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MBB SEXTRA:MBB 株式レポート

時価総額 €1.0b
株価
€194.40
€240.63
19.2% 割安 内在価値ディスカウント
1Y24.8%
7D-2.6%
ポートフォリオ価値
表示

MBB SE

XTRA:MBB 株式レポート

時価総額:€1.0b

MBB(MBB)株式概要

MBB SEは、その子会社とともに、主にドイツ国内外の技術・エンジニアリング分野の中堅企業の買収・経営に携わっている。 詳細

MBB ファンダメンタル分析
スノーフレーク・スコア
評価3/6
将来の成長1/6
過去の実績4/6
財務の健全性6/6
配当金0/6

報酬

リスク分析

リスクチェックの結果、MBB 、リスクは検出されなかった。

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.

MBB SE 競合他社

価格と性能

株価の高値、安値、推移の概要MBB
過去の株価
現在の株価€194.40
52週高値€225.00
52週安値€132.80
ベータ1.12
1ヶ月の変化0.21%
3ヶ月変化-11.03%
1年変化24.78%
3年間の変化147.33%
5年間の変化52.35%
IPOからの変化1,640.38%

最新ニュース

ナラティブの更新 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

ナラティブの更新 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).
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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).
ナラティブの更新 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).
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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
新しいナラティブ 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...

株主還元

MBBDE IndustrialsDE 市場
7D-2.6%-1.0%2.0%
1Y24.8%19.5%-0.1%

業界別リターン: MBB過去 1 年間で19.5 % の収益を上げたGerman Industrials業界を上回りました。

リターン対市場: MBB過去 1 年間で-0.1 % の収益を上げたGerman市場を上回りました。

価格変動

Is MBB's price volatile compared to industry and market?
MBB volatility
MBB Average Weekly Movement6.4%
Industrials Industry Average Movement5.9%
Market Average Movement6.2%
10% most volatile stocks in DE Market13.3%
10% least volatile stocks in DE Market2.7%

安定した株価: MBB 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: MBBの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19954,473n/awww.mbb.com

MBB SEは、その子会社とともに、主にドイツ国内外の技術・エンジニアリング分野の中堅企業の買収・経営に携わっている。サービス&インフラ部門、技術応用部門、消費財部門を通じて事業を展開している。サービス&インフラ部門は、ITセキュリティおよびクラウドサービスの提供、ガス、電力網、水素用途のパイプラインおよびプラントエンジニアリング分野の事業を行う。技術応用部門は、自動車メーカー向けにe-モビリティを中心とした特殊機械や自動生産ラインの製造・販売、自動車や鉄道分野向けにエコロジーな広葉樹ベースの素材やシステムソリューションの製造・販売を行っている。消費財部門は、ahaブランドのティッシュペアレント、ナプキン、フェイシャルティッシュ、トイレットペーパー、キッチンロールの製造、マットレスやその他の軟質ポリウレタンフォーム製品の開発・製造を行っている。MBB SEは1995年に設立され、ドイツのベルリンに本社を置いている。

MBB SE 基礎のまとめ

MBB の収益と売上を時価総額と比較するとどうか。
MBB 基礎統計学
時価総額€1.02b
収益(TTM)€53.06m
売上高(TTM)€1.19b
19.2x
PER(株価収益率
0.9x
P/Sレシオ

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
MBB 損益計算書(TTM)
収益€1.19b
売上原価€573.46m
売上総利益€612.85m
その他の費用€559.78m
収益€53.06m

直近の収益報告

Mar 31, 2026

次回決算日

Aug 13, 2026

一株当たり利益(EPS)10.10
グロス・マージン51.66%
純利益率4.47%
有利子負債/自己資本比率3.4%

MBB の長期的なパフォーマンスは?

過去の実績と比較を見る

配当金

0.6%
現在の配当利回り
12%
配当性向

MBB 配当は確実ですか?

MBB 配当履歴とベンチマークを見る
MBB 、いつまでに購入すれば配当金を受け取れますか?
MBB 配当日
配当落ち日Jun 04 2026
配当支払日Jun 08 2026
配当落ちまでの日数13 days
配当支払日までの日数17 days

MBB 配当は確実ですか?

MBB 配当履歴とベンチマークを見る

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2026/05/20 11:10
終値2026/05/20 00:00
収益2026/03/31
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

MBB SE 3 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
Gerhard OrgonasBerenberg
Gunnar CohrsHauck Aufhäuser Investment Banking
Klaus BreitenbachODDO BHF Corporate & Markets