Mühlbauer Holding（MUB）株式概要ミュールバウアー・ホールディング社は、スマートカード、パスポート、太陽電池、RFIDソリューションの製造とパーソナライゼーションをドイツ、その他のヨーロッパ、アジア、米国、アフリカ、および国際的に行っている。 詳細MUB ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金2/6報酬過去1年間で収益は164.9%増加しました リスク分析過去5年間で収益は年間16.2%減少しました。 3.41%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るMUB Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW472,568 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA472,568 investors already sharing narrativesYour Fair Value€Current Price€44.0020.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0911m2016201920222025202620282031Revenue €911.1mEarnings €60.7mAdvancedSet Fair ValueView all narrativesMühlbauer Holding AG 競合他社WashTecSymbol: XTRA:WSUMarket cap: €518.0mSchaltbau HoldingSymbol: HMSE:SLTMarket cap: €698.4mHeidelberger DruckmaschinenSymbol: XTRA:HDDMarket cap: €439.5mStabilusSymbol: XTRA:STMMarket cap: €381.6m価格と性能株価の高値、安値、推移の概要Mühlbauer Holding過去の株価現在の株価€44.0052週高値€45.2052週安値€34.80ベータ0.141ヶ月の変化12.24%3ヶ月変化12.82%1年変化-0.90%3年間の変化-30.16%5年間の変化-16.19%IPOからの変化31.34%最新ニュースReported Earnings • Aug 04First half 2026 earnings releasedFirst half 2026 results: EPS: €1.19. Revenue: €249.9m (up 21% from 1H 2025). Net income: €16.9m (up 164% from 1H 2025). Profit margin: 6.8% (up from 3.1% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Jul 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 03 August 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 100% respectively. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).Declared Dividend • Jun 14Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 30th July 2026 Payment date: 3rd August 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. However, EPS has declined by 23% over the last 5 years so the company would need to reverse this trend.お知らせ • Jun 13+ 1 more updateMühlbauer Holding AG, Annual General Meeting, Jul 29, 2026Mühlbauer Holding AG, Annual General Meeting, Jul 29, 2026, at 10:00 W. Europe Standard Time.New Risk • Feb 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). 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 (2.6% net profit margin).Reported Earnings • Jul 26First half 2025 earnings released: EPS: €1.35 (vs €0.33 in 1H 2024)First half 2025 results: EPS: €1.35 (up from €0.33 in 1H 2024). Revenue: €206.3m (down 1.9% from 1H 2024). Net income: €6.41m (up 38% from 1H 2024). Profit margin: 3.1% (up from 2.2% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.最新情報をもっと見るRecent updatesReported Earnings • Aug 04First half 2026 earnings releasedFirst half 2026 results: EPS: €1.19. Revenue: €249.9m (up 21% from 1H 2025). Net income: €16.9m (up 164% from 1H 2025). Profit margin: 6.8% (up from 3.1% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Jul 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 03 August 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 100% respectively. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).Declared Dividend • Jun 14Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 30th July 2026 Payment date: 3rd August 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. However, EPS has declined by 23% over the last 5 years so the company would need to reverse this trend.お知らせ • Jun 13+ 1 more updateMühlbauer Holding AG, Annual General Meeting, Jul 29, 2026Mühlbauer Holding AG, Annual General Meeting, Jul 29, 2026, at 10:00 W. Europe Standard Time.New Risk • Feb 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). 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 (2.6% net profit margin).Reported Earnings • Jul 26First half 2025 earnings released: EPS: €1.35 (vs €0.33 in 1H 2024)First half 2025 results: EPS: €1.35 (up from €0.33 in 1H 2024). Revenue: €206.3m (down 1.9% from 1H 2024). Net income: €6.41m (up 38% from 1H 2024). Profit margin: 3.1% (up from 2.2% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Jul 17Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 24 July 2025. Payment date: 28 July 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.4%). In line with average of industry peers (3.2%).お知らせ • Jun 12+ 1 more updateMühlbauer Holding AG, Annual General Meeting, Jul 23, 2025Mühlbauer Holding AG, Annual General Meeting, Jul 23, 2025, at 10:00 W. Europe Standard Time.分析記事 • Jun 12There May Be Some Bright Spots In Mühlbauer Holding's (ETR:MUB) EarningsThe market for Mühlbauer Holding AG's ( ETR:MUB ) shares didn't move much after it posted weak earnings recently. Our...Reported Earnings • Jun 04Full year 2024 earnings releasedFull year 2024 results: Revenue: €534.3m (up 15% from FY 2023). Net income: €11.5m (down 76% from FY 2023). Profit margin: 2.2% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses.New Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 10% 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 Risk Earnings have declined by 18% per year over the past 5 years. 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 (2.2% net profit margin).お知らせ • Mar 31Sion Power Advances Licerion®? Battery Commercialization with New Large-Format Battery Cell Production Line and Strengthens LeadershipSion Power has taken a significant step toward commercializing its Licerion®? battery technology with the installation of a new large-format battery cell production line, developed in partnership with Muhlbauer Group. These cells are critical demonstration tools, showcasing the scalability of Sion Power's proprietary lithium-metal anode technology for EV manufacturers. Sion Power's proprietary, patented Licerion®? technology addresses the most significant barriers to mass EV adoption - range, cost, and charge time. Unlocking the potential of lithium metal, Licerion®? doubles energy density, surpassing graphite and silicon anode solutions, and is expected to reduce the cost of a 200 kWh pack by 35% through a 15% cut in cell material costs and a 20% reduction in cell count. It also enables charge times comparable to a gas station's 8-minute average refuel time. Compared to traditional lithium-ion batteries, Licerion®? batteries offer twice the energy in the same size and weight. With over 400 Wh/kg, Licerion®? batteries are produced at scale in large-format cells and will enhance commercial and consumer electric vehicles' performance significantly. Scaling Production for Large-format Lithium-Metal Cells: The production line will produce large-format battery cells exceeding 50 amp-hours. It is a critical milestone in advancing its Licerion®? technology to meet automotive standards. The new fully automated manufacturing line will be capable of producing 75MWh of 56 Ah lithium metal cells annually. Until now, Sion Power used an automated assembly line to produce a variety of cell formats, including lab-scale and six-amp-hour cells, while using a semi-automated line for larger-format cells. Adding the new line significantly enhances production efficiency and quality control for larger-format cells, which are essential for validating performance, cycle life and manufacturability at scale. The new line serves multiple purposes, including: Technology Development: Supporting Sion Power's continued innovation and testing across various cathode chemries. Joint Development Efforts: Providing high-capacity cells for strategic partners conducting their own testing. Customer Validation: Supplying potential commercial partners with large-format cells to evaluate Licerion®? technology in relevant applications. Sion Power's new production line is a significant improvement over previous semi-automated processes, increasing throughput and enhancing stacking, sealing, and anode preparation precision. To accelerate its growth further, Sion Power's growth further, Sion Power will continue to expand its battery production line and expand its battery production line.New Risk • Feb 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Nov 15Mühlbauer Holding AG's (ETR:MUB) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 15x in Germany, you could be forgiven for feeling...分析記事 • Sep 13Capital Allocation Trends At Mühlbauer Holding (ETR:MUB) Aren't IdealWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.33 (vs €1.52 in 1H 2023)First half 2024 results: EPS: €0.33 (down from €1.52 in 1H 2023). Revenue: €210.4m (down 1.0% from 1H 2023). Net income: €4.66m (down 78% from 1H 2023). Profit margin: 2.2% (down from 9.9% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 02Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 13 August 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.5%).お知らせ • Jul 01Mühlbauer Holding AG, Annual General Meeting, Aug 08, 2024Mühlbauer Holding AG, Annual General Meeting, Aug 08, 2024, at 10:00 W. Europe Standard Time.分析記事 • Jun 29Mühlbauer Holding (ETR:MUB) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfMühlbauer Holding AG ( ETR:MUB ) announced strong profits, but the stock was stagnant. Our analysis suggests that...Reported Earnings • Jun 23Full year 2023 earnings releasedFull year 2023 results: Revenue: €474.6m (up 46% from FY 2022). Net income: €48.4m (up €51.4m from FY 2022). Profit margin: 10% (up from net loss in FY 2022). The move to profitability was driven by higher revenue.分析記事 • May 27Investors Could Be Concerned With Mühlbauer Holding's (ETR:MUB) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...New Risk • Feb 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). 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 (3.1% net profit margin).分析記事 • Jan 25There Are Reasons To Feel Uneasy About Mühlbauer Holding's (ETR:MUB) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 15First half 2023 earnings released: EPS: €1.52 (vs €0.45 in 1H 2022)First half 2023 results: EPS: €1.52 (up from €0.45 in 1H 2022). Revenue: €212.5m (up 36% from 1H 2022). Net income: €21.0m (up 232% from 1H 2022). Profit margin: 9.9% (up from 4.0% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.Upcoming Dividend • Aug 04Upcoming dividend of €1.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 August 2023. Payment date: 15 August 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).New Risk • Jul 02New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).分析記事 • May 03Mühlbauer Holding (ETR:MUB) Will Be Hoping To Turn Its Returns On Capital AroundWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...Upcoming Dividend • Aug 05Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 12 August 2022. Payment date: 16 August 2022. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (2.6%).分析記事 • Jul 09We Think That There Are Issues Underlying Mühlbauer Holding's (ETR:MUB) EarningsMühlbauer Holding AG's ( ETR:MUB ) stock was strong after they reported robust earnings. However, our analysis suggests...Reported Earnings • Jul 03Full year 2021 earnings releasedFull year 2021 results: Revenue: €365.0m (up 29% from FY 2020). Net income: €58.9m (up 70% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue.分析記事 • Jun 17The Return Trends At Mühlbauer Holding (ETR:MUB) Look PromisingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Jan 25Returns At Mühlbauer Holding (ETR:MUB) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Aug 29Mühlbauer Holding (ETR:MUB) Is Doing The Right Things To Multiply Its Share PriceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • Aug 08First half 2021 earnings released: EPS €2.44 (vs €0.77 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €158.2m (up 22% from 1H 2020). Net income: €34.9m (up 216% from 1H 2020). Profit margin: 22% (up from 8.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jul 30Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 06 August 2021. Payment date: 10 August 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).分析記事 • May 07A Look At The Intrinsic Value Of Mühlbauer Holding AG (ETR:MUB)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mühlbauer Holding AG...分析記事 • Mar 23Investors Met With Slowing Returns on Capital At Mühlbauer Holding (ETR:MUB)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Is New 90 Day High Low • Mar 01New 90-day high: €41.00The company is up 5.0% from its price of €39.00 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 4.0% over the same period.分析記事 • Feb 16Is Mühlbauer Holding AG (ETR:MUB) An Attractive Dividend Stock?Could Mühlbauer Holding AG ( ETR:MUB ) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Feb 04New 90-day high: €40.00The company is up 3.0% from its price of €39.00 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 14% over the same period.分析記事 • Jan 21Is Mühlbauer Holding AG's (ETR:MUB) Latest Stock Performance Being Led By Its Strong Fundamentals?Most readers would already know that Mühlbauer Holding's (ETR:MUB) stock increased by 1.5% over the past week. Given...分析記事 • Jan 01Estimating The Intrinsic Value Of Mühlbauer Holding AG (ETR:MUB)Today we will run through one way of estimating the intrinsic value of Mühlbauer Holding AG ( ETR:MUB ) by estimating...分析記事 • Dec 11Is Mühlbauer Holding (ETR:MUB) Likely To Turn Things Around?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...お知らせ • Jul 17Mühlbauer Holding AG to Report Fiscal Year 2019 Final Results on Jun 30, 2020Mühlbauer Holding AG announced that they will report fiscal year 2019 final results on Jun 30, 2020株主還元MUBDE MachineryDE 市場7D8.9%-3.6%0.3%1Y-0.9%-0.06%3.0%株主還元を見る業界別リターン: MUB過去 1 年間で-0.1 % のリターンをもたらしたGerman Machinery業界と一致しました。リターン対市場: MUBは、過去 1 年間で3 % のリターンを上げたGerman市場を下回りました。価格変動Is MUB's price volatile compared to industry and market?MUB volatilityMUB Average Weekly Movement2.7%Machinery Industry Average Movement4.3%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: MUB 、 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: MUBの 週次ボラティリティ ( 3% ) 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19813,812Stefan Muhlbauerwww.muehlbauer.deミュールバウアー・ホールディングAGは、ドイツ、欧州、アジア、米国、アフリカ、および国際的に、スマートカード、パスポート、太陽電池、RFIDソリューションの製造とパーソナライゼーションに従事している。マイクロチップやキャリアテープの選別装置、自動化、マーキング、トレーサビリティシステム、高精度部品の製造・販売、ダイソーティング、キャリアテープ、LED用フリップチップ、RFID/SMARTラベル、フレキシブルソーラー技術、多成分フレキシブルエレクトロニクスなどの半導体関連製品、TEMAセキュリティ検査装置やTEMA工業検査装置などの画像検査製品の提供などを手がけている。また、消耗品、カード測定ステーション、UVランプ、スレッドカウンター、カラーファン、ツールトローリー、カード用段ボール箱などのアクセサリー、サポートサービスも提供している。さらに、エモビリティ、フレキシブル・ソーラー、フレキシブル・エレクトロニクスのソリューション、IDカード、電子パスポート、運転免許証、車両登録、国境管理、書類の検証、電子政府、生産設備、政府および業界固有のソフトウェア・ソリューションも提供している。ミュールバウアー・ホールディングAGは1981年に設立され、ドイツのローディングに本社を置いている。もっと見るMühlbauer Holding AG 基礎のまとめMühlbauer Holding の収益と売上を時価総額と比較するとどうか。MUB 基礎統計学時価総額€581.87m収益（TTM）€35.20m売上高(TTM)€528.15m17.7xPER（株価収益率1.2xP/SレシオMUB は割高か？公正価値と評価分析を参照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MUB 損益計算書（TTM）収益€528.15m売上原価€217.99m売上総利益€310.16mその他の費用€274.96m収益€35.20m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）2.48グロス・マージン58.73%純利益率6.67%有利子負債／自己資本比率0%MUB 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3.4%現在の配当利回り61%配当性向View Valuation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2026/08/14 22:47終値2026/08/14 00:00収益2026/06/30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この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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Mühlbauer Holding AG 0 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。1 アナリスト機関Johannes SchallerDeutsche Bank
Reported Earnings • Aug 04First half 2026 earnings releasedFirst half 2026 results: EPS: €1.19. Revenue: €249.9m (up 21% from 1H 2025). Net income: €16.9m (up 164% from 1H 2025). Profit margin: 6.8% (up from 3.1% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Jul 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 03 August 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 100% respectively. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
Declared Dividend • Jun 14Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 30th July 2026 Payment date: 3rd August 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. However, EPS has declined by 23% over the last 5 years so the company would need to reverse this trend.
お知らせ • Jun 13+ 1 more updateMühlbauer Holding AG, Annual General Meeting, Jul 29, 2026Mühlbauer Holding AG, Annual General Meeting, Jul 29, 2026, at 10:00 W. Europe Standard Time.
New Risk • Feb 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). 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 (2.6% net profit margin).
Reported Earnings • Jul 26First half 2025 earnings released: EPS: €1.35 (vs €0.33 in 1H 2024)First half 2025 results: EPS: €1.35 (up from €0.33 in 1H 2024). Revenue: €206.3m (down 1.9% from 1H 2024). Net income: €6.41m (up 38% from 1H 2024). Profit margin: 3.1% (up from 2.2% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 04First half 2026 earnings releasedFirst half 2026 results: EPS: €1.19. Revenue: €249.9m (up 21% from 1H 2025). Net income: €16.9m (up 164% from 1H 2025). Profit margin: 6.8% (up from 3.1% in 1H 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Jul 23Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 30 July 2026. Payment date: 03 August 2026. Payout ratio and cash payout ratio are on the higher end at 86% and 100% respectively. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.8%).
Declared Dividend • Jun 14Dividend of €1.50 announcedDividend of €1.50 is the same as last year. Ex-date: 30th July 2026 Payment date: 3rd August 2026 Dividend yield will be 3.8%, which is higher than the industry average of 2.6%. Sustainability & Growth The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 19% to bring the payout ratio under control. However, EPS has declined by 23% over the last 5 years so the company would need to reverse this trend.
お知らせ • Jun 13+ 1 more updateMühlbauer Holding AG, Annual General Meeting, Jul 29, 2026Mühlbauer Holding AG, Annual General Meeting, Jul 29, 2026, at 10:00 W. Europe Standard Time.
New Risk • Feb 08New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2025. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 22% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2025 fiscal period end). 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 (2.6% net profit margin).
Reported Earnings • Jul 26First half 2025 earnings released: EPS: €1.35 (vs €0.33 in 1H 2024)First half 2025 results: EPS: €1.35 (up from €0.33 in 1H 2024). Revenue: €206.3m (down 1.9% from 1H 2024). Net income: €6.41m (up 38% from 1H 2024). Profit margin: 3.1% (up from 2.2% in 1H 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Jul 17Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 24 July 2025. Payment date: 28 July 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.4%). In line with average of industry peers (3.2%).
お知らせ • Jun 12+ 1 more updateMühlbauer Holding AG, Annual General Meeting, Jul 23, 2025Mühlbauer Holding AG, Annual General Meeting, Jul 23, 2025, at 10:00 W. Europe Standard Time.
分析記事 • Jun 12There May Be Some Bright Spots In Mühlbauer Holding's (ETR:MUB) EarningsThe market for Mühlbauer Holding AG's ( ETR:MUB ) shares didn't move much after it posted weak earnings recently. Our...
Reported Earnings • Jun 04Full year 2024 earnings releasedFull year 2024 results: Revenue: €534.3m (up 15% from FY 2023). Net income: €11.5m (down 76% from FY 2023). Profit margin: 2.2% (down from 10% in FY 2023). The decrease in margin was driven by higher expenses.
New Risk • Jun 04New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 10% 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 Risk Earnings have declined by 18% per year over the past 5 years. 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 (2.2% net profit margin).
お知らせ • Mar 31Sion Power Advances Licerion®? Battery Commercialization with New Large-Format Battery Cell Production Line and Strengthens LeadershipSion Power has taken a significant step toward commercializing its Licerion®? battery technology with the installation of a new large-format battery cell production line, developed in partnership with Muhlbauer Group. These cells are critical demonstration tools, showcasing the scalability of Sion Power's proprietary lithium-metal anode technology for EV manufacturers. Sion Power's proprietary, patented Licerion®? technology addresses the most significant barriers to mass EV adoption - range, cost, and charge time. Unlocking the potential of lithium metal, Licerion®? doubles energy density, surpassing graphite and silicon anode solutions, and is expected to reduce the cost of a 200 kWh pack by 35% through a 15% cut in cell material costs and a 20% reduction in cell count. It also enables charge times comparable to a gas station's 8-minute average refuel time. Compared to traditional lithium-ion batteries, Licerion®? batteries offer twice the energy in the same size and weight. With over 400 Wh/kg, Licerion®? batteries are produced at scale in large-format cells and will enhance commercial and consumer electric vehicles' performance significantly. Scaling Production for Large-format Lithium-Metal Cells: The production line will produce large-format battery cells exceeding 50 amp-hours. It is a critical milestone in advancing its Licerion®? technology to meet automotive standards. The new fully automated manufacturing line will be capable of producing 75MWh of 56 Ah lithium metal cells annually. Until now, Sion Power used an automated assembly line to produce a variety of cell formats, including lab-scale and six-amp-hour cells, while using a semi-automated line for larger-format cells. Adding the new line significantly enhances production efficiency and quality control for larger-format cells, which are essential for validating performance, cycle life and manufacturability at scale. The new line serves multiple purposes, including: Technology Development: Supporting Sion Power's continued innovation and testing across various cathode chemries. Joint Development Efforts: Providing high-capacity cells for strategic partners conducting their own testing. Customer Validation: Supplying potential commercial partners with large-format cells to evaluate Licerion®? technology in relevant applications. Sion Power's new production line is a significant improvement over previous semi-automated processes, increasing throughput and enhancing stacking, sealing, and anode preparation precision. To accelerate its growth further, Sion Power's growth further, Sion Power will continue to expand its battery production line and expand its battery production line.
New Risk • Feb 23New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2024. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2024 fiscal period end). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Nov 15Mühlbauer Holding AG's (ETR:MUB) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 15x in Germany, you could be forgiven for feeling...
分析記事 • Sep 13Capital Allocation Trends At Mühlbauer Holding (ETR:MUB) Aren't IdealWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
Reported Earnings • Aug 12First half 2024 earnings released: EPS: €0.33 (vs €1.52 in 1H 2023)First half 2024 results: EPS: €0.33 (down from €1.52 in 1H 2023). Revenue: €210.4m (down 1.0% from 1H 2023). Net income: €4.66m (down 78% from 1H 2023). Profit margin: 2.2% (down from 9.9% in 1H 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 02Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 09 August 2024. Payment date: 13 August 2024. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.5%).
お知らせ • Jul 01Mühlbauer Holding AG, Annual General Meeting, Aug 08, 2024Mühlbauer Holding AG, Annual General Meeting, Aug 08, 2024, at 10:00 W. Europe Standard Time.
分析記事 • Jun 29Mühlbauer Holding (ETR:MUB) Posted Healthy Earnings But There Are Some Other Factors To Be Aware OfMühlbauer Holding AG ( ETR:MUB ) announced strong profits, but the stock was stagnant. Our analysis suggests that...
Reported Earnings • Jun 23Full year 2023 earnings releasedFull year 2023 results: Revenue: €474.6m (up 46% from FY 2022). Net income: €48.4m (up €51.4m from FY 2022). Profit margin: 10% (up from net loss in FY 2022). The move to profitability was driven by higher revenue.
分析記事 • May 27Investors Could Be Concerned With Mühlbauer Holding's (ETR:MUB) Returns On CapitalIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
New Risk • Feb 25New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended June 2023. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 13% per year over the past 5 years. Minor Risks Latest financial reports are more than 6 months old (reported June 2023 fiscal period end). 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 (3.1% net profit margin).
分析記事 • Jan 25There Are Reasons To Feel Uneasy About Mühlbauer Holding's (ETR:MUB) Returns On CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 15First half 2023 earnings released: EPS: €1.52 (vs €0.45 in 1H 2022)First half 2023 results: EPS: €1.52 (up from €0.45 in 1H 2022). Revenue: €212.5m (up 36% from 1H 2022). Net income: €21.0m (up 232% from 1H 2022). Profit margin: 9.9% (up from 4.0% in 1H 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
Upcoming Dividend • Aug 04Upcoming dividend of €1.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 11 August 2023. Payment date: 15 August 2023. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (2.7%).
New Risk • Jul 02New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 8x cash flows per share).
分析記事 • May 03Mühlbauer Holding (ETR:MUB) Will Be Hoping To Turn Its Returns On Capital AroundWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? Ideally, a...
Upcoming Dividend • Aug 05Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 12 August 2022. Payment date: 16 August 2022. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.5%). In line with average of industry peers (2.6%).
分析記事 • Jul 09We Think That There Are Issues Underlying Mühlbauer Holding's (ETR:MUB) EarningsMühlbauer Holding AG's ( ETR:MUB ) stock was strong after they reported robust earnings. However, our analysis suggests...
Reported Earnings • Jul 03Full year 2021 earnings releasedFull year 2021 results: Revenue: €365.0m (up 29% from FY 2020). Net income: €58.9m (up 70% from FY 2020). Profit margin: 16% (up from 12% in FY 2020). The increase in margin was driven by higher revenue.
分析記事 • Jun 17The Return Trends At Mühlbauer Holding (ETR:MUB) Look PromisingIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Jan 25Returns At Mühlbauer Holding (ETR:MUB) Are On The Way UpThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • Aug 29Mühlbauer Holding (ETR:MUB) Is Doing The Right Things To Multiply Its Share PriceFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • Aug 08First half 2021 earnings released: EPS €2.44 (vs €0.77 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €158.2m (up 22% from 1H 2020). Net income: €34.9m (up 216% from 1H 2020). Profit margin: 22% (up from 8.5% in 1H 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jul 30Upcoming dividend of €1.50 per shareEligible shareholders must have bought the stock before 06 August 2021. Payment date: 10 August 2021. Trailing yield: 3.3%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%).
分析記事 • May 07A Look At The Intrinsic Value Of Mühlbauer Holding AG (ETR:MUB)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Mühlbauer Holding AG...
分析記事 • Mar 23Investors Met With Slowing Returns on Capital At Mühlbauer Holding (ETR:MUB)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Is New 90 Day High Low • Mar 01New 90-day high: €41.00The company is up 5.0% from its price of €39.00 on 01 December 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Machinery industry, which is up 4.0% over the same period.
分析記事 • Feb 16Is Mühlbauer Holding AG (ETR:MUB) An Attractive Dividend Stock?Could Mühlbauer Holding AG ( ETR:MUB ) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Feb 04New 90-day high: €40.00The company is up 3.0% from its price of €39.00 on 06 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 14% over the same period.
分析記事 • Jan 21Is Mühlbauer Holding AG's (ETR:MUB) Latest Stock Performance Being Led By Its Strong Fundamentals?Most readers would already know that Mühlbauer Holding's (ETR:MUB) stock increased by 1.5% over the past week. Given...
分析記事 • Jan 01Estimating The Intrinsic Value Of Mühlbauer Holding AG (ETR:MUB)Today we will run through one way of estimating the intrinsic value of Mühlbauer Holding AG ( ETR:MUB ) by estimating...
分析記事 • Dec 11Is Mühlbauer Holding (ETR:MUB) Likely To Turn Things Around?If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
お知らせ • Jul 17Mühlbauer Holding AG to Report Fiscal Year 2019 Final Results on Jun 30, 2020Mühlbauer Holding AG announced that they will report fiscal year 2019 final results on Jun 30, 2020
