Added to YB: 2025-09-10
Pitch date: 2025-09-08
MUM.DE [bullish]
Mensch und Maschine Software SE
-4.24%
current return
Author Info
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Company Info
Mensch und Maschine Software SE provides computer aided design, manufacturing, and engineering, product data management, and building information modeling/management solutions in Germany, Austria, Switzerland, the United Kingdom, Italy, France, Hungary, and internationally.
Market Cap
EUR 712.6M
Pitch Price
EUR 47.20
Price Target
N/A
Dividend
4.32%
EV/EBITDA
13.36
P/E
24.70
EV/Sales
3.16
Sector
Software
Category
dividend
Consolidating German dividend growth monster: Mensch und Maschine Quality Score
MUM.DE: German AEC software co w/ 50%+ insider ownership. 9% 5yr revenue CAGR (15% ex-Autodesk commission shift), 28% ROIC, 25% 5yr median ROIC. Margins expanded significantly. 4% dividend yield, negative working capital. Secular digitization tailwinds in construction. Risk: Autodesk dependency limits moat.
Read full article (6 min)