View ValuationMobimo Holding 将来の成長Future 基準チェック /06Mobimo Holdingの収益と利益は、それぞれ年間29.4%と14%減少すると予測されています。EPS は年間14.4%で 減少すると予想されています。自己資本利益率は 3 年後に4.9%になると予測されています。主要情報-14.0%収益成長率-14.41%EPS成長率Real Estate 収益成長-6.6%収益成長率-29.4%将来の株主資本利益率4.85%アナリストカバレッジLow最終更新日08 May 2026今後の成長に関する最新情報Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.すべての更新を表示Recent updatesお知らせ • Apr 14Mobimo Holding AG to Report Fiscal Year 2026 Final Results on Feb 12, 2027Mobimo Holding AG announced that they will report fiscal year 2026 final results on Feb 12, 2027Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (2.7%).お知らせ • Mar 09Mobimo Holding AG, Annual General Meeting, Mar 31, 2026Mobimo Holding AG, Annual General Meeting, Mar 31, 2026, at 17:00 W. Europe Standard Time.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.Declared Dividend • Feb 18Dividend of CHF10.25 announcedDividend of CHF10.25 is the same as last year. Ex-date: 2nd April 2026 Payment date: 8th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 53% over the next 3 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Feb 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CHF26.35 (up from CHF17.26 in FY 2024). Revenue: CHF353.8m (up 37% from FY 2024). Net income: CHF192.9m (up 54% from FY 2024). Profit margin: 55% (up from 49% in FY 2024). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to decline by 46% p.a. on average during the next 2 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • Feb 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 354% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Large one-off items impacting financial results.お知らせ • Feb 14Peter Schaub Not to Stand for Re-Election as Chairman of Mobimo Holding AGMobimo Holding AG announced that Peter Schaub, who is not standing for re-election after seven years as Chairman and a total of 18 years on the Board of Directors. Peter Schaub has shaped Mobimo’s strategic development with foresight and integrity over many years.お知らせ • Jan 12Mobimo Holding AG to Report First Half, 2026 Results on Aug 07, 2026Mobimo Holding AG announced that they will report first half, 2026 results on Aug 07, 2026分析記事 • Nov 26Benign Growth For Mobimo Holding AG (VTX:MOBN) Underpins Its Share PriceMobimo Holding AG's ( VTX:MOBN ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right now...分析記事 • Nov 06Here's Why Mobimo Holding (VTX:MOBN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • Sep 04We Think Mobimo Holding (VTX:MOBN) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.Reported Earnings • Aug 11First half 2025 earnings released: EPS: CHF15.13 (vs CHF9.04 in 1H 2024)First half 2025 results: EPS: CHF15.13 (up from CHF9.04 in 1H 2024). Revenue: CHF161.5m (up 42% from 1H 2024). Net income: CHF109.8m (up 67% from 1H 2024). Profit margin: 68% (up from 58% in 1H 2024). Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.分析記事 • Apr 19Getting In Cheap On Mobimo Holding AG (VTX:MOBN) Is UnlikelyWith a median price-to-earnings (or "P/E") ratio of close to 19x in Switzerland, you could be forgiven for feeling...お知らせ • Apr 10Mobimo Holding AG to Report Fiscal Year 2025 Results on Feb 13, 2026Mobimo Holding AG announced that they will report fiscal year 2025 results on Feb 13, 2026Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (3.2%).分析記事 • Mar 25Here's Why Mobimo Holding AG's (VTX:MOBN) CEO Compensation Is The Least Of Shareholders' ConcernsKey Insights Mobimo Holding to hold its Annual General Meeting on 31st of March Salary of CHF603.0k is part of CEO...お知らせ • Mar 10Mobimo Holding AG, Annual General Meeting, Mar 31, 2025Mobimo Holding AG, Annual General Meeting, Mar 31, 2025, at 17:00 W. Europe Standard Time.分析記事 • Mar 03Mobimo Holding's (VTX:MOBN) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Mobimo Holding AG ( VTX:MOBN ) has announced that it will be paying its dividend of CHF10.25 on the 4th of...Declared Dividend • Mar 03Dividend increased to CHF10.25Dividend of CHF10.25 is 2.5% higher than last year. Ex-date: 2nd April 2025 Payment date: 4th April 2025 Dividend yield will be 3.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 9.8% over the next 3 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.分析記事 • Feb 21Shareholders Shouldn’t Be Too Comfortable With Mobimo Holding's (VTX:MOBN) Strong EarningsDespite posting strong earnings, Mobimo Holding AG's ( VTX:MOBN ) stock didn't move much over the last week. We looked...New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.分析記事 • Feb 18New Forecasts: Here's What Analysts Think The Future Holds For Mobimo Holding AG (VTX:MOBN)Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...Reported Earnings • Feb 16Full year 2024 earnings released: EPS: CHF17.26 (vs CHF6.43 in FY 2023)Full year 2024 results: EPS: CHF17.26 (up from CHF6.43 in FY 2023). Revenue: CHF255.4m (up 7.8% from FY 2023). Net income: CHF125.2m (up 168% from FY 2023). Profit margin: 49% (up from 20% in FY 2023). Revenue is expected to fall by 3.2% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.分析記事 • Nov 23Mobimo Holding AG's (VTX:MOBN) P/E Is On The MarkWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.Reported Earnings • Aug 05First half 2024 earnings: EPS exceeds analyst expectationsFirst half 2024 results: EPS: CHF9.04 (up from CHF4.72 in 1H 2023). Revenue: CHF113.5m (up 13% from 1H 2023). Net income: CHF65.6m (up 92% from 1H 2023). Profit margin: 58% (up from 34% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 6.7% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Aug 02Mobimo Holding AG to Report First Half, 2025 Results on Aug 08, 2025Mobimo Holding AG announced that they will report first half, 2025 results on Aug 08, 2025お知らせ • May 19Mobimo Holding AG to Report Fiscal Year 2024 Results on Feb 14, 2025Mobimo Holding AG announced that they will report fiscal year 2024 results on Feb 14, 2025Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Stephane Maye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 21Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (3.8%).分析記事 • Feb 12There May Be Reason For Hope In Mobimo Holding's (VTX:MOBN) Disappointing EarningsSoft earnings didn't appear to concern Mobimo Holding AG's ( VTX:MOBN ) shareholders over the last week. Our analysis...New Risk • Feb 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (20% net profit margin).分析記事 • Nov 16Here's Why Mobimo Holding (VTX:MOBN) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 39% Last year net profit margin: 61% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 7.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (39% net profit margin).お知らせ • Aug 06Mobimo Holding AG to Report First Half, 2024 Results on Aug 02, 2024Mobimo Holding AG announced that they will report first half, 2024 results on Aug 02, 2024Upcoming Dividend • Apr 06Upcoming dividend of CHF10.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (3.6%).分析記事 • Apr 05Shareholders Will Probably Not Have Any Issues With Mobimo Holding AG's (VTX:MOBN) CEO CompensationKey Insights Mobimo Holding will host its Annual General Meeting on 11th of April Total pay for CEO Daniel Ducrey...分析記事 • Mar 20Mobimo Holding (VTX:MOBN) Has Affirmed Its Dividend Of CHF10.00Mobimo Holding AG ( VTX:MOBN ) has announced that it will pay a dividend of CHF10.00 per share on the 17th of April...お知らせ • Feb 11Mobimo Holding AG to Report First Half, 2023 Results on Aug 04, 2023Mobimo Holding AG announced that they will report first half, 2023 results on Aug 04, 2023Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.お知らせ • Dec 17Mobimo Holding AG Appoints Jörg Brunner as Chief Financial OfficerThe Board of Directors of Mobimo Holding AG has appointed Jörg Brunner (1977) as Chief Financial Officer. Jörg Brunner, who has been Head of Group Accounting and Financial Accounting for many years, has already been acting as the company’s interim CFO since May 2022. Jörg Brunner holds a degree in business administration from the University of St. Gallen (lic. oec. HSG) and a diploma as a federally certified auditor. From 2003 to 2010, he worked in the Audit Services division of Ernst & Young AG. He then joined Mobimo and quickly assumed management and thematic responsibility.分析記事 • Dec 01Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Sep 01Industry Analysts Just Upgraded Their Mobimo Holding AG (VTX:MOBN) Revenue Forecasts By 25%Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...Major Estimate Revision • Aug 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF138.3m to CHF172.3m. EPS estimate unchanged from CHF16.41 at last update. Real Estate industry in Switzerland expected to see average net income decline 32% next year. Consensus price target of CHF275 unchanged from last update. Share price fell 3.9% to CHF237 over the past week.分析記事 • Aug 12Is Mobimo Holding (VTX:MOBN) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF83.7m from profit in 1H 2021). Profit margin: (down from 45% in 1H 2021). Over the next year, revenue is expected to shrink by 29% compared to a 3.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jun 04Mobimo Holding AG to Report Fiscal Year 2022 Results on Feb 10, 2023Mobimo Holding AG announced that they will report fiscal year 2022 results on Feb 10, 2023お知らせ • May 14Mobimo Holding Ag Announces Resignation of Stefan Hilber as CFOMobimo Holding AG announced that Stefan Hilber, CFO of Mobimo Holding AG, has left the company for personal reasons. Jörg Brunner, Deputy CFO and longstanding Head of Group Accounting and Financial Accounting, will take over as Head of Finance on an interim basis. The selection process for a successor will be initiated immediately. The Board of Directors and the Executive Board would like to thank Stefan Hilber for his successful work as CFO and wish him all the best for the future.お知らせ • May 05Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million.Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million. Security Name: Shares Security Type: Common Stock Securities Offered: 660,154 Price\Range: CHF 245 Transaction Features: Rights OfferingPrice Target Changed • Apr 27Price target increased to CHF300Up from CHF273, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of CHF275. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CHF15.18 for next year compared to CHF21.13 last year.お知らせ • Apr 13+ 1 more updateMobimo Holding AG Elects St Phane Maye as Board MemberMobimo Holding AG announced St phane Maye was elected as new member of the board of the company, at the 22nd annual general meeting held on April 12, 2022.Upcoming Dividend • Apr 07Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.8%). In line with average of industry peers (3.1%).Reported Earnings • Feb 14Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CHF21.13 (up from CHF14.64 in FY 2020). Revenue: CHF171.0m (down 36% from FY 2020). Net income: CHF139.4m (up 44% from FY 2020). Profit margin: 82% (up from 36% in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 81%. Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Price Target Changed • Sep 19Price target increased to CHF295Up from CHF273, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of CHF325. Stock is up 23% over the past year.分析記事 • Sep 08Mobimo Holding (VTX:MOBN) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Major Estimate Revision • Aug 11Consensus revenue estimates increase to CHF175.8mThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CHF158.7m to CHF175.8m. EPS estimate increased from CHF12.91 to CHF16.81 per share. Net income forecast to shrink 26% next year vs 10% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF278. Share price was steady at CHF320 over the past week.Reported Earnings • Aug 04First half 2021 earnings released: EPS CHF12.69 (vs CHF6.32 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: CHF186.6m (up 111% from 1H 2020). Net income: CHF83.7m (up 101% from 1H 2020). Profit margin: 45% (down from 47% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.分析記事 • Jun 01These 4 Measures Indicate That Mobimo Holding (VTX:MOBN) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Mar 20Mobimo Holding AG Announces Information on the Agglolac ProjectMobimo Holding AG regretted that a majority of the town councillors of Biel/Bienne and Nidau have rejected the Aggloac project in its existing form. Mobimo will work with the cities to evaluate the situation and will in due course provide information on the way forward. The Agglolac planning project will not have any influence on Mobimo's operating results in the current year.お知らせ • Feb 19Mobimo Holding AG to Report First Half, 2021 Results on Jul 30, 2021Mobimo Holding AG announced that they will report first half, 2021 results on Jul 30, 2021お知らせ • Feb 06Mobimo Holding AG Announces Not to Provide Earnings Guidance for the Year 2021Mobimo Holding AG announced that how corona will influence the 2021 results is very difficult to estimate right now, and therefore, it will not be giving any guidance for 2021.分析記事 • Jan 30Here's Why We Don't Think Mobimo Holding's (VTX:MOBN) Statutory Earnings Reflect Its Underlying Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...Is New 90 Day High Low • Jan 08New 90-day high: CHF289The company is up 5.0% from its price of CHF275 on 09 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF139 per share.分析記事 • Dec 26Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 16New 90-day high: CHF281The company is up 5.0% from its price of CHF268 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF135 per share.分析記事 • Nov 20Did You Participate In Any Of Mobimo Holding's (VTX:MOBN) Respectable 55% Return?Stock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...Is New 90 Day High Low • Nov 11New 90-day high: CHF279The company is up 8.0% from its price of CHF258 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF124 per share.お知らせ • Jul 22Mobimo Holding AG to Report Fiscal Year 2020 Results on Feb 05, 2021Mobimo Holding AG announced that they will report fiscal year 2020 results on Feb 05, 2021業績と収益の成長予測SWX:MOBN - アナリストの将来予測と過去の財務データ ( )CHF Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202816112645123312/31/202715912737121312/31/2026155127105144412/31/20253561932222N/A9/30/20253311815959N/A6/30/20253061699696N/A3/31/2025282147108108N/A12/31/2024258125120121N/A9/30/2024254102110113N/A6/30/20242507899106N/A3/31/202424462104111N/A12/31/202323747109116N/A9/30/202325476132136N/A6/30/2023271106155155N/A3/31/2023272121164164N/A12/31/2022274135173174N/A9/30/2022234127131132N/A6/30/20221951198990N/A3/31/20222371299697N/A12/31/2021279139103104N/A9/30/2021321139135136N/A6/30/2021364139168168N/A3/31/2021314118141142N/A12/31/202026597114115N/A9/30/2020225996667N/A6/30/20201851011718N/A3/31/20201901021315N/A12/31/20191951031011N/A9/30/2019194100N/A39N/A6/30/201919297N/A67N/A3/31/201918894N/A85N/A12/31/201818491N/A104N/A9/30/201822079N/A108N/A6/30/201825667N/A111N/A3/31/201828679N/A95N/A12/31/201731792N/A79N/A9/30/2017310112N/A96N/A6/30/2017303132N/A113N/A3/31/2017288145N/A97N/A12/31/2016272159N/A82N/A9/30/2016259158N/A63N/A6/30/2016245158N/A43N/A3/31/2016221131N/A52N/A12/31/2015198104N/A60N/A9/30/201523791N/A113N/A6/30/201527678N/A165N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: MOBNの収益は今後 3 年間で減少すると予測されています (年間-14% )。収益対市場: MOBNの収益は今後 3 年間で減少すると予測されています (年間-14% )。高成長収益: MOBNの収益は今後 3 年間で減少すると予測されています。収益対市場: MOBNの収益は今後 3 年間で減少すると予想されています (年間-29.4% )。高い収益成長: MOBNの収益は今後 3 年間で減少すると予測されています (年間-29.4% )。一株当たり利益成長率予想将来の株主資本利益率将来のROE: MOBNの 自己資本利益率 は、3年後には低くなると予測されています ( 4.9 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate-management-and-development 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 20:12終値2026/05/22 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mobimo Holding AG 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。4 アナリスト機関René LocherODDO BHF Corporate & MarketsMarkus KramerResearch Partners AGTommaso OpertoUBS Investment Bank1 その他のアナリストを表示
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.
Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.
Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.
Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.
Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.
お知らせ • Apr 14Mobimo Holding AG to Report Fiscal Year 2026 Final Results on Feb 12, 2027Mobimo Holding AG announced that they will report fiscal year 2026 final results on Feb 12, 2027
Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (2.7%).
お知らせ • Mar 09Mobimo Holding AG, Annual General Meeting, Mar 31, 2026Mobimo Holding AG, Annual General Meeting, Mar 31, 2026, at 17:00 W. Europe Standard Time.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.
Declared Dividend • Feb 18Dividend of CHF10.25 announcedDividend of CHF10.25 is the same as last year. Ex-date: 2nd April 2026 Payment date: 8th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 53% over the next 3 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Feb 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CHF26.35 (up from CHF17.26 in FY 2024). Revenue: CHF353.8m (up 37% from FY 2024). Net income: CHF192.9m (up 54% from FY 2024). Profit margin: 55% (up from 49% in FY 2024). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to decline by 46% p.a. on average during the next 2 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 354% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Large one-off items impacting financial results.
お知らせ • Feb 14Peter Schaub Not to Stand for Re-Election as Chairman of Mobimo Holding AGMobimo Holding AG announced that Peter Schaub, who is not standing for re-election after seven years as Chairman and a total of 18 years on the Board of Directors. Peter Schaub has shaped Mobimo’s strategic development with foresight and integrity over many years.
お知らせ • Jan 12Mobimo Holding AG to Report First Half, 2026 Results on Aug 07, 2026Mobimo Holding AG announced that they will report first half, 2026 results on Aug 07, 2026
分析記事 • Nov 26Benign Growth For Mobimo Holding AG (VTX:MOBN) Underpins Its Share PriceMobimo Holding AG's ( VTX:MOBN ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right now...
分析記事 • Nov 06Here's Why Mobimo Holding (VTX:MOBN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • Sep 04We Think Mobimo Holding (VTX:MOBN) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.
Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.
Reported Earnings • Aug 11First half 2025 earnings released: EPS: CHF15.13 (vs CHF9.04 in 1H 2024)First half 2025 results: EPS: CHF15.13 (up from CHF9.04 in 1H 2024). Revenue: CHF161.5m (up 42% from 1H 2024). Net income: CHF109.8m (up 67% from 1H 2024). Profit margin: 68% (up from 58% in 1H 2024). Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
分析記事 • Apr 19Getting In Cheap On Mobimo Holding AG (VTX:MOBN) Is UnlikelyWith a median price-to-earnings (or "P/E") ratio of close to 19x in Switzerland, you could be forgiven for feeling...
お知らせ • Apr 10Mobimo Holding AG to Report Fiscal Year 2025 Results on Feb 13, 2026Mobimo Holding AG announced that they will report fiscal year 2025 results on Feb 13, 2026
Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (3.2%).
分析記事 • Mar 25Here's Why Mobimo Holding AG's (VTX:MOBN) CEO Compensation Is The Least Of Shareholders' ConcernsKey Insights Mobimo Holding to hold its Annual General Meeting on 31st of March Salary of CHF603.0k is part of CEO...
お知らせ • Mar 10Mobimo Holding AG, Annual General Meeting, Mar 31, 2025Mobimo Holding AG, Annual General Meeting, Mar 31, 2025, at 17:00 W. Europe Standard Time.
分析記事 • Mar 03Mobimo Holding's (VTX:MOBN) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Mobimo Holding AG ( VTX:MOBN ) has announced that it will be paying its dividend of CHF10.25 on the 4th of...
Declared Dividend • Mar 03Dividend increased to CHF10.25Dividend of CHF10.25 is 2.5% higher than last year. Ex-date: 2nd April 2025 Payment date: 4th April 2025 Dividend yield will be 3.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 9.8% over the next 3 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.
Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.
分析記事 • Feb 21Shareholders Shouldn’t Be Too Comfortable With Mobimo Holding's (VTX:MOBN) Strong EarningsDespite posting strong earnings, Mobimo Holding AG's ( VTX:MOBN ) stock didn't move much over the last week. We looked...
New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
分析記事 • Feb 18New Forecasts: Here's What Analysts Think The Future Holds For Mobimo Holding AG (VTX:MOBN)Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: CHF17.26 (vs CHF6.43 in FY 2023)Full year 2024 results: EPS: CHF17.26 (up from CHF6.43 in FY 2023). Revenue: CHF255.4m (up 7.8% from FY 2023). Net income: CHF125.2m (up 168% from FY 2023). Profit margin: 49% (up from 20% in FY 2023). Revenue is expected to fall by 3.2% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
分析記事 • Nov 23Mobimo Holding AG's (VTX:MOBN) P/E Is On The MarkWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.
Reported Earnings • Aug 05First half 2024 earnings: EPS exceeds analyst expectationsFirst half 2024 results: EPS: CHF9.04 (up from CHF4.72 in 1H 2023). Revenue: CHF113.5m (up 13% from 1H 2023). Net income: CHF65.6m (up 92% from 1H 2023). Profit margin: 58% (up from 34% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 6.7% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 02Mobimo Holding AG to Report First Half, 2025 Results on Aug 08, 2025Mobimo Holding AG announced that they will report first half, 2025 results on Aug 08, 2025
お知らせ • May 19Mobimo Holding AG to Report Fiscal Year 2024 Results on Feb 14, 2025Mobimo Holding AG announced that they will report fiscal year 2024 results on Feb 14, 2025
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Stephane Maye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 21Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (3.8%).
分析記事 • Feb 12There May Be Reason For Hope In Mobimo Holding's (VTX:MOBN) Disappointing EarningsSoft earnings didn't appear to concern Mobimo Holding AG's ( VTX:MOBN ) shareholders over the last week. Our analysis...
New Risk • Feb 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (20% net profit margin).
分析記事 • Nov 16Here's Why Mobimo Holding (VTX:MOBN) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 39% Last year net profit margin: 61% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 7.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (39% net profit margin).
お知らせ • Aug 06Mobimo Holding AG to Report First Half, 2024 Results on Aug 02, 2024Mobimo Holding AG announced that they will report first half, 2024 results on Aug 02, 2024
Upcoming Dividend • Apr 06Upcoming dividend of CHF10.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (3.6%).
分析記事 • Apr 05Shareholders Will Probably Not Have Any Issues With Mobimo Holding AG's (VTX:MOBN) CEO CompensationKey Insights Mobimo Holding will host its Annual General Meeting on 11th of April Total pay for CEO Daniel Ducrey...
分析記事 • Mar 20Mobimo Holding (VTX:MOBN) Has Affirmed Its Dividend Of CHF10.00Mobimo Holding AG ( VTX:MOBN ) has announced that it will pay a dividend of CHF10.00 per share on the 17th of April...
お知らせ • Feb 11Mobimo Holding AG to Report First Half, 2023 Results on Aug 04, 2023Mobimo Holding AG announced that they will report first half, 2023 results on Aug 04, 2023
Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.
お知らせ • Dec 17Mobimo Holding AG Appoints Jörg Brunner as Chief Financial OfficerThe Board of Directors of Mobimo Holding AG has appointed Jörg Brunner (1977) as Chief Financial Officer. Jörg Brunner, who has been Head of Group Accounting and Financial Accounting for many years, has already been acting as the company’s interim CFO since May 2022. Jörg Brunner holds a degree in business administration from the University of St. Gallen (lic. oec. HSG) and a diploma as a federally certified auditor. From 2003 to 2010, he worked in the Audit Services division of Ernst & Young AG. He then joined Mobimo and quickly assumed management and thematic responsibility.
分析記事 • Dec 01Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Sep 01Industry Analysts Just Upgraded Their Mobimo Holding AG (VTX:MOBN) Revenue Forecasts By 25%Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...
Major Estimate Revision • Aug 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF138.3m to CHF172.3m. EPS estimate unchanged from CHF16.41 at last update. Real Estate industry in Switzerland expected to see average net income decline 32% next year. Consensus price target of CHF275 unchanged from last update. Share price fell 3.9% to CHF237 over the past week.
分析記事 • Aug 12Is Mobimo Holding (VTX:MOBN) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF83.7m from profit in 1H 2021). Profit margin: (down from 45% in 1H 2021). Over the next year, revenue is expected to shrink by 29% compared to a 3.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jun 04Mobimo Holding AG to Report Fiscal Year 2022 Results on Feb 10, 2023Mobimo Holding AG announced that they will report fiscal year 2022 results on Feb 10, 2023
お知らせ • May 14Mobimo Holding Ag Announces Resignation of Stefan Hilber as CFOMobimo Holding AG announced that Stefan Hilber, CFO of Mobimo Holding AG, has left the company for personal reasons. Jörg Brunner, Deputy CFO and longstanding Head of Group Accounting and Financial Accounting, will take over as Head of Finance on an interim basis. The selection process for a successor will be initiated immediately. The Board of Directors and the Executive Board would like to thank Stefan Hilber for his successful work as CFO and wish him all the best for the future.
お知らせ • May 05Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million.Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million. Security Name: Shares Security Type: Common Stock Securities Offered: 660,154 Price\Range: CHF 245 Transaction Features: Rights Offering
Price Target Changed • Apr 27Price target increased to CHF300Up from CHF273, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of CHF275. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CHF15.18 for next year compared to CHF21.13 last year.
お知らせ • Apr 13+ 1 more updateMobimo Holding AG Elects St Phane Maye as Board MemberMobimo Holding AG announced St phane Maye was elected as new member of the board of the company, at the 22nd annual general meeting held on April 12, 2022.
Upcoming Dividend • Apr 07Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.8%). In line with average of industry peers (3.1%).
Reported Earnings • Feb 14Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CHF21.13 (up from CHF14.64 in FY 2020). Revenue: CHF171.0m (down 36% from FY 2020). Net income: CHF139.4m (up 44% from FY 2020). Profit margin: 82% (up from 36% in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 81%. Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Price Target Changed • Sep 19Price target increased to CHF295Up from CHF273, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of CHF325. Stock is up 23% over the past year.
分析記事 • Sep 08Mobimo Holding (VTX:MOBN) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Major Estimate Revision • Aug 11Consensus revenue estimates increase to CHF175.8mThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CHF158.7m to CHF175.8m. EPS estimate increased from CHF12.91 to CHF16.81 per share. Net income forecast to shrink 26% next year vs 10% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF278. Share price was steady at CHF320 over the past week.
Reported Earnings • Aug 04First half 2021 earnings released: EPS CHF12.69 (vs CHF6.32 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: CHF186.6m (up 111% from 1H 2020). Net income: CHF83.7m (up 101% from 1H 2020). Profit margin: 45% (down from 47% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.
分析記事 • Jun 01These 4 Measures Indicate That Mobimo Holding (VTX:MOBN) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Mar 20Mobimo Holding AG Announces Information on the Agglolac ProjectMobimo Holding AG regretted that a majority of the town councillors of Biel/Bienne and Nidau have rejected the Aggloac project in its existing form. Mobimo will work with the cities to evaluate the situation and will in due course provide information on the way forward. The Agglolac planning project will not have any influence on Mobimo's operating results in the current year.
お知らせ • Feb 19Mobimo Holding AG to Report First Half, 2021 Results on Jul 30, 2021Mobimo Holding AG announced that they will report first half, 2021 results on Jul 30, 2021
お知らせ • Feb 06Mobimo Holding AG Announces Not to Provide Earnings Guidance for the Year 2021Mobimo Holding AG announced that how corona will influence the 2021 results is very difficult to estimate right now, and therefore, it will not be giving any guidance for 2021.
分析記事 • Jan 30Here's Why We Don't Think Mobimo Holding's (VTX:MOBN) Statutory Earnings Reflect Its Underlying Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...
Is New 90 Day High Low • Jan 08New 90-day high: CHF289The company is up 5.0% from its price of CHF275 on 09 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF139 per share.
分析記事 • Dec 26Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 16New 90-day high: CHF281The company is up 5.0% from its price of CHF268 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF135 per share.
分析記事 • Nov 20Did You Participate In Any Of Mobimo Holding's (VTX:MOBN) Respectable 55% Return?Stock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...
Is New 90 Day High Low • Nov 11New 90-day high: CHF279The company is up 8.0% from its price of CHF258 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF124 per share.
お知らせ • Jul 22Mobimo Holding AG to Report Fiscal Year 2020 Results on Feb 05, 2021Mobimo Holding AG announced that they will report fiscal year 2020 results on Feb 05, 2021