Shenandoah Telecommunications Company

NasdaqGS:SHEN 주식 리포트

시가총액: US$910.6m

Shenandoah Telecommunications 경영진

경영진 기준 점검 3/4

Shenandoah Telecommunications CEO는 Ed McKay, Sep2025 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $2.27M, 21.8% 급여 및 78.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $2.21M 가치에 해당하는 회사 주식의 0.24% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.1 년과 8 년입니다.

핵심 정보

Ed McKay

최고경영자

US$2.3m

총 보수

CEO 급여 비율21.78%
CEO 재임 기간less than a year
CEO 지분 보유율0.2%
경영진 평균 재임 기간2.1yrs
이사회 평균 재임 기간8yrs

최근 경영진 업데이트

Recent updates

분석 기사 May 06

Earnings Update: Here's Why Analysts Just Lifted Their Shenandoah Telecommunications Company (NASDAQ:SHEN) Price Target To US$27.50

Shareholders might have noticed that Shenandoah Telecommunications Company ( NASDAQ:SHEN ) filed its first-quarter...
내러티브 업데이트 Apr 27

SHEN: Rural Broadband Execution And Bullish Coverage Will Support Future Upside

Analysts have adjusted their price target for Shenandoah Telecommunications to $27.50, reflecting updated assumptions around the discount rate, revenue growth, profit margin, and future P/E after recent bullish initiations of coverage, while keeping the fair value estimate steady at $27.50. Analyst Commentary Bullish Takeaways Bullish analysts view the recent initiations as supportive of the updated valuation framework, aligning the US$27.50 price target with their assumptions on discount rate, revenue trajectory, profit margin, and future P/E.
내러티브 업데이트 Apr 10

SHEN: Rural Broadband Buildout And Execution Progress Will Drive Future Upside

The analyst price target for Shenandoah Telecommunications has increased from $26.00 to $27.50, with analysts citing updated fair value estimates and their recent bullish initiation as key drivers of this change. Analyst Commentary Recent research has framed the updated price target as part of a more constructive view on Shenandoah Telecommunications.
분석 기사 Sep 25

Subdued Growth No Barrier To Shenandoah Telecommunications Company's (NASDAQ:SHEN) Price

Shenandoah Telecommunications Company's ( NASDAQ:SHEN ) price-to-sales (or "P/S") ratio of 2.1x may not look like an...
분석 기사 May 28

Shenandoah Telecommunications Company's (NASDAQ:SHEN) Shareholders Might Be Looking For Exit

When you see that almost half of the companies in the Telecom industry in the United States have price-to-sales ratios...
분석 기사 May 01

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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새로운 내러티브 Mar 27

Horizon Integration And Glo Fiber Projects Will Improve Future Efficiency

Successful integration and synergy savings boost net margins and EBITDA, enhancing financial performance through cost efficiencies.
분석 기사 Dec 23

Revenues Not Telling The Story For Shenandoah Telecommunications Company (NASDAQ:SHEN)

When close to half the companies in the Telecom industry in the United States have price-to-sales ratios (or "P/S...
Seeking Alpha Dec 12

Shenandoah Can't Survive On Its Own; Upside From Fiber Race

Summary I previously rated Shenandoah Telecommunications a hold due to weak earnings, low return on invested capital, and a DCF price target of $1. An updated DCF analysis with 15% revenue growth and 5% expense growth yields a price target of $3.60, indicating a 73% downside from today's pricing. The current share price requires over 30% revenue growth, while the quant rating remains strong sell, warning investors about the stock. Valuation on the sale of assets suggests a fair value range of $1,272 million to $1,387 million, translating to a price target of $23.3 to $25.4. Read the full article on Seeking Alpha
분석 기사 Sep 12

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

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 Jul 26

Shenandoah Telecommunications Company's (NASDAQ:SHEN) Shares Climb 29% But Its Business Is Yet to Catch Up

Shenandoah Telecommunications Company ( NASDAQ:SHEN ) shares have continued their recent momentum with a 29% gain in...
Seeking Alpha Jul 25

Shenandoah Telecommunications: Positioned For Strong Future Growth

Summary Shentel's share price dropped over 50% from November 2023 to May 2024, due to an overly pessimistic view of shareholders on several events. Q1 2024 Glo Fiber network growth, with 62% YoY customer increase and 275,000 total fiber passings. Significant cluster insider buying during May and June, signaling confidence in Shentel's turnaround. Robust liquidity position of $484 million, supporting ongoing expansion of Glo Fiber. For these, and more reasons that I will cover in this article, I rate this stock as a "Buy" Read the full article on Seeking Alpha
분석 기사 May 23

Optimistic Investors Push Shenandoah Telecommunications Company (NASDAQ:SHEN) Shares Up 28% But Growth Is Lacking

Those holding Shenandoah Telecommunications Company ( NASDAQ:SHEN ) shares would be relieved that the share price has...
Seeking Alpha Apr 26

Shenandoah Telecommunications Q1 Earnings Preview

Summary Shenandoah Telecommunications is expected to announce declines in EPS and revenue for Q1 2024. The company is struggling to generate a return on its fiber investment and has a risk of performing badly warning from the quant rating. While there is significant downside from the current operation, a potential sale of the company could exceed its current market cap, providing upside potential for investors. Read the full article on Seeking Alpha
분석 기사 Jan 12

Shenandoah Telecommunications (NASDAQ:SHEN) Has A Somewhat Strained 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 Oct 07

Is Shenandoah Telecommunications (NASDAQ:SHEN) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Jul 11

Shenandoah Telecommunications (NASDAQ:SHEN) Will Be Looking To Turn Around Its Returns

Ignoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
분석 기사 Jun 12

These 4 Measures Indicate That Shenandoah Telecommunications (NASDAQ:SHEN) Is Using Debt Reasonably Well

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 Mar 07

Shenandoah Telecommunications (NASDAQ:SHEN) Will Be Hoping To Turn Its Returns On Capital Around

To avoid investing in a business that's in decline, there's a few financial metrics that can provide early indications...
분석 기사 Feb 10

Is There An Opportunity With Shenandoah Telecommunications Company's (NASDAQ:SHEN) 48% Undervaluation?

Today we will run through one way of estimating the intrinsic value of Shenandoah Telecommunications Company...
분석 기사 Nov 02

An Intrinsic Calculation For Shenandoah Telecommunications Company (NASDAQ:SHEN) Suggests It's 30% Undervalued

Does the November share price for Shenandoah Telecommunications Company ( NASDAQ:SHEN ) reflect what it's really worth...
분석 기사 Oct 11

Returns On Capital Signal Difficult Times Ahead For Shenandoah Telecommunications (NASDAQ:SHEN)

If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? When we...
Seeking Alpha Aug 03

Shenandoah GAAP EPS of -$0.06 misses by $0.33, revenue of $66.02M beats by $1.77M

Shenandoah press release (NASDAQ:SHEN): Q2 GAAP EPS of -$0.06 misses by $0.33. Revenue of $66.02M (+8.8% Y/Y) beats by $1.77M. Adjusted EBITDA in the second quarter of 2022 grew $2.6 million or 16.4% to $18.6 million, compared with the second quarter of 2021, due primarily to 10.2% growth in Broadband segment and 8.8% lower Corporate expenses from lower professional fees.

CEO 보수 분석

Ed McKay의 보수는 Shenandoah Telecommunications의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$46m

Dec 31 2025US$2mUS$495k

-US$39m

Sep 30 2025n/an/a

-US$40m

Jun 30 2025n/an/a

-US$36m

Mar 31 2025n/an/a

-US$38m

Dec 31 2024US$2mUS$447k

-US$32m

Sep 30 2024n/an/a

-US$22m

Jun 30 2024n/an/a

-US$15m

Mar 31 2024n/an/a

-US$4m

Dec 31 2023US$2mUS$411k

US$1m

Sep 30 2023n/an/a

-US$3m

Jun 30 2023n/an/a

-US$5m

Mar 31 2023n/an/a

-US$7m

Dec 31 2022US$2mUS$392k

-US$15m

Sep 30 2022n/an/a

-US$10m

Jun 30 2022n/an/a

-US$469k

Mar 31 2022n/an/a

US$4m

Dec 31 2021US$1mUS$349k

US$8m

Sep 30 2021n/an/a

US$12m

Jun 30 2021n/an/a

US$7m

Mar 31 2021n/an/a

US$4m

Dec 31 2020US$856kUS$325k

US$2m

Sep 30 2020n/an/a

US$130k

Jun 30 2020n/an/a

-US$114k

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$638kUS$276k

US$2m

보상 대 시장: Ed의 총 보수(USD2.27M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.73M)보다 낮습니다.

보상과 수익: Ed의 보상은 회사가 적자임에도 증가했습니다.


CEO

Ed McKay (52 yo)

less than a year
재임 기간
US$2,270,866
보수

Mr. Edward H. McKay, also known as Ed, serves as Executive Vice President and Chief Operating Officer of Shenandoah Telecommunications Company since July 3, 2021. Mr. McKay was Senior Vice President of Eng...


리더십 팀

이름직위재임 기간보수지분
Christopher French
Executive Chairman of the Board30.3yrsUS$3.01m3.76%
$ 34.2m
Edward McKay
President & CEOless than a yearUS$2.27m0.24%
$ 2.2m
James Volk
Senior VP of Finance & CFO6.9yrsUS$1.58m0.17%
$ 1.5m
Richard Mason
Senior Vice President of Engineering & Operations4.8yrsUS$1.19m0.099%
$ 904.3k
Elaine Cheng
Senior VP & Chief Information Officer7.2yrsUS$1.11m0.070%
$ 634.1k
Tracy Willis
VP & Chief Accounting Officer1.4yrs데이터 없음0.0030%
$ 27.0k
Lucas Binder
Vice President of Corporate Finance1.3yrs데이터 없음데이터 없음
Angela Olsen
Vice President of Legalless than a year데이터 없음0.0015%
$ 13.3k
Dara Leslie
Senior Vice President of Sales & Marketing3.9yrs데이터 없음0.029%
$ 263.4k
Heather Tormey
VP & Chief Human Resources Officer6.8yrsUS$797.40k0.046%
$ 420.3k
Glenn Lytle
Senior Vice President of Commercial Sales2.1yrs데이터 없음0.016%
$ 147.4k
Kirk Andrews
Director of FP&Ano data데이터 없음데이터 없음
2.1yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: SHEN의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.1 년).


이사회 구성원

이름직위재임 기간보수지분
Christopher French
Executive Chairman of the Board30.3yrsUS$3.01m3.76%
$ 34.2m
Kenneth Quaglio
Independent Director9.3yrsUS$197.50k0.063%
$ 570.5k
Richard Koontz
Independent Director20yrsUS$195.00k0.13%
$ 1.2m
Matthew DeNichilo
Independent Director2.1yrsUS$197.50k데이터 없음
Thomas Beckett
Independent Director8yrsUS$192.50k0.056%
$ 507.8k
James DiMola
Independent Director2.1yrsUS$192.50k데이터 없음
Leigh Schultz
Independent Director9.8yrsUS$210.00k0.062%
$ 563.8k
Michael Rhymes
Independent Director1.8yrsUS$197.50k0.021%
$ 194.4k
Victor Barnes
Independent Director4.3yrsUS$195.83k0.044%
$ 403.1k
8.0yrs
평균 재임 기간
60yo
평균 나이

경험이 풍부한 이사회: SHEN의 이사회경험이 있음으로 간주됩니다(평균 재임 8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 05:13
종가2026/05/20 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.

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분석 모델 및 스노우플레이크

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산업 및 섹터 지표

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분석가 소스

Shenandoah Telecommunications Company는 4명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Zachary SilverB. Riley Securities, Inc.
Hamed KhorsandBWS Financial Inc.
Christian SchwabCraig-Hallum Capital Group LLC