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MBB SEInforme acción XTRA:MBB

Capitalización bursátil €978.1m
Precio de las acciones
€184.00
€240.63
23.5% infravalorado descuento intrínseco
1Y21.2%
7D-1.4%
1D
Valor de la cartera
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MBB SE

Informe acción XTRA:MBB

Capitalización de mercado: €978.1m

MBB (MBB) Resumen de Acciones

MBB SE, junto con sus filiales, se dedica a la adquisición y gestión de medianas empresas, principalmente en los sectores tecnológico y de ingeniería, en Alemania y a escala internacional. Saber más

Análisis fundamental de MBB
Puntuación del snowflake
Valoración4/6
Crecimiento futuro1/6
Rendimiento pasado4/6
Salud financiera6/6
Dividendos0/6

Recompensas

Análisis de riesgos

No se han detectado riesgos en MBB a partir de nuestros controles de riesgos.

MBB Community Fair Values

Create Narrative

See what 10 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de MBB SE

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del MBB
Precios históricos de las acciones
Precio actual de la acción€186.20
Máximo en las últimas 52 semanas€225.00
Mínimo de 52 semanas€132.80
Beta1.12
Cambio en 1 mes-3.52%
Variación en 3 meses-10.70%
Cambio de 1 año21.22%
Variación en 3 años131.02%
Variación en 5 años43.67%
Variación desde la OPV1,566.97%

Noticias y actualizaciones recientes

Actualización de narrativa May 14

MBB: Dividend And 2026 Revenue Guidance Will Support Future Upside

Analysts have kept the MBB fair value estimate steady at €285.90, as slightly lower discount rate assumptions, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E input are viewed as offsetting factors in the updated price target work. What's in the News MBB SE announced an annual dividend of €1.21 per share, payable on June 8, 2026, with an ex-date of June 4, 2026 and record date of June 5, 2026 (Key Developments).

Recent updates

Actualización de narrativa May 14

MBB: Dividend And 2026 Revenue Guidance Will Support Future Upside

Analysts have kept the MBB fair value estimate steady at €285.90, as slightly lower discount rate assumptions, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E input are viewed as offsetting factors in the updated price target work. What's in the News MBB SE announced an annual dividend of €1.21 per share, payable on June 8, 2026, with an ex-date of June 4, 2026 and record date of June 5, 2026 (Key Developments).
Actualización de narrativa Apr 21

MBB: Dividend Outlook And 2026 Revenue Guidance Will Support Future Upside

Analysts are keeping their price target for MBB steady at €285.90, making only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E. These adjustments reflect small refinements to their outlook rather than a major shift in view.
Artículo de análisis Apr 09

MBB's (ETR:MBB) Solid Earnings Are Supported By Other Strong Factors

Even though MBB SE ( ETR:MBB ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says that...
Actualización de narrativa Apr 07

MBB: Dividend Outlook And Margin Assumptions Will Support Future Upside

Analysts have trimmed their price target on MBB from about €249 to about €241, reflecting updated assumptions that combine more modest revenue growth with a slightly higher discount rate, a somewhat stronger profit margin outlook, and a lower future P/E. What's in the News MBB SE announced an annual dividend of €1.21 per share, payable on June 8, 2026, with an ex-date of June 4, 2026, and a record date of June 5, 2026 (Key Developments).
Artículo de análisis Apr 06

Does MBB (ETR:MBB) Deserve A Spot On Your Watchlist?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Actualización de narrativa Mar 24

MBB: Share Repurchases And Stable Assumptions Will Support Future Upside

Analysts have kept their price target for MBB essentially unchanged at €248.97, citing only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. Valuation Changes Fair Value: €248.97 remains unchanged, indicating no adjustment to the central valuation estimate.
Actualización de narrativa Mar 09

MBB: Share Repurchases And Stable Assumptions Will Support Future Upside

Analysts have kept their price target for MBB broadly steady at €248.97, with slightly lower discount rate and P/E assumptions. This highlights a small adjustment in how they weigh the risk and valuation profile rather than any major change in the earnings outlook.
Actualización de narrativa Feb 22

MBB: Share Buybacks Will Support Future Upside In Earnings Quality

Analysts have adjusted their price target on MBB to €285.90. Updated assumptions around discount rate, revenue growth, profit margin, and future P/E now feed into a refreshed valuation narrative.
Artículo de análisis Feb 12

MBB SE's (ETR:MBB) Share Price Could Signal Some Risk

When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider MBB...
Actualización de narrativa Feb 07

MBB: Share Repurchases Will Support Future Upside

Analysts are maintaining their fair value estimate for MBB at $248.97. A slightly higher discount rate and a modestly higher assumed future P/E multiple of 33.69x help support a generally consistent outlook on the shares.
Actualización de narrativa Jan 24

MBB: Share Repurchases And Disciplined M&A Will Support Future Upside

Analysts have increased their price target on MBB by about $18 to $248.97, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News MBB SE has commenced share repurchases under an existing authorization from the May 28, 2019 Annual General Meeting, which allows the company to purchase its own shares (Key Developments).
Artículo de análisis Jan 15

When Should You Buy MBB SE (ETR:MBB)?

MBB SE ( ETR:MBB ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past couple...
Actualización de narrativa Jan 09

MBB: Disciplined M&A And Upgraded Earnings Outlook Will Support Bullish Upside

The analyst price target for MBB has been updated from US$246.50 to US$285.90, with analysts pointing to revised assumptions for the discount rate, revenue growth, profit margin and future P/E as the drivers of this change. What's in the News MBB SE plans to look for M&A targets for both its subsidiary companies and the parent company, with management emphasizing a cautious, conservative approach and a focus on not overpaying and fully understanding each business (Key Developments).
Actualización de narrativa Dec 23

MBB: Disciplined Acquisitions And Higher Guidance Will Drive Future Upside

Analysts have modestly raised their price target for MBB to approximately $230.63 per share, citing slightly lower discount rate assumptions and marginally improved long term growth and profitability expectations that support a richer, but still disciplined, future earnings multiple. What's in the News MBB SE raised its 2025 revenue guidance to a range of €1.1 billion to €1.2 billion, up from the previous €1.0 billion to €1.1 billion, reflecting stronger than expected performance in the first nine months of the fiscal year (Corporate guidance).
Artículo de análisis Dec 16

An Intrinsic Calculation For MBB SE (ETR:MBB) Suggests It's 42% Undervalued

Key Insights MBB's estimated fair value is €353 based on 2 Stage Free Cash Flow to Equity MBB is estimated to be 42...
Actualización de narrativa Dec 09

MBB: Raised Revenue Guidance And Disciplined Acquisitions Will Drive Future Upside

Analysts have nudged their price target on MBB slightly higher to approximately $230.63. This reflects marginally lower discount rate assumptions and steady long term expectations for revenue growth, profit margins, and future valuation multiples.
Actualización de narrativa Nov 25

MBB: Rising Earnings Guidance And Cautious Acquisitions Will Drive Future Gains

Analysts have revised their price target for MBB, maintaining fair value at $230.63 while factoring in higher discount rates and a more conservative outlook on revenue growth, profit margins, and future price-to-earnings ratios. This reflects more cautious near-term expectations for the company.
Actualización de narrativa Nov 05

MBB: Revenue Confidence And Rising Profit Margins Will Drive Future Gains

Analysts have revised their price target for MBB from $217.50 to $230.63. This change reflects increased profit margin expectations and a lower discount rate in their updated valuation model.
Artículo de análisis Oct 28

What MBB SE's (ETR:MBB) P/E Is Not Telling You

With a price-to-earnings (or "P/E") ratio of 27.3x MBB SE ( ETR:MBB ) may be sending bearish signals at the moment...
Actualización de narrativa Oct 22

Analysts Lift MBB Price Target as Revenue Outlook Improves Despite Margin Pressure

Analysts have raised their price target for MBB from $215.83 to $217.50. They cite updated expectations for higher revenue growth, even though profit margins are projected to be lower and the future price-to-earnings ratio is expected to be higher.
Artículo de análisis Oct 07

Does MBB (ETR:MBB) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Artículo de análisis Aug 22

MBB's (ETR:MBB) Strong Earnings Are Of Good Quality

MBB SE's ( ETR:MBB ) earnings announcement last week was disappointing for investors, despite the decent profit...
Artículo de análisis Aug 15

MBB (ETR:MBB) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Artículo de análisis Jul 25

What MBB SE's (ETR:MBB) 26% Share Price Gain Is Not Telling You

MBB SE ( ETR:MBB ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. Looking back...
Artículo de análisis Jul 18

Estimating The Fair Value Of MBB SE (ETR:MBB)

Key Insights Using the 2 Stage Free Cash Flow to Equity, MBB fair value estimate is €188 MBB's €160 share price...
Artículo de análisis May 14

We Like These Underlying Return On Capital Trends At MBB (ETR:MBB)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis Apr 02

MBB SE's (ETR:MBB) Shares Climb 37% But Its Business Is Yet to Catch Up

MBB SE ( ETR:MBB ) shares have continued their recent momentum with a 37% gain in the last month alone. The last 30...
Artículo de análisis Mar 18

Does MBB (ETR:MBB) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
User avatar
Nueva narrativa Jan 29

Focusing On Energy Transition And Cybersecurity Aligns With Global Trends And Will Secure Future Success

MBB's investments in subsidiaries and order backlogs foster potential acquisitions and internal growth, enhancing overall earnings.
Artículo de análisis Nov 20

We Think MBB's (ETR:MBB) Profit Is Only A Baseline For What They Can Achieve

MBB SE ( ETR:MBB ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that...
Artículo de análisis Apr 26

MBB (ETR:MBB) Is Paying Out A Larger Dividend Than Last Year

MBB SE ( ETR:MBB ) will increase its dividend from last year's comparable payment on the 13th of June to €1.01. Even...
Artículo de análisis Apr 03

MBB's (ETR:MBB) Solid Earnings Have Been Accounted For Conservatively

The market seemed underwhelmed by last week's earnings announcement from MBB SE ( ETR:MBB ) despite the healthy...
Artículo de análisis Nov 16

Is MBB (ETR:MBB) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

Rentabilidad de los accionistas

MBBDE IndustrialsMercado DE
7D-1.4%6.1%2.8%
1Y21.2%23.3%1.4%

Rentabilidad vs. Industria: Los resultados de MBB fueron inferiores a los de la industria German Industrials, que obtuvo un rendimiento del 23.3% el año pasado.

Rentabilidad vs. Mercado: MBB superó al mercado German, que obtuvo un rendimiento del 1.4% el año pasado.

Volatilidad de los precios

Is MBB's price volatile compared to industry and market?
MBB volatility
MBB Average Weekly Movement6.1%
Industrials Industry Average Movement6.0%
Market Average Movement6.0%
10% most volatile stocks in DE Market12.8%
10% least volatile stocks in DE Market2.7%

Precio estable de las acciones: MBB no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado German.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MBB (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19954,473n/awww.mbb.com

MBB SE, junto con sus filiales, se dedica a la adquisición y gestión de medianas empresas, principalmente en los sectores de tecnología e ingeniería, en Alemania y a escala internacional. Opera a través de los segmentos de Servicios e Infraestructuras, Aplicaciones Tecnológicas y Bienes de Consumo. El segmento de Servicios e Infraestructuras se dedica a la prestación de servicios de seguridad informática y en la nube, así como a operaciones en el campo de la ingeniería de tuberías y plantas para aplicaciones de gas, redes eléctricas e hidrógeno.

Resumen de fundamentos de MBB SE

¿Cómo se comparan los beneficios e ingresos de MBB con su capitalización de mercado?
Estadísticas fundamentales de MBB
Capitalización bursátil€978.12m
Beneficios(TTM)€53.06m
Ingresos (TTM)€1.19b
18.4x
Ratio precio-beneficio (PE)
0.8x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MBB
Ingresos€1.19b
Coste de los ingresos€573.46m
Beneficio bruto€612.85m
Otros gastos€559.78m
Beneficios€53.06m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 13, 2026

Beneficios por acción (BPA)10.10
Margen bruto51.66%
Margen de beneficio neto4.47%
Ratio deuda/patrimonio3.4%

¿Cómo se ha desempeñado MBB a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

0.6%
Rentabilidad actual por dividendo
12%
Ratio de pagos
¿Cuándo hay que comprar MBB para recibir un próximo dividendo?
fechas de dividendos de MBB
Fecha ex dividendoJun 04 2026
Fecha de pago de dividendosJun 08 2026
Días hasta ex dividendo7 days
Días hasta la fecha de pago de dividendos11 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/26 18:26
Precio de las acciones al final del día2026/05/26 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

MBB SE está cubierta por 4 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gerhard OrgonasBerenberg
Gunnar CohrsHauck Aufhäuser Investment Banking
Klaus BreitenbachODDO BHF Corporate & Markets