Acerinox, S.A.

BME:ACX Stok Raporu

Piyasa değeri: €3.6b

Acerinox Yönetim

Yönetim kriter kontrolleri 1/4

Şu anda CEO hakkında yeterli bilgiye sahip değiliz.

Anahtar bilgiler

Bernardo Velazquez Herreros

İcra Kurulu Başkanı

n/a

Toplam tazminat

CEO maaş yüzdesin/a
CEO görev süresi15.8yrs
CEO sahipliğin/a
Yönetim ortalama görev süresi1.8yrs
Yönetim Kurulu ortalama görev süresi8.6yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi 49m

Here's What Analysts Are Forecasting For Acerinox, S.A. (BME:ACX) After Its First-Quarter Results

Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its first-quarter result this time last week. The...
Analiz Güncellemesi Mar 10

ACX: Rising Revenue Assumptions Will Test Execution Risks And Support Upside Potential

The analyst price target for Acerinox has been nudged higher to €14.38 from €14.24, as analysts factor in updated assumptions on revenue growth, margins and valuation that accompany recent price target revisions from major firms. Analyst Commentary Recent research updates on Acerinox show a mix of cautious and more constructive views, with price targets moved higher but ratings still reflecting differing expectations on execution and valuation risk.
Analiz Güncellemesi Feb 23

ACX: Mixed Rating Shifts Will Test Earnings Resilience And Fairly Valued Outlook

Analysts have nudged their Acerinox price target slightly higher to €14.24, reflecting fine tuning of discount rate and P/E assumptions following mixed recent research that included both a downgrade and a small €1 upward revision from the Street. Analyst Commentary Recent commentary around Acerinox reflects a split view, with one firm such as JPMorgan turning more cautious while others fine tune their models and lift fair value estimates.
Analiz Makalesi Feb 16

Here's Why Acerinox (BME:ACX) Has A Meaningful Debt Burden

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Güncellemesi Feb 08

ACX: Mixed Rating Shifts Will Test Margin Resilience And Fairly Valued Outlook

The analyst price target on Acerinox has been adjusted slightly, with fair value moving from €14.28 to €14.24 as analysts factor in updated assumptions on growth, profitability and P/E multiples following recent mixed research that includes both target increases and reductions. Analyst Commentary Recent research on Acerinox reflects a mix of optimism and caution, which helps explain why the consolidated fair value estimate is only slightly lower at €14.24.
Analiz Güncellemesi Jan 23

ACX: Margin Resilience And Cost Control Will Guide Balanced Fairly Valued Outlook

Analysts have increased Acerinox's fair value estimate to €14.28 from €13.92, reflecting recent Street price target revisions that include both small reductions and a €1 target increase at one firm. Analyst Commentary Recent research opinions on Acerinox present a mix of optimism and caution, which helps explain why the updated fair value estimate sits close to, but not far from, the range of published price targets.
Analiz Güncellemesi Jan 09

ACX: Margin Resilience And Cost Control Will Shape Balanced Medium Term Outcomes

Narrative Update on Acerinox The updated analyst price target for Acerinox edges up to about €13.92 from €13.84, as analysts factor in recent target revisions around €13.70 and €11, alongside modest tweaks to fair value, discount rate, revenue growth, profit margin and forward P/E assumptions. Analyst Commentary Recent Street commentary on Acerinox centers on modest downward revisions to published price targets, with views split between more optimistic and more cautious takes on execution and valuation risk.
Analiz Güncellemesi Dec 19

ACX: Margin Resilience And Cost Control Will Support Medium Term Upside Potential

Acerinox's analyst price target has been nudged higher to EUR 13.84 from roughly EUR 13.77, as analysts point to slightly improved fair value and profit margin expectations despite recent target trims at major banks. Analyst Commentary Recent research updates reflect a mixed but generally supportive stance on Acerinox, as modest target cuts coexist with an overall upward drift in consensus fair value estimates.
Analiz Güncellemesi Dec 05

ACX: Future Margin Stability Will Support Medium Term Shareholder Returns

The analyst price target for Acerinox has been trimmed slightly, with fair value easing from EUR 13.56 to EUR 13.77 as analysts factor in marginally higher discount rates while still acknowledging modestly improving growth and profitability metrics reflected in updated revenue growth, profit margin, and forward P E assumptions. Analyst Commentary Recent Street research reflects a more nuanced stance on Acerinox, with modest target cuts aligning valuations more closely with updated growth and execution expectations rather than signaling a fundamental change in the investment case.
Analiz Makalesi Nov 29

Acerinox, S.A.'s (BME:ACX) Intrinsic Value Is Potentially 45% Above Its Share Price

Key Insights Acerinox's estimated fair value is €17.62 based on 2 Stage Free Cash Flow to Equity Acerinox's €12.17...
Analiz Güncellemesi Nov 21

ACX: Improved Revenue Outlook Will Drive Future Shareholder Returns

Narrative Update on Acerinox The analyst price target for Acerinox has seen a slight increase, rising by EUR 0.06 to EUR 13.56. Analysts reflect updated forecasts for modestly higher revenue growth and stable market conditions.
Analiz Güncellemesi Nov 05

ACX: Stronger Profit Margin Will Support A Positive Earnings Outlook

Analysts have raised their price target for Acerinox from €13.31 to €13.49. This reflects modest optimism based on slight improvements in projected profit margin and future earnings multiples, despite a lowered revenue growth outlook.
Analiz Makalesi Oct 28

Acerinox, S.A.'s (BME:ACX) Price In Tune With Earnings

When close to half the companies in Spain have price-to-earnings ratios (or "P/E's") below 17x, you may consider...
Analiz Güncellemesi Oct 22

Analysts Revise Acerinox Price Target as Market Outlook and Valuation Expectations Shift

Acerinox's analyst price target has been revised downward from €13.39 to €13.31. This change reflects slightly lower fair value estimates as analysts moderate expectations amid increasingly conservative industry forecasts.
Analiz Güncellemesi Oct 08

Tariff Clarity And Sustainable Demand Will Shape Stainless Steel Future

The analyst price target for Acerinox has been revised upward from €13.04 to €13.39. Analysts cite updated forecasts for revenue growth and discount rate, while also noting recent mixed target adjustments from major banks.
Analiz Makalesi Jul 27

Results: Acerinox, S.A. Delivered A Surprise Loss And Now Analysts Have New Forecasts

Shareholders might have noticed that Acerinox, S.A. ( BME:ACX ) filed its half-year result this time last week. The...
Analiz Makalesi Jun 23

Market Still Lacking Some Conviction On Acerinox, S.A. (BME:ACX)

With a price-to-earnings (or "P/E") ratio of 14.3x Acerinox, S.A. ( BME:ACX ) may be sending bullish signals at the...
Analiz Makalesi Jun 02

Are Investors Undervaluing Acerinox, S.A. (BME:ACX) By 44%?

Key Insights Acerinox's estimated fair value is €18.43 based on 2 Stage Free Cash Flow to Equity Acerinox's €10.41...
Analiz Makalesi May 16

Acerinox's (BME:ACX) Solid Earnings May Rest On Weak Foundations

The recent earnings posted by Acerinox, S.A. ( BME:ACX ) were solid, but the stock didn't move as much as we expected...
Analiz Makalesi Mar 20

Acerinox's (BME:ACX) Returns On Capital Not Reflecting Well On The Business

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...
Analiz Makalesi Feb 26

Does Acerinox (BME:ACX) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
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Yeni Analiz Feb 09

Haynes Acquisition And Europa Plant Revamp Will Boost Future Market Expansion

Completion of the Haynes acquisition and Bahru Stainless sale are poised to enhance future revenue, EBITDA, and net earnings through market expansion and accounting gains.
Analiz Makalesi Jan 28

Acerinox, S.A. (BME:ACX) Not Flying Under The Radar

With a price-to-earnings (or "P/E") ratio of 57.2x Acerinox, S.A. ( BME:ACX ) may be sending very bearish signals at...
Analiz Makalesi Jan 03

An Intrinsic Calculation For Acerinox, S.A. (BME:ACX) Suggests It's 38% Undervalued

Key Insights Acerinox's estimated fair value is €15.70 based on 2 Stage Free Cash Flow to Equity Current share price of...
Analiz Makalesi Nov 04

We Think You Can Look Beyond Acerinox's (BME:ACX) Lackluster Earnings

The most recent earnings report from Acerinox, S.A. ( BME:ACX ) was disappointing for shareholders. However, our...
Analiz Makalesi Nov 02

Earnings Miss: Acerinox, S.A. Missed EPS By 9.5% And Analysts Are Revising Their Forecasts

Last week, you might have seen that Acerinox, S.A. ( BME:ACX ) released its third-quarter result to the market. The...
Analiz Makalesi Oct 30

We Think Acerinox (BME:ACX) Is Taking Some Risk With Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Sep 09

Are Investors Undervaluing Acerinox, S.A. (BME:ACX) By 32%?

Key Insights The projected fair value for Acerinox is €13.24 based on 2 Stage Free Cash Flow to Equity Acerinox's €8.96...
Analiz Makalesi Jul 27

Acerinox, S.A. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Investors in Acerinox, S.A. ( BME:ACX ) had a good week, as its shares rose 2.8% to close at €9.71 following the...
Analiz Makalesi Jun 27

Is Acerinox (BME:ACX) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Apr 29

Acerinox, S.A. (BME:ACX) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?

As you might know, Acerinox, S.A. ( BME:ACX ) recently reported its first-quarter numbers. Results look mixed - while...
Analiz Makalesi Apr 04

A Piece Of The Puzzle Missing From Acerinox, S.A.'s (BME:ACX) Share Price

Acerinox, S.A.'s ( BME:ACX ) price-to-earnings (or "P/E") ratio of 11.2x might make it look like a buy right now...
Analiz Makalesi Dec 18

These 4 Measures Indicate That Acerinox (BME:ACX) Is Using Debt Extensively

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analiz Makalesi Nov 10

Calculating The Fair Value Of Acerinox, S.A. (BME:ACX)

Key Insights The projected fair value for Acerinox is €11.13 based on 2 Stage Free Cash Flow to Equity With €9.76 share...
Analiz Makalesi Sep 09

These 4 Measures Indicate That Acerinox (BME:ACX) Is Using Debt Extensively

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analiz Makalesi Jul 30

Does This Valuation Of Acerinox, S.A. (BME:ACX) Imply Investors Are Overpaying?

Key Insights The projected fair value for Acerinox is €7.40 based on 2 Stage Free Cash Flow to Equity Current share...
Analiz Makalesi Apr 18

These 4 Measures Indicate That Acerinox (BME:ACX) Is Using Debt Reasonably Well

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Mar 31

Does This Valuation Of Acerinox, S.A. (BME:ACX) Imply Investors Are Overpaying?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Acerinox fair value estimate is €7.74 Acerinox is estimated to...
Analiz Makalesi Dec 17

Are Acerinox, S.A. (BME:ACX) Investors Paying Above The Intrinsic Value?

Today we will run through one way of estimating the intrinsic value of Acerinox, S.A. ( BME:ACX ) by projecting its...
Analiz Makalesi Nov 22

We Think Acerinox (BME:ACX) Can Stay On Top Of Its Debt

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Sep 07

An Intrinsic Calculation For Acerinox, S.A. (BME:ACX) Suggests It's 33% Undervalued

In this article we are going to estimate the intrinsic value of Acerinox, S.A. ( BME:ACX ) by taking the forecast...

CEO

Bernardo Velazquez Herreros (61 yo)

15.8yrs
Görev süresi
€1,121,000
Tazminat

Mr. Bernardo Velazquez Herreros has been the Chief Executive Officer of Acerinox, S.A. since July 2010. Mr. Herreros served as Managing Director of Acerinox, S.A. from 2007 to July 2010. Mr. Velázquez Herr...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Bernardo Velazquez Herreros
CEO & Executive Director15.8yrs€1.12mVeri yok
Esther Camós
Chief Financial Officer2.3yrsVeri yokVeri yok
Carlos Lora-Tamayo
Investor Relationsno dataVeri yokVeri yok
Jose Garcelan
Compliance Directorno dataVeri yokVeri yok
Alexander Kolb
General Counselno dataVeri yokVeri yok
Marisa Dafauce
Human Resources Directorno dataVeri yokVeri yok
Miguel Ferrandis Torres
Chief Corporate Officerno dataVeri yokVeri yok
Fernando Gutierrez
Chief Strategy Officer1.3yrsVeri yokVeri yok
Carlos Ruiz
Director of Sustainabilityno dataVeri yokVeri yok
Wiebe Wiechers
Chief Development Officer2.3yrsVeri yokVeri yok
Johannes Christiaan Coller
Chief Operating Officer of Columbus Stainless1.3yrsVeri yokVeri yok
Marlin Losch
Chief Operating Officer of Haynes International1.3yrsVeri yokVeri yok
1.8yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim: ACX 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.8 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Bernardo Velazquez Herreros
CEO & Executive Director16.3yrs€1.12mVeri yok
Santos Martinez-Conde Gutierrez-Barquin
External Proprietary Director24yrs€81.00kVeri yok
George Donald Johnston
Lead Independent Director11.6yrs€91.00kVeri yok
Pedro de Baranda Riva
External Independent Director3yrsVeri yokVeri yok
Rosa Garcia Garcia Pineiro
External Independent Director8.6yrs€74.00kVeri yok
Tomás Hevia Armengol
External Proprietary Director9.4yrsVeri yokVeri yok
Marta Martínez Alonso
External Independent Director9.3yrsVeri yokVeri yok
Carlos Ortega Arias-Paz
Chairman of the Board4yrsVeri yokVeri yok
Leticia Herraiz
External Independent Director6.3yrsVeri yokVeri yok
Francisco Javier Sanz
External Independent Director6.3yrsVeri yokVeri yok
Ana García Fau
External Independent Director1yrVeri yokVeri yok
8.6yrs
Ortalama Görev Süresi
61.5yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: ACX 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.6 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/12 04:01
Gün Sonu Hisse Fiyatı2026/05/12 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

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.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* 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 kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip 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

Acerinox, S.A. 28 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullBanco de Sabadell. S.A.
Robert JacksonBanco Santander
Tom ZhangBarclays