Grifols, S.A.

NasdaqGS:GRFS 주식 리포트

시가총액: US$6.8b

Grifols 경영진

경영진 기준 점검 3/4

Grifols CEO는 Nacho Abia Buenache, Apr2024 에 임명되었습니다 의 임기는 2.08 년입니다. 총 연간 보상은 €3.52M, 56.9% 급여 및 43.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.27M 가치에 해당하는 회사 주식의 0.019% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.3 년과 7 년입니다.

핵심 정보

Nacho Abia Buenache

최고경영자

€3.5m

총 보수

CEO 급여 비율56.87%
CEO 재임 기간2.1yrs
CEO 지분 보유율0.02%
경영진 평균 재임 기간7.3yrs
이사회 평균 재임 기간7yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • Dec 08

Grifols: Positive/Neutral Scenario Posits An Upside

Summary Grifols, S.A. has executed a turnaround, with Q3 '25 results confirming improved fundamentals, reduced leverage, and restored dividend, supporting a renewed 'Buy' rating. GRFS now trades at a normalized P/E of 14-15x, but forward multiples drop below 9x, offering significant upside if growth forecasts materialize. Operational improvements include 7%+ revenue growth, double-digit EBITDA gains, positive FCF, and leverage below 4.3x, with further refinancing underway. My GRFS share price target reflects double-digit annualized upside potential, underpinned by forecasted EPS growth and multiple expansion, despite lingering competitive and leverage risks. Read the full article on Seeking Alpha
Seeking Alpha • Apr 23

Grifols: A Market Setback Turns Into Buying Opportunity

Summary Grifols, a Spanish multinational specializing in plasma-derived therapies, is undervalued due to historical mismanagement but holds a strong market position with significant competitive advantages. New management has implemented an operational improvement plan, showing positive results in 2024, including record revenues, improved EBITDA margins, and increased free cash flow. Key risks include potential U.S. immigration policies affecting plasma supply and the emergence of recombinant protein substitutes, which could erode revenue by 2028. The business is poised for growth with a strategic plan targeting revenue growth, improved margins, and significant free cash flow generation, making it an attractive investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Feb 27

Grifols: Looking At The Longer-Term 2025-2027 Upside After No Sale

Summary Grifols remains a strong long-term investment due to its leading position in the plasma industry and improving financial fundamentals, despite short-term volatility and lack of a dividend. The company's revenue and EBITDA growth, improved leverage ratio, and significant liquidity highlight its resilience and potential for future profitability. Grifols' valuation is attractive, with a potential upside to €20/share, driven by EPS growth and market expansion in plasma-derived products. I maintain a "BUY" rating for Grifols, expecting a significant return on investment over the next 1-4 years. Read the full article on Seeking Alpha
Seeking Alpha • Nov 29

Grifols: More Attractive Than In A Very Long Time

Summary I don't divest unless the fundamental thesis changes; Grifols' buyout offer from Brookfield Asset Management is undervalued, so I maintain my "Buy" stance. Despite Brookfield's offer, I believe Grifols is worth more, as supported by recent 3Q24 results and the transaction committee's recommendation. The transaction committee advises against accepting the €10.5/share offer, aligning with my view that Grifols' real value is higher. This situation is instructive for valuation investors, demonstrating the importance of assessing a company's true worth beyond buyout offers. Read the full article on Seeking Alpha
Seeking Alpha • Oct 03

Grifols: Here Is Why It's Still A 'Buy' Even If Price Goes Down

Summary Grifols, S.A. is undervalued and worth more than its current market valuation, making it a strong buy even without a potential Brookfield buyout. The company leads the global plasma market, with significant growth in immunoglobulin and albumin segments, and has a robust infrastructure and geographical reach. Despite facing competition and emerging technologies, Grifols' fundamentals are solid, with impressive 2024 earnings forecasts and improving margins and leverage. The lack of a dividend is a downside, but the potential for significant returns based on historical P/E ratios makes Grifols a speculative “Buy”. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Grifols: Stay On The Sidelines

Summary Grifols leverage and governance concerns are primarily addressed. The company confirms discussions around a potential combined PE/family bid offer. Still, there is a high debt and negligible FCF generation to consider. We remain neutral. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Grifols: Why To Watch From The Sidelines

Summary Grifols, a major player in global plasma extraction and processing, has experienced a significant 43% decline in stock price in 2024 following a bearish report from Gotham. KPMG and the Spanish regulator have offered a more favorable perspective based on Grifols’ 2023 results, suggesting that while the company’s structure warrants caution, it is not without value. For investors seeking value, the question is: Is there enough margin of safety? A closer examination reveals that Grifols is facing several challenges compared to its competitors, compounded by debt. Read the full article on Seeking Alpha
Seeking Alpha • Mar 05

Grifols: Q4 Was Positive, Still Too Many Question Marks

Summary Grifols faces new accusations from the hedge fund Gotham City. Gotham City questions loans and outgoing flows recorded in Grifols' financial report, as well as the role of Scranton Enterprises. Grifols disclosed a lack of FCF generation in 2024. We are neutral, given a soft outlook for the current year. On a positive note, Grifols confirmed the Shanghai RAAS equity stake divestment. Read the full article on Seeking Alpha
Seeking Alpha • Jan 10

Grifols: I've Read The Short-Seller Report, And I Mostly Disagree

Summary Grifols' position in the pharma industry has dropped due to a short-seller report, causing its stock to decline. The report questions the accounting treatment of M&As and consolidation of entities in Grifols' filings. I believe that the allegations in the report are not significant enough to warrant a 20% drop in the company's stock and plans to wait for a reaction before adding more to their stake. Read the full article on Seeking Alpha

CEO 보수 분석

Nacho Abia Buenache의 보수는 Grifols의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

€415m

Dec 31 2025€4m€2m

€402m

보상 대 시장: Nacho의 총 보수(USD4.09M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.47M)보다 낮습니다.

보상과 수익: Nacho의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.

CEO

Nacho Abia Buenache (57 yo)

2.1yrs
재임 기간
€3,517,000
보수

Mr. Jose Ignacio Abia Buenache, also known as Nacho, serves as Chief Executive Officer of Grifols, S.A. from April 1, 2024 and has been its Director since February 26, 2024. Mr. Abia Buenache had been Chie...

리더십 팀

이름직위재임 기간보수지분
Jose Ignacio Abia Buenache
CEO & Director2.1yrs€3.52m0.019%
$ 1.3m
Rahul Srinivasan
Chief Financial Officer1.7yrs데이터 없음0.0015%
$ 102.4k
Lluis Gomez
Senior Vice President of Strategy & COO Officeno data데이터 없음데이터 없음
Daniel Segarra
Head of Investor Relations & Sustainability and Vice Presidentno data데이터 없음데이터 없음
David Bell
Chief Corporate Affairs & Legal Officer23.3yrs데이터 없음0.0029%
$ 199.5k
Enrique de la Torre
Chief Compliance Officer7.3yrs데이터 없음데이터 없음
Montse Ribas
Chief Communications and Reputation Officer1.2yrs데이터 없음데이터 없음
Camille Alpi
Chief Human Resources & Talent Officer2.3yrs데이터 없음데이터 없음
Vicente Blanquer Torre
Chief Quality Officer33.3yrs데이터 없음데이터 없음
Sergio Adell
President of Commercial Tech Support7.3yrs데이터 없음데이터 없음
Daniel Coit
Chief Industrial Services Officer7.3yrs데이터 없음데이터 없음
Luis Garçon
Managing Director Laboratorios Grifols7.8yrs데이터 없음데이터 없음
7.3yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: GRFS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.3 년).

이사회 구성원

이름직위재임 기간보수지분
Jose Ignacio Abia Buenache
CEO & Director2.3yrs€3.52m0.019%
$ 1.3m
Iñigo Mardones
Independent Director11yrs€164.00k데이터 없음
Victor Grifols Roura
Chairman of Honourno data€129.00k데이터 없음
Juan Twose Roura
Member of the Advisory Committee11.3yrs€380.00k데이터 없음
Raimon Grifols Roura
Vice-Chairman11yrs€129.00k0.033%
$ 2.2m
Tomas Daga Gelabert
Independent External Director26.1yrs€129.00k0.044%
$ 3.0m
Víctor Grifols Deu
Proprietary Director10yrs€4.45m0.016%
$ 1.1m
Albert Coma-Cros
Proprietary Director2.4yrs€129.00k데이터 없음
Enriqueta Font
Independent Director7yrs€139.00k데이터 없음
Montserrat Abellana
Independent Director3.9yrs€164.00k데이터 없음
Susana Gonzalez Rodriguez
Independent Director3.9yrs€154.00k데이터 없음
Anne-Catherine Berner
Independent Chairman1.9yrs€380.00k데이터 없음
7.0yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: GRFS의 이사회는 경험이 있음으로 간주됩니다(평균 재임 7 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 02:02
종가2026/05/21 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.

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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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

분석가 소스

Grifols, S.A.는 32명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullBanco de Sabadell. S.A.
Luis ArredondoBanco de Sabadell. S.A.
Jaime EscribanoBanco Santander