The Navigator Company, S.A.

ENXTLS:NVG Voorraadrapport

Marktkapitalisatie: €2.3b

Navigator Company Beheer

Beheer criteriumcontroles 4/4

Momenteel beschikken wij niet over voldoende informatie over de CEO.

Belangrijke informatie

Antonio Jose Redondo

Algemeen directeur

€1.6m

Totale compensatie

Percentage CEO-salaris42.68%
Dienstverband CEO6.5yrs
Eigendom CEOn/a
Management gemiddelde ambtstermijn6.5yrs
Gemiddelde ambtstermijn bestuur7.3yrs

Recente managementupdates

Recent updates

Narratiefupdate Jun 23

NVG: Stable Fair Value And Stronger Margins Will Support Repricing

Analysts have made a neutral update to Navigator Company’s price target, holding fair value at €4.08 while fine tuning inputs such as a slightly higher discount rate, a modestly lower revenue growth assumption, a marginally higher profit margin, and a small adjustment to the future P/E multiple to reflect current research views. What's in the News No recent company specific news or key developments for Navigator Company were identified in the referenced sources.
Narratiefupdate Jun 06

NVG: Lower Discount Rate And Stronger Margins Will Support Repricing

Analysts have adjusted their fair value estimate for Navigator Company slightly higher to €4.08 from €4.03, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News No recent company specific news, periodical coverage or key developments were provided in the source data for Navigator Company.
Narratiefupdate Feb 08

NVG: Stable Margins And Lower Discount Rate Will Support Repricing

Analysts have slightly adjusted their price target for Navigator Company to €4.03 per share. This reflects fine tuning of assumptions around the discount rate, long term revenue growth, profit margins and future P/E, rather than a shift in the core outlook.
Narratiefupdate Jan 25

NVG: Slightly Higher Discount Rate Will Still Support Future Repricing

Analysts have trimmed their price target on Navigator Company to €4.03 from €4.10, reflecting slightly higher discount rate assumptions and a modestly lower profit margin outlook in their models. Valuation Changes Fair Value Estimate eased slightly from €4.10 to €4.03 per share.
Analyseartikel Jan 21

Navigator Company (ELI:NVG) 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? Ideally, a...
Narratiefupdate Jan 09

NVG: Lower Discount Rate And Stable Margins Will Support Future Repricing

Analysts have made a slight upward revision to their price target for The Navigator Company, reflecting small tweaks to assumptions such as the discount rate and future P/E, while keeping fair value broadly consistent at €4.10. Valuation Changes Fair Value: Held steady at €4.10 per share, indicating no change in the core valuation outcome.
Analyseartikel Dec 30

Is Navigator Company (ELI:NVG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narratiefupdate Dec 20

NVG: Stable Margins And Lower Risk Will Support Positive Repricing Ahead

Narrative Update Analysts have modestly revised their price target for Navigator Company higher to reflect slightly lower perceived risk and sustained expectations for stable revenue growth and margins. The updated valuation framework implies a marginally increased fair value estimate in euro terms.
Narratiefupdate Dec 06

NVG: Stable Margins And Discount Rate Will Support Positive Repricing Ahead

Narrative Update on Navigator Company Analysts have slightly raised their price target for Navigator Company to align more closely with its approximately unchanged fair value estimate of 4.10. They cite stable long term assumptions for the discount rate, revenue growth, profit margins, and future valuation multiples.
Narratiefupdate Nov 22

NVG: Future Net Profit Margin Improvement Will Support Positive Repricing Ahead

Analysts have slightly lowered their price target for Navigator Company from $4.20 to $4.10. This revision reflects cautious adjustments to growth projections and valuation multiples based on updated financial assumptions.
Narratiefupdate Nov 07

NVG: Future Earnings Potential Will Outweigh Lower Margin Expectations

Analysts have revised their fair value estimate for Navigator Company downward from €4.40 to €4.20. They cited expectations of softer revenue growth and a lower profit margin ahead.
Narratiefupdate Oct 24

Sustainable Packaging Expansion Will Unlock Future Opportunity

Narrative Update: Navigator Company Analyst Price Target Revision Analysts have slightly lowered their price target for Navigator Company to €4.40, citing more conservative expectations for revenue growth and profit margins. The fair value assessment remains steady.
Narratiefupdate Oct 10

Sustainable Packaging Expansion Will Unlock Future Opportunity

Narrative Update: Navigator Company Price Target Adjusted Analysts have slightly lowered their price target for Navigator Company from €4.55 to €4.40. This adjustment is due to modest reductions in forecasted revenue growth and profit margins, as well as a marginally lower projected price-to-earnings ratio.
Analyseartikel Sep 30

The Navigator Company, S.A.'s (ELI:NVG) Popularity With Investors Is Under Threat From Overpricing

There wouldn't be many who think The Navigator Company, S.A.'s ( ELI:NVG ) price-to-earnings (or "P/E") ratio of 11x is...
Analyseartikel Aug 22

Is Navigator Company (ELI:NVG) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analyseartikel Jul 19

Is The Navigator Company, S.A. (ELI:NVG) Trading At A 34% Discount?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Navigator Company fair value estimate is €4.86 Current share...
Analyseartikel Jun 19

Returns At Navigator Company (ELI:NVG) Are On The Way Up

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analyseartikel Apr 08

These 4 Measures Indicate That Navigator Company (ELI:NVG) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Mar 05

Investors Aren't Buying The Navigator Company, S.A.'s (ELI:NVG) Earnings

With a price-to-earnings (or "P/E") ratio of 7.9x The Navigator Company, S.A. ( ELI:NVG ) may be sending bullish...
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Nieuw narratief Feb 19

Investments In Digital Tech And Decarbonization Will Reduce Costs And Expand Market Reach

Diversification into tissue papers and packaging, along with strategic acquisitions, positions Navigator for revenue growth and market expansion.
Analyseartikel Jan 11

Is Now The Time To Look At Buying The Navigator Company, S.A. (ELI:NVG)?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it received a lot of attention from...
Analyseartikel Dec 24

Does Navigator Company (ELI:NVG) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Nov 15

Returns Are Gaining Momentum At Navigator Company (ELI:NVG)

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Analyseartikel Oct 19

Potential Upside For The Navigator Company, S.A. (ELI:NVG) Not Without Risk

With a price-to-earnings (or "P/E") ratio of 8.9x The Navigator Company, S.A. ( ELI:NVG ) may be sending bullish...
Analyseartikel Oct 04

Is Now The Time To Look At Buying The Navigator Company, S.A. (ELI:NVG)?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it had a relatively subdued couple...
Analyseartikel Aug 08

Investors Will Want Navigator Company's (ELI:NVG) Growth In ROCE To Persist

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analyseartikel Jul 25

Revenue Miss: The Navigator Company, S.A. Fell 5.8% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Last week saw the newest second-quarter earnings release from The Navigator Company, S.A. ( ELI:NVG ), an important...
Analyseartikel Jun 29

Earnings Update: The Navigator Company, S.A. (ELI:NVG) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

The Navigator Company, S.A. ( ELI:NVG ) came out with its first-quarter results last week, and we wanted to see how the...
Analyseartikel May 24

Industry Analysts Just Made A Captivating Upgrade To Their The Navigator Company, S.A. (ELI:NVG) Revenue Forecasts

The Navigator Company, S.A. ( ELI:NVG ) shareholders will have a reason to smile today, with the analysts making...
Analyseartikel May 21

The Navigator Company, S.A.'s (ELI:NVG) Intrinsic Value Is Potentially 54% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Navigator Company fair value estimate is €6.35 Navigator...
Analyseartikel Apr 24

Here's Why Navigator Company (ELI:NVG) Can Manage Its Debt Responsibly

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

Returns At Navigator Company (ELI:NVG) Appear To Be Weighed Down

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analyseartikel Mar 09

Is The Navigator Company, S.A. (ELI:NVG) Potentially Undervalued?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it received a lot of attention from...
Analyseartikel Feb 19

The Navigator Company, S.A.'s (ELI:NVG) Intrinsic Value Is Potentially 78% Above Its Share Price

Key Insights Using the 2 Stage Free Cash Flow to Equity, Navigator Company fair value estimate is €6.89 Current share...
Analyseartikel Feb 06

Investors Aren't Buying The Navigator Company, S.A.'s (ELI:NVG) Earnings

The Navigator Company, S.A.'s ( ELI:NVG ) price-to-earnings (or "P/E") ratio of 8.2x might make it look like a buy...
Analyseartikel Jan 24

Is Navigator Company (ELI:NVG) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Analyseartikel Nov 24

The Trend Of High Returns At Navigator Company (ELI:NVG) Has Us Very Interested

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Analyseartikel Oct 28

Revenue Miss: The Navigator Company, S.A. Fell 6.0% Short Of Analyst Revenue Estimates And Analysts Have Been Revising Their Models

Investors in The Navigator Company, S.A. ( ELI:NVG ) had a good week, as its shares rose 3.0% to close at €3.66...
Analyseartikel Oct 25

Is The Navigator Company, S.A. (ELI:NVG) Potentially Undervalued?

The Navigator Company, S.A. ( ELI:NVG ), is not the largest company out there, but it saw a decent share price growth...
Analyseartikel Oct 12

Is Navigator Company (ELI:NVG) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel Sep 30

With EPS Growth And More, Navigator Company (ELI:NVG) Makes An Interesting Case

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Aug 26

Estimating The Fair Value Of The Navigator Company, S.A. (ELI:NVG)

Key Insights Navigator Company's estimated fair value is €3.09 based on 2 Stage Free Cash Flow to Equity With €3.30...
Analyseartikel Jul 31

Navigator Company (ELI:NVG) Is Investing Its Capital With Increasing Efficiency

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Analyseartikel Jun 22

Is Now The Time To Put Navigator Company (ELI:NVG) On Your Watchlist?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Analyseartikel Apr 27

Does Navigator Company (ELI:NVG) Have A Healthy Balance Sheet?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analyseartikel Apr 04

Should You Investigate The Navigator Company, S.A. (ELI:NVG) At €3.34?

The Navigator Company, S.A. ( ELI:NVG ), might not be a large cap stock, but it received a lot of attention from a...
Analyseartikel Mar 16

Shareholders Would Enjoy A Repeat Of Navigator Company's (ELI:NVG) Recent Growth In Returns

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analyseartikel Mar 03

With EPS Growth And More, Navigator Company (ELI:NVG) Makes An Interesting Case

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analyseartikel Jan 18

Is Navigator Company (ELI:NVG) 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...

Analyse CEO-vergoeding

Hoe is Antonio Jose Redondo's beloning veranderd ten opzichte van Navigator Company's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
Mar 31 2026n/an/a

€114m

Dec 31 2025€2m€702k

€145m

Sep 30 2025n/an/a

€164m

Jun 30 2025n/an/a

€213m

Mar 31 2025n/an/a

€271m

Dec 31 2024€1m€702k

€287m

Sep 30 2024n/an/a

€316m

Jun 30 2024n/an/a

€296m

Mar 31 2024n/an/a

€267m

Dec 31 2023€2m€707k

€275m

Sep 30 2023n/an/a

€323m

Jun 30 2023n/an/a

€368m

Mar 31 2023n/an/a

€414m

Dec 31 2022€1m€652k

€393m

Sep 30 2022n/an/a

€328m

Jun 30 2022n/an/a

€269m

Mar 31 2022n/an/a

€198m

Dec 31 2021€2m€668k

€171m

Sep 30 2021n/an/a

€148m

Jun 30 2021n/an/a

€130m

Mar 31 2021n/an/a

€102m

Dec 31 2020€842k€656k

€109m

Sep 30 2020n/an/a

€96m

Jun 30 2020n/an/a

€117m

Mar 31 2020n/an/a

€150m

Dec 31 2019€25kn/a

€168m

Compensatie versus markt: De totale vergoeding ($USD 1.88M ) Antonio Jose } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de Portuguese markt ($USD 2.12M ).

Compensatie versus inkomsten: De vergoeding van Antonio Jose is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Antonio Jose Redondo (62 yo)

6.5yrs
Tenure
€1,644,076
Compensatie

Mr. António José Pereira Redondo is the Chief Executive Officer at The Navigator Company, S.A. since January 1, 2020. He served as Head of Pulp, Paper, Sales, Marketing, Communication, Image and Product De...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Antonio Jose Redondo
CEO & Executive Director6.5yrs€1.64mgeen gegevens
Jose Fernando Morais de Araujo
CFO & Executive Directorno data€994.37kgeen gegevens
Antonio Vaz Duarte Soares
Head of the Supply Chain Board10.4yrs€1.06mgeen gegevens
Nuno Miguel de Araujo dos Santos
Executive Director11.3yrs€1.03mgeen gegevens
Joao Cabete Goncalves Le
Executive Director6.5yrs€1.00mgeen gegevens
Dorival de Almeida
Executive Director3.3yrs€1.07mgeen gegevens
Ana Canha
Investor Relations Officerno datageen gegevensgeen gegevens
António Pedro Gomes Paula Alves
General Counsel & Company Secretaryno datageen gegevensgeen gegevens
Antonio de Almeida e Noronha da Cunha Reis
Alternate Secretary & Chief of Staffno datageen gegevensgeen gegevens
6.5yrs
Gemiddelde duur
61yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van NVG is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.5 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Antonio Jose Redondo
CEO & Executive Director19.3yrs€1.64mgeen gegevens
Jose Fernando Morais de Araujo
CFO & Executive Director19.3yrs€994.37kgeen gegevens
Antonio Vaz Duarte Soares
Head of the Supply Chain Board2.9yrs€1.06mgeen gegevens
Nuno Miguel de Araujo dos Santos
Executive Director11.3yrs€1.03mgeen gegevens
Joao Cabete Goncalves Le
Executive Director6.5yrs€1.00mgeen gegevens
Dorival de Almeida
Executive Director3.3yrs€1.07mgeen gegevens
Sandra Maria Santos
Independent Non-Executive Director7.3yrs€19.25kgeen gegevens
Ricardo dos Santos Pacheco Pires
Chairman of the Board11.5yrsgeen gegevensgeen gegevens
Vitor Paulo Pereira
Non-Executive Director6.3yrsgeen gegevensgeen gegevens
Jose de Oliveira Vitorino
President of Fiscal Council11yrsgeen gegevensgeen gegevens
Maria Teresa Presas
Independent Non-Executive Director7.3yrs€77.00kgeen gegevens
Mariana Rita Antunes dos Santos Belmar da Costa
Independent Non-Executive Director7.2yrs€105.00kgeen gegevens
7.3yrs
Gemiddelde duur
60yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van NVG wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.3 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/03 19:28
Aandelenkoers aan het einde van de dag2026/07/03 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

The Navigator Company, S.A. wordt gevolgd door 9 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Luis ColacoBanco Santander
Javier PinedoBNP Paribas
Bruno BessaCaixa Banco BPI