Stellantis N.V.

NYSE:STLA Stock Report

Market Cap: US$21.8b

Stellantis Management

Management criteria checks 2/4

Stellantis' CEO is Antonio Filosa, appointed in Jun 2025, has a tenure of less than a year. total yearly compensation is €5.42M, comprised of 26.3% salary and 73.7% bonuses, including company stock and options. directly owns 0.014% of the company’s shares, worth $3.12M. The average tenure of the management team and the board of directors is 1.6 years and 4.2 years respectively.

Key information

Antonio Filosa

Chief executive officer

€5.4m

Total compensation

CEO salary percentage26.26%
CEO tenureless than a year
CEO ownership0.01%
Management average tenure1.6yrs
Board average tenure4.2yrs

Recent management updates

Recent updates

Seeking Alpha • Apr 16

Stellantis: Alliance With Chinese Automaker Leapmotor Points To A Long, Tough Climb

Summary Stellantis N.V. faces a challenging recovery after a $26.3B net loss, with early signs of stabilization and a Hold rating maintained. STLA's Q1 U.S. unit sales rose 4% against a declining market, aided by Ram and Jeep, while global shipments increased 12% YOY. Strategic focus shifts to extended range electrified vehicles (EREVs), aggressive European pricing, and collaboration with Leapmotor for future BEV models. STLA management eyes cost discipline, gradual BEV adoption, and a pivotal strategic update at the May 21 Investors Day: risks and uncertainties persist. Read the full article on Seeking Alpha
New Narrative • May 02

BETTING AGAINST MATH? PERFECT. I’LL BE BUYING MORE STELLANTIS (STLA)

Stellantis is an underappreciated gem in an out-of-favor market.  Recent layoffs at their Michigan plant unrelated to tariffs have only compounded the malaise brought on by recent whiplash trade
Seeking Alpha • Apr 17

Stellantis Faces Significant Exposure To Tariffs

Summary Stellantis N.V. reported a -9% decline in Q1 2025 vehicle deliveries, with significant drops in North America and APAC. Management is pushing to boost unit sales with dealership discount pricing. The 25% tariff on vehicles and automotive parts are carved out from the broader tariff policy, potentially leading to stickier rates. Despite management's optimism, Stellantis faces declining market share in the U.S. and Europe, with significant sales drops and potential margin compression due to tariffs. Stellantis aims to counteract these challenges by ramping up production in the U.S. and launching new models. With deliveries falling short of expectations in Q1 2025, the STLA turnaround may be delayed. Read the full article on Seeking Alpha
Seeking Alpha • Mar 25

Wall Street Lunch: Need For Speed (No Need For Driver)

Summary Stellantis' Maserati MC20 set a new autonomous driving speed record at 197.7 mph, showcasing advanced AI and Maserati's innovative combustion technology. Consumer confidence dropped significantly in March, with the Expectations Index hitting a 12-year low, indicating economic concerns and potential recession. Massachusetts criticized Robinhood's expansion into event contracts, calling it a gimmick. Read the full article on Seeking Alpha
Seeking Alpha • Mar 11

Stellantis: Extended-Range Tech Envisions Profitable Path To Vehicle Electrification

Summary Stellantis introduced the Ramcharger 1500, a range-extended electric vehicle, to bridge the gap to pure electric vehicles and boost U.S. operations. Ramcharger offers 690 miles of range and significant towing capacity, addressing range anxiety and performance concerns in the U.S. market. Stellantis shares could shift from Hold to Buy with new leadership, improved financial disclosures, and successful new model introductions. Investors should watch for Ramcharger sales, potential REEV technology expansion, and financial results reflecting a strong management transition. Read the full article on Seeking Alpha
Seeking Alpha • Feb 24

Cinderella-Like Stellantis On The Hunt For Its Glass Slipper, Q4 Earnings Preview

Summary Stellantis' stock surged from $6 to $30 post-Covid, then plummeted to $12, but recently rebounded to $14. This article questions if the recent stock recovery is fundamentally driven or if further downside is expected as earnings approach. Insights from the automotive sector will be analyzed to make an educated guess on Stellantis' performance for the rest of the year. Together, we will look at what Stellantis' earnings report may look like and what the main metrics to consider are. Read the full article on Seeking Alpha
Seeking Alpha • Jan 20

Stellantis N.V. Needs A Stellar CEO To Boost Beaten Down Shares

Summary Stellantis faces significant challenges, including CEO Carlos Tavares' resignation, downgraded financial guidance, and management turnover, impacting its 2024 performance and strategic direction. The company struggles with bloated vehicle inventories, insufficient pricing support, and unmet promises to the United Auto Workers union, reflecting deeper operational issues. Despite a low P/E ratio and high dividend yield, Stellantis' complex brand portfolio and leadership instability warrant a HOLD rating until a capable CEO is found. Potential investors should be cautious, given Stellantis' history of mergers, strategy missteps, and competition from global automotive giants and Chinese BEV manufacturers. Read the full article on Seeking Alpha
Seeking Alpha • Dec 19

I Much Prefer Owning The A+ Stellantis Valuation Over Tesla's Failing Grade

Summary Stellantis N.V. is a deep-value buy despite a poor year, while Tesla, Inc. is extremely overvalued and due for a price correction in 2025. Both companies have similar gross profit margins and EPS forecasts, yet Tesla's stock quote is 36x higher, indicative of irrational market pricing. Stellantis offers substantial value on cash reserves vs. debt, net assets, sizable cash flow generation, and a high dividend yield, making it a safer investment compared to Tesla's overinflated setup. I rate Stellantis a Buy at $13 for a 12-month outlook, and reiterate a Sell/Avoid rating for Tesla due to overvaluation concerns. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

Leadership Turmoil: What Tavares' Resignation Means For Stellantis

Summary Stellantis CEO Carlos Tavares resigned amid strategic disagreements and financial mismanagement, leading to a significant cash burn and declining market share. Stellantis faces challenges with high inventories, slowing sales, and a potential price war, but remains a major player with strong assets and market positions. STLA stock has dropped over 55% since March 2024, but Stellantis' low-cost production and strong commercial vehicle unit offer potential for recovery. Investors should expect lower margins and a possible dividend cut, but a new CEO could stabilize the company and present a buying opportunity. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Antonio Filosa's remuneration changed compared to Stellantis's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

-€22b

Dec 31 2025€5m€1m

-€22b

Compensation vs Market: Antonio's total compensation ($USD6.30M) is below average for companies of similar size in the US market ($USD14.79M).

Compensation vs Earnings: Insufficient data to compare Antonio's compensation with company performance.

CEO

Antonio Filosa (52 yo)

less than a year
Tenure
€5,424,683
Compensation

Mr. Antonio Filosa is Chairman of the Board of Banco Stellantis S.A. Mr. Filosa was Jeep Brand CEO at Stellantis N.V. since November 1, 2023 until February 2025, serves as Chief executive Officer since Jun...

Leadership Team

NamePositionTenureCompensationOwnership
John Elkann
Executive Chairman of the Board5.3yrs€2.45m0.042%
$ 9.2m
Antonio Filosa
CEO, COO of North America American brands & Executive Directorless than a year€5.42m0.014%
$ 3.1m
Joao Laranjo
Chief Financial Officerless than a yearno datano data
Ned Curic
Chief Engineering & Technology Officer4.8yrsno datano data
Charles Christman
Head of Investor Relationsless than a yearno datano data
Giorgio Fossati
General Counsel5.3yrsno datano data
Luca Napolitano
Brand Chief Executive Officer of Lancia and Chief Sales & Marketing Officer1.9yrsno datano data
Olivier Francois
Chief Marketing Officer1.3yrsno datano data
Xavier Chereau
Chief Human Resources10.7yrsno datano data
Gregoire Olivier
Head of the China and Asia-Pacific region19.3yrs€1.60mno data
Xavier Chardon
Chief Executive Officer of Citronless than a yearno datano data
Xavier Peugeot
Head of the DS Automobiles brand1.3yrsno datano data
1.6yrs
Average Tenure
57yo
Average Age

Experienced Management: STLA's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
John Elkann
Executive Chairman of the Board5.3yrs€2.45m0.042%
$ 9.2m
Antonio Filosa
CEO, COO of North America American brands & Executive Directorless than a year€5.42m0.014%
$ 3.1m
Henri Rene Marie de la Croix de Castries
Senior Independent Director5.3yrs€291.02k0.00072%
$ 156.8k
Nicolas Dufourcq
Independent Non-Executive Director5.3yrsno datano data
Robert Peugeot
Non-Executive Vice Chairman of the Board5.3yrs€225.20k0.00052%
$ 113.2k
Ann Godbehere
Independent Non–Executive Director5.3yrs€235.56k0.00033%
$ 71.9k
Alice Schroeder
Non-Executive Director1.1yrs€174.41kno data
Benoit Ribadeau-Dumas
Non-Executive Director3.1yrsno datano data
Fiona Cicconi
Independent Non-Executive Director5.3yrs€262.70k0.00040%
$ 87.1k
Claudia Parzani
Independent Non-Executive Director2.1yrs€222.35kno data
Daniel Ramot
Non-Executive Director1.1yrs€165.29kno data
Juergen Esser
Non-Executive Directorless than a yearno datano data
4.2yrs
Average Tenure
56.5yo
Average Age

Experienced Board: STLA's board of directors are considered experienced (4.2 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/18 03:43
End of Day Share Price 2026/05/15 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

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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

Stellantis N.V. is covered by 53 analysts. 29 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Dominique DescoursBanca Akros S.p.A. (ESN)
Eduardo González MartínBanco Santander
Kristina ChurchBarclays