Added to YB: 2026-04-14
Pitch date: 2026-04-10
MBB.DE [neutral]
MBB SE
+3.09%
current return
Author Info
No bio for this author
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 181.40
Price Target
202.00 (+11%)
Dividend
0.66%
EV/EBITDA
2.96
P/E
19.16
EV/Sales
0.52
Sector
Industrial Conglomerates
Category
value
MBB's record figures leave us wanting more
MBB.DE (update): Record 2025: rev €1.17B (+10% YoY), op profit €217M (+46%), 18.6% margin (Q4: 24%). Vorwerk driving growth on energy infrastructure demand; reduced stake to <40% for liquidity. Aumann facing auto slowdown but staying profitable w/ strong cash to gain share. €750M+ net cash for M&A (seeking €5M+ EBIT targets). 2026 guide: €1.1-1.2B rev, 15-18% margin. Intrinsic value €202/share vs €182 price; 2,200% return since 2006 IPO.
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