View Future GrowthMensch und Maschine Software 過去の業績過去 基準チェック /46Mensch und Maschine Softwareは、平均年間9.7%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間10.4% 0.4%収益成長率で 成長しています。 Mensch und Maschine Softwareの自己資本利益率は41.3%であり、純利益率は13.6%です。主要情報9.65%収益成長率9.80%EPS成長率Software 業界の成長14.88%収益成長率0.40%株主資本利益率41.28%ネット・マージン13.61%次回の業績アップデート21 Jul 2026最近の業績更新Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: €0.73 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.63 in 1Q 2025). Revenue: €71.6m (up 8.4% from 1Q 2025). Net income: €11.9m (up 14% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Apr 21Mensch und Maschine Software SE to Report Q1, 2027 Results on Apr 21, 2027Mensch und Maschine Software SE announced that they will report Q1, 2027 results on Apr 21, 2027分析記事 • Mar 24Concerns Surrounding Mensch und Maschine Software's (ETR:MUM) PerformanceMensch und Maschine Software SE's ( ETR:MUM ) robust recent earnings didn't do much to move the stock. We think this is...Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €1.91 (up from €1.80 in FY 2024). Revenue: €238.6m (down 27% from FY 2024). Net income: €31.8m (up 4.3% from FY 2024). Profit margin: 13% (up from 9.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Mar 17Mensch und Maschine Software SE to Report Fiscal Year 2026 Results on Mar 16, 2027Mensch und Maschine Software SE announced that they will report fiscal year 2026 results on Mar 16, 2027Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: €0.39 (vs €0.38 in 3Q 2024)Third quarter 2025 results: EPS: €0.39 (up from €0.38 in 3Q 2024). Revenue: €56.2m (down 40% from 3Q 2024). Net income: €6.51m (up 1.3% from 3Q 2024). Profit margin: 12% (up from 6.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesReported Earnings • Apr 24First quarter 2026 earnings released: EPS: €0.73 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.63 in 1Q 2025). Revenue: €71.6m (up 8.4% from 1Q 2025). Net income: €11.9m (up 14% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Apr 21Mensch und Maschine Software SE to Report Q1, 2027 Results on Apr 21, 2027Mensch und Maschine Software SE announced that they will report Q1, 2027 results on Apr 21, 2027分析記事 • Mar 24Concerns Surrounding Mensch und Maschine Software's (ETR:MUM) PerformanceMensch und Maschine Software SE's ( ETR:MUM ) robust recent earnings didn't do much to move the stock. We think this is...お知らせ • Mar 24+ 1 more updateMensch und Maschine Software SE, Annual General Meeting, May 12, 2026Mensch und Maschine Software SE, Annual General Meeting, May 12, 2026, at 13:00 W. Europe Standard Time.Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €1.91 (up from €1.80 in FY 2024). Revenue: €238.6m (down 27% from FY 2024). Net income: €31.8m (up 4.3% from FY 2024). Profit margin: 13% (up from 9.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.New Risk • Mar 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 488% High level of non-cash earnings (29% accrual ratio).お知らせ • Mar 17Mensch und Maschine Software SE to Report Fiscal Year 2026 Results on Mar 16, 2027Mensch und Maschine Software SE announced that they will report fiscal year 2026 results on Mar 16, 2027分析記事 • Feb 13Mensch und Maschine Software SE's (ETR:MUM) Earnings Haven't Escaped The Attention Of InvestorsMensch und Maschine Software SE's ( ETR:MUM ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell...分析記事 • Jan 29Is Mensch und Maschine Software (ETR:MUM) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: €0.39 (vs €0.38 in 3Q 2024)Third quarter 2025 results: EPS: €0.39 (up from €0.38 in 3Q 2024). Revenue: €56.2m (down 40% from 3Q 2024). Net income: €6.51m (up 1.3% from 3Q 2024). Profit margin: 12% (up from 6.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Oct 22Mensch und Maschine Software SE to Report Q3, 2026 Results on Oct 20, 2026Mensch und Maschine Software SE announced that they will report Q3, 2026 results on Oct 20, 2026分析記事 • Aug 30Some Shareholders Feeling Restless Over Mensch und Maschine Software SE's (ETR:MUM) P/E RatioMensch und Maschine Software SE's ( ETR:MUM ) price-to-earnings (or "P/E") ratio of 27.3x might make it look like a...Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.42 (down from €0.45 in 2Q 2024). Revenue: €54.8m (down 27% from 2Q 2024). Net income: €7.11m (down 6.9% from 2Q 2024). Profit margin: 13% (up from 10% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Jul 24Mensch und Maschine Software SE to Report First Half, 2026 Results on Jul 21, 2026Mensch und Maschine Software SE announced that they will report first half, 2026 results on Jul 21, 2026お知らせ • May 06Mensch und Maschine Software SE announces Annual dividend, payable on June 06, 2025Mensch und Maschine Software SE announced Annual dividend of EUR 0.3100 per share payable on June 06, 2025, ex-date on May 09, 2025 and record date on May 12, 2025.Upcoming Dividend • May 02Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 09 May 2025. Payment date: 13 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (0.9%).分析記事 • Apr 30Mensch und Maschine Software's (ETR:MUM) Soft Earnings Don't Show The Whole PictureMensch und Maschine Software SE's ( ETR:MUM ) stock was strong despite it releasing a soft earnings report last week...Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: €0.62 (vs €0.63 in 1Q 2024)First quarter 2025 results: EPS: €0.62 (down from €0.63 in 1Q 2024). Revenue: €66.0m (down 35% from 1Q 2024). Net income: €10.4m (down 2.2% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 23Mensch und Maschine Software SE to Report Q1, 2026 Results on Apr 21, 2026Mensch und Maschine Software SE announced that they will report Q1, 2026 results on Apr 21, 2026分析記事 • Apr 23Mensch und Maschine Software (ETR:MUM) Is Paying Out A Larger Dividend Than Last YearMensch und Maschine Software SE's ( ETR:MUM ) dividend will be increasing from last year's payment of the same period...分析記事 • Apr 16Unpleasant Surprises Could Be In Store For Mensch und Maschine Software SE's (ETR:MUM) SharesWith a price-to-earnings (or "P/E") ratio of 28.5x Mensch und Maschine Software SE ( ETR:MUM ) may be sending very...お知らせ • Apr 01Mensch und Maschine Software SE, Annual General Meeting, May 08, 2025Mensch und Maschine Software SE, Annual General Meeting, May 08, 2025, at 14:00 W. Europe Standard Time.分析記事 • Apr 01Mensch und Maschine Software (ETR:MUM) Is Increasing Its Dividend To €1.85Mensch und Maschine Software SE's ( ETR:MUM ) dividend will be increasing from last year's payment of the same period...分析記事 • Mar 19Revenue Downgrade: Here's What Analysts Forecast For Mensch und Maschine Software SE (ETR:MUM)Market forces rained on the parade of Mensch und Maschine Software SE ( ETR:MUM ) shareholders today, when the analysts...New Risk • Mar 16New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 103% Dividend yield: 3.3% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Mar 14Mensch und Maschine Software SE announces Annual dividend, payable on May 13, 2025Mensch und Maschine Software SE announced Annual dividend of EUR 1.1000 per share payable on May 13, 2025, ex-date on May 09, 2025 and record date on May 12, 2025.分析記事 • Mar 13Mensch und Maschine Software (ETR:MUM) Is Paying Out A Larger Dividend Than Last YearThe board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that the dividend on 13th of May will be...お知らせ • Mar 13Mensch und Maschine Software SE to Report Fiscal Year 2025 Results on Mar 17, 2026Mensch und Maschine Software SE announced that they will report fiscal year 2025 results on Mar 17, 2026分析記事 • Mar 07We Think Mensch und Maschine Software (ETR:MUM) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Feb 21Mensch und Maschine Software SE (ETR:MUM) Analysts Just Slashed Next Year's Revenue Estimates By 11%One thing we could say about the analysts on Mensch und Maschine Software SE ( ETR:MUM ) - they aren't optimistic...分析記事 • Feb 14Mensch und Maschine Software (ETR:MUM) Is Increasing Its Dividend To €1.85Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its periodic dividend on the 13th...Declared Dividend • Feb 13Dividend increased to €1.85Dividend of €1.85 is 12% higher than last year. Ex-date: 9th May 2025 Payment date: 13th May 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 23% per year 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 grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 11Mensch Und Maschine Software SE Provides Earnings Guidance for the Year 2025 and 2026Mensch und Maschine Software SE provided earnings guidance for the year 2025 and 2026. For the year 2025, the company expects growth of +9%-18% in EBIT or EPS. For 2026, the company expects stronger EBIT/EPS growth of +13%-25%.分析記事 • Nov 15We Think Mensch und Maschine Software (ETR:MUM) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...分析記事 • Oct 26Mensch und Maschine Software's (ETR:MUM) Performance Is Even Better Than Its Earnings SuggestMensch und Maschine Software SE's ( ETR:MUM ) strong earnings report was rewarded with a positive stock price move. We...お知らせ • Oct 18Mensch und Maschine Software SE to Report Q3, 2025 Results on Oct 22, 2025Mensch und Maschine Software SE announced that they will report Q3, 2025 results on Oct 22, 2025Reported Earnings • Jul 19Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: €0.43 (up from €0.39 in 2Q 2023). Revenue: €75.1m (up 5.3% from 2Q 2023). Net income: €7.34m (up 13% from 2Q 2023). Profit margin: 9.8% (in line with 2Q 2023). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% 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 • Jul 18Mensch und Maschine Software SE to Report First Half, 2025 Results on Jul 23, 2025Mensch und Maschine Software SE announced that they will report first half, 2025 results on Jul 23, 2025分析記事 • Jun 03An Intrinsic Calculation For Mensch und Maschine Software SE (ETR:MUM) Suggests It's 37% UndervaluedKey Insights The projected fair value for Mensch und Maschine Software is €89.87 based on 2 Stage Free Cash Flow to...分析記事 • May 21The Trend Of High Returns At Mensch und Maschine Software (ETR:MUM) Has Us Very InterestedThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...分析記事 • May 03Mensch und Maschine Software's (ETR:MUM) Upcoming Dividend Will Be Larger Than Last Year'sMensch und Maschine Software SE ( ETR:MUM ) will increase its dividend from last year's comparable payment on the 6th...分析記事 • Apr 19Mensch und Maschine Software's (ETR:MUM) Upcoming Dividend Will Be Larger Than Last Year'sMensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its dividend from last year's...お知らせ • Apr 19Mensch und Maschine Software SE to Report Q1, 2025 Results on Apr 23, 2025Mensch und Maschine Software SE announced that they will report Q1, 2025 results on Apr 23, 2025Reported Earnings • Apr 18First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.63 (up from €0.58 in 1Q 2023). Revenue: €100.9m (down 2.1% from 1Q 2023). Net income: €10.6m (up 9.9% from 1Q 2023). Profit margin: 11% (up from 9.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Mar 15Mensch und Maschine Software SE to Report Fiscal Year 2024 Results on Mar 13, 2025Mensch und Maschine Software SE announced that they will report fiscal year 2024 results on Mar 13, 2025分析記事 • Jan 06Are Investors Undervaluing Mensch und Maschine Software SE (ETR:MUM) By 42%?Key Insights Mensch und Maschine Software's estimated fair value is €88.05 based on 2 Stage Free Cash Flow to Equity...分析記事 • Dec 19Is Now An Opportune Moment To Examine Mensch und Maschine Software SE (ETR:MUM)?Mensch und Maschine Software SE ( ETR:MUM ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Nov 03Here's Why We Think Mensch und Maschine Software (ETR:MUM) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: €0.29 (vs €0.26 in 3Q 2022)Third quarter 2023 results: EPS: €0.29 (up from €0.26 in 3Q 2022). Revenue: €67.8m (down 5.3% from 3Q 2022). Net income: €4.81m (up 11% from 3Q 2022). Profit margin: 7.1% (up from 6.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 19Mensch und Maschine Software SE to Report Q3, 2024 Results on Oct 18, 2024Mensch und Maschine Software SE announced that they will report Q3, 2024 results on Oct 18, 2024分析記事 • Sep 08Mensch und Maschine Software SE's (ETR:MUM) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights Mensch und Maschine Software's estimated fair value is €80.67 based on 2 Stage Free Cash Flow to Equity...分析記事 • Jul 23Revenue Beat: Mensch und Maschine Software SE Beat Analyst Estimates By 5.5%Last week saw the newest second-quarter earnings release from Mensch und Maschine Software SE ( ETR:MUM ), an important...お知らせ • Jul 23+ 1 more updateMensch und Maschine Software SE Provides Earnings Guidance for 2023 and 2024Mensch und Maschine Software SE provided earnings guidance for the year 2023 and 2024. After the strong first half year, the company believe that 164 Cents/share -181 Cents/share net profit target for full year 2023 is clearly underlined. Accumulated over the two years 2022/23 this would result in +38 Cents-55 Cents surplus over the 126 Cents/share achieved in 2021, or +14-20% p.a. - exactly matching the two year guidance from annual report 2021. For 2024 the company expects EPS to grow by +14% -20% or +24 Cents-34 Cents.お知らせ • Jul 22+ 1 more updateMensch und Maschine Software SE to Report First Half, 2024 Results on Jul 23, 2024Mensch und Maschine Software SE announced that they will report first half, 2024 results on Jul 23, 2024Reported Earnings • Jul 21Second quarter 2023 earnings released: EPS: €0.39 (vs €0.35 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.35 in 2Q 2022). Revenue: €71.3m (flat on 2Q 2022). Net income: €6.48m (up 9.6% from 2Q 2022). Profit margin: 9.1% (up from 8.3% in 2Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 21We Think Mensch und Maschine Software (ETR:MUM) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buying Opportunity • Jul 20Now 20% undervaluedOver the last 90 days, the stock is up 2.8%. The fair value is estimated to be €64.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Price Target Changed • Jun 21Price target increased by 8.1% to €65.65Up from €60.75, the current price target is an average from 4 analysts. New target price is 15% above last closing price of €57.00. Stock is up 16% over the past year. The company is forecast to post earnings per share of €1.76 for next year compared to €1.55 last year.Buying Opportunity • May 24Now 20% undervaluedOver the last 90 days, the stock is up 2.8%. The fair value is estimated to be €62.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 7.6% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.Upcoming Dividend • May 05Upcoming dividend of €1.40 per share at 2.7% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 08 June 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).Buying Opportunity • May 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be €63.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 7.6% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.分析記事 • Apr 05Mensch und Maschine Software's (ETR:MUM) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be paying its dividend of €1.40 on...Reported Earnings • Mar 15Full year 2022 earnings released: EPS: €1.55 (vs €1.26 in FY 2021)Full year 2022 results: EPS: €1.55 (up from €1.26 in FY 2021). Revenue: €320.5m (up 20% from FY 2021). Net income: €26.0m (up 22% from FY 2021). Profit margin: 8.1% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Software industry in Germany. 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 16% per year.分析記事 • Feb 25Here's Why We Think Mensch und Maschine Software (ETR:MUM) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.4%. The fair value is estimated to be €60.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.Price Target Changed • Feb 15Price target decreased by 8.2% to €59.65Down from €65.00, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €51.00. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of €1.56 for next year compared to €1.26 last year.分析記事 • Jan 22Is Now The Time To Look At Buying Mensch und Maschine Software SE (ETR:MUM)?Mensch und Maschine Software SE ( ETR:MUM ), might not be a large cap stock, but it received a lot of attention from a...分析記事 • Jan 10Is Mensch und Maschine Software (ETR:MUM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Dec 22Is Mensch und Maschine Software SE (ETR:MUM) Trading At A 28% Discount?Today we will run through one way of estimating the intrinsic value of Mensch und Maschine Software SE ( ETR:MUM ) by...Buying Opportunity • Dec 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be €60.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 15%.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Rupprecht Bechtolsheim was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Oct 22Should You Think About Buying Mensch und Maschine Software SE (ETR:MUM) Now?Mensch und Maschine Software SE ( ETR:MUM ), might not be a large cap stock, but it received a lot of attention from a...Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: €0.26 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.26 (up from €0.20 in 3Q 2021). Revenue: €71.7m (up 24% from 3Q 2021). Net income: €4.35m (up 32% from 3Q 2021). Profit margin: 6.1% (up from 5.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 21Mensch und Maschine Software SE to Report Q3, 2023 Results on Oct 24, 2023Mensch und Maschine Software SE announced that they will report Q3, 2023 results on Oct 24, 2023分析記事 • Sep 25These 4 Measures Indicate That Mensch und Maschine Software (ETR:MUM) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Aug 05Returns On Capital Are A Standout For Mensch und Maschine Software (ETR:MUM)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Price Target Changed • Jul 30Price target decreased to €65.00Down from €71.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of €51.50. Stock is down 16% over the past year. The company posted earnings per share of €1.26 last year.Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: €0.36 (vs €0.27 in 2Q 2021)Second quarter 2022 results: EPS: €0.36 (up from €0.27 in 2Q 2021). Revenue: €71.2m (up 12% from 2Q 2021). Net income: €6.00m (up 33% from 2Q 2021). Profit margin: 8.4% (up from 7.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.7%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jul 21Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023.お知らせ • Jul 20Mensch und Maschine Software SE to Report First Half, 2023 Results on Jul 26, 2023Mensch und Maschine Software SE announced that they will report first half, 2023 results on Jul 26, 2023分析記事 • Jul 14If EPS Growth Is Important To You, Mensch und Maschine Software (ETR:MUM) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Jun 14Is Mensch und Maschine Software (ETR:MUM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...分析記事 • Jun 01Is Mensch und Maschine Software SE (ETR:MUM) Potentially Undervalued?While Mensch und Maschine Software SE ( ETR:MUM ) might not be the most widely known stock at the moment, it saw a...分析記事 • May 06Mensch und Maschine Software's (ETR:MUM) Dividend Will Be Increased To €1.20The board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its dividend on the...Upcoming Dividend • May 05Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 09 June 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (2.0%).Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: €0.49 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.49 (up from €0.40 in 1Q 2021). Revenue: €85.4m (up 18% from 1Q 2021). Net income: €8.34m (up 25% from 1Q 2021). Profit margin: 9.8% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.2%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Rupprecht Bechtolsheim was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Apr 22Mensch und Maschine Software (ETR:MUM) Has Announced That It Will Be Increasing Its Dividend To €1.20Mensch und Maschine Software SE ( ETR:MUM ) will increase its dividend on the 9th of June to €1.20. The announced...お知らせ • Apr 21Mensch und Maschine Software SE to Report Q1, 2023 Results on Apr 20, 2023Mensch und Maschine Software SE announced that they will report Q1, 2023 results on Apr 20, 2023分析記事 • Apr 12Here's Why I Think Mensch und Maschine Software (ETR:MUM) Is An Interesting StockIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...分析記事 • Mar 23Mensch und Maschine Software (ETR:MUM) Has Announced That It Will Be Increasing Its Dividend To €1.20The board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its dividend on the...Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.26 (up from €1.12 in FY 2020). Revenue: €266.2m (up 9.1% from FY 2020). Net income: €21.3m (up 14% from FY 2020). Profit margin: 8.0% (up from 7.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Feb 12Price target increased to €73.40Up from €68.00, the current price target is provided by 1 analyst. New target price is 36% above last closing price of €54.10. Stock is down 12% over the past year. The company posted earnings per share of €1.11 last year.お知らせ • Feb 10+ 1 more updateMensch und Maschine Software SE Provides Dividend Guidance for the Year 2022 and 2023Mensch und Maschine Software SE provided dividend guidance for the year 2022 and 2023. The company raises targeted dividend plus by +15-20 Cents for 2022 is extended to +15-25 Cents for 2023.Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €50.20, the stock trades at a trailing P/E ratio of 42.8x. Average forward P/E is 31x in the Software industry in Germany. Total returns to shareholders of 96% over the past three years.収支内訳Mensch und Maschine Software 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:MUM 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 2624433114031 Dec 2523932113030 Sep 2523329114030 Jun 2527129112031 Mar 2529130110031 Dec 2432630108030 Sep 2435033106030 Jun 2432431105031 Mar 2432030104031 Dec 2332229103030 Sep 2333429103030 Jun 2333828102031 Mar 2333828100031 Dec 223202698030 Sep 223002594030 Jun 222872492031 Mar 222792390031 Dec 212662189030 Sep 212572085030 Jun 212502084031 Mar 212381982031 Dec 202441981030 Sep 202521883030 Jun 202561883031 Mar 202611882031 Dec 192461781030 Sep 192261581030 Jun 192111478031 Mar 192001375031 Dec 181851272030 Sep 181791167030 Jun 181721066031 Mar 18164965031 Dec 17161964030 Sep 17155863030 Jun 17163863031 Mar 17162763031 Dec 16167762030 Sep 16169661030 Jun 16167560031 Mar 16168559031 Dec 15160459030 Sep 15156458030 Jun 151514560質の高い収益: MUM 非現金収入 のレベルが高いです。利益率の向上: MUMの現在の純利益率 (13.6%)は、昨年(10.3%)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: MUMの収益は過去 5 年間で年間9.7%増加しました。成長の加速: MUMの過去 1 年間の収益成長率 ( 11.1% ) は、5 年間の平均 ( 年間9.7%を上回っています。収益対業界: MUMの過去 1 年間の収益成長率 ( 11.1% ) Software業界19.3%を上回りませんでした。株主資本利益率高いROE: MUMの 自己資本利益率 ( 41.3% ) は 傑出している と考えられます。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7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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 04:29終値2026/05/22 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Mensch und Maschine Software SE 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。6 アナリスト機関Nay Soe NaingBerenbergNicolas HermsDeutsche BankCosmin FilkerGBC AG3 その他のアナリストを表示
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: €0.73 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.63 in 1Q 2025). Revenue: €71.6m (up 8.4% from 1Q 2025). Net income: €11.9m (up 14% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Apr 21Mensch und Maschine Software SE to Report Q1, 2027 Results on Apr 21, 2027Mensch und Maschine Software SE announced that they will report Q1, 2027 results on Apr 21, 2027
分析記事 • Mar 24Concerns Surrounding Mensch und Maschine Software's (ETR:MUM) PerformanceMensch und Maschine Software SE's ( ETR:MUM ) robust recent earnings didn't do much to move the stock. We think this is...
Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €1.91 (up from €1.80 in FY 2024). Revenue: €238.6m (down 27% from FY 2024). Net income: €31.8m (up 4.3% from FY 2024). Profit margin: 13% (up from 9.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Mar 17Mensch und Maschine Software SE to Report Fiscal Year 2026 Results on Mar 16, 2027Mensch und Maschine Software SE announced that they will report fiscal year 2026 results on Mar 16, 2027
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: €0.39 (vs €0.38 in 3Q 2024)Third quarter 2025 results: EPS: €0.39 (up from €0.38 in 3Q 2024). Revenue: €56.2m (down 40% from 3Q 2024). Net income: €6.51m (up 1.3% from 3Q 2024). Profit margin: 12% (up from 6.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 24First quarter 2026 earnings released: EPS: €0.73 (vs €0.63 in 1Q 2025)First quarter 2026 results: EPS: €0.73 (up from €0.63 in 1Q 2025). Revenue: €71.6m (up 8.4% from 1Q 2025). Net income: €11.9m (up 14% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Apr 21Mensch und Maschine Software SE to Report Q1, 2027 Results on Apr 21, 2027Mensch und Maschine Software SE announced that they will report Q1, 2027 results on Apr 21, 2027
分析記事 • Mar 24Concerns Surrounding Mensch und Maschine Software's (ETR:MUM) PerformanceMensch und Maschine Software SE's ( ETR:MUM ) robust recent earnings didn't do much to move the stock. We think this is...
お知らせ • Mar 24+ 1 more updateMensch und Maschine Software SE, Annual General Meeting, May 12, 2026Mensch und Maschine Software SE, Annual General Meeting, May 12, 2026, at 13:00 W. Europe Standard Time.
Reported Earnings • Mar 19Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: €1.91 (up from €1.80 in FY 2024). Revenue: €238.6m (down 27% from FY 2024). Net income: €31.8m (up 4.3% from FY 2024). Profit margin: 13% (up from 9.4% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
New Risk • Mar 19New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 29% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 107% Cash payout ratio: 488% High level of non-cash earnings (29% accrual ratio).
お知らせ • Mar 17Mensch und Maschine Software SE to Report Fiscal Year 2026 Results on Mar 16, 2027Mensch und Maschine Software SE announced that they will report fiscal year 2026 results on Mar 16, 2027
分析記事 • Feb 13Mensch und Maschine Software SE's (ETR:MUM) Earnings Haven't Escaped The Attention Of InvestorsMensch und Maschine Software SE's ( ETR:MUM ) price-to-earnings (or "P/E") ratio of 22x might make it look like a sell...
分析記事 • Jan 29Is Mensch und Maschine Software (ETR:MUM) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Oct 22Third quarter 2025 earnings released: EPS: €0.39 (vs €0.38 in 3Q 2024)Third quarter 2025 results: EPS: €0.39 (up from €0.38 in 3Q 2024). Revenue: €56.2m (down 40% from 3Q 2024). Net income: €6.51m (up 1.3% from 3Q 2024). Profit margin: 12% (up from 6.8% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Oct 22Mensch und Maschine Software SE to Report Q3, 2026 Results on Oct 20, 2026Mensch und Maschine Software SE announced that they will report Q3, 2026 results on Oct 20, 2026
分析記事 • Aug 30Some Shareholders Feeling Restless Over Mensch und Maschine Software SE's (ETR:MUM) P/E RatioMensch und Maschine Software SE's ( ETR:MUM ) price-to-earnings (or "P/E") ratio of 27.3x might make it look like a...
Reported Earnings • Jul 25Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: €0.42 (down from €0.45 in 2Q 2024). Revenue: €54.8m (down 27% from 2Q 2024). Net income: €7.11m (down 6.9% from 2Q 2024). Profit margin: 13% (up from 10% in 2Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) also missed analyst estimates by 1.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Jul 24Mensch und Maschine Software SE to Report First Half, 2026 Results on Jul 21, 2026Mensch und Maschine Software SE announced that they will report first half, 2026 results on Jul 21, 2026
お知らせ • May 06Mensch und Maschine Software SE announces Annual dividend, payable on June 06, 2025Mensch und Maschine Software SE announced Annual dividend of EUR 0.3100 per share payable on June 06, 2025, ex-date on May 09, 2025 and record date on May 12, 2025.
Upcoming Dividend • May 02Upcoming dividend of €1.85 per shareEligible shareholders must have bought the stock before 09 May 2025. Payment date: 13 May 2025. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.3%). Higher than average of industry peers (0.9%).
分析記事 • Apr 30Mensch und Maschine Software's (ETR:MUM) Soft Earnings Don't Show The Whole PictureMensch und Maschine Software SE's ( ETR:MUM ) stock was strong despite it releasing a soft earnings report last week...
Reported Earnings • Apr 25First quarter 2025 earnings released: EPS: €0.62 (vs €0.63 in 1Q 2024)First quarter 2025 results: EPS: €0.62 (down from €0.63 in 1Q 2024). Revenue: €66.0m (down 35% from 1Q 2024). Net income: €10.4m (down 2.2% from 1Q 2024). Profit margin: 16% (up from 11% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 23Mensch und Maschine Software SE to Report Q1, 2026 Results on Apr 21, 2026Mensch und Maschine Software SE announced that they will report Q1, 2026 results on Apr 21, 2026
分析記事 • Apr 23Mensch und Maschine Software (ETR:MUM) Is Paying Out A Larger Dividend Than Last YearMensch und Maschine Software SE's ( ETR:MUM ) dividend will be increasing from last year's payment of the same period...
分析記事 • Apr 16Unpleasant Surprises Could Be In Store For Mensch und Maschine Software SE's (ETR:MUM) SharesWith a price-to-earnings (or "P/E") ratio of 28.5x Mensch und Maschine Software SE ( ETR:MUM ) may be sending very...
お知らせ • Apr 01Mensch und Maschine Software SE, Annual General Meeting, May 08, 2025Mensch und Maschine Software SE, Annual General Meeting, May 08, 2025, at 14:00 W. Europe Standard Time.
分析記事 • Apr 01Mensch und Maschine Software (ETR:MUM) Is Increasing Its Dividend To €1.85Mensch und Maschine Software SE's ( ETR:MUM ) dividend will be increasing from last year's payment of the same period...
分析記事 • Mar 19Revenue Downgrade: Here's What Analysts Forecast For Mensch und Maschine Software SE (ETR:MUM)Market forces rained on the parade of Mensch und Maschine Software SE ( ETR:MUM ) shareholders today, when the analysts...
New Risk • Mar 16New minor risk - Dividend sustainabilityThe dividend is not well covered by earnings. Payout ratio: 103% Dividend yield: 3.3% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Mar 14Mensch und Maschine Software SE announces Annual dividend, payable on May 13, 2025Mensch und Maschine Software SE announced Annual dividend of EUR 1.1000 per share payable on May 13, 2025, ex-date on May 09, 2025 and record date on May 12, 2025.
分析記事 • Mar 13Mensch und Maschine Software (ETR:MUM) Is Paying Out A Larger Dividend Than Last YearThe board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that the dividend on 13th of May will be...
お知らせ • Mar 13Mensch und Maschine Software SE to Report Fiscal Year 2025 Results on Mar 17, 2026Mensch und Maschine Software SE announced that they will report fiscal year 2025 results on Mar 17, 2026
分析記事 • Mar 07We Think Mensch und Maschine Software (ETR:MUM) Can Manage Its Debt With EaseSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Feb 21Mensch und Maschine Software SE (ETR:MUM) Analysts Just Slashed Next Year's Revenue Estimates By 11%One thing we could say about the analysts on Mensch und Maschine Software SE ( ETR:MUM ) - they aren't optimistic...
分析記事 • Feb 14Mensch und Maschine Software (ETR:MUM) Is Increasing Its Dividend To €1.85Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its periodic dividend on the 13th...
Declared Dividend • Feb 13Dividend increased to €1.85Dividend of €1.85 is 12% higher than last year. Ex-date: 9th May 2025 Payment date: 13th May 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.5%. Sustainability & Growth Dividend is covered by both earnings (87% earnings payout ratio) and cash flows (61% cash payout ratio). The dividend has increased by an average of 23% per year 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 grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 11Mensch Und Maschine Software SE Provides Earnings Guidance for the Year 2025 and 2026Mensch und Maschine Software SE provided earnings guidance for the year 2025 and 2026. For the year 2025, the company expects growth of +9%-18% in EBIT or EPS. For 2026, the company expects stronger EBIT/EPS growth of +13%-25%.
分析記事 • Nov 15We Think Mensch und Maschine Software (ETR:MUM) Can Manage Its Debt With EaseDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Oct 26Mensch und Maschine Software's (ETR:MUM) Performance Is Even Better Than Its Earnings SuggestMensch und Maschine Software SE's ( ETR:MUM ) strong earnings report was rewarded with a positive stock price move. We...
お知らせ • Oct 18Mensch und Maschine Software SE to Report Q3, 2025 Results on Oct 22, 2025Mensch und Maschine Software SE announced that they will report Q3, 2025 results on Oct 22, 2025
Reported Earnings • Jul 19Second quarter 2024 earnings: EPS and revenues miss analyst expectationsSecond quarter 2024 results: EPS: €0.43 (up from €0.39 in 2Q 2023). Revenue: €75.1m (up 5.3% from 2Q 2023). Net income: €7.34m (up 13% from 2Q 2023). Profit margin: 9.8% (in line with 2Q 2023). Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) also missed analyst estimates by 3.5%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% 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 • Jul 18Mensch und Maschine Software SE to Report First Half, 2025 Results on Jul 23, 2025Mensch und Maschine Software SE announced that they will report first half, 2025 results on Jul 23, 2025
分析記事 • Jun 03An Intrinsic Calculation For Mensch und Maschine Software SE (ETR:MUM) Suggests It's 37% UndervaluedKey Insights The projected fair value for Mensch und Maschine Software is €89.87 based on 2 Stage Free Cash Flow to...
分析記事 • May 21The Trend Of High Returns At Mensch und Maschine Software (ETR:MUM) Has Us Very InterestedThere are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
分析記事 • May 03Mensch und Maschine Software's (ETR:MUM) Upcoming Dividend Will Be Larger Than Last Year'sMensch und Maschine Software SE ( ETR:MUM ) will increase its dividend from last year's comparable payment on the 6th...
分析記事 • Apr 19Mensch und Maschine Software's (ETR:MUM) Upcoming Dividend Will Be Larger Than Last Year'sMensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its dividend from last year's...
お知らせ • Apr 19Mensch und Maschine Software SE to Report Q1, 2025 Results on Apr 23, 2025Mensch und Maschine Software SE announced that they will report Q1, 2025 results on Apr 23, 2025
Reported Earnings • Apr 18First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: €0.63 (up from €0.58 in 1Q 2023). Revenue: €100.9m (down 2.1% from 1Q 2023). Net income: €10.6m (up 9.9% from 1Q 2023). Profit margin: 11% (up from 9.4% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue exceeded analyst estimates by 6.4%. Earnings per share (EPS) also surpassed analyst estimates by 5.0%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Mar 15Mensch und Maschine Software SE to Report Fiscal Year 2024 Results on Mar 13, 2025Mensch und Maschine Software SE announced that they will report fiscal year 2024 results on Mar 13, 2025
分析記事 • Jan 06Are Investors Undervaluing Mensch und Maschine Software SE (ETR:MUM) By 42%?Key Insights Mensch und Maschine Software's estimated fair value is €88.05 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Dec 19Is Now An Opportune Moment To Examine Mensch und Maschine Software SE (ETR:MUM)?Mensch und Maschine Software SE ( ETR:MUM ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Nov 03Here's Why We Think Mensch und Maschine Software (ETR:MUM) Is Well Worth WatchingIt's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: €0.29 (vs €0.26 in 3Q 2022)Third quarter 2023 results: EPS: €0.29 (up from €0.26 in 3Q 2022). Revenue: €67.8m (down 5.3% from 3Q 2022). Net income: €4.81m (up 11% from 3Q 2022). Profit margin: 7.1% (up from 6.1% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 7.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 19Mensch und Maschine Software SE to Report Q3, 2024 Results on Oct 18, 2024Mensch und Maschine Software SE announced that they will report Q3, 2024 results on Oct 18, 2024
分析記事 • Sep 08Mensch und Maschine Software SE's (ETR:MUM) Intrinsic Value Is Potentially 57% Above Its Share PriceKey Insights Mensch und Maschine Software's estimated fair value is €80.67 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Jul 23Revenue Beat: Mensch und Maschine Software SE Beat Analyst Estimates By 5.5%Last week saw the newest second-quarter earnings release from Mensch und Maschine Software SE ( ETR:MUM ), an important...
お知らせ • Jul 23+ 1 more updateMensch und Maschine Software SE Provides Earnings Guidance for 2023 and 2024Mensch und Maschine Software SE provided earnings guidance for the year 2023 and 2024. After the strong first half year, the company believe that 164 Cents/share -181 Cents/share net profit target for full year 2023 is clearly underlined. Accumulated over the two years 2022/23 this would result in +38 Cents-55 Cents surplus over the 126 Cents/share achieved in 2021, or +14-20% p.a. - exactly matching the two year guidance from annual report 2021. For 2024 the company expects EPS to grow by +14% -20% or +24 Cents-34 Cents.
お知らせ • Jul 22+ 1 more updateMensch und Maschine Software SE to Report First Half, 2024 Results on Jul 23, 2024Mensch und Maschine Software SE announced that they will report first half, 2024 results on Jul 23, 2024
Reported Earnings • Jul 21Second quarter 2023 earnings released: EPS: €0.39 (vs €0.35 in 2Q 2022)Second quarter 2023 results: EPS: €0.39 (up from €0.35 in 2Q 2022). Revenue: €71.3m (flat on 2Q 2022). Net income: €6.48m (up 9.6% from 2Q 2022). Profit margin: 9.1% (up from 8.3% in 2Q 2022). Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 21We Think Mensch und Maschine Software (ETR:MUM) Can Manage Its Debt With EaseHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buying Opportunity • Jul 20Now 20% undervaluedOver the last 90 days, the stock is up 2.8%. The fair value is estimated to be €64.60, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Price Target Changed • Jun 21Price target increased by 8.1% to €65.65Up from €60.75, the current price target is an average from 4 analysts. New target price is 15% above last closing price of €57.00. Stock is up 16% over the past year. The company is forecast to post earnings per share of €1.76 for next year compared to €1.55 last year.
Buying Opportunity • May 24Now 20% undervaluedOver the last 90 days, the stock is up 2.8%. The fair value is estimated to be €62.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 7.6% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
Upcoming Dividend • May 05Upcoming dividend of €1.40 per share at 2.7% yieldEligible shareholders must have bought the stock before 12 May 2023. Payment date: 08 June 2023. Payout ratio is on the higher end at 85%, however this is supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.6%).
Buying Opportunity • May 03Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.9%. The fair value is estimated to be €63.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 7.6% in 2 years. Earnings is forecast to grow by 34% in the next 2 years.
分析記事 • Apr 05Mensch und Maschine Software's (ETR:MUM) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be paying its dividend of €1.40 on...
Reported Earnings • Mar 15Full year 2022 earnings released: EPS: €1.55 (vs €1.26 in FY 2021)Full year 2022 results: EPS: €1.55 (up from €1.26 in FY 2021). Revenue: €320.5m (up 20% from FY 2021). Net income: €26.0m (up 22% from FY 2021). Profit margin: 8.1% (up from 8.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 7.5% growth forecast for the Software industry in Germany. 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 16% per year.
分析記事 • Feb 25Here's Why We Think Mensch und Maschine Software (ETR:MUM) Is Well Worth WatchingInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Buying Opportunity • Feb 24Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.4%. The fair value is estimated to be €60.92, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 18% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.
Price Target Changed • Feb 15Price target decreased by 8.2% to €59.65Down from €65.00, the current price target is an average from 4 analysts. New target price is 17% above last closing price of €51.00. Stock is down 5.0% over the past year. The company is forecast to post earnings per share of €1.56 for next year compared to €1.26 last year.
分析記事 • Jan 22Is Now The Time To Look At Buying Mensch und Maschine Software SE (ETR:MUM)?Mensch und Maschine Software SE ( ETR:MUM ), might not be a large cap stock, but it received a lot of attention from a...
分析記事 • Jan 10Is Mensch und Maschine Software (ETR:MUM) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Dec 22Is Mensch und Maschine Software SE (ETR:MUM) Trading At A 28% Discount?Today we will run through one way of estimating the intrinsic value of Mensch und Maschine Software SE ( ETR:MUM ) by...
Buying Opportunity • Dec 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 2.0%. The fair value is estimated to be €60.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.5% over the last 3 years. Earnings per share has grown by 15%.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Rupprecht Bechtolsheim was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Oct 22Should You Think About Buying Mensch und Maschine Software SE (ETR:MUM) Now?Mensch und Maschine Software SE ( ETR:MUM ), might not be a large cap stock, but it received a lot of attention from a...
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: €0.26 (vs €0.20 in 3Q 2021)Third quarter 2022 results: EPS: €0.26 (up from €0.20 in 3Q 2021). Revenue: €71.7m (up 24% from 3Q 2021). Net income: €4.35m (up 32% from 3Q 2021). Profit margin: 6.1% (up from 5.7% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Software industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 21Mensch und Maschine Software SE to Report Q3, 2023 Results on Oct 24, 2023Mensch und Maschine Software SE announced that they will report Q3, 2023 results on Oct 24, 2023
分析記事 • Sep 25These 4 Measures Indicate That Mensch und Maschine Software (ETR:MUM) Is Using Debt SafelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Aug 05Returns On Capital Are A Standout For Mensch und Maschine Software (ETR:MUM)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Price Target Changed • Jul 30Price target decreased to €65.00Down from €71.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of €51.50. Stock is down 16% over the past year. The company posted earnings per share of €1.26 last year.
Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: €0.36 (vs €0.27 in 2Q 2021)Second quarter 2022 results: EPS: €0.36 (up from €0.27 in 2Q 2021). Revenue: €71.2m (up 12% from 2Q 2021). Net income: €6.00m (up 33% from 2Q 2021). Profit margin: 8.4% (up from 7.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.7%, compared to a 8.3% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jul 21Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023.
お知らせ • Jul 20Mensch und Maschine Software SE to Report First Half, 2023 Results on Jul 26, 2023Mensch und Maschine Software SE announced that they will report first half, 2023 results on Jul 26, 2023
分析記事 • Jul 14If EPS Growth Is Important To You, Mensch und Maschine Software (ETR:MUM) Presents An OpportunityInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Jun 14Is Mensch und Maschine Software (ETR:MUM) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • Jun 01Is Mensch und Maschine Software SE (ETR:MUM) Potentially Undervalued?While Mensch und Maschine Software SE ( ETR:MUM ) might not be the most widely known stock at the moment, it saw a...
分析記事 • May 06Mensch und Maschine Software's (ETR:MUM) Dividend Will Be Increased To €1.20The board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its dividend on the...
Upcoming Dividend • May 05Upcoming dividend of €1.20 per shareEligible shareholders must have bought the stock before 12 May 2022. Payment date: 09 June 2022. Payout ratio is on the higher end at 88%, however this is supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (4.1%). Higher than average of industry peers (2.0%).
Reported Earnings • Apr 27First quarter 2022 earnings released: EPS: €0.49 (vs €0.40 in 1Q 2021)First quarter 2022 results: EPS: €0.49 (up from €0.40 in 1Q 2021). Revenue: €85.4m (up 18% from 1Q 2021). Net income: €8.34m (up 25% from 1Q 2021). Profit margin: 9.8% (in line with 1Q 2021). Over the next year, revenue is forecast to grow 6.2%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 2 non-independent directors. Independent Director Rupprecht Bechtolsheim was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Apr 22Mensch und Maschine Software (ETR:MUM) Has Announced That It Will Be Increasing Its Dividend To €1.20Mensch und Maschine Software SE ( ETR:MUM ) will increase its dividend on the 9th of June to €1.20. The announced...
お知らせ • Apr 21Mensch und Maschine Software SE to Report Q1, 2023 Results on Apr 20, 2023Mensch und Maschine Software SE announced that they will report Q1, 2023 results on Apr 20, 2023
分析記事 • Apr 12Here's Why I Think Mensch und Maschine Software (ETR:MUM) Is An Interesting StockIt's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 • Mar 23Mensch und Maschine Software (ETR:MUM) Has Announced That It Will Be Increasing Its Dividend To €1.20The board of Mensch und Maschine Software SE ( ETR:MUM ) has announced that it will be increasing its dividend on the...
Reported Earnings • Mar 15Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: €1.26 (up from €1.12 in FY 2020). Revenue: €266.2m (up 9.1% from FY 2020). Net income: €21.3m (up 14% from FY 2020). Profit margin: 8.0% (up from 7.7% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Feb 12Price target increased to €73.40Up from €68.00, the current price target is provided by 1 analyst. New target price is 36% above last closing price of €54.10. Stock is down 12% over the past year. The company posted earnings per share of €1.11 last year.
お知らせ • Feb 10+ 1 more updateMensch und Maschine Software SE Provides Dividend Guidance for the Year 2022 and 2023Mensch und Maschine Software SE provided dividend guidance for the year 2022 and 2023. The company raises targeted dividend plus by +15-20 Cents for 2022 is extended to +15-25 Cents for 2023.
Valuation Update With 7 Day Price Move • Jan 24Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to €50.20, the stock trades at a trailing P/E ratio of 42.8x. Average forward P/E is 31x in the Software industry in Germany. Total returns to shareholders of 96% over the past three years.