Callaway Golf Company

NYSE:CALY Stok Raporu

Piyasa değeri: US$2.7b

Callaway Golf Yönetim

Yönetim kriter kontrolleri 2/4

Callaway Golf CEO'su Chip Brewer, Mar2012 tarihinde atandı, in görev süresi 14.17 yıldır. in toplam yıllık tazminatı $ 13.97M olup, şirket hissesi ve opsiyonları dahil olmak üzere 7.9% maaş ve 92.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.15% ine doğrudan sahiptir ve bu hisseler $ 30.82M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 10.2 yıl ve 10.8 yıldır.

Anahtar bilgiler

Chip Brewer

İcra Kurulu Başkanı

US$14.0m

Toplam tazminat

CEO maaş yüzdesi7.87%
CEO görev süresi14.2yrs
CEO sahipliği1.1%
Yönetim ortalama görev süresi10.2yrs
Yönetim Kurulu ortalama görev süresi10.8yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi May 11

Results: Callaway Golf Company Beat Earnings Expectations And Analysts Now Have New Forecasts

A week ago, Callaway Golf Company ( NYSE:CALY ) came out with a strong set of quarterly numbers that could potentially...
Anlatı Güncellemesi May 01

CALY: Healthy Golf Spending And Higher Future P/E Could Drive Rerating

Analysts have recently adjusted their models on Callaway Golf and, with a series of revised price targets around $15, are linking the change in target to more modest revenue and margin assumptions, balanced against a higher future P/E multiple. Analyst Commentary Recent Street research on Callaway Golf centers on price targets converging around US$15, with analysts refining their models after the latest quarterly update.
Anlatı Güncellemesi Apr 16

CALY: Healthier Golf Spending And New Models Will Support Future Share Recovery

Analysts have collectively nudged their average price target for Callaway Golf higher by $4, citing healthier golf spending trends, a steadier profit outlook, and recent model updates that focus on stabilizing market share and reinforcing revenue and earnings trajectories. Analyst Commentary Recent research on Callaway Golf points to a mixed but constructive tone, with several firms adjusting models and price targets as they reassess golf demand, market share trends, and the company’s earnings profile.
Anlatı Güncellemesi Apr 02

CALY: Healthy Golf Demand And Entertainment Venues Will Support Future Share Recovery

Analysts have nudged their Callaway Golf fair value estimate higher to $16.75 from $16.35. They point to updated models that reflect healthier revenue growth expectations, a slightly lower discount rate and a higher assumed future P/E multiple, alongside a series of recent price target increases and rating upgrades on the stock.
Anlatı Güncellemesi Mar 19

CALY: Healthy Golf Spending And Integrated Platform Will Drive Future Rerating

Analysts have recently lifted Callaway Golf's average price target toward $15, reflecting updated models that incorporate healthier golf spending, a lower discount rate, more moderate revenue and margin assumptions, and a higher future P/E of about 25.5x. Analyst Commentary Recent Street research around Callaway Golf clusters around the US$15 price target, with several bullish analysts raising their estimates and some introducing higher upside scenarios for Topgolf Callaway as a combined platform.
Anlatı Güncellemesi Mar 05

CALY: Healthy Golf Demand And Entertainment Venues Will Drive Share Recovery

The analyst price target for Callaway Golf has shifted modestly higher. Our fair value estimate has moved from $16.05 to $16.35 as analysts point to a steady golf consumer, ongoing sector interest, and the need for the company to address market share pressure while working to get revenue and earnings growth back on track.
Anlatı Güncellemesi Feb 18

CALY: Topgolf Entertainment Integration Will Shape Deleveraging And Core Golf Focus Narrative

The analyst fair value estimate for Callaway Golf has been revised from $12.50 to $16.05, reflecting updated Street price targets in the range of $15 to $17.50, as well as analyst expectations for improved revenue growth, stronger profit margins, and a more conventional forward P/E multiple. Analyst Commentary Recent Street research around Callaway Golf and Topgolf Callaway highlights a mix of optimism on execution and growth potential, alongside some caution on valuation and near term earnings risk.
Anlatı Güncellemesi Feb 04

CALY: Pure Play Focus And Topgolf Stake Sale Will Drive Rerating

The analyst price target for Callaway Golf has been lifted from US$10.50 to US$19.00, with analysts pointing to recent upgrades, higher targets across the Street, and support for the Topgolf transaction and pure-play golf focus as key reasons for the reassessment. Analyst Commentary Recent research highlights a clear shift in tone around Callaway Golf and the Topgolf transaction, with several bullish analysts pointing to a cleaner focus on core golf equipment and clearer value for the Topgolf stake as key supports for higher price targets.
Seeking Alpha Jan 15

Topgolf Callaway Brands Stunning Rise Necessitates A Recalibration

Summary Topgolf Callaway Brands surged 79.4% in a year, driven by a $1.1 billion Topgolf stake sale and balance sheet transformation. MODG used $800 million in cash proceeds to eliminate net debt, now holding a $200 million net cash position and launching a $200 million buyback. MODG trades at a 0.92x EV/revenue multiple, a steep discount to Acushnet, supporting continued upside despite recent gains. I maintain a "Strong Buy" on MODG but have sold covered calls to lock in gains and manage risk after historic appreciation. Read the full article on Seeking Alpha
Analiz Makalesi Jan 15

Revenues Not Telling The Story For Topgolf Callaway Brands Corp. (NYSE:MODG) After Shares Rise 27%

Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
Anlatı Güncellemesi Jan 07

MODG: Planned Topgolf Stake Sale Will Likely Expose Downside Risk

Analysts have lifted their fair value estimate for Topgolf Callaway Brands from about $7.00 to roughly $10.00 per share, citing recent price target increases to as high as $17.50, supportive views on the planned $1.1b Topgolf stake sale, and a focus on the core golf equipment business. Analyst Commentary Recent research has centered on the planned sale of a 60% stake in the Topgolf and Toptracer businesses at an implied valuation of about $1.1b and what that means for Topgolf Callaway Brands' equity story.
Anlatı Güncellemesi Dec 24

MODG: Topgolf Stake Sale Will Shape Deleveraging And Core Golf Focus Narrative

Analysts have nudged their blended price target on Topgolf Callaway Brands modestly higher to the low teens per share, supported by views that the planned $1.1B Topgolf stake sale, the resulting $770M in net proceeds, and the strategic refocus on core golf equipment enhance balance sheet flexibility and preserve upside participation in future growth. Analyst Commentary Recent Street commentary on Topgolf Callaway highlights a generally constructive stance on the announced Topgolf stake sale, with debate centering on valuation, capital allocation, and the durability of growth in the core golf franchise.
Anlatı Güncellemesi Dec 09

MODG: Topgolf Stake Sale Will Define Future Focus On Core Franchise

Analysts have raised their fair value estimate for Topgolf Callaway Brands from approximately $11.72 to $12.50, citing the recently announced $1.1B Topgolf stake sale, associated balance sheet de-risking, and the company’s refocus on its core golf equipment franchise as key drivers supporting higher price targets across recent research. Analyst Commentary Bullish analysts view the announced Topgolf stake sale as a pivotal step that simplifies the business model, sharpens focus on the higher margin, core equipment franchise, and removes an overhang related to capital intensity and valuation uncertainty around the entertainment assets.
Analiz Makalesi Nov 27

Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Climb 27% But Its Business Is Yet to Catch Up

The Topgolf Callaway Brands Corp. ( NYSE:MODG ) share price has done very well over the last month, posting an...
Anlatı Güncellemesi Nov 25

MODG: Business Simplification And Asset Sale Will Define Forward Outlook

Analysts have raised their price target for Topgolf Callaway Brands from approximately $11.06 to $11.72 per share. They cite transaction-driven business simplification and improved strategic clarity as key factors behind the modest increase.
Anlatı Güncellemesi Nov 11

MODG: Continued Equipment Demand And Asset Monetization Will Shape Future Performance

Analysts have raised their price target for Topgolf Callaway Brands to $14 from $13, citing continued healthy demand in the core equipment business and positive developments at Topgolf SVS as key reasons for their updated outlook. Analyst Commentary Recent research from Wall Street highlights a mix of optimism and caution surrounding Topgolf Callaway Brands, with updated ratings and price targets reflecting both company execution and broader consumer trends.
Anlatı Güncellemesi Aug 08

Expanded Value Offerings And New Venues Will Drive Active Leisure

The significant upward revision in analyst price target for Topgolf Callaway Brands is primarily driven by improved consensus revenue growth forecasts and a higher future P/E multiple, resulting in a fair value increase from $9.00 to $10.14. What's in the News Topgolf Callaway Brands lowered its FY2025 consolidated net revenue guidance to $3.80–$3.92 billion, down from prior guidance of $4.00–$4.185 billion.
Analiz Makalesi Jul 26

Topgolf Callaway Brands Corp. (NYSE:MODG) Held Back By Insufficient Growth Even After Shares Climb 26%

Despite an already strong run, Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have been powering on, with a gain of...
Analiz Makalesi May 13

Topgolf Callaway Brands Corp.'s (NYSE:MODG) Shares Leap 26% Yet They're Still Not Telling The Full Story

Topgolf Callaway Brands Corp. ( NYSE:MODG ) shares have had a really impressive month, gaining 26% after a shaky period...
Analiz Makalesi May 08

Is Topgolf Callaway Brands (NYSE:MODG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Analiz Makalesi Apr 01

Why Topgolf Callaway Brands Corp. (NYSE:MODG) Could Be Worth Watching

Topgolf Callaway Brands Corp. ( NYSE:MODG ), is not the largest company out there, but it saw a double-digit share...
Seeking Alpha Mar 06

Topgolf Callaway: Why Investors Should Take A Swing

Summary Topgolf and Callaway will separate into two independent companies, potentially unlocking value. Callaway will focus on golf equipment, while Topgolf will operate as a debt-free entertainment brand. The stock has plunged 84% since its peak, largely due to the challenges of merging golf equipment manufacturing with entertainment. However, at $6 per share it is undervalued. Callaway is positioned for stable growth with its premium golf gear and Toptracer technology, while Topgolf presents a higher-risk, high-reward opportunity through international expansion and innovation. The split provides clarity for both businesses, making Callaway a safer bet and Topgolf a speculative growth play. At current levels, the stock is a strong buy. Read the full article on Seeking Alpha
Seeking Alpha Feb 22

Topgolf Callaway: Q4 Preview, A Costly Mistake With No Clear Turnaround - 'Sell'

Summary The merger of Topgolf and Callaway was a strategic mistake, leading to high debt and damaging Callaway's premium brand image. Topgolf's revenue growth has slowed due to economic normalization, with declining consumer spending and rising interest rates. The combined company faces significant financial challenges, and even the intended spin-off carries substantial uncertainties. I initiate a "SELL" rating for Topgolf Callaway, estimating the fair value at $2 per share. Read the full article on Seeking Alpha
Analiz Makalesi Feb 16

Market Cool On Topgolf Callaway Brands Corp.'s (NYSE:MODG) Revenues

When close to half the companies operating in the Leisure industry in the United States have price-to-sales ratios (or...
Seeking Alpha Dec 29

Topgolf Callaway Brands: A Bogey At These Prices Looks Improbable

Summary Topgolf Callaway Brands' shares have plummeted 47% in 2024 and 79.3% from their peak, but the decline seems extreme given the company's fundamentals. Management plans to split Topgolf and Callaway Golf Company, aiming to unlock value despite recent financial struggles and increased debt. Topgolf's growth strategy involves expanding venues, while Callaway Golf Company will inherit the debt, potentially offering investors Topgolf at a low valuation. Despite market skepticism, I maintain a strong buy rating, believing the separation will reveal undervalued assets and present a compelling investment opportunity. Read the full article on Seeking Alpha
Analiz Makalesi Dec 07

Topgolf Callaway Brands (NYSE:MODG) Use Of Debt Could Be Considered Risky

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Nov 24

Topgolf Callaway Brands: No Signs Of Recovery In Sight

Summary I maintain a sell rating on Topgolf Callaway Brands due to poor revenue performance, weak consumer spending, and ineffective growth initiatives. MODG's 3Q24 earnings showed a 2.7% y/y revenue decline, with EBIT margin compressing by 400 bps and net income plummeting to $4.3 million. Topgolf's SVS declined for the fourth consecutive quarter, with both consumer and corporate segments showing significant drops. MODG's leverage ratio increased to 4.1x, raising concerns about its balance sheet. Read the full article on Seeking Alpha
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Yeni Anlatı Sep 12

Critical Review And Digital Investments Poised To Propel Future Growth And Market Leadership

Strategic review and investments in digital capabilities at Topgolf aim to enhance shareholder value and increase revenue through higher venue traffic.
Seeking Alpha Aug 16

Topgolf Callaway: Concerning Traffic Decline At Topgolf

Summary Topgolf Callaway's Q2 report showed mixed financial performance with fine surface-level financial results across segments. Underneath, Topgolf's traffic is deteriorating rapidly, also leading to a 2024 guidance shift and a strategic alternative review process. The weakness seems to show structurally weak demand. Topgolf Callaway's stock remains unattractive even at the lower stock level as the financial performance looks to deteriorate from lower traffic. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Chip Brewer'un ücretlendirmesi Callaway Golf'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$50m

Dec 31 2025US$14mUS$1m

US$39m

Sep 30 2025n/an/a

US$97m

Jun 30 2025n/an/a

US$109m

Mar 31 2025n/an/a

US$150m

Dec 31 2024US$9mUS$1m

US$93m

Sep 30 2024n/an/a

-US$12m

Jun 30 2024n/an/a

US$21m

Mar 31 2024n/an/a

US$77m

Dec 31 2023US$11mUS$1m

US$100m

Sep 30 2023n/an/a

US$99m

Jun 30 2023n/an/a

US$108m

Mar 31 2023n/an/a

US$96m

Dec 31 2022US$11mUS$1m

US$158m

Sep 30 2022n/an/a

US$204m

Jun 30 2022n/an/a

US$150m

Mar 31 2022n/an/a

US$136m

Dec 31 2021US$27mUS$1m

US$322m

Sep 30 2021n/an/a

US$308m

Jun 30 2021n/an/a

US$376m

Mar 31 2021n/an/a

US$117m

Dec 31 2020US$5mUS$761k

-US$127m

Sep 30 2020n/an/a

-US$116m

Jun 30 2020n/an/a

-US$137m

Mar 31 2020n/an/a

US$60m

Dec 31 2019US$6mUS$895k

US$79m

Tazminat ve Piyasa: Chip 'nin toplam tazminatı ($USD 13.97M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 7.11M ).

Tazminat ve Kazançlar: Chip şirketinin tazminatı %20'den fazla artarken, şirketin kazancı geçen yıl %20'den fazla düştü.


CEO

Chip Brewer (61 yo)

14.2yrs
Görev süresi
US$13,970,138
Tazminat

Mr. Oliver G. Brewer, III, also known as Chip, serves as Member of Advisory Board at KB Partners, LLC since joining the firm in May 2021. He has been the President and Chief Executive Officer at Topgolf Ca...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Oliver Brewer
President14.2yrsUS$13.97m1.15%
$ 30.8m
Brian Lynch
Executive VP13.9yrsUS$4.23m0.18%
$ 4.7m
Rebecca Fine
Executive VP & Chief People Officer5.2yrsUS$2.95m0.069%
$ 1.9m
Mark Leposky
Executive VP & Chief Supply Chain Officer3.2yrsUS$2.87m0.19%
$ 5.2m
Glenn Hickey
Executive VP & President of Callaway Golf Sales7.3yrsUS$2.79m0.062%
$ 1.7m
Jennifer Thomas
Senior VP & Chief Accounting Officer13yrsVeri yok0.047%
$ 1.3m
Katina Metzidakis
Vice President of Investor Relations & Corporate Communicationsno dataVeri yokVeri yok
Timothy Reed
Executive Vice President of Researchno dataVeri yok0.093%
$ 2.5m
Heather McAllister
General Counselno dataVeri yokVeri yok
Angela Deskins
Executive VP & Chief People Officerless than a yearVeri yok0.0020%
$ 54.6k
Alex Boezeman
President of Asia14.8yrsUS$972.13kVeri yok
Chris Callaway
Chief Development Officer of Topgolf Entertainment Groupno dataVeri yokVeri yok
10.2yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim: CALY 'un yönetim ekibi deneyimli ve deneyimlidir ( 10.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Oliver Brewer
President14.2yrsUS$13.97m1.15%
$ 30.8m
Varsha Rao
Independent Director4.2yrsUS$218.88k0.030%
$ 795.5k
John Lundgren
Independent Chairman17.2yrsUS$268.88k0.057%
$ 1.5m
Anthony Thornley
Independent Director22.1yrsUS$218.88k0.049%
$ 1.3m
Russell Fleischer
Independent Director8yrsUS$233.88k0.075%
$ 2.0m
Adebayo Ogunlesi
Independent Director16.3yrsUS$228.88k0.60%
$ 16.2m
Erik Anderson
Independent Vice Chairman of the Board5.2yrsUS$218.88k0.034%
$ 913.8k
Linda Segre
Independent Director10.8yrsUS$231.38k0.038%
$ 1.0m
Bavan Holloway
Independent Director4.4yrsUS$218.88k0.013%
$ 342.6k
10.8yrs
Ortalama Görev Süresi
65yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CALY 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 10.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/20 18:18
Gün Sonu Hisse Fiyatı2026/05/20 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

Callaway Golf Company 26 Bu analistlerden 10, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Craig KennisonBaird
Derek LeckowBarrington Research Associates, Inc.
Alexander MarocciaBerenberg