Sims Yönetim
Yönetim kriter kontrolleri 1/4
Sims CEO'su Stephen Mikkelsen, Oct2023 tarihinde atandı, in görev süresi 2.92 yıldır. in toplam yıllık tazminatı A$ 6.85M olup, şirket hissesi ve opsiyonları dahil olmak üzere 22.6% maaş ve 77.4% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.13% ine doğrudan sahiptir ve bu hisseler A$ 6.17M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.2 yıl ve 2.7 yıldır.
Anahtar bilgiler
Stephen Mikkelsen
İcra Kurulu Başkanı
AU$6.8m
Toplam tazminat
| CEO maaş yüzdesi | 22.55% |
| CEO görev süresi | 2.9yrs |
| CEO sahipliği | 0.1% |
| Yönetim ortalama görev süresi | 4.2yrs |
| Yönetim Kurulu ortalama görev süresi | 2.7yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • Sep 03
SGM: Higher FY26 EBIT Guidance Will Support Recycled Metals Recovery
The analyst price target for Sims has increased to A$31, up from A$19, with analysts citing FY26 guidance and upgraded EBIT expectations as support for the revised view. What's in the News for Sims Sims held an Analyst and Investor Day on an announced future date, providing the market with updated insights on the business.
Anlatı Güncellemesi • Aug 18
SGM: FY26 Guidance Strength Will Likely Sustain Elevated Overvaluation Risk
Analysts have lifted their Sims price target to A$31 from A$19, citing FY26 guidance that sits about 15% above consensus at the midpoint and has driven an upgrade to their EBIT expectations for that year. What’s in the News for Sims No recent Sims specific news items were identified in the provided primary sources as at 17 August 2026.Anlatı Güncellemesi • Jul 28
SGM: FY26 Guidance Strength Will Likely Mask Overvaluation Risk
Analysts have lifted the Sims price target to A$31 from A$19, citing FY26 guidance that sits about 15% ahead of consensus at the midpoint and an associated 14% increase in their FY26 EBIT outlook. What's in the News for Sims No recent Sims specific news items were available from the provided sources as of 28 Jul 2026.
Anlatı Güncellemesi • Jul 14
SGM: FY26 Guidance And Margin Outlook Will Support Further Rerating
Analysts have lifted their price target for Sims to A$31 from A$19, citing updated FY26 guidance that sits about 15% above prior consensus and supports higher assumed profit margins and a richer future P/E multiple in current valuation work. What's in the News Sims Ltd shares have moved nearly 56% over the past year, reflecting renewed investor focus on the stock, source: Sims Ltd Shares Soar Nearly 56% on Strong Industrial Turnaround and Sustainability Drive.Anlatı Güncellemesi • Jun 30
SGM: Higher FY26 EBIT Outlook Will Test Recycled Metals Recovery
Analysts have raised their Sims price target from A$25.13 to A$29.13, citing recent research that reflects higher FY26 guidance, a stronger EBIT outlook, and slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. What's in the News for Sims Sims Limited upgraded its FY2026 underlying EBIT guidance to A$420 million to A$435 million, according to recent coverage of the stock.Anlatı Güncellemesi • Jun 16
SGM: Higher Earnings Multiple Will Pressure Future Share Price Returns
Analysts have nudged their Sims price target higher to A$25.13 from A$23.36, reflecting updated views on fair value and profitability assumptions following recent research, including the upgrade from RBC Capital. What’s in the News for Sims Analysts have revised their Sims price target to A$25.13, up from A$23.36, following refreshed research coverage.Anlatı Güncellemesi • Jun 02
SGM: Elevated Lifecycle Services Expectations Will Pressure Future Return Profile
Analysts have lifted their price targets on Sims, with our fair value estimate moving from A$22.78 to A$23.36 as they factor in upgraded ratings, a higher A$20 Street target, and stronger Sims Lifecycle Services EBITDA supported by higher chip prices, resale volumes, and hyperscaler service fees. Analyst Commentary Recent research updates show a shift toward a more balanced view on Sims, with price targets aligning around A$20 and greater focus on the earnings power of Sims Lifecycle Services.Anlatı Güncellemesi • Apr 27
SGM: Lifecycle Services Momentum And Dividend Policy Will Shape Future Return Profile
Analysts have lifted their price expectations for Sims, with targets moving from A$16.30 to A$20.00 as recent research points to stronger contributions from Sims Lifecycle Services, supported by higher computer chip prices, resale volumes and hyperscaler service fees. Analyst Commentary Bullish Takeaways Bullish analysts point to the 130% increase in Sims Lifecycle Services EBITDA as a key support for higher valuation targets, given the clearer earnings contribution from this segment.Anlatı Güncellemesi • Apr 12
SGM: Lifecycle Services Strength And Dividend Outlook Will Support Future Upside
Analysts have lifted their price target for Sims to A$22.78 from A$22.61, citing recent upgrades and research that highlight stronger Sims Lifecycle Services earnings tied to higher chip prices, resale volumes, and hyperscaler service fees, along with updated assumptions on discount rates, revenue growth, profit margins, and future P/E. Analyst Commentary Bullish Takeaways Bullish analysts point to the upgrade in Sims Lifecycle Services EBITDA of 130% in the recent first half as a key support for higher earnings assumptions, particularly for the chip reuse and resale part of the business.Anlatı Güncellemesi • Mar 27
SGM: Lifecycle Services EBITDA Surge Will Support Future Upside Potential
Analysts have lifted their price targets for Sims. One recent move took the stock from A$16.30 to A$20, citing improved fair value estimates, a more supportive discount rate and growth assumptions, healthier profit margins, and stronger Sims Lifecycle Services EBITDA tied to higher chip prices, resale volumes, and hyperscaler service fees.Anlatı Güncellemesi • Mar 12
SGM: Lifecycle Services Strength And Investor Days Will Support Future Upside
Analysts have nudged their price target for Sims higher, with fair value moving from about A$20.45 to roughly A$20.74. This reflects updated assumptions on discount rate, revenue growth, profit margins and future P/E after recent research highlighted stronger Sims Lifecycle Services EBITDA supported by higher chip prices, resale volumes and hyperscaler service fees.
Yeni Anlatı • Mar 03
Rally in sustainable practices over value recyclable metal stock
About Sims Metal Management Sims Limited is a global metals recycler and circular economy operator with processing facilities across Australia, North America, and Europe. The company collects, sorts, and sells recycled ferrous (steel-based) and non-ferrous (aluminium, copper) scrap metal to steelmakers and smelters worldwide.Anlatı Güncellemesi • Feb 25
SGM: Investor Days And Rich Future P/E Will Restrain Share Upside
Analysts have lifted their price target for Sims from A$18.09 to A$20.45, citing slightly different assumptions on discount rate, revenue growth, profit margin and future P/E to support the new view. What's in the News Sims Limited determined an interim dividend of A$0.14 per share, fully franked, with payment scheduled for 18 March 2026 to shareholders on the register as at 4 March 2026 (company announcement).Analiz Makalesi • Feb 15
An Intrinsic Calculation For Sims Limited (ASX:SGM) Suggests It's 34% Undervalued
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sims fair value estimate is AU$31.78 Sims is estimated to be...Anlatı Güncellemesi • Feb 11
SGM: Investor Day Focus Will Highlight Rich P/E Capping Future Returns
The analyst price target for Sims has increased from A$16.71 to A$18.09. Analysts attribute this change to updated assumptions that include slightly higher revenue growth, modestly improved profit margins and a lower future P/E multiple as key drivers.Anlatı Güncellemesi • Jan 26
SGM: Investor Day Focus And Rich P/E Will Likely Cap Future Returns
Analysts have lifted their price target on Sims to A$16.71 from A$16.02, citing updated assumptions for slightly higher revenue growth, modestly stronger profit margins and a marginally different forward P/E multiple. What's in the News Sims plans a Sims Lifecycle Services Investor Day event in Nashville, giving investors a focused update on the lifecycle services business (Key Developments).Anlatı Güncellemesi • Jan 11
SGM: Stable Margins And Investor Day Focus Will Likely Restrain Returns
Analysts have maintained their fair value estimate for Sims at A$16.02 per share. Only slight adjustments to the discount rate and the assumed future P/E ratio have influenced this unchanged price target.Anlatı Güncellemesi • Dec 26
SGM: Stable Margins And Sluggish Outlook Will Likely Limit Future Returns
Analysts have modestly maintained their outlook on Sims, keeping the price target effectively unchanged at $16.02 per share. Slightly higher discount rate assumptions are largely offset by stable revenue growth, profit margin, and valuation expectations.Anlatı Güncellemesi • Dec 12
SGM: Modest Earnings Outlook Will Likely Constrain Future Share Price Upside
Analysts have modestly raised their price target on Sims, citing slightly stronger long term revenue growth, improved margin expectations, and a higher forward P/E outlook. This lifts the fair value by approximately $0.69 per share.Anlatı Güncellemesi • Nov 27
SGM: Rising Discount Rate Will Challenge Market Expectations Moving Forward
Analysts have increased their price target for Sims from $14.08 to $15.33 per share. They cite modest improvements in both expected profit margins and revenue growth projections.Analiz Makalesi • Apr 09
Are Investors Undervaluing Sims Limited (ASX:SGM) By 50%?
Key Insights The projected fair value for Sims is AU$25.48 based on 2 Stage Free Cash Flow to Equity Current share...Analiz Makalesi • Mar 18
There's No Escaping Sims Limited's (ASX:SGM) Muted Revenues
With a price-to-sales (or "P/S") ratio of 0.4x Sims Limited ( ASX:SGM ) may be sending very bullish signals at the...
Yeni Anlatı • Feb 09
Optimization Of Acquisitions Like Baltimore Scrap Will Unlock Future Operational Efficiencies
Strategic focus on North America and optimizing recent acquisitions aim to drive margin improvement and operational efficiencies.Analiz Makalesi • Dec 20
Sims (ASX:SGM) Is Carrying A Fair Bit Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Analiz Makalesi • Nov 07
A Look At The Fair Value Of Sims Limited (ASX:SGM)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sims fair value estimate is AU$15.42 With AU$13.66 share...Analiz Makalesi • Sep 16
There Is A Reason Sims Limited's (ASX:SGM) Price Is Undemanding
You may think that with a price-to-sales (or "P/S") ratio of 0.3x Sims Limited ( ASX:SGM ) is definitely a stock worth...Analiz Makalesi • May 07
Sims Limited's (ASX:SGM) Subdued P/E Might Signal An Opportunity
When close to half the companies in Australia have price-to-earnings ratios (or "P/E's") above 20x, you may consider...Analiz Makalesi • Feb 24
Sims (ASX:SGM) Is Carrying A Fair Bit Of Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • Dec 22
Is Sims Limited (ASX:SGM) Trading At A 30% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Sims fair value estimate is AU$22.11 Current share price of...Analiz Makalesi • Sep 28
Sims' (ASX:SGM) Shareholders Will Receive A Smaller Dividend Than Last Year
Sims Limited ( ASX:SGM ) is reducing its dividend from last year's comparable payment to A$0.21 on the 18th of October...Analiz Makalesi • Sep 11
These 4 Measures Indicate That Sims (ASX:SGM) Is Using Debt Extensively
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Analiz Makalesi • Aug 18
Sims' (ASX:SGM) Dividend Is Being Reduced To A$0.21
Sims Limited ( ASX:SGM ) is reducing its dividend from last year's comparable payment to A$0.21 on the 18th of October...Analiz Makalesi • Jul 12
Sims (ASX:SGM) Will Want To Turn Around Its Return Trends
To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Jun 30 2026 | AU$7m | AU$2m | AU$245m |
| Dec 31 2025 | n/a | n/a | -AU$58m |
| Sep 30 2025 | n/a | n/a | -AU$28m |
| Jun 30 2025 | AU$5m | AU$1m | AU$2m |
| Dec 31 2024 | n/a | n/a | -AU$65m |
| Sep 30 2024 | n/a | n/a | -AU$32m |
| Jun 30 2024 | AU$3m | AU$1m | AU$2m |
| Dec 31 2023 | n/a | n/a | AU$194m |
| Sep 30 2023 | n/a | n/a | AU$195m |
| Jun 30 2023 | AU$2m | AU$1m | AU$197m |
| Mar 31 2023 | n/a | n/a | AU$314m |
| Dec 31 2022 | n/a | n/a | AU$447m |
| Sep 30 2022 | n/a | n/a | AU$523m |
| Jun 30 2022 | AU$5m | AU$1m | AU$599m |
| Mar 31 2022 | n/a | n/a | AU$514m |
| Dec 31 2021 | n/a | n/a | AU$430m |
| Sep 30 2021 | n/a | n/a | AU$330m |
| Jun 30 2021 | AU$4m | AU$1m | AU$229m |
| Mar 31 2021 | n/a | n/a | AU$54m |
| Dec 31 2020 | n/a | n/a | -AU$121m |
| Sep 30 2020 | n/a | n/a | -AU$193m |
| Jun 30 2020 | AU$2m | AU$1m | -AU$265m |
Tazminat ve Piyasa: Stephen 'nin toplam tazminatı ($USD 4.91M ), Australian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 2.40M ).
Tazminat ve Kazançlar: Stephen 'in maaşı son bir yılda %20'den fazla arttı.
CEO
Stephen Mikkelsen (62 yo)
2.9yrs
Görev süresi
AU$6,845,523
Tazminat
Mr. Stephen John Mikkelsen, BBS, CA, serves as Independent Non-Executive Director of Origin Energy Limited since August 18, 2025. He serves as Group Chief Executive Officer and Managing Director of Sims Li...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Group CEO | 2.9yrs | AU$6.85m | 0.13% A$ 6.2m | |
| Group Chief Financial Officer | 2.8yrs | AU$4.21m | 0.0029% A$ 136.1k | |
| Executive Officer | 9.1yrs | AU$2.81m | 0.095% A$ 4.5m | |
| President of Global Metal | 4.2yrs | AU$3.66m | 0.027% A$ 1.3m | |
| Group Chief Technology Officer | less than a year | Veri yok | Veri yok | |
| Group General Counsel & Company Secretary | 7.8yrs | Veri yok | Veri yok | |
| Group Chief Human Resources Officer | 8.7yrs | Veri yok | Veri yok | |
| Chief Financial & Sustainability Officer - SLS | no data | Veri yok | Veri yok | |
| Joint Company Secretary | no data | Veri yok | Veri yok |
4.2yrs
Ortalama Görev Süresi
Deneyimli Yönetim: SGM 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.2 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Group CEO | 2.9yrs | AU$6.85m | 0.13% A$ 6.2m | |
| Independent Non-Executive Director | 1.8yrs | AU$251.22k | 0.0039% A$ 185.4k | |
| Independent Non-Executive Director | 3yrs | AU$258.89k | 0.0053% A$ 249.0k | |
| Independent Non-Executive Director | 4.9yrs | AU$267.65k | 0.0040% A$ 190.2k | |
| Independent Chairman | 4yrs | AU$493.33k | 0.016% A$ 773.0k | |
| Independent Non-Executive Director | 2.4yrs | AU$250.13k | 0.010% A$ 493.7k | |
| Non-Independent Non-Executive Director | 1.8yrs | AU$240.27k | Veri yok | |
| Independent Non-Executive Director | less than a year | AU$70.08k | Veri yok |
2.7yrs
Ortalama Görev Süresi
66yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: SGM 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 2.7 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/13 21:41 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2026/06/30 |
Veri Kaynakları
Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
|
| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
|
* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.
Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.
Analiz Modeli ve Kar Tanesi
Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.
Endüstri ve Sektör Metrikleri
Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.
Analist Kaynakları
Sims Limited 24 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Brook Campbell-Crawford | Barrenjoey Markets Pty Limited |
| Sam Haddad | Bell Potter |
| Chen Jiang | BofA Global Research |