장에서 비슷한 규모 기업의 평균(USD2.40M)보다 높습니다.

보상과 수익: Kevin의 보상은 지난 1년 동안 회사 실적과 일치했습니다.

CEO

Kevin Crutchfield (65 yo)

1.7yrs
재임 기간
US$3,887,607
보수

Mr. Kevin S. Crutchfield was CEO & Director of Microtec Development & Holdings LLC until April 2026. He is CEO & Director of Intrepid Potash, Inc. from December 2, 2024. Mr. Crutchfield was President and D...

리더십 팀

이름직위재임 기간보수지분
Kevin Crutchfield
CEO & Director1.7yrsUS$3.89m0.83%
$ 3.7m
Christina Sheehan
General Counsel & Corporate Secretary4.3yrsUS$997.74k0.22%
$ 973.6k
Jason Tremblay
Chief Financial Officerless than a year데이터 없음0.094%
$ 422.1k
Richard Kim
Vice President of Operationsless than a year데이터 없음0.035%
$ 156.9k
Cris Ingold
Chief Accounting Officer2.3yrs데이터 없음0.099%
$ 444.7k
Ryan Schultz
Interim Investor Relations Managerno data데이터 없음데이터 없음
Zachry Adams
Vice President of Sales & Marketing5.8yrs데이터 없음데이터 없음
2.0yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: IPI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2 년).

이사회 구성원

이름직위재임 기간보수지분
Kevin Crutchfield
CEO & Director1.7yrsUS$3.89m0.83%
$ 3.7m
Barth Whitham
Independent Chairman18.3yrsUS$256.98k0.39%
$ 1.8m
Chris Elliott
Independent Director16yrsUS$179.98k0.37%
$ 1.7m
Mary McBride
Independent Director6.3yrsUS$194.98k0.20%
$ 883.6k
William Zisch
Independent Director4.3yrsUS$184.31k0.11%
$ 493.0k
Lori Lancaster
Independent Director5.1yrsUS$189.98k0.096%
$ 429.8k
Gonzalo Avendano
Independent Director1.6yrsUS$204.90k0.11%
$ 512.3k
5.1yrs
평균 재임 기간
65yo
평균 나이

경험이 풍부한 이사회: IPI의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.1 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 11:21
종가2026/08/05 00:00
수익2026/06/30
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.

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.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Intrepid Potash, Inc.는 20명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Peter WardBarclays
Farooq HamedBarclays
Edwin CheeBMO Capital Markets Equity Research