Added to YB: 2026-09-08
Pitch date: 2026-09-05
MBGL [bullish]
Mobility Global, Inc.
Author Info
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Company Info
Mobility Global, Inc. provides mobility intelligence, offering critical data and analytics across the full vehicle lifecycle.
Market Cap
$6.1B
Pitch Price
N/A
Price Target
N/A
Dividend
1.17%
EV/EBITDA
10.91
P/E
29.60
EV/Sales
4.35
Sector
Professional Services
Category
special_situation
Mobility Global: special spin-off situation
MBGL (added to position): Mobility Global shares received in the spin-off were retained and the position increased around $19 after forced selling pushed the stock from $21 to below $19 and left its valuation below data-provider comparables. The former S&P Global automotive-data unit derives roughly 82% of revenue from subscriptions and 70% from the used-car market, supporting 8-9% annual organic growth even during automotive downturns. It remains lower quality than S&P Global, but market fears that AI will eliminate the business helped create the attractive valuation.
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