Alliance Entertainment Holding Corporation

NasdaqCM:AENT 주식 리포트

시가총액: US$295.7m

Alliance Entertainment Holding 경영진

경영진 기준 점검 3/4

Alliance Entertainment Holding CEO는 Jeff Walker, Feb2023 에 임명되었습니다 의 임기는 3.33 년입니다. 총 연간 보상은 $1.32M, 48.7% 급여 및 51.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $134.48M 가치에 해당하는 회사 주식의 45.49% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 3.3 년입니다.

핵심 정보

Jeff Walker

최고경영자

US$1.3m

총 보수

CEO 급여 비율48.66%
CEO 재임 기간3.3yrs
CEO 지분 보유율45.5%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간3.3yrs

최근 경영진 업데이트

분석 기사 Oct 31

Shareholders May Be Wary Of Increasing Alliance Entertainment Holding Corporation's (NASDAQ:AENT) CEO Compensation Package

Key Insights Alliance Entertainment Holding will host its Annual General Meeting on 6th of November Salary of US$640.0k...

Recent updates

내러티브 업데이트 Jun 25

AENT: Collector Platform And Licensing Expansion Will Support Future Upside Potential

Analysts have made a modest upward revision to the Alliance Entertainment Holding price target to reflect updated assumptions for fair value of $8.00, a slightly lower discount rate of 7.29%, adjusted revenue growth expectations of 12.56%, a profit margin of 1.98%, and a forward P/E of 22.87x. What’s in the News for Alliance Entertainment Holding Alliance Entertainment Holding announced that Alliance Home Entertainment secured exclusive physical and electronic sell through rights to the Crave Original series Heated Rivalry, covering Season 1 DVD, Blu-ray, and transactional digital release across North America for physical formats and the United States for EST.
내러티브 업데이트 Jun 04

AENT: Collector Platform Expansion Will Support Future Upside Potential

Analysts have modestly revised their price target on Alliance Entertainment Holding, reflecting updated assumptions around fair value stability at $8.00, a slightly lower discount rate, more conservative revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Alliance Home Entertainment secured exclusive physical and electronic sell through home entertainment rights to the Crave Original series Heated Rivalry Season 1 from Sphere Abacus, covering DVD, Blu-ray, and transactional digital releases across North America for physical formats and the United States for EST.
내러티브 업데이트 May 12

AENT: Refreshed Assumptions And Collector Platform Relaunch Will Support Future Returns

Analysts have reduced their price targets on Alliance Entertainment Holding by $2 to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E multiples, leading to a modestly lower assessed fair value of $9.00 per share. Analyst Commentary Recent research updates show analysts recalibrating their models for Alliance Entertainment Holding around discount rates, revenue assumptions, profit margins and future P/E multiples.
내러티브 업데이트 Apr 27

AENT: Collectibles Expansion And Reassessed Earnings Power Will Shape Future Upside Potential

Analysts trimmed their price target on Alliance Entertainment by $2 to reflect updated assumptions on discount rate, revenue growth, profit margin, and future P/E, which led to a slightly lower fair value estimate of around $8.00 per share. Analyst Commentary Bearish analysts have taken a more cautious stance on Alliance Entertainment, cutting their price targets by $2 as they revisit key inputs such as discount rate assumptions, revenue growth expectations, profit margin outlook, and future P/E multiples.
Seeking Alpha Apr 22

Alliance Entertainment: Higher Margins And A Low Float

Summary Alliance Entertainment is demonstrating clear margin expansion, with gross margin rising to 13.5% and EBITDA tripling since FY23. Exclusive studio licensing deals with Paramount and Amazon, and MGM underpin AENT's moat and provide asymmetric optionality for further growth. Revenue growth remains elusive; the back half of FY26 is pivotal for proving sustained top-line inflection alongside margin gains. AENT’s balance sheet is strengthened by refinancing, potential warrant exercises, and low capex, buffering downside risk and supporting Russell index inclusion prospects. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 11

AENT: Exclusive Studio Partnership And Disciplined Assumptions Will Support Future Returns

Analysts have reduced their price targets on Alliance Entertainment Holding by $2, citing updated assumptions around discount rates, revenue growth, profit margins, and forward P/E multiples. These changes contribute to a slightly revised fair value narrative for the stock.
내러티브 업데이트 Mar 28

AENT: Exclusive Content Deals And Collectibles Platform Will Support Future Returns

Analysts have trimmed their price targets on Alliance Entertainment Holding by $2, reflecting updated views on risk, profitability and future P/E assumptions, while keeping the intrinsic value estimate broadly in line with prior work. Analyst Commentary Recent research updates show analysts revisiting their assumptions on Alliance Entertainment Holding, with the $2 reduction in price targets reflecting a recalibration of risk, profitability and P/E expectations rather than a wholesale change in how the business is viewed.
내러티브 업데이트 Mar 12

AENT: Exclusive Distribution Deal And Collectibles Platform Will Support Future Upside

Analysts have trimmed their fair value estimate for Alliance Entertainment Holding by $1.00 to $9.00, citing updated assumptions around revenue growth, profit margins, discount rates, and a higher future P/E that align with recent price target cuts from firms covering the stock. Analyst Commentary Recent research updates point to a more measured stance on Alliance Entertainment Holding, with trimmed price targets but still enough interest to keep the stock on institutional radar.
내러티브 업데이트 Feb 26

AENT: Exclusive Licensing And Collectibles Platform Will Support Higher Future Earnings Multiple

Analysts have reduced their price targets on Alliance Entertainment Holding by $2, citing updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent research updates point to a more cautious tone around Alliance Entertainment Holding, with price targets trimmed by $2 as analysts revisit their assumptions on fair value, discount rates, revenue growth, profit margins, and future P/E levels.
분석 기사 Feb 15

Earnings Working Against Alliance Entertainment Holding Corporation's (NASDAQ:AENT) Share Price Following 29% Dive

Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares have had a horrible month, losing 29% after a...
내러티브 업데이트 Feb 09

AENT: Exclusive Media Licensing Will Support Higher Future Earnings Multiple

Analysts have raised their price target on Alliance Entertainment Holding to US$10.00 from US$6.00, citing updated assumptions for slightly higher revenue growth, a modestly improved profit margin profile, a higher fair value estimate, and a richer future P/E multiple. What's in the News Alliance Entertainment announced a new exclusive home entertainment license agreement with Amazon MGM Studios Distribution for physical media distribution in the United States and Canada, covering franchises such as James Bond, Rocky, The Silence of the Lambs and Legally Blonde (Key Developments).
내러티브 업데이트 Jan 25

AENT: Exclusive Licensing And Collectibles Platform Will Support Future Upside Potential

Analysts have adjusted their price target on Alliance Entertainment Holding to reflect an updated fair value of $11.00 per share, citing revised assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples. What's in the News Alliance Entertainment Holding announced an exclusive home entertainment license agreement with Amazon MGM Studios Distribution for physical media distribution in the United States and Canada, covering franchises such as James Bond and Rocky, as well as titles like The Silence of the Lambs and Legally Blonde (company announcement).
내러티브 업데이트 Jan 11

AENT: Premium Collectibles And Horror Licensing Will Support Future Margin Expansion

Analysts have modestly lifted their price target for Alliance Entertainment Holding to US$11.00, citing slightly higher assumptions for revenue growth, profit margins, and a marginally lower future P/E multiple in their models. What's in the News Alliance Entertainment launched Alliance Authentic, a premium platform focused on authenticated, investment grade vinyl collectibles and a global marketplace for buying, selling, and trading these items.
내러티브 업데이트 Dec 26

AENT: Outperform Rating Will Signal Confidence In Future Earnings And Margin Expansion

Analysts have nudged their price target on Alliance Entertainment Holding to $11.00, reflecting slightly improved expectations for revenue growth and profit margins following recent supportive coverage and an Outperform rating from the Street. Analyst Commentary Recent coverage has reinforced a constructive outlook on Alliance Entertainment Holding, with bullish analysts highlighting a favorable balance between valuation, growth prospects, and execution progress.
내러티브 업데이트 Dec 12

AENT: Outperform Rating Will Signal Confidence In Strengthening Earnings Trajectory

Analysts have raised their price target on Alliance Entertainment Holding from $10.00 to $11.00, citing higher projected revenue growth, improving profit margins, a slightly lower discount rate, and a more attractive future P/E multiple. Analyst Commentary Bullish analysts view the latest price target increase for Alliance Entertainment Holding as a reflection of strengthening fundamentals and a clearer path to sustained earnings growth.
분석 기사 Dec 09

Does Alliance Entertainment Holding (NASDAQ:AENT) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Oct 31

Shareholders May Be Wary Of Increasing Alliance Entertainment Holding Corporation's (NASDAQ:AENT) CEO Compensation Package

Key Insights Alliance Entertainment Holding will host its Annual General Meeting on 6th of November Salary of US$640.0k...
분석 기사 Sep 19

After Leaping 30% Alliance Entertainment Holding Corporation (NASDAQ:AENT) Shares Are Not Flying Under The Radar

Despite an already strong run, Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares have been powering on...
분석 기사 Aug 25

Is Alliance Entertainment Holding (NASDAQ:AENT) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
내러티브 업데이트 Aug 22

Paramount Licensing And Collectibles Will Fuel Future Markets

Despite a slight decrease in consensus revenue growth forecasts, the significant rise in Alliance Entertainment Holding's future P/E indicates improved market sentiment or valuation expectations, leading to an increased consensus analyst price target from $8.67 to $10.00. What's in the News Alliance Entertainment expanded its Handmade by Robots brand with new limited-edition and mega-sized vinyl figures, including exclusive horror character releases at Costco and a Hello Kitty launch at San Diego Comic-Con.
분석 기사 Jul 29

The Market Lifts Alliance Entertainment Holding Corporation (NASDAQ:AENT) Shares 37% But It Can Do More

Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares have continued their recent momentum with a 37% gain...
User avatar
새로운 내러티브 Jul 06

Paramount Licensing And Collectibles Will Fuel Future Markets

Exclusive licensing deals and demand for physical collectibles are strengthening revenue growth and competitive positioning, especially as new releases roll out.
분석 기사 Jun 14

Alliance Entertainment Holding Corporation (NASDAQ:AENT) Soars 26% But It's A Story Of Risk Vs Reward

Those holding Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares would be relieved that the share price...
분석 기사 May 23

Alliance Entertainment Holding's (NASDAQ:AENT) Profits Appear To Have Quality Issues

Following the solid earnings report from Alliance Entertainment Holding Corporation ( NASDAQ:AENT ), the market...
분석 기사 Apr 23

Alliance Entertainment Holding Corporation's (NASDAQ:AENT) Share Price Is Still Matching Investor Opinion Despite 25% Slump

To the annoyance of some shareholders, Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) shares are down a...
분석 기사 Mar 26

Is Alliance Entertainment Holding (NASDAQ:AENT) 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 Feb 25

The Price Is Right For Alliance Entertainment Holding Corporation (NASDAQ:AENT) Even After Diving 28%

The Alliance Entertainment Holding Corporation ( NASDAQ:AENT ) share price has fared very poorly over the last month...

CEO 보수 분석

Jeff Walker의 보수는 Alliance Entertainment Holding의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$22m

Dec 31 2025n/an/a

US$22m

Sep 30 2025n/an/a

US$20m

Jun 30 2025US$1mUS$640k

US$15m

Mar 31 2025n/an/a

US$12m

Dec 31 2024n/an/a

US$7m

Sep 30 2024n/an/a

US$8m

Jun 30 2024US$1mUS$640k

US$5m

Mar 31 2024n/an/a

-US$3m

Dec 31 2023n/an/a

-US$7m

Sep 30 2023n/an/a

-US$31m

Jun 30 2023US$807kUS$769k

-US$35m

Mar 31 2023n/an/a

-US$35m

Dec 31 2022US$838kUS$800k

-US$24m

Sep 30 2022n/an/a

US$15m

Jun 30 2022n/an/a

US$29m

Mar 31 2022n/an/a

US$42m

보상 대 시장: Jeff의 총 보수(USD1.32M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.63M) 수준입니다.

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


CEO

Jeff Walker (59 yo)

3.3yrs
재임 기간
US$1,315,216
보수

Mr. Jeffrey Walker, also known as Jeff, has been Chief Executive Officer and Director at Alliance Entertainment Holding Corporation (also known as Adara Acquisition Corp) since February 10, 2023 and was Le...


리더십 팀

이름직위재임 기간보수지분
Bruce Ogilvie
Executive Chairman of the Board3.3yrsUS$1.32m46.87%
$ 138.6m
Jeffrey Walker
CEO & Director3.3yrsUS$1.32m45.49%
$ 134.5m
Amanda Gnecco
CFO & Chief Accounting Officer2.1yrs데이터 없음0.015%
$ 43.5k
Warwick Goldby
Chief Operating Officer2.1yrs데이터 없음0.027%
$ 81.2k
Robert Black
Chief Compliance Officer2.1yrsUS$263.61k0.039%
$ 116.0k
Ben Means
President of Distribution Solutions3.3yrsUS$391.67k데이터 없음
Robert Oram
Executive VP1.1yrs데이터 없음데이터 없음
Ian Ching
Senior Vice President of Information Technologyless than a year데이터 없음데이터 없음
Tony Timpano
Senior Vice President of Business & Legal Affairsless than a year데이터 없음데이터 없음
Alex Jimenez
Senior Vice President of Import Servicesless than a year데이터 없음데이터 없음
Sandy Marsans
Senior Vice President of Information Technologyless than a year데이터 없음데이터 없음
Dean Tabaac
Senior Vice President of AMPED Distributionless than a year데이터 없음데이터 없음
1.1yrs
평균 재임 기간
59yo
평균 나이

경험이 풍부한 관리: AENT의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Bruce Ogilvie
Executive Chairman of the Board3.3yrsUS$1.32m46.87%
$ 138.6m
Jeffrey Walker
CEO & Director3.3yrsUS$1.32m45.49%
$ 134.5m
Dmitry Kozko
Independent Directorless than a year데이터 없음0.0052%
$ 15.3k
W. Donaldson
Independent Director3.3yrs데이터 없음1.32%
$ 3.9m
Sheila Bangalore
Independent Directorless than a year데이터 없음0.0052%
$ 15.3k
Terilea Wielenga
Independent Director3.3yrsUS$50.00k0.025%
$ 75.4k
Chris Nagelson
Independent Director3.3yrsUS$50.00k0.0098%
$ 29.0k
3.3yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 이사회: AENT의 이사회경험이 있음으로 간주됩니다(평균 재임 3.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/30 09:41
종가2026/06/29 00:00
수익2026/03/31
연간 수익2025/06/30

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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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Alliance Entertainment Holding Corporation는 3명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Thomas ForteMaxim Group
Michael KupinskiNOBLE Capital Markets, Inc.
Ashok KumarThinkEquity LLC