Added to YB: 2025-10-29
Pitch date: 2025-10-27
MUM.DE [bullish]
Mensch und Maschine Software SE
+2.97%
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 43.75
Price Target
N/A
Dividend
4.32%
EV/EBITDA
13.36
P/E
24.70
EV/Sales
3.16
Sector
Software
Category
value
Why shouldn't MuM work out well from here?
MUM.DE: German CAD/CAM software leader w/ hyperMILL (40% earnings) + Autodesk VAS. 20x PE vs 30x historic median. New Autodesk commission model boosts margins while reducing revenues. Targets 5-7% gross profit growth 2025, EPS >360¢ by 2028-29. AI-resistant moat, 21% EBIT margin w/ leverage potential, 4.8% dividend + buybacks.
Read full article (6 min)