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MBB.DE$179.80+0.90%
Fair $179.80+0.0%

MBB.DE

MBB SE

Industrials / ConglomeratesXETRA

$179.80

+1.60 (+0.90%)

Fairly Valued+0.0%Fair Value $179.80Fund rank 34/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $137.7M · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

59/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · MBB.DELocal privado en este navegador · MBB SE
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$956M

P/E

18.1x

↑

EV/EBITDA

2.4x

↓

ROE

7.7%

↑

Gross Margin

50.2%

↑

Debt/Equity

0.09

↓
52-Week Range$180
$133$225

TradingView lightweight chart

MBB.DE price, volumen y niveles de valoración

Último $179.80Periodo +1509.7%
Fair value: $179.80

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+9.3%

FCF CAGR

—

FCF margin

14.6%

FCF / Net income

3.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.17B · net income $50.8M · FCF $171.3M

2022-FY → 2025-FY

Gross margin

50.2%+10.6% pts

Operating margin

11.5%+8.7% pts

Net margin

4.3%+3.0% pts

FCF margin

14.6%+15.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.17B$1.17B$1.07B$954.6M$896.5M
Net Income$50.8M$50.8M$37.7M$12.2M$11.8M
EBITDA$214.2M$214.2M$151.1M$82.5M$88.6M
EPS9.519.516.932.102.00
Gross Margin50.2%50.2%45.5%38.5%39.6%
Operating Margin11.5%11.5%7.8%1.4%2.8%
Net Margin4.3%4.3%3.5%1.3%1.3%
Balance Sheet
Debt/Equity0.090.090.110.100.12
Current Ratio3.173.17———
Cash Flow
Free Cash Flow$171.3M$171.3M$137.7M$78.1M$-8.9M
Returns
ROE7.7%7.7%6.7%2.2%2.2%
Valuation
P/E18.0918.0914.6943.5249.20
EV/EBITDA2.372.371.493.263.38
P/B1.451.450.990.951.10
Growth & Yield
Revenue Growth9.5%9.5%11.9%6.5%—
EPS Growth37.2%37.2%230.0%5.0%—
Dividend Yield0.7%0.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

18.8%

exigente

EPS terminal req.

$15.95

Spread vs growth

18.4%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$19.30

Spread vs growth

22.0%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$31.09

Spread vs growth

24.7%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +20.7%

Total return

+20.7%

Start / end P/E

21.6x → 18.9x

EPS bridge

6.93 → 9.51

Residual

-4.7%

EPS growth+37.2%
Multiple rerating-12.5%
Dividend+0.7%
Residual / FX / buybacks / cross-term-4.7%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.