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MUB.DE$40.00-0.50%
Fair $40.00+0.0%

MUB.DE

Mühlbauer Holding AG

Technology / Computer HardwareXETRA

$40.00

-0.20 (-0.50%)

Fairly Valued+0.0%Fair Value $40.00Fund rank 22/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Low Profitability

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $2.7M · quality 28.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

31/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · MUB.DELocal privado en este navegador · Mühlbauer Holding AG
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

$568M

P/E

22.0x

↑

EV/EBITDA

10.4x

↓

ROE

4.5%

↓

Gross Margin

54.6%

↑

Debt/Equity

N/A

•
52-Week Range$40
$35$46

TradingView lightweight chart

MUB.DE price, volumen y niveles de valoración

Último $40.00Periodo -1.2%
Fair value: $40.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+13.5%

FCF CAGR

+30.3%

FCF margin

5.4%

FCF / Net income

2.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $532.1M · net income $11.5M · FCF $28.9M

2021-FY → 2024-FY

Gross margin

54.6%-18.0% pts

Operating margin

5.3%-17.0% pts

Net margin

2.2%-14.0% pts

FCF margin

5.4%+1.8% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$532.1M$532.1M$473.7M$338.9M$364.3M
Net Income$11.5M$11.5M$48.4M$-3.0M$58.9M
EBITDA$48.1M$48.1M$96.4M$34.5M$93.5M
EPS0.800.803.40-0.204.13
Gross Margin54.6%54.6%70.5%73.5%72.5%
Operating Margin5.3%5.3%16.3%3.0%22.3%
Net Margin2.2%2.2%10.2%-0.9%16.2%
Cash Flow
Free Cash Flow$28.9M$28.9M$-18.1M$2.7M$13.1M
Returns
ROE4.5%4.5%19.0%-1.3%23.6%
Valuation
P/E21.9821.9816.32—13.56
EV/EBITDA10.3510.357.6722.407.49
P/B2.212.213.093.793.19
Growth & Yield
Revenue Growth12.3%12.3%39.8%-7.0%—
EPS Growth-76.5%-76.5%1800.0%-104.8%—
Dividend Yield3.8%3.8%———

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

Margins (%)

Returns (%)

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

3Y implied EPS CAGR

64.3%

muy exigente

EPS terminal req.

$3.55

Spread vs growth

-140.8%

5Y implied EPS CAGR

39.9%

muy exigente

EPS terminal req.

$4.29

Spread vs growth

-116.4%

10Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$6.92

Spread vs growth

-100.5%

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 -4.1%

Total return

-4.1%

Start / end P/E

12.8x → 50.0x

EPS bridge

3.40 → 0.80

Residual

-223.1%

EPS growth-76.5%
Multiple rerating+291.7%
Dividend+3.8%
Residual / FX / buybacks / cross-term-223.1%

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.