MBB Performance degli utili passati
Criteri Il passato verificati 4/6
MBB ha registrato una crescita degli utili a un tasso medio annuo di 58.6%, mentre il settore Industrials ha registrato utili in crescita a un tasso medio annuo di 3.9%. I ricavi sono stati in crescita a un tasso medio annuo di 12.2%. Il ritorno sul capitale proprio di MBB è 12.1% e ha margini netti di 4.5%.
Informazioni chiave
58.58%
Tasso di crescita degli utili
59.75%
Tasso di crescita dell'EPS
| Industrials Crescita del settore | 6.90% |
| Tasso di crescita dei ricavi | 12.16% |
| Rendimento del capitale proprio | 12.08% |
| Margine netto | 4.47% |
| Prossimo aggiornamento sugli utili | 13 Aug 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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.Articolo di analisi • 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...
Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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).Aggiornamento della narrazione • 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).Articolo di analisi • 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...Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Articolo di analisi • 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...Aggiornamento della narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...
Nuova narrazione • 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.Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Articolo di analisi • 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...Ripartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come MBB guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 1,186 | 53 | 356 | 1 |
| 31 Dec 25 | 1,203 | 51 | 354 | 1 |
| 30 Sep 25 | 1,194 | 54 | 326 | 0 |
| 30 Jun 25 | 1,171 | 39 | 324 | 0 |
| 31 Mar 25 | 1,143 | 37 | 317 | 0 |
| 31 Dec 24 | 1,084 | 38 | 309 | 0 |
| 30 Sep 24 | 1,047 | 27 | 299 | 0 |
| 30 Jun 24 | 1,016 | 24 | 286 | 0 |
| 31 Mar 24 | 981 | 19 | 276 | 0 |
| 31 Dec 23 | 977 | 12 | 268 | 0 |
| 30 Sep 23 | 974 | 4 | 263 | 0 |
| 30 Jun 23 | 969 | 9 | 257 | 0 |
| 31 Mar 23 | 948 | 11 | 253 | 0 |
| 31 Dec 22 | 920 | 12 | 248 | 0 |
| 30 Sep 22 | 820 | 12 | 237 | 0 |
| 30 Jun 22 | 734 | 6 | 229 | 0 |
| 31 Mar 22 | 710 | 8 | 223 | 0 |
| 31 Dec 21 | 693 | -12 | 218 | 0 |
| 30 Sep 21 | 709 | -6 | 229 | 0 |
| 30 Jun 21 | 716 | -5 | 228 | 0 |
| 31 Mar 21 | 692 | -10 | 223 | 0 |
| 31 Dec 20 | 705 | 13 | 225 | 0 |
| 30 Sep 20 | 710 | 13 | 204 | 0 |
| 30 Jun 20 | 680 | 26 | 192 | 0 |
| 31 Mar 20 | 644 | 27 | 174 | 0 |
| 31 Dec 19 | 599 | 27 | 155 | 0 |
| 30 Sep 19 | 539 | 25 | 139 | 0 |
| 30 Jun 19 | 516 | 14 | 130 | 0 |
| 31 Mar 19 | 523 | 15 | 128 | 0 |
| 31 Dec 18 | 514 | 15 | 123 | 0 |
| 30 Sep 18 | 505 | 14 | 119 | 0 |
| 30 Jun 18 | 462 | 12 | 110 | 0 |
| 31 Mar 18 | 430 | 12 | 101 | 0 |
| 31 Dec 17 | 410 | 14 | 94 | 0 |
| 30 Sep 17 | 378 | 13 | 86 | 0 |
| 30 Jun 17 | 372 | 15 | 83 | 0 |
| 31 Mar 17 | 356 | 16 | 80 | 0 |
| 31 Dec 16 | 335 | 14 | 77 | 0 |
| 30 Sep 16 | 310 | 14 | 72 | 0 |
| 30 Jun 16 | 289 | 13 | 68 | 0 |
| 31 Mar 16 | 273 | 12 | 65 | 0 |
| 31 Dec 15 | 257 | 12 | 62 | 0 |
| 30 Sep 15 | 255 | 12 | 60 | 0 |
| 30 Jun 15 | 256 | 13 | 59 | 0 |
Guadagni di qualità: MBB ha guadagni di alta qualità.
Margine di profitto in crescita: Gli attuali margini di profitto netti di MBB (4.5%) MBB sono più alti rispetto allo scorso anno (3.3%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: MBB è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 58.6% all'anno.
Accelerare la crescita: La crescita degli utili di MBB nell'ultimo anno ( 42.1% ) è inferiore alla media quinquennale ( 58.6% all'anno).
Guadagni vs Settore: La crescita degli utili MBB nell'ultimo anno ( 42.1% ) ha superato la percentuale del settore Industrials 11.8%.
Rendimento del capitale proprio
ROE elevato: Il Return on Equity ( 12.1% ) di MBB è considerato basso.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/25 01:27 |
| Prezzo dell'azione a fine giornata | 2026/05/25 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
MBB SE è coperta da 4 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Gerhard Orgonas | Berenberg |
| Gunnar Cohrs | Hauck Aufhäuser Investment Banking |
| Klaus Breitenbach | ODDO BHF Corporate & Markets |