STXSeagate Technology Holdings plc
Takeover signals
What an activist or buyer would see: cheap, overpaid, diluted or under pressure.
1of 15 firedHow well they predict deals →
- TSR below peersYes3 of 5 years3+ of last 5 years
14 other checks
- High CEO pay despite TSRNo$14M medianMedian CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowNo—Buybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo—Any vote under 80% support
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo—Bottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo—Market cap $500M–$5B
- Recurring revenueNo2 of 1010-K business scored 7+ of 10 for recurring revenue
- AI-rollup shapedNo0 of 1010-K business scored 5+ of 10 as an AI-rollup target
- Active 13DNo0 filingsActive-intent 13D in 18 months
- Net insider sellingNo$0 netNet sales over $10M in 12 months
Deal filings
| Filed | Form | Acquirer | Price | Premium |
|---|---|---|---|---|
| Mar 3, 2021 | DEFM14A | — | $70.00 | 25% |
Key numbers
- Revenue
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- Operating margin
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- EBITDA
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- Net debt / EBITDA
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Financials
No XBRL financials yet.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $27M | $606M | 1094 | 250 |
| FY2025 | $17M | $57M | 187 | 153 |
| FY2024 | $14M | $31M | 133 | 157 |
| FY2023 | $11M | $5M | 77 | 140 |
| FY2022 | $13M | $4M | 82 | 100 |