Renewable Energy Group, Inc.

NasdaqGS:REGI Stock Report

Market Cap: US$3.1b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Renewable Energy Group Management

Management criteria checks 4/4

Key information

CJ Warner

Chief executive officer

US$4.5m

Total compensation

CEO salary percentage20.02%
CEO tenure3.4yrs
CEO ownership0.2%
Management average tenure2.9yrs
Board average tenure4.3yrs

Recent management updates

Recent updates

Seeking Alpha Apr 13

Renewable Energy Group: A Safe Energy Stock Bound To Gain Big

Renewable Energy Group, Inc. is a clean energy stock, specializing in the biodiesel sector, through the production of advanced biofuels by processing natural oils, grease, and animal fats. REGI stock has shown a persistent climb throughout the years, despite disruptions caused by the Covid-19 pandemic, and the Texas grid crisis of 2021. Its financial performance for fiscal 2021 indicates a steady growth in revenue and EPS, indicating a bounce-back following the macroeconomic shocks felt in 2020. In comparison to similarly-sized energy stocks, REGI is perceived with a high degree of optimism in the market, as reflected by several metrics and indicators.
Analysis Article Jan 19

Here's What To Make Of Renewable Energy Group's (NASDAQ:REGI) Decelerating Rates Of Return

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Seeking Alpha Jan 14

Renewable Energy Group: Unsustainable In The Sustainable Industry

REGI's continued existence depends and relies on the continuation of government incentives. Biodiesel is a stop-gap arrangement during the transition from fossil fuel to greener energy sources in transport. Its demand will not be permanent. The margin for producing biodiesel is very short, and commodity prices indirectly depend on crude oil prices also.
Analysis Article Oct 02

Returns Are Gaining Momentum At Renewable Energy Group (NASDAQ:REGI)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Sep 15

Renewable Energy Group: Still Bearish At Lower Share Price

Renewable Energy Group relies on government incentives and subsidies for its financial viability. Governments and their agencies have a history of showing reluctance to extend biofuel support measures, and the EPA questions the clean credentials of biofuels. The advent of a hydrogen economy will likely wreak havoc on the biofuels industry, even for those with a "cleaner" product. Despite a recent significant fall in share price, following an EPA recommendation to reduce blending mandates, Renewable Energy shares remain unattractive.
Analysis Article Sep 15

Renewable Energy Group (NASDAQ:REGI) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Aug 12

Are Investors Undervaluing Renewable Energy Group, Inc. (NASDAQ:REGI) By 42%?

How far off is Renewable Energy Group, Inc. ( NASDAQ:REGI ) from its intrinsic value? Using the most recent financial...
Analysis Article Jun 14

Renewable Energy Group (NASDAQ:REGI) Shareholders Will Want The ROCE Trajectory To Continue

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Analysis Article May 06

Renewable Energy Group (NASDAQ:REGI) Seems To Use Debt Quite Sensibly

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Mar 12

Who Has Been Selling Renewable Energy Group, Inc. (NASDAQ:REGI) Shares?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...
Analysis Article Feb 22

Is Renewable Energy Group, Inc.'s (NASDAQ:REGI) Stock's Recent Performance Being Led By Its Attractive Financial Prospects?

Renewable Energy Group's (NASDAQ:REGI) stock is up by a considerable 68% over the past three months. Given the...
Analysis Article Jan 18

Is Renewable Energy Group (NASDAQ:REGI) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Dec 14

We Wouldn't Rely On Renewable Energy Group's (NASDAQ:REGI) Statutory Earnings As A Guide

Statistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. However...

CEO Compensation Analysis

How has CJ Warner's remuneration changed compared to Renewable Energy Group's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2022n/an/a

US$186m

Dec 31 2021US$4mUS$900k

US$212m

Sep 30 2021n/an/a

US$186m

Jun 30 2021n/an/a

US$166m

Mar 31 2021n/an/a

US$86m

Dec 31 2020US$4mUS$865k

US$120m

Sep 30 2020n/an/a

US$571m

Jun 30 2020n/an/a

US$535m

Mar 31 2020n/an/a

US$479m

Dec 31 2019US$5mUS$738k

US$364m

Compensation vs Market: CJ's total compensation ($USD4.50M) is below average for companies of similar size in the US market ($USD6.91M).

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


CEO

CJ Warner (63 yo)

3.4yrs
Tenure
US$4,495,873
Compensation

Ms. Cynthia J. Warner, also known as CJ, served as an Executive Vice President of Operations at Andeavor (Formerly, Tesoro Corporation) since August 24, 2016 until October 2018. Ms. Warner oversaw Andeavor...


Leadership Team

NamePositionTenureCompensationOwnership
Cynthia Warner
President3.4yrsUS$4.50m0.18%
$ 5.5m
Richard Bealmear
Chief Financial Officer1.2yrsUS$1.07m0.0046%
$ 144.4k
Todd Robinson
Treasurer8.3yrsUS$621.92k0.052%
$ 1.6m
Eric Bowen
General Counsel & Corporate Secretary9.4yrsUS$828.18k0.11%
$ 3.3m
Chad Stone
Senior Vice President of Commercial Performance1.5yrsUS$1.07m0.24%
$ 7.6m
Todd Samuels
Chief Accounting Officer4.1yrsno data0.0094%
$ 292.9k
Gary Haer
Vice President of Sales & Marketing15.8yrsUS$801.30k0%
$ 0
Robert Kenyon
Senior Vice President of Sales & Marketing2.4yrsno datano data
Neville Fernandes
Vice President of Corporate Affairs & Development1.4yrsno datano data
Natalie A. Merrill
Senior Vice President of Business Development13.2yrsno datano data
Trisha Conley
Senior Vice President of People Development1.8yrsno datano data
Jan Slaghekke
VP & MD of International Businessless than a yearno datano data
2.9yrs
Average Tenure
52yo
Average Age

Experienced Management: REGI's management team is considered experienced (2.9 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Cynthia Warner
President3.4yrsUS$4.50m0.18%
$ 5.5m
Walter Berger
Independent Director1.8yrsUS$190.83k0.0024%
$ 75.8k
Jeffrey Stroburg
Independent Chairman of the Board16yrsUS$270.00k0.39%
$ 12.2m
James Borel
Independent Director4.3yrsUS$185.00k0.032%
$ 999.3k
Christopher Sorrells
Lead Independent Director13.6yrsUS$200.00k0.057%
$ 1.8m
Peter J. Harding
Independent Director7.5yrsUS$180.00k0.27%
$ 8.5m
Randolph Howard
Independent Vice Chairman15.3yrsUS$210.00k0.21%
$ 6.7m
Niharika Ramdev
Independent Directorless than a yearUS$60.83kno data
Debora Frodl
Independent Director4.3yrsUS$182.92k0.032%
$ 999.3k
Dylan Glenn
Independent Directorless than a yearUS$60.00kno data
4.3yrs
Average Tenure
64yo
Average Age

Experienced Board: REGI's board of directors are considered experienced (4.3 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2022/06/13 01:08
End of Day Share Price 2022/06/10 00:00
Earnings2022/03/31
Annual Earnings2021/12/31

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

Renewable Energy Group, Inc. is covered by 19 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Hamed KhorsandBWS Financial Inc.
Jonathan DorsheimerCanaccord Genuity
Prashant RaoCitigroup Inc