Increases to CEO Compensation Might Be Put On Hold For Now at InPost S.A. (AMS:INPST)

Key Insights

• InPost to hold its Annual General Meeting on 16th of May
• CEO Rafal Brzoska's total compensation includes salary of zł2.81m
• Total compensation is 105% above industry average
• Over the past three years, InPost's EPS grew by 23% and over the past three years, the total shareholder return was 12%

CEO Rafal Brzoska has done a decent job of delivering relatively good performance at InPost S.A. (AMS:INPST) recently. As shareholders go into the upcoming AGM on 16th of May, CEO compensation will probably not be their focus, but rather the steps management will take to continue the growth momentum. However, some shareholders may still want to keep CEO compensation within reason.

See our latest analysis for InPost

Comparing InPost S.A.'s CEO Compensation With The Industry

According to our data, InPost S.A. has a market capitalization of €7.8b, and paid its CEO total annual compensation worth zł18m over the year to December 2023. Notably, that's an increase of 17% over the year before. While we always look at total compensation first, our analysis shows that the salary component is less, at zł2.8m.

On examining similar-sized companies in the the Netherlands Logistics industry with market capitalizations between €3.7b and €11b, we discovered that the median CEO total compensation of that group was zł9.0m. This suggests that Rafal Brzoska is paid more than the median for the industry. Furthermore, Rafal Brzoska directly owns €1.5m worth of shares in the company.

Component	2023	2022	Proportion (2023)
Salary	zł2.8m	zł2.7m	15%
Other	zł16m	zł13m	85%
Total Compensation	zł18m	zł16m	100%

Talking in terms of the industry, salary represented approximately 36% of total compensation out of all the companies we analyzed, while other remuneration made up 64% of the pie. InPost sets aside a smaller share of compensation for salary, in comparison to the overall industry. If total compensation is slanted towards non-salary benefits, it indicates that CEO pay is linked to company performance.

A Look at InPost S.A.'s Growth Numbers

InPost S.A.'s earnings per share (EPS) grew 23% per year over the last three years. In the last year, its revenue is up 25%.

Overall this is a positive result for shareholders, showing that the company has improved in recent years. It's great to see that revenue growth is strong, too. These metrics suggest the business is growing strongly. Looking ahead, you might want to check this free visual report on analyst forecasts for the company's future earnings..

Has InPost S.A. Been A Good Investment?

With a total shareholder return of 12% over three years, InPost S.A. shareholders would, in general, be reasonably content. But they probably wouldn't be so happy as to think the CEO should be paid more than is normal, for companies around this size.

In Summary...

Seeing that the company has put up a decent performance, only a few shareholders, if any at all, might have questions about the CEO pay in the upcoming AGM. However, if the board proposes to increase the compensation, some shareholders might have questions given that the CEO is already being paid higher than the industry.

While CEO pay is an important factor to be aware of, there are other areas that investors should be mindful of as well. We did our research and spotted 1 warning sign for InPost that investors should look into moving forward.

Switching gears from InPost, if you're hunting for a pristine balance sheet and premium returns, this free list of high return, low debt companies is a great place to look.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.