MBB SE

XTRA:MBB 株式レポート

時価総額:€966.6m

MBB 過去の業績

過去 基準チェック /46

MBBは、平均年間58.6%の収益成長を遂げていますが、 Industrials業界の収益は、年間 成長しています。収益は、平均年間3.9% 12.2%収益成長率で 成長しています。 MBBの自己資本利益率は12.1%であり、純利益率は4.5%です。

主要情報

58.58%

収益成長率

59.75%

EPS成長率

Industrials 業界の成長6.90%
収益成長率12.16%
株主資本利益率12.08%
ネット・マージン4.47%
次回の業績アップデート13 Aug 2026

最近の業績更新

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...

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...
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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...

収支内訳

MBB の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

XTRA:MBB 収益、費用、利益 ( )EUR Millions
日付収益収益G+A経費研究開発費
31 Mar 261,186533561
31 Dec 251,203513541
30 Sep 251,194543260
30 Jun 251,171393240
31 Mar 251,143373170
31 Dec 241,084383090
30 Sep 241,047272990
30 Jun 241,016242860
31 Mar 24981192760
31 Dec 23977122680
30 Sep 2397442630
30 Jun 2396992570
31 Mar 23948112530
31 Dec 22920122480
30 Sep 22820122370
30 Jun 2273462290
31 Mar 2271082230
31 Dec 21693-122180
30 Sep 21709-62290
30 Jun 21716-52280
31 Mar 21692-102230
31 Dec 20705132250
30 Sep 20710132040
30 Jun 20680261920
31 Mar 20644271740
31 Dec 19599271550
30 Sep 19539251390
30 Jun 19516141300
31 Mar 19523151280
31 Dec 18514151230
30 Sep 18505141190
30 Jun 18462121100
31 Mar 18430121010
31 Dec 1741014940
30 Sep 1737813860
30 Jun 1737215830
31 Mar 1735616800
31 Dec 1633514770
30 Sep 1631014720
30 Jun 1628913680
31 Mar 1627312650
31 Dec 1525712620
30 Sep 1525512600
30 Jun 1525613590

質の高い収益: MBBは 高品質の収益 を持っています。

利益率の向上: MBBの現在の純利益率 (4.5%)は、昨年(3.3%)よりも高くなっています。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: MBB過去 5 年間で収益を上げており、収益は年間58.6%増加しています。

成長の加速: MBBの過去 1 年間の収益成長率 ( 42.1% ) は、5 年間の平均 ( 年間58.6%を下回っています。

収益対業界: MBBの過去 1 年間の収益成長率 ( 42.1% ) はIndustrials業界11.8%を上回りました。


株主資本利益率

高いROE: MBBの 自己資本利益率 ( 12.1% ) は 低い とみなされます。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

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2026/05/27 22:57
終値2026/05/27 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