Added to YB: 2025-04-04
Pitch date: 2025-04-02
MBR.WA [bullish]
Mo-BRUK S.A.
+7.7%
current return
Author Info
The Dutch Investors are a team of four seasoned, passionate inversores uncovering the world's top businesses. They bring you 52 in-depth stock analyses each year! Sign up for the newsletter.
Company Info
Mo-BRUK S.A. processes industrial, hazardous, and municipal waste in Poland, Germany, Italy, Slovenia, Denmark, Romania, and Lithuania.
Market Cap
PLN 1.0B
Pitch Price
PLN 292.95
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.76
P/E
N/A
EV/Sales
3.71
Sector
Commercial Services and Supplies
Category
value
Mo-Bruk: A highly profitable garbage company
MBR.WA: Polish waste processor w/ 30% incineration mkt share. High barriers to entry, gov't partnerships, patents. 3 segments: incineration, stabilization, RDF. Doubled prices in 5 yrs. Proprietary resources: favorable locations, gov't treatment, tech. Strong moat in unattractive industry. Undervalued due to low investor interest.
Read full article (3 min)