IMCD Yönetim
Yönetim kriter kontrolleri 4/4
IMCD CEO'su Marcus Jordan, May2022 tarihinde atandı, in görev süresi 4.08 yıldır. in toplam yıllık tazminatı € 1.73M olup, şirket hissesi ve opsiyonları dahil olmak üzere 44.7% maaş ve 55.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.027% ine doğrudan sahiptir ve bu hisseler € 1.43M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 3 yıl ve 5 yıldır.
Anahtar bilgiler
Marcus Jordan
İcra Kurulu Başkanı
€1.7m
Toplam tazminat
| CEO maaş yüzdesi | 44.70% |
| CEO görev süresi | 4.1yrs |
| CEO sahipliği | 0.03% |
| Yönetim ortalama görev süresi | 3yrs |
| Yönetim Kurulu ortalama görev süresi | 5yrs |
Son yönetim güncellemeleri
Recent updates
Anlatı Güncellemesi • May 28
IMCD: Fading Middle East Tailwind Will Pressure Future Earnings And Returns
Analysts now see IMCD's fair value at about €76.79, up from €75.00. The shift reflects updated views on earnings potential and valuation following mixed research, including a downgrade to Underweight with a €75 target and a separate price target increase to €105.
Anlatı Güncellemesi • May 14
IMCD: Margin Execution And Earnings Quality Should Support Future Re Rating
Narrative update on IMCD The updated analyst price target for IMCD moves to €148.67 from €144.05. This change reflects analysts' revised views on growth, profitability and P/E assumptions after recent target changes from major banks across the sector.Anlatı Güncellemesi • Apr 29
IMCD: Margin Execution And Revenue Mix Should Support Future Re Rating
Analyst price targets for IMCD have edged lower, with recent cuts of €5 to €7 from several banks and a reset range between about €103 and €122. Analysts are factoring in a slightly higher discount rate, a lower assumed future P/E multiple and updated expectations for revenue growth and margins.Anlatı Güncellemesi • Apr 15
IMCD: Dividend Cut And Lowered Expectations Will Pressure Future Returns
IMCD's updated analyst price target has edged lower by a few euros, with recent revisions between about €103 and €122. These reflect analysts' mixed adjustments to growth, margin and P/E assumptions.
Anlatı Güncellemesi • Mar 31
IMCD: Lower Dividend And Reset Expectations Will Set Up Future Upside
The Analyst Price Target for IMCD has shifted lower to €107.68 from €126.46, reflecting analysts' updated views on slightly softer revenue growth, thinner profit margins and a lower future P/E multiple, supported by a series of recent price target cuts and one upward revision across major banks. Analyst Commentary Recent research shows a mix of optimism and caution around IMCD, with several banks trimming price targets and one raising them, which helps explain why the average target has reset closer to current expectations.Anlatı Güncellemesi • Mar 17
IMCD: Sector Caution And Dividend Reset Will Shape Future Expectations
Analysts have trimmed the IMCD price target, with recent revisions clustering around €100 to €122. This reflects updated views on sector conditions and modest adjustments to revenue growth, discount rate and profit margin assumptions.Anlatı Güncellemesi • Mar 03
IMCD: Sector Caution And New Partnership Will Shape Future Expectations
The analyst fair value estimate for IMCD has been adjusted from €82.00 to €75.00. Analysts cite recent price target changes across major banks, along with more cautious assumptions on discount rates, revenue growth, and margins, as the key drivers of the updated view.Anlatı Güncellemesi • Feb 17
IMCD: Distribution Expansion And CFO Transition Will Support Future Re Rating
Analysts have trimmed their price targets for IMCD by about €14, citing slightly higher discount rate assumptions, revised profit margin expectations, and recent cautious sector views. These developments are reflected in lower price targets and a downgrade to Equal Weight.Anlatı Güncellemesi • Feb 03
IMCD: Cautious Sector Outlook And New Partnership Will Shape Expectations
Analysts have reduced their fair value estimate for IMCD from €107.00 to €82.00. This reflects a lower future P/E assumption and a slightly reduced profit margin outlook, in line with recent Street research that has turned more cautious on chemical distribution and related services.Anlatı Güncellemesi • Jan 20
IMCD: Distribution Deal And CFO Transition Will Support Sector Re Rating
Analysts have lowered their price target on IMCD to about €170.50 from roughly €176.73, citing a reset in sector expectations following cautious views on chemical distribution and a shift in preferred names within European business services. Analyst Commentary Recent research has shifted IMCD to a more neutral stance within European business services, with the rating moved to Equal Weight and the price target set at €100 from €139.Analiz Makalesi • Jan 20
Is There An Opportunity With IMCD N.V.'s (AMS:IMCD) 50% Undervaluation?
Key Insights IMCD's estimated fair value is €148 based on 2 Stage Free Cash Flow to Equity Current share price of...Anlatı Güncellemesi • Jan 06
IMCD: Share Pullback Will Set Up Upside Following New Outperform Coverage
Analysts have trimmed their fair value estimate for IMCD from €127.18 to €126.46, reflecting slightly softer assumptions for revenue growth and profit margin, even as some recent research, including new Outperform coverage, points to potential upside after the recent share pullback. Analyst Commentary Bullish Takeaways Bullish analysts view the recent share pullback as creating a more appealing entry point relative to their updated fair value and the new $72.50 price target.Anlatı Güncellemesi • Dec 17
IMCD Will Likely Gain From New Distribution Deal And Leadership Transition
Analysts have trimmed their fair value estimate for IMCD to approximately €177 from about €182, reflecting slightly higher discount rate assumptions, more moderate revenue growth expectations, and a marginally lower future P/E, partially offset by a firmer margin outlook and recent supportive rating actions despite reduced price targets. Analyst Commentary Bullish analysts continue to frame IMCD as a quality compounder within the specialty chemicals distribution space, highlighting the recent share pullback as an opportunity rather than a sign of structural deterioration.Anlatı Güncellemesi • Dec 03
IMCD: Share Pullback Will Offer Opportunity As New Outperform Ratings Emerge
The analyst price target for IMCD has been trimmed modestly from EUR 131.25 to about EUR 127.18, as analysts factor in slightly slower growth and margin assumptions, even as they highlight recent upgrades and new Outperform initiations as support for a still constructive outlook. Analyst Commentary Recent research updates point to a broadly constructive stance on IMCD, with most commentary emphasizing resilient fundamentals and an attractive entry point following the share price pullback, even as some valuation and macro risks are flagged.Analiz Makalesi • Nov 27
Some Shareholders Feeling Restless Over IMCD N.V.'s (AMS:IMCD) P/E Ratio
It's not a stretch to say that IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 17.6x right now seems...Anlatı Güncellemesi • Nov 19
IMCD: Share Pullback Will Offer Opportunity As Revenue Momentum Builds
IMCD's analyst price target has been revised down from €138.04 to €131.25. Analysts cite moderate adjustments in fair value and market outlook, despite recent supportive coverage and an improved revenue growth forecast.Analiz Makalesi • Nov 12
Does IMCD (AMS:IMCD) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Anlatı Güncellemesi • Nov 04
IMCD: Share Price Pullback Will Offer Attractive Entry As Ratings Improve
The analyst fair value estimate for IMCD has been reduced from EUR 142.43 to EUR 138.04. Analysts cite more cautious assumptions on long-term revenue growth and profit margin forecasts following recent price target adjustments in Street research.Analiz Makalesi • Oct 28
At €93.80, Is IMCD N.V. (AMS:IMCD) Worth Looking At Closely?
IMCD N.V. ( AMS:IMCD ), might not be a large cap stock, but it saw significant share price movement during recent...Anlatı Güncellemesi • Oct 21
Analyst Commentary Highlights Mixed Views on IMCD Amid Minor Valuation Adjustments
Analysts have slightly lowered their fair value estimate for IMCD by less than 1 percent to approximately €142.43. This reflects minor adjustments in growth expectations and recent Street research supporting a cautiously positive outlook, despite recent target downgrades.Analiz Makalesi • Oct 12
Returns On Capital At IMCD (AMS:IMCD) Have Hit The Brakes
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Anlatı Güncellemesi • Oct 03
Digitalization And M&A Will Expand Pharma And Consumer Markets
IMCD's analyst price target has decreased moderately, from €145.43 to €143.00, as analysts factor in slightly lower expected growth and a reduced profit margin outlook in recent industry assessments. Analyst Commentary Analyst opinions on IMCD remain divided as recent price target changes and rating updates reflect a mix of optimism regarding potential growth and caution due to evolving sector dynamics.Anlatı Güncellemesi • Sep 04
Digitalization And M&A Will Expand Pharma And Consumer Markets
Analysts cite attractive valuation, improved capital allocation, and stabilizing end markets as supportive, but near-term earnings uncertainty and ongoing macroeconomic headwinds have kept IMCD’s consensus price target unchanged at €145.43. Analyst Commentary Valuation now seen as attractive, with shares offering growth at a reasonable price.Analiz Makalesi • Sep 01
An Intrinsic Calculation For IMCD N.V. (AMS:IMCD) Suggests It's 44% Undervalued
Key Insights The projected fair value for IMCD is €170 based on 2 Stage Free Cash Flow to Equity IMCD is estimated to...Analiz Makalesi • Aug 04
We Think IMCD (AMS:IMCD) 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 • Jul 21
There's Reason For Concern Over IMCD N.V.'s (AMS:IMCD) Price
IMCD N.V.'s ( AMS:IMCD ) price-to-earnings (or "P/E") ratio of 23.9x might make it look like a sell right now compared...Analiz Makalesi • Jul 04
Return Trends At IMCD (AMS:IMCD) Aren't Appealing
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Yeni Anlatı • Nov 25
The Company'S Digital Upgrades And M&A Strategy Ignite Growth Potential Amid Challenges
Continued organic growth through commercial excellence and digital upgrades could boost future revenue and earnings.CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Dec 31 2025 | €2m | €771k | €218m |
| Sep 30 2025 | n/a | n/a | €242m |
| Jun 30 2025 | n/a | n/a | €267m |
| Mar 31 2025 | n/a | n/a | €272m |
| Dec 31 2024 | €2m | €581k | €278m |
| Sep 30 2024 | n/a | n/a | €280m |
| Jun 30 2024 | n/a | n/a | €281m |
| Mar 31 2024 | n/a | n/a | €287m |
| Dec 31 2023 | €2m | €521k | €292m |
| Sep 30 2023 | n/a | n/a | €290m |
| Jun 30 2023 | n/a | n/a | €289m |
| Mar 31 2023 | n/a | n/a | €301m |
| Dec 31 2022 | €1m | €323k | €313m |
Tazminat ve Piyasa: Marcus 'nin toplam tazminatı ($USD 1.99M ), Dutch pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 3.62M ).
Tazminat ve Kazançlar: Marcus 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Marcus Jordan (52 yo)
4.1yrs
Görev süresi
€1,725,000
Tazminat
Mr. Marcus C. Jordan serves as Chief Executive Officer at IMCD N.V. since May 2025. He serves as Member of Management Board at IMCD N.V. since May 02, 2022 and served as its Chief Operating Officer since M...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| CEO & Member of Management Board | 4.1yrs | €1.73m | 0.027% € 1.4m | |
| CFO & Member of Management Board | 30.4yrs | €1.47m | 0.067% € 3.5m | |
| Chief Commercial Officer & Member of Management Board | less than a year | Veri yok | 0.027% € 1.4m | |
| Head of Investor Relations | no data | Veri yok | Veri yok | |
| General Counsel | no data | Veri yok | Veri yok | |
| Corporate Communications Director | no data | Veri yok | Veri yok | |
| Head of Global Regulatory Questionnaire Centre | no data | Veri yok | Veri yok | |
| Managing Director of IMCD Mexico | 1.9yrs | Veri yok | Veri yok | |
| Regional President Asia-Pacific | no data | Veri yok | Veri yok | |
| Company Secretary | no data | Veri yok | Veri yok |
3.0yrs
Ortalama Görev Süresi
52yo
Ortalama Yaş
Deneyimli Yönetim: IMCD 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Independent Chairman of Supervisory Board | 10.1yrs | €113.00k | Veri yok | |
| Independent Vice Chairman of the Supervisory Board | 8.1yrs | €88.00k | Veri yok | |
| Member of Supervisory Board | less than a year | Veri yok | Veri yok | |
| Independent Member of Supervisory Board | 4.1yrs | €82.00k | Veri yok | |
| Independent Member of Supervisory Board | 6yrs | €85.00k | Veri yok | |
| Independent Member of Supervisory Board | 2.6yrs | €74.00k | Veri yok |
5.0yrs
Ortalama Görev Süresi
60.5yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: IMCD 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/06/11 18:59 |
| Gün Sonu Hisse Fiyatı | 2026/06/11 00:00 |
| Kazançlar | 2025/12/31 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
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| Analist Konsensüs Tahminleri | +3 yıl |
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| Piyasa Fiyatları | 30 yıl |
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| Sahiplik | 10 yıl |
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| Yönetim | 10 yıl |
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| Önemli Gelişmeler | 10 yıl |
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* 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
IMCD N.V. 22 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Gaurav Jain | Barclays |
| James Stewart | Barclays |
| Anil Shenoy | Barclays |