Penguin Solutions, Inc.

NasdaqGS:PENG Stock Report

Market Cap: US$1.0b

Penguin Solutions Management

Management criteria checks 3/4

Penguin Solutions' CEO is Mark Adams, appointed in Aug 2020, has a tenure of 4.33 years. total yearly compensation is $3.21M, comprised of 23.3% salary and 76.7% bonuses, including company stock and options. directly owns 1.67% of the company’s shares, worth $16.86M. The average tenure of the management team and the board of directors is 1.7 years and 4.3 years respectively.

Key information

Mark Adams

Chief executive officer

US$3.2m

Total compensation

CEO salary percentage23.3%
CEO tenure4.3yrs
CEO ownership1.7%
Management average tenure1.7yrs
Board average tenure4.3yrs

Recent management updates

Recent updates

Penguin Solutions (NASDAQ:PENG) Has A Somewhat Strained Balance Sheet

Dec 16
Penguin Solutions (NASDAQ:PENG) Has A Somewhat Strained Balance Sheet

Is SMART Global Holdings, Inc. (NASDAQ:SGH) Trading At A 31% Discount?

Sep 04
Is SMART Global Holdings, Inc. (NASDAQ:SGH) Trading At A 31% Discount?

We Think SMART Global Holdings' (NASDAQ:SGH) Robust Earnings Are Conservative

Jul 16
We Think SMART Global Holdings' (NASDAQ:SGH) Robust Earnings Are Conservative

Improved Revenues Required Before SMART Global Holdings, Inc. (NASDAQ:SGH) Stock's 34% Jump Looks Justified

Jul 11
Improved Revenues Required Before SMART Global Holdings, Inc. (NASDAQ:SGH) Stock's 34% Jump Looks Justified

SMART Global Holdings: Upcoming Results Could Shine Light On AI Play

Jun 28

Is SMART Global Holdings (NASDAQ:SGH) Using Too Much Debt?

May 21
Is SMART Global Holdings (NASDAQ:SGH) Using Too Much Debt?

SMART Global Holdings, Inc.'s (NASDAQ:SGH) 36% Dip In Price Shows Sentiment Is Matching Revenues

Apr 20
SMART Global Holdings, Inc.'s (NASDAQ:SGH) 36% Dip In Price Shows Sentiment Is Matching Revenues

SMART Global Q2 Earnings: Not Worth Chasing Higher

Apr 10

Smart Global Holdings: Keeps Getting The Benefit Of The Doubt Thanks To AI

Mar 23

SMART Global Holdings (NASDAQ:SGH) Seems To Use Debt Quite Sensibly

Jan 24
SMART Global Holdings (NASDAQ:SGH) Seems To Use Debt Quite Sensibly

The Market Doesn't Like What It Sees From SMART Global Holdings, Inc.'s (NASDAQ:SGH) Revenues Yet

Dec 29
The Market Doesn't Like What It Sees From SMART Global Holdings, Inc.'s (NASDAQ:SGH) Revenues Yet

Is It Time To Consider Buying SMART Global Holdings, Inc. (NASDAQ:SGH)?

Dec 09
Is It Time To Consider Buying SMART Global Holdings, Inc. (NASDAQ:SGH)?

SMART Global Holdings, Inc. (NASDAQ:SGH) Shares Could Be 39% Below Their Intrinsic Value Estimate

Nov 07
SMART Global Holdings, Inc. (NASDAQ:SGH) Shares Could Be 39% Below Their Intrinsic Value Estimate

These Analysts Think SMART Global Holdings, Inc.'s (NASDAQ:SGH) Earnings Are Under Threat

Oct 17
These Analysts Think SMART Global Holdings, Inc.'s (NASDAQ:SGH) Earnings Are Under Threat

Is Now The Time To Look At Buying SMART Global Holdings, Inc. (NASDAQ:SGH)?

Aug 18
Is Now The Time To Look At Buying SMART Global Holdings, Inc. (NASDAQ:SGH)?

SMART Global Holdings (NASDAQ:SGH) Has A Somewhat Strained Balance Sheet

Jul 31
SMART Global Holdings (NASDAQ:SGH) Has A Somewhat Strained Balance Sheet

A Look At The Fair Value Of SMART Global Holdings, Inc. (NASDAQ:SGH)

Jul 04
A Look At The Fair Value Of SMART Global Holdings, Inc. (NASDAQ:SGH)

Here's Why SMART Global Holdings (NASDAQ:SGH) Has A Meaningful Debt Burden

Apr 26
Here's Why SMART Global Holdings (NASDAQ:SGH) Has A Meaningful Debt Burden

Is It Time To Consider Buying SMART Global Holdings, Inc. (NASDAQ:SGH)?

Apr 01
Is It Time To Consider Buying SMART Global Holdings, Inc. (NASDAQ:SGH)?

Here's Why We Think SMART Global Holdings (NASDAQ:SGH) Might Deserve Your Attention Today

Feb 22
Here's Why We Think SMART Global Holdings (NASDAQ:SGH) Might Deserve Your Attention Today

An Intrinsic Calculation For SMART Global Holdings, Inc. (NASDAQ:SGH) Suggests It's 38% Undervalued

Jan 12
An Intrinsic Calculation For SMART Global Holdings, Inc. (NASDAQ:SGH) Suggests It's 38% Undervalued

CEO Compensation Analysis

How has Mark Adams's remuneration changed compared to Penguin Solutions's earnings?
DateTotal CompensationSalaryCompany Earnings
Aug 30 2024n/an/a

-US$44m

May 31 2024n/an/a

US$45m

Mar 01 2024n/an/a

US$20m

Dec 01 2023n/an/a

US$24k

Aug 25 2023US$3mUS$750k

US$8m

May 26 2023n/an/a

-US$81m

Feb 24 2023n/an/a

-US$37m

Nov 25 2022n/an/a

-US$2m

Aug 26 2022US$7mUS$750k

US$22m

May 27 2022n/an/a

US$67m

Feb 25 2022n/an/a

US$36m

Nov 26 2021n/an/a

US$39m

Aug 27 2021US$15mUS$750k

-US$43m

Compensation vs Market: Mark's total compensation ($USD3.21M) is about average for companies of similar size in the US market ($USD3.21M).

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


CEO

Mark Adams (60 yo)

4.3yrs

Tenure

US$3,214,342

Compensation

Mr. Mark W. Adams is Independent Director of Seagate Technology Holdings plc from October 19, 2024. Mr. Adams has been President and Chief Executive Officer of Penguin Solutions, Inc. (formerly known as SM...


Leadership Team

NamePositionTenureCompensationOwnership
Mark Adams
President4.3yrsUS$3.21m1.67%
$ 16.9m
Jack Pacheco
COO & President of Integrated Memory13.2yrsUS$1.61m0.33%
$ 3.4m
Joseph Clark
President of Optimized LED2.3yrsUS$1.61m0.077%
$ 775.4k
Nate Olmstead
Senior VP & CFOless than a yearno datano data
Philip Pokorny
Chief Technology Officerless than a yearno datano data
Suzanne Schmidt
Head of Investor Relationno datano datano data
Anne Kuykendall
Senior VP & Chief Legal Officer3.7yrsUS$1.49m0.084%
$ 849.2k
Mark Seamans
Vice President of Global Marketingless than a yearno datano data
Michael Wellman
Chief Human Resources Officer1.7yrsno datano data
Peter Manca
President of Advanced Computingless than a yearno datano data
Thomas Coull
President & CEO of Penguin Computingno dataUS$1.41mno data

1.7yrs

Average Tenure

60yo

Average Age

Experienced Management: PENG's management team is not considered experienced ( 1.7 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Mark Adams
President4.3yrsUS$3.21m1.67%
$ 16.9m
Randy Furr
Independent Director7.3yrsUS$239.99k0.096%
$ 974.2k
Mary Puma
Independent Director1.4yrsUS$197.96k0%
$ 0
Sandeep Nayyar
Independent Director10.3yrsUS$239.99k0.038%
$ 382.3k
Penelope Herscher
Independent Chair3.3yrsUS$264.99k0.0095%
$ 95.8k
Bryan Ingram
Independent Director6.2yrsUS$227.49k0.070%
$ 706.8k
Maximiliane Straub
Independent Director5.7yrsUS$239.99k0.078%
$ 791.0k
Mark Papermaster
Independent Director2.3yrsUS$262.40k0.018%
$ 181.4k
Min Yong Ha
Directorno datano datano data

4.3yrs

Average Tenure

62yo

Average Age

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


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/19 05:31
End of Day Share Price 2024/12/19 00:00
Earnings2024/08/30
Annual Earnings2024/08/30

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 here.

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 .

Analyst Sources

Penguin Solutions, Inc. is covered by 10 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
Thomas O'MalleyBarclays
Shek HoDeutsche Bank
Michael NgGoldman Sachs