The Navigator Company, S.A.

ENXTLS:NVG Aktierapport

Börsvärde: €2.3b

Navigator Company Förvaltning

Förvaltning kriterier kontrolleras 4/4

Vi har för närvarande inte tillräcklig information om VD:n.

Viktig information

Antonio Jose Redondo

Verkställande direktör

€1.6m

Total ersättning

VD-lön i procent42.68%
Anställning som VD6.5yrs
Ägande av VDn/a
Ledningens genomsnittliga anställningstid6.5yrs
Styrelsens genomsnittliga mandatperiod6.8yrs

Senaste uppdateringar av ledningen

Recent updates

Uppdatering av berättelse Jul 20

NVG: Stronger Margins Will Support Future Repricing Potential

Analysts have reduced their price target on Navigator Company from €4.08 to €3.88, citing updated assumptions around revenue growth, profit margins and future P/E levels in their valuation models. What’s in the News for Navigator Company No recent company specific news items were identified in the provided sources for Navigator Company.
Uppdatering av berättelse Jun 23

NVG: Stable Fair Value And Stronger Margins Will Support Repricing

Analysts have made a neutral update to Navigator Company’s price target, holding fair value at €4.08 while fine tuning inputs such as a slightly higher discount rate, a modestly lower revenue growth assumption, a marginally higher profit margin, and a small adjustment to the future P/E multiple to reflect current research views. What's in the News No recent company specific news or key developments for Navigator Company were identified in the referenced sources.
Uppdatering av berättelse Jun 06

NVG: Lower Discount Rate And Stronger Margins Will Support Repricing

Analysts have adjusted their fair value estimate for Navigator Company slightly higher to €4.08 from €4.03, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News No recent company specific news, periodical coverage or key developments were provided in the source data for Navigator Company.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Analysartikel 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...
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Uppdatering av berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny berättelse 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.
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...

Analys av ersättningar till VD

Hur har Antonio Jose Redondo:s ersättning förändrats jämfört med Navigator Company:s resultat?
DatumTotal ersättningLönFöretagets resultat
Jun 30 2026n/an/a

€109m

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

Ersättning vs marknad: Antonio Jose s total kompensation ($USD 1.89M ) är ungefär genomsnittet för företag av liknande storlek på Portuguese marknaden ($USD 2.13M ).

Ersättning vs inkomst: Ersättningen från Antonio Jose har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Antonio Jose Redondo (62 yo)

6.5yrs
Anställning
€1,644,076
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Antonio Jose Redondo
CEO & Executive Director6.5yrs€1.64minga uppgifter
Jose Fernando Morais de Araujo
CFO & Executive Directorno data€994.37kinga uppgifter
Antonio Vaz Duarte Soares
Head of the Supply Chain Board10.4yrs€1.06minga uppgifter
Nuno Miguel de Araujo dos Santos
Executive Director11.3yrs€1.03minga uppgifter
Joao Cabete Goncalves Le
Executive Director6.5yrs€1.00minga uppgifter
Dorival de Almeida
Executive Director3.3yrs€1.07minga uppgifter
Ana Canha
Investor Relations Officerno datainga uppgifteringa uppgifter
António Pedro Gomes Paula Alves
General Counsel & Company Secretaryno datainga uppgifteringa uppgifter
Antonio de Almeida e Noronha da Cunha Reis
Alternate Secretary & Chief of Staffno datainga uppgifteringa uppgifter
Paula Guimaraes
Director of Sustainabilityno datainga uppgifteringa uppgifter
6.5yrs
Genomsnittlig anställningstid
61yo
Genomsnittlig ålder

Erfaren ledning: NVG s ledningsgrupp är erfaren och erfaren ( 6.5 års genomsnittlig anställning).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Antonio Jose Redondo
CEO & Executive Director19.3yrs€1.64minga uppgifter
Jose Fernando Morais de Araujo
CFO & Executive Director19.3yrs€994.37kinga uppgifter
Antonio Vaz Duarte Soares
Head of the Supply Chain Board2.9yrs€1.06minga uppgifter
Nuno Miguel de Araujo dos Santos
Executive Director11.3yrs€1.03minga uppgifter
Joao Cabete Goncalves Le
Executive Director6.5yrs€1.00minga uppgifter
Dorival de Almeida
Executive Director3.3yrs€1.07minga uppgifter
Ricardo dos Santos Pacheco Pires
Chairman of the Board11.5yrsinga uppgifteringa uppgifter
Vitor Paulo Pereira
Non-Executive Director6.3yrsinga uppgifteringa uppgifter
Maria Teresa Presas
Independent Non-Executive Director7.3yrs€77.00kinga uppgifter
Mariana Rita Antunes dos Santos Belmar da Costa
Independent Non-Executive Director7.2yrs€105.00kinga uppgifter
Ana Teresa de Pinho Tavares Lehmann
Non-Executive Director3.2yrs€77.00kinga uppgifter
Maria da Luz Goncalves de Andrade Campos
President of fiscal council2.3yrsinga uppgifteringa uppgifter
6.8yrs
Genomsnittlig anställningstid
60yo
Genomsnittlig ålder

Erfaren styrelse: NVG s styrelse anses vara erfaren ( 6.8 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/07/30 18:27
Aktiekurs vid dagens slut2026/07/30 00:00
Intäkter2026/06/30
Årlig intjäning2025/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

The Navigator Company, S.A. bevakas av 10 analytiker. 4 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Luis ColacoBanco Santander
Javier PinedoBNP Paribas
Bruno BessaCaixa Banco BPI