The Navigator Company, S.A.

ENXTLS:NVG Stock Report

Market Cap: €2.4b

Navigator Company Management

Management criteria checks 4/4

We currently do not have sufficient information about the CEO.

Key information

Antonio Jose Redondo

Chief executive officer

€1.6m

Total compensation

CEO salary percentage42.68%
CEO tenure6.3yrs
CEO ownershipn/a
Management average tenure6.3yrs
Board average tenure7.1yrs

Recent management updates

Recent updates

Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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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New Narrative • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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...

CEO Compensation Analysis

How has Antonio Jose Redondo's remuneration changed compared to Navigator Company's earnings?
DateTotal CompensationSalaryCompany Earnings
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

Compensation vs Market: Antonio Jose's total compensation ($USD1.91M) is about average for companies of similar size in the Portuguese market ($USD1.77M).

Compensation vs Earnings: Antonio Jose's compensation has been consistent with company performance over the past year.

CEO

Antonio Jose Redondo (61 yo)

6.3yrs
Tenure
€1,644,076
Compensation

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...

Leadership Team

NamePositionTenureCompensationOwnership
Antonio Jose Redondo
CEO & Executive Director6.3yrs€1.64mno data
Jose Fernando Morais de Araujo
CFO & Executive Directorno data€994.37kno data
Antonio Vaz Duarte Soares
Head of the Supply Chain Board10.3yrs€1.06mno data
Nuno Miguel de Araujo dos Santos
Executive Director11.1yrs€1.03mno data
Joao Cabete Goncalves Le
Executive Director6.3yrs€1.00mno data
Dorival de Almeida
Executive Director3.1yrs€1.07mno data
Ana Canha
Investor Relations Officerno datano datano data
António Pedro Gomes Paula Alves
General Counsel & Company Secretaryno datano datano data
Antonio de Almeida e Noronha da Cunha Reis
Alternate Secretary & Chief of Staffno datano datano data
6.3yrs
Average Tenure
60yo
Average Age

Experienced Management: NVG's management team is seasoned and experienced (6.3 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Antonio Jose Redondo
CEO & Executive Director19.1yrs€1.64mno data
Jose Fernando Morais de Araujo
CFO & Executive Director19.1yrs€994.37kno data
Antonio Vaz Duarte Soares
Head of the Supply Chain Board2.8yrs€1.06mno data
Nuno Miguel de Araujo dos Santos
Executive Director11.1yrs€1.03mno data
Joao Cabete Goncalves Le
Executive Director6.3yrs€1.00mno data
Dorival de Almeida
Executive Director3.1yrs€1.07mno data
Sandra Maria Santos
Independent Non-Executive Director7.1yrs€19.25kno data
Ricardo dos Santos Pacheco Pires
Chairman of the Board11.3yrsno datano data
Vitor Paulo Pereira
Non-Executive Director6.2yrsno datano data
Jose de Oliveira Vitorino
President of Fiscal Council10.8yrsno datano data
Maria Teresa Presas
Independent Non-Executive Director7.1yrs€77.00kno data
Mariana Rita Antunes dos Santos Belmar da Costa
Independent Non-Executive Director7yrs€105.00kno data
7.1yrs
Average Tenure
59yo
Average Age

Experienced Board: NVG's board of directors are considered experienced (7.1 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/29 17:24
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

The Navigator Company, S.A. is covered by 9 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Luis ColacoBanco Santander
Javier PinedoBNP Paribas
Bruno BessaCaixa Banco BPI