Arko Yönetim
Yönetim kriter kontrolleri 3/4
Arko CEO'su Arie Kotler, Dec2020 tarihinde atandı, in görev süresi 5.42 yıldır. in toplam yıllık tazminatı $ 5.49M olup, şirket hissesi ve opsiyonları dahil olmak üzere 22.1% maaş ve 77.9% ikramiyelerden oluşmaktadır. şirketin hisselerinin 11.1% ine doğrudan sahiptir ve bu hisseler $ 85.55M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.3 yıl ve 4.2 yıldır.
Anahtar bilgiler
Arie Kotler
İcra Kurulu Başkanı
US$5.5m
Toplam tazminat
| CEO maaş yüzdesi | 22.14% |
| CEO görev süresi | 5.4yrs |
| CEO sahipliği | 11.1% |
| Yönetim ortalama görev süresi | 4.3yrs |
| Yönetim Kurulu ortalama görev süresi | 4.2yrs |
Son yönetim güncellemeleri
Recent updates
Analiz Güncellemesi • Apr 21
ARKO: Index Addition And Completed Buybacks Will Support Future Upside Potential
Analysts have modestly trimmed their price target on Arko, citing slightly higher revenue growth of 7.09% and a small improvement in projected profit margins to 0.78%, along with a lower assumed future P/E of 20.82x. What's in the News Arko Corp.
Analiz Güncellemesi • Apr 07
ARKO: Future Margin Expansion Will Be Driven By Retail Index Inclusion
Analysts have lifted Arko's price target from $4.50 to $8.00, citing updated assumptions that include a shift to positive revenue growth of about 6% and a much lower future P/E estimate, together with a higher projected profit margin, while keeping the discount rate essentially unchanged. What's in the News Arko Corp.Analiz Güncellemesi • Mar 24
ARKO: Index Inclusion And Buybacks Will Support Future Upside Potential
Analysts have adjusted their price targets on Arko, citing updated assumptions for revenue growth of 6.83%, a profit margin of 0.76%, and a future P/E of 21.37. Together, these factors reshape how they frame the stock's potential value in dollar terms.Analiz Güncellemesi • Mar 10
ARKO: Higher Margin Outlook And Share Repurchases Will Support Upside Potential
Analysts have lifted their price target on Arko to $9.00, citing revised assumptions that now reflect revenue growth of 4.71%, a profit margin of 0.56%, and a forward P/E of 30.71x, compared with prior inputs that pointed to a 2.56% revenue decline, a 0.35% margin, and a 52.27x P/E. What's in the News Between October 1, 2025 and December 31, 2025, Arko repurchased 1,673,326 shares for $7.16 million, bringing total buybacks under the February 23, 2022 program to 19,717,571 shares for $125.85 million, representing 16.74% of shares (Key Developments).Analiz Güncellemesi • Feb 23
ARKO: Higher Margin Outlook And New CFO Appointment Will Support Upside Potential
Analysts have modestly adjusted their price target on Arko to reflect a slightly softer revenue growth outlook, along with a marginally higher profit margin assumption and a higher future P/E multiple. What's in the News Arko issued earnings guidance for the quarter ending December 31, 2025, with net income expected in a range from a net loss of US$1.8 million to net income of US$0.4 million, compared with a net loss of US$2.3 million for the same quarter a year earlier (company guidance).Analiz Makalesi • Feb 14
Arko Corp.'s (NASDAQ:ARKO) 26% Jump Shows Its Popularity With Investors
Arko Corp. ( NASDAQ:ARKO ) shares have continued their recent momentum with a 26% gain in the last month alone...Analiz Güncellemesi • Feb 09
ARKO: Higher Margin Outlook And New CFO Will Support Bullish Thesis
Analysts have raised their price target on Arko to US$9.00, citing updated assumptions that include a slightly lower discount rate, a smaller projected revenue decline of about 2.5%, improved profit margin expectations of roughly 34.5%, and a lower future P/E estimate of about 50x. What's in the News Arko issued earnings guidance for the quarter ending December 31, 2025, with net income expected to range from a net loss of US$1.8 million to net income of US$0.4 million, compared with a net loss of US$2.3 million a year earlier (company guidance).Analiz Makalesi • Feb 04
Arko (NASDAQ:ARKO) Has A Somewhat Strained Balance Sheet
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Güncellemesi • Jan 26
ARKO: Ongoing Share Repurchases Will Drive Future Undervaluation Correction
Analysts have kept their price target for Arko steady at US$8.50, reflecting unchanged views on fair value, discount rate, revenue trends and profit margins. Current expectations imply a forward P/E of about 50.5x.Analiz Güncellemesi • Jan 10
ARKO: Share Repurchases And Higher Margins Will Drive Future Undervaluation Correction
Analysts have lifted their fair value estimate for Arko from US$7.33 to US$8.50, reflecting updated assumptions around profit margins and the company’s future P/E profile. What's in the News The board has appointed Galagher Jeff as Chief Financial Officer and principal financial and accounting officer, effective December 1, 2025.Analiz Güncellemesi • Dec 26
ARKO: Future Profit Margins And Buybacks Will Support A Bullish Outlook
Analysts have modestly raised their price target on Arko to reflect a slightly richer profit outlook and marginally stronger valuation multiples, despite trimming near term revenue growth expectations. What's in the News The board has appointed seasoned retail and convenience sector executive Galagher Jeff as permanent Chief Financial Officer, effective December 1, 2025.Analiz Güncellemesi • Dec 11
ARKO: Share Repurchases Will Drive Future Undervaluation Correction
Analysts have modestly reiterated their conviction in Arko, maintaining a steady fair value estimate near 7 dollars and 33 cents per share. They continue to see stable discount rates, largely unchanged revenue growth expectations, and consistent profit margin and valuation assumptions supporting the current price target.Analiz Güncellemesi • Nov 27
ARKO: Share Buyback And CFO Appointment Will Drive Undervaluation Correction
Analysts have maintained their price target for Arko at $7.33. They cite stable underlying assumptions in revenue growth, profit margin, and discount rate, with no significant changes to the company’s outlook.Analiz Makalesi • Nov 27
Is It Too Late To Consider Buying Arko Corp. (NASDAQ:ARKO)?
Arko Corp. ( NASDAQ:ARKO ), is not the largest company out there, but it led the NASDAQCM gainers with a relatively...Analiz Güncellemesi • Nov 13
ARKO: Share Buyback And Leadership Update Will Support Fair Value Retention
Analysts have modestly adjusted Arko's price target and are maintaining its fair value at $7.33, based on updated views of revenue growth and improved profit margin forecasts. What's in the News Arko completed the repurchase of 934,491 shares from July 1, 2025 to September 30, 2025.Analiz Makalesi • Nov 09
Arko (NASDAQ:ARKO) Has Affirmed Its Dividend Of $0.03
Arko Corp.'s ( NASDAQ:ARKO ) investors are due to receive a payment of $0.03 per share on 1st of December. The dividend...Analiz Güncellemesi • Oct 30
Operational Improvements And Retail Momentum Will Drive Recovery And Narrow Market Discount
Arko’s analyst price target was revised downward from $10 to $8. Analysts cite better-than-expected EBITDA, improved retail sales trends, and operational improvements, while still acknowledging a steep discount valuation for the retail business.Analiz Güncellemesi • Oct 15
Foodservice And Digital Loyalty Will Drive Lasting Retail Resilience
Analysts have raised their fair value price target for Arko from $6.63 to $7.33 per share. They cite stronger-than-expected adjusted EBITDA, improving retail segment sales trends, and ongoing operational improvements as key factors in the upward revision.Seeking Alpha • Oct 10
Arko: Trapped Between Debt And Dealerization
Summary Arko trades at a steep discount to peers due to stagnant growth and a heavy debt load, despite being the 6th-largest US c-store operator. ARKO's debt ballooned through aggressive M&A, but recent strategy shifts focus on dealerization, margin improvement, and debt reduction rather than further acquisitions. A retail segment sale could unlock significant value, but the likelihood remains low; dealerization is the more probable path for operational improvement. Rating: Hold. Upside is limited unless a major sale is announced or dealerization drives EBITDA margins above 3.5%; expect low to mid-single-digit returns meanwhile. Read the full article on Seeking AlphaAnaliz Makalesi • Oct 08
These 4 Measures Indicate That Arko (NASDAQ:ARKO) 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 • Aug 31
Arko Corp. (NASDAQ:ARKO) Looks Just Right With A 25% Price Jump
Arko Corp. ( NASDAQ:ARKO ) shareholders have had their patience rewarded with a 25% share price jump in the last month...Analiz Güncellemesi • Aug 10
Foodservice And Digital Loyalty Will Drive Lasting Retail Resilience
Despite improved revenue growth and net profit margin forecasts, the analyst price target for Arko has been reduced from $7.12 to $6.62. What's in the News ARKO Corp.Analiz Makalesi • Aug 02
Arko's (NASDAQ:ARKO) Returns On Capital Are Heading Higher
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Analiz Makalesi • Jun 25
Is There An Opportunity With Arko Corp.'s (NASDAQ:ARKO) 49% Undervaluation?
Key Insights Arko's estimated fair value is US$9.37 based on 2 Stage Free Cash Flow to Equity Arko's US$4.79 share...Analiz Makalesi • May 30
Here's Why It's Unlikely That Arko Corp.'s (NASDAQ:ARKO) CEO Will See A Pay Rise This Year
Key Insights Arko will host its Annual General Meeting on 5th of June Salary of US$1.18m is part of CEO Arie Kotler's...Analiz Makalesi • May 15
There May Be Reason For Hope In Arko's (NASDAQ:ARKO) Disappointing Earnings
Arko Corp.'s ( NASDAQ:ARKO ) recent soft profit numbers didn't appear to worry shareholders, as the stock price showed...Analiz Makalesi • Mar 02
Arko (NASDAQ:ARKO) Has Affirmed Its Dividend Of $0.03
Arko Corp. ( NASDAQ:ARKO ) will pay a dividend of $0.03 on the 21st of March. Based on this payment, the dividend yield...Analiz Makalesi • Feb 14
Market Participants Recognise Arko Corp.'s (NASDAQ:ARKO) Earnings
Arko Corp.'s ( NASDAQ:ARKO ) price-to-earnings (or "P/E") ratio of 46.8x might make it look like a strong sell right...Analiz Makalesi • Dec 19
Arko (NASDAQ:ARKO) Will Be Hoping To Turn Its Returns On Capital Around
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analiz Makalesi • Nov 12
Arko (NASDAQ:ARKO) Is Due To Pay A Dividend Of $0.03
The board of Arko Corp. ( NASDAQ:ARKO ) has announced that it will pay a dividend of $0.03 per share on the 3rd of...
Yeni Analiz • Sep 24
Tactical Partnerships And Innovative Offerings Set To Bolster Revenue And Margins
Implementing vendor partnerships and fuel strategies alongside expanding higher-margin food services like pizzas and hot dogs suggests tactics for boosting revenue and margins.Analiz Makalesi • Sep 16
Is Arko (NASDAQ:ARKO) A Risky Investment?
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analiz Makalesi • Aug 10
Arko's (NASDAQ:ARKO) Dividend Will Be $0.03
Arko Corp. ( NASDAQ:ARKO ) will pay a dividend of $0.03 on the 30th of August. This means the dividend yield will be...Analiz Makalesi • Jul 17
Arko Corp. (NASDAQ:ARKO) Not Lagging Market On Growth Or Pricing
Arko Corp.'s ( NASDAQ:ARKO ) price-to-earnings (or "P/E") ratio of 24.4x might make it look like a sell right now...CEO Tazminat Analizi
| Tarih | Toplam Tazminat | Maaş | Şirket Kazançları |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$23m |
| Dec 31 2025 | US$5m | US$1m | US$17m |
| Sep 30 2025 | n/a | n/a | US$13m |
| Jun 30 2025 | n/a | n/a | US$9m |
| Mar 31 2025 | n/a | n/a | US$3m |
| Dec 31 2024 | US$5m | US$1m | US$15m |
| Sep 30 2024 | n/a | n/a | US$18m |
| Jun 30 2024 | n/a | n/a | US$30m |
| Mar 31 2024 | n/a | n/a | US$31m |
| Dec 31 2023 | US$6m | US$1m | US$29m |
| Sep 30 2023 | n/a | n/a | US$40m |
| Jun 30 2023 | n/a | n/a | US$44m |
| Mar 31 2023 | n/a | n/a | US$61m |
| Dec 31 2022 | US$7m | US$1m | US$66m |
| Sep 30 2022 | n/a | n/a | US$66m |
| Jun 30 2022 | n/a | n/a | US$77m |
| Mar 31 2022 | n/a | n/a | US$70m |
| Dec 31 2021 | US$6m | US$1m | US$53m |
| Sep 30 2021 | n/a | n/a | US$31m |
| Jun 30 2021 | n/a | n/a | US$7m |
| Mar 31 2021 | n/a | n/a | US$5m |
| Dec 31 2020 | US$2m | US$29k | US$10m |
| Sep 30 2020 | n/a | n/a | US$11m |
| Jun 30 2020 | n/a | n/a | -US$4m |
| Mar 31 2020 | n/a | n/a | -US$34m |
| Dec 31 2019 | US$787k | n/a | -US$44m |
Tazminat ve Piyasa: Arie 'nin toplam tazminatı ($USD 5.49M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.72M ).
Tazminat ve Kazançlar: Arie 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.
CEO
Arie Kotler (51 yo)
5.4yrs
Görev süresi
US$5,494,095
Tazminat
Mr. Arie Kotler is President, CEO & Chairman of ARKO Petroleum Corp. from July 2025. He has been the Chairman and Chief Executive Officer of Arko Corp. since December 22, 2020 and is its President since Ja...
Liderlik Ekibi
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman | 5.4yrs | US$5.49m | 11.1% $ 85.5m | |
| EVP, CFO | less than a year | US$663.13k | 0.036% $ 278.0k | |
| General Counsel & Secretary | 5.4yrs | US$1.37m | 0.18% $ 1.4m | |
| Executive Vice President of Business Development and M&A | 4.3yrs | US$1.46m | 0.22% $ 1.7m | |
| Chief Operating Officer | no data | US$696.15k | Veri yok | |
| Executive VP & CMO | no data | Veri yok | Veri yok | |
| Executive Vice President - Office of Chairman & CEO | 4.3yrs | US$588.42k | Veri yok | |
| Executive Vice President - Office of Chairman & CEO | 4.3yrs | US$559.46k | Veri yok |
4.3yrs
Ortalama Görev Süresi
52.5yo
Ortalama Yaş
Deneyimli Yönetim: ARKO 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.3 yıldır).
Yönetim Kurulu Üyeleri
| İsim | Pozisyon | Görev süresi | Tazminat | Sahiplik |
|---|---|---|---|---|
| Chairman | 5.4yrs | US$5.49m | 11.1% $ 85.5m | |
| Lead Independent Director | 5.4yrs | US$252.50k | 0.71% $ 5.5m | |
| Independent Director | less than a year | Veri yok | Veri yok | |
| Independent Non-Employee Director | 5.4yrs | US$235.00k | 0% $ 0 | |
| Independent Director | 2.9yrs | US$225.00k | 0% $ 0 | |
| Independent Director | 2.9yrs | US$225.00k | 0% $ 0 |
4.2yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş
Deneyimli Yönetim Kurulu: ARKO 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 4.2 yıldır).
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/05/11 18:15 |
| Gün Sonu Hisse Fiyatı | 2026/05/08 00:00 |
| Kazançlar | 2026/03/31 |
| 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 |
| |
| 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 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
Arko Corp. 5 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| Daniel Guglielmo | Capital One Securities, Inc. |
| Robert Griffin | Raymond James & Associates |
| Irene Nattel | RBC Capital Markets |