Added to YB: 2025-04-15
Pitch date: 2025-04-12
MBB.F [neutral]
MBB SE
+34.06%
current return
Author Info
The Outsiders' Corner is looking for businesses able to reinvest capital at high returns, for a long time. Sign up for the newsletter.
Company Info
MBB SE, together with its subsidiaries, engages in the acquisition and management of medium-sized companies in Germany and internationally.
Market Cap
EUR 957.1M
Pitch Price
EUR 144.11
Price Target
N/A
Dividend
0.66%
EV/EBITDA
2.96
P/E
19.16
EV/Sales
0.52
Sector
Industrial Conglomerates
Category
value
MBB - 2024 Update
MBB.F (update): German holding co. up 40% YTD. Q4: Rev +12%, EBITDA +86%, EPS +186%. €553M net cash. Vorwerk (49.5% stake) booming w/ €1.2B order book. New mgmt (founder returning). Trades at discount to sum-of-parts. Risks: mgmt change, Aumann/Delignit cyclicality. Catalysts: Vorwerk growth, cash deployment.
Read full article (9 min)