Select Water Solutions, Inc.

NYSE:WTTR Stok Raporu

Piyasa değeri: US$2.7b

Select Water Solutions Yönetim

Yönetim kriter kontrolleri 4/4

Select Water Solutions CEO'su John Schmitz, Jan2021 tarihinde atandı, in görev süresi 5.33 yıldır. in toplam yıllık tazminatı $ 4.88M olup, şirket hissesi ve opsiyonları dahil olmak üzere 16.4% maaş ve 83.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 2.84% ine doğrudan sahiptir ve bu hisseler $ 78.01M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 5.2 yıl ve 4 yıldır.

Anahtar bilgiler

John Schmitz

İcra Kurulu Başkanı

US$4.9m

Toplam tazminat

CEO maaş yüzdesi16.41%
CEO görev süresi5.3yrs
CEO sahipliği2.8%
Yönetim ortalama görev süresi5.2yrs
Yönetim Kurulu ortalama görev süresi4yrs

Son yönetim güncellemeleri

Analiz Makalesi Apr 25

Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights Select Water Solutions will host its Annual General Meeting on 2nd of May CEO John Schmitz's total...

Recent updates

Anlatı Güncellemesi May 03

WTTR: Infrastructure Scale And Equity Raise Will Shape Measured Future Outlook

Analysts have nudged their price targets on Select Water Solutions higher by $1.50 to a range of about $16 to $18. They cited recent Q4 results, margin strength in Water Infrastructure, gains in Chemical Technologies, and an improved free cash flow outlook supported by growth projects and potential acquisitions.
Anlatı Güncellemesi Apr 19

WTTR: Water Infrastructure Expansion And Equity Raise Will Shape Balanced Future Outlook

Narrative Update on Select Water Solutions Analysts have lifted the consolidated price target on Select Water Solutions by $2, to $16 from $14, citing stronger Water Infrastructure margins, higher long term topline expectations for that segment, ongoing Chemical Technologies market share gains, and a refreshed outlook that still views the shares as attractively valued. Analyst Commentary Recent research updates on Select Water Solutions have centered on reactions to Q4 results, revisions to segment expectations, and the implications of the company’s capital plans.
Anlatı Güncellemesi Apr 05

WTTR: Water Infrastructure Network Effect Will Drive Future Margin And Cash Flow Upside

Analysts have raised the implied fair value estimate for Select Water Solutions to $19.00 from $16.00. This reflects stronger expectations around Water Infrastructure growth projects, higher margin potential in Infrastructure and Chemical Technologies, and a lower assumed future P/E multiple, as seen in recent price target increases from $16 to $18.
Anlatı Güncellemesi Mar 22

WTTR: Water Infrastructure Margins And Equity Raise Will Shape Future Share Appeal

Analysts have lifted the fair value estimate for Select Water Solutions to $16.00 from $12.00, citing stronger Water Infrastructure margins, higher long term revenue and profit assumptions, and ongoing gains in Chemical Technologies as key supports for the higher price targets in the $16.00 to $18.00 range. Analyst Commentary Recent Street research on Select Water Solutions has centered on Q4 performance, the outlook for Water Infrastructure, and the contribution from Chemical Technologies.
Seeking Alpha Mar 09

Select Water: Hold Your Water For Now

Summary Select Water's strategic shift toward Water Infrastructure targets higher-margin, recurring revenue, with significant investments and expansion in recycling and disposal capacity. Valuation methods (DCF, APV, peer multiples) yield a price target of $12.52 or approximately 9.5% lower than its current valuation. WTTR is positioned to benefit from AI-driven data center water demand and more pipeline capacity coming online. Key risks include uncertainty from the tax receivable agreement and potential regulatory impacts from seismic activity near disposal wells. Read the full article on Seeking Alpha
Anlatı Güncellemesi Mar 08

WTTR: Water Infrastructure Margin Expansion Will Drive Future Upside

Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions has moved higher by $1.50 to $16.50, with analysts pointing to solid Q4 results, expanding Water Infrastructure margins, gains in Chemical Technologies, and an updated outlook for future cash generation and growth projects as key supports for their revisions. Analyst Commentary Recent research updates point to a cluster of positive views on Select Water Solutions, with several firms lifting price targets after the Q4 report.
Anlatı Güncellemesi Feb 22

WTTR: Infrastructure Network Effect And Chemicals Strength Will Drive Future Upside

Analysts have raised their price target on Select Water Solutions to $15.80 from $14.33, citing what they view as bullish recent results, the growing network effect in the infrastructure segment and strength in chemicals supported by confident longer term estimates. Analyst Commentary Bullish Takeaways Bullish analysts describe recent Q4 results and management commentary as "decisively bullish," which they see as supportive of the recent price target increase and upgraded rating.
Anlatı Güncellemesi Feb 07

WTTR: Lithium Deals And Onshore Activity Will Guide Future Share Appeal

Narrative Update on Select Water Solutions The analyst price target for Select Water Solutions remains at $12, with analysts pointing to what they see as a reasonable current valuation and looking for stronger FY26 adjusted EBITDA, additional bolt-on deals like the recent lithium extraction move, or a pickup in U.S. onshore activity before taking a more positive stance. Analyst Commentary Bearish analysts recently shifted to a more cautious stance on Select Water Solutions, moving the rating to Market Perform with a US$12 price target.
Analiz Makalesi Jan 26

Select Water Solutions (NYSE:WTTR) Is Paying Out A Dividend Of $0.07

The board of Select Water Solutions, Inc. ( NYSE:WTTR ) has announced that it will pay a dividend of $0.07 per share on...
Anlatı Güncellemesi Jan 24

WTTR: Lithium Deals And Onshore Activity Will Shape Future Share Appeal

Analysts held their fair value estimate for Select Water Solutions at $12.00, with recent research framing this as a reasonable current level. The research also highlighted that a stronger adjusted EBITDA outlook into FY26, additional bolt-on deals such as lithium extraction, or a clear pickup in U.S. onshore activity would be key drivers for any shift in price targets from here.
Analiz Makalesi Jan 22

The Return Trends At Select Water Solutions (NYSE:WTTR) Look Promising

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'd want to...
Anlatı Güncellemesi Jan 10

WTTR: Lithium Alliance And Onshore Activity Will Shape Fairly Priced Shares

Analysts now anchor their price view for Select Water Solutions at US$12, reflecting a blend of one firm's downgrade based on what it sees as a reasonable current valuation, and another firm's higher US$16 target supported by recent results and guidance. The updated assumptions incorporate modest shifts in the discount rate, revenue growth, profit margin and future P/E inputs.
Anlatı Güncellemesi Dec 26

WTTR Lithium Extraction Alliance Will Drive Future Upside From Fairly Priced Shares

Analysts have nudged their fair value estimate for Select Water Solutions higher, lifting the target from $10.00 to $12.00 as they balance solid recent execution and emerging growth optionality against a view that the shares now trade near reasonable valuation levels. Analyst Commentary Bearish analysts have grown more cautious on Select Water Solutions, resetting expectations as the share price has rallied toward what they view as fair value.
Anlatı Güncellemesi Dec 12

WTTR Will Benefit From Lithium Extraction And Share Repurchase Tailwinds

Analysts have modestly trimmed their price target on Select Water Solutions to $16.00 from $18.00, reflecting a more cautious view on margins and near term profitability, even as expectations for revenue growth and long term earnings multiples have edged higher. Analyst Commentary Recent Street research on Select Water Solutions reflects a nuanced but generally constructive backdrop, with bullish analysts emphasizing the company’s improving execution and upside potential relative to current valuation.
Analiz Makalesi Dec 08

Select Water Solutions, Inc. (NYSE:WTTR) Shares Could Be 41% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Select Water Solutions fair value estimate is US$19.08 Select...
Anlatı Güncellemesi Nov 10

WTTR: Strong Execution And New Facility Will Drive Profitability Higher

Analysts have increased their price target for Select Water Solutions by $1 to $16. They cite solid quarterly performance across core divisions and improved guidance supported by strength in Chemical Technologies.
Anlatı Güncellemesi Oct 27

Lithium Extraction and Water Recycling Will Shape Long-Term Resilience

Analysts have lowered their price target for Select Water Solutions slightly, adjusting it from $14.50 to $14.33. They cited updated valuation inputs and a modest decrease in the estimated future price-to-earnings ratio.
Analiz Makalesi Sep 24

Select Water Solutions, Inc. (NYSE:WTTR) Stock Rockets 26% As Investors Are Less Pessimistic Than Expected

Select Water Solutions, Inc. ( NYSE:WTTR ) shareholders have had their patience rewarded with a 26% share price jump in...
Analiz Makalesi Aug 14

Select Water Solutions' (NYSE:WTTR) Shareholders Have More To Worry About Than Only Soft Earnings

NYSE:WTTR 1 Year Share Price vs Fair Value Explore Select Water Solutions's Fair Values from the Community and select...
Analiz Makalesi May 09

Select Water Solutions, Inc. Just Recorded A 14% EPS Beat: Here's What Analysts Are Forecasting Next

As you might know, Select Water Solutions, Inc. ( NYSE:WTTR ) just kicked off its latest first-quarter results with...
Analiz Makalesi Apr 25

Select Water Solutions, Inc.'s (NYSE:WTTR) CEO Compensation Looks Acceptable To Us And Here's Why

Key Insights Select Water Solutions will host its Annual General Meeting on 2nd of May CEO John Schmitz's total...
Analiz Makalesi Mar 09

Investors Still Waiting For A Pull Back In Select Water Solutions, Inc. (NYSE:WTTR)

With a price-to-earnings (or "P/E") ratio of 33.7x Select Water Solutions, Inc. ( NYSE:WTTR ) may be sending very...
Analiz Makalesi Feb 19

Is Select Water Solutions (NYSE:WTTR) 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 Feb 03

Returns On Capital Are Showing Encouraging Signs At Select Water Solutions (NYSE:WTTR)

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analiz Makalesi Jan 18

Select Water Solutions (NYSE:WTTR) Ticks All The Boxes When It Comes To Earnings Growth

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analiz Makalesi Jan 03

Estimating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Key Insights Select Water Solutions' estimated fair value is US$14.38 based on 2 Stage Free Cash Flow to Equity Current...
Analiz Makalesi Dec 03

Market Participants Recognise Select Water Solutions, Inc.'s (NYSE:WTTR) Earnings Pushing Shares 45% Higher

Select Water Solutions, Inc. ( NYSE:WTTR ) shares have had a really impressive month, gaining 45% after a shaky period...
Analiz Makalesi Nov 13

We Think That There Are Some Issues For Select Water Solutions (NYSE:WTTR) Beyond Its Promising Earnings

Select Water Solutions, Inc. ( NYSE:WTTR ) just released a solid earnings report, and the stock displayed some...
Analiz Makalesi Oct 28

Select Water Solutions' (NYSE:WTTR) Dividend Will Be Increased To $0.07

Select Water Solutions, Inc. ( NYSE:WTTR ) has announced that it will be increasing its periodic dividend on the 15th...
Analiz Makalesi Oct 19

Investors Appear Satisfied With Select Water Solutions, Inc.'s (NYSE:WTTR) Prospects

There wouldn't be many who think Select Water Solutions, Inc.'s ( NYSE:WTTR ) price-to-earnings (or "P/E") ratio of...
Seeking Alpha Oct 08

Select Water Services: The Permian Tsunami

Summary Select Water Services has shown strong growth, driven by increased demand for water treatment and disposal in the Permian Basin, despite recent market volatility. The company’s strategic acquisitions and long-term contracts position it well for future growth, with significant capital expenditures planned for infrastructure expansion. Current trading levels suggest potential for significant share price appreciation, with a target of $18 per share, making it an attractive investment below $11. The urgency for environmentally beneficial water reuse in the Permian Basin presents a catalyst for Select’s continued success and market leadership. Read the full article on Seeking Alpha
Analiz Makalesi Sep 27

Calculating The Intrinsic Value Of Select Water Solutions, Inc. (NYSE:WTTR)

Key Insights Select Water Solutions' estimated fair value is US$9.29 based on 2 Stage Free Cash Flow to Equity Select...
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Yeni Anlatı Sep 24

Water Infrastructure Growth Powers Sustainable Earnings And Margin Expansion

Aggressive expansion into water infrastructure aims at boosting revenue and gross profit through acquisitions and high-margin projects like increased recycling capacity.
Analiz Makalesi Aug 04

Earnings Beat: Select Water Solutions, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

Shareholders might have noticed that Select Water Solutions, Inc. ( NYSE:WTTR ) filed its second-quarter result this...

CEO Tazminat Analizi

John Schmitz'un ücretlendirmesi Select Water Solutions'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$22m

Dec 31 2025US$5mUS$800k

US$21m

Sep 30 2025n/an/a

US$20m

Jun 30 2025n/an/a

US$33m

Mar 31 2025n/an/a

US$35m

Dec 31 2024US$5mUS$800k

US$31m

Sep 30 2024n/an/a

US$60m

Jun 30 2024n/an/a

US$58m

Mar 31 2024n/an/a

US$66m

Dec 31 2023US$4mUS$792k

US$74m

Sep 30 2023n/an/a

US$54m

Jun 30 2023n/an/a

US$61m

Mar 31 2023n/an/a

US$54m

Dec 31 2022US$8mUS$600k

US$48m

Sep 30 2022n/an/a

US$50m

Jun 30 2022n/an/a

US$17m

Mar 31 2022n/an/a

-US$12m

Dec 31 2021US$8mUS$577k

-US$42m

Sep 30 2021n/an/a

-US$70m

Jun 30 2021n/an/a

-US$88m

Mar 31 2021n/an/a

-US$116m

Dec 31 2020US$280kUS$15k

-US$339m

Sep 30 2020n/an/a

-US$331m

Jun 30 2020n/an/a

-US$295m

Mar 31 2020n/an/a

-US$244m

Dec 31 2019US$3mUS$544k

US$3m

Tazminat ve Piyasa: John 'nin toplam tazminatı ($USD 4.88M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 7.03M ).

Tazminat ve Kazançlar: John 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

John Schmitz (65 yo)

5.3yrs
Görev süresi
US$4,876,029
Tazminat

Mr. John D. Schmitz serves as Chairman and Founder at B29 Investments, LP. In 1997, he co-founded B29 Investments, LP. He also was Co-Founder and chairman at the firm.He serves as President and Chief Exec...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
John Schmitz
President5.3yrsUS$4.88m2.84%
$ 78.0m
Christopher George
Executive VP & CFO2.2yrsUS$1.51m0.27%
$ 7.5m
Michael Skarke
Executive VP & COO5.1yrsUS$1.53m0.29%
$ 8.0m
Michael Lyons
Executive VPno dataUS$1.43m0.12%
$ 3.2m
Cody Ortowski
Executive Vice President of Business & Regulatory Affairs8.5yrsUS$1.34m1.24%
$ 34.0m
Brian Szymanski
VP & Chief Accounting Officer8yrsVeri yok0.092%
$ 2.5m
Robert Wilson
Senior Vice Presidentless than a yearVeri yok0.040%
$ 1.1m
5.2yrs
Ortalama Görev Süresi
43yo
Ortalama Yaş

Deneyimli Yönetim: WTTR 'un yönetim ekibi deneyimli ve deneyimlidir ( 5.2 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
John Schmitz
President18.5yrsUS$4.88m2.84%
$ 78.0m
Luis Fernandez-Moreno
Independent Director4yrsUS$222.18k0.063%
$ 1.7m
Bruce Cope
Independent Director1.3yrsUS$217.74k0.022%
$ 594.1k
Gayle Burleson
Independent Director4.9yrsUS$237.18k0.077%
$ 2.1m
Timothy Roberts
Independent Director1.3yrsUS$217.74k0.022%
$ 594.1k
Richard Burnett
Lead Independent Director9.5yrsUS$262.18k0.058%
$ 1.6m
Robin Fielder
Independent Director3.5yrsUS$222.18k0.035%
$ 957.5k
4.0yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: WTTR 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 11:08
Gün Sonu Hisse Fiyatı2026/05/21 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

Select Water Solutions, Inc. 13 Bu analistlerden 6, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John LoweBofA Global Research
Thomas CurranB. Riley Securities, Inc.
Scott GruberCitigroup Inc