Mobico Group Plc

LSE:MCG 株式レポート

時価総額：UK£145.5m

Mobico Group 将来の成長

Future 基準チェック /46

Mobico Groupは、85.2%と3.8%でそれぞれ年率85.2%で利益と収益が成長すると予測される一方、EPSはgrowで88%年率。

主要情報

85.2%

収益成長率

88.04%

EPS成長率

Transportation 収益成長9.8%
収益成長率3.8%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日08 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Jun 18

MCG: 2026 CEO Transition And Margin Outlook Will Support Bullish Shares

Analysts have trimmed their price target on Mobico Group by £0.05, reflecting updated assumptions on revenue growth, profit margins and future P/E multiples after recent sector research. What’s in the News for Mobico Group Mobico Group appointed Paco Iglesias as Group Chief Executive Officer, with effect from 1 April 2026.
ナラティブ更新 • Jun 03

MCG: New Leadership And Stable Margins Will Support Future Upside

Analysts have trimmed their price targets on Mobico Group by £0.05, reflecting updated views on risk and earnings multiples after recent research revisions. What's in the News Mobico Group appointed Paco Iglesias as Group Chief Executive Officer, following his tenure as Group Chief Operating Officer since February 2025.
ナラティブ更新 • May 15

MCG: 2026 Profit Guidance And CEO Transition Will Support Bullish Outlook

Analysts have trimmed their price target on Mobico Group, with one recent move cutting the target by £0.05. This change reflects updated views on the company’s risk profile and earnings power.
ナラティブ更新 • May 01

MCG: 2026 Profit Guidance And Leadership Transition Will Shape Fairly Valued Outlook

Narrative update on the price target The consensus analyst price target for Mobico Group has been trimmed by £0.05, as analysts factor in more modest assumptions for revenue growth, profit margins and future P/E expectations. Analyst Commentary Bearish analysts have reacted to the recent developments by trimming price targets, including a £0.05 reduction that reflects more cautious assumptions around revenue, margins and future P/E levels.
ナラティブ更新 • Apr 16

MCG: Refreshed Profit Outlook Will Support Future Rebound Potential

Narrative Update on Mobico Group The analyst price target for Mobico Group has been reduced by £0.05, with analysts pointing to updated expectations around revenue growth, profit margins and future P/E assumptions following recent research such as the target cut reported by RBC Capital. Analyst Commentary The recent price target reduction of £0.05 reflects updated assumptions on revenue, margins and P/E, rather than a sudden shift in overall stance on Mobico Group.
ナラティブ更新 • Apr 02

MCG: Revised Margin Outlook Will Support Future Upside Potential

Analysts have lowered their price target on Mobico Group by £0.05 to a new fair value estimate of £0.37, reflecting revised expectations for revenue growth, profit margins and future P/E assumptions following recent research, including the latest cut from RBC Capital. Analyst Commentary Bullish Takeaways Bullish analysts view the revised £0.37 fair value as still leaving room for upside if execution on revenue and margin targets meets internal plans.
ナラティブ更新 • Mar 19

MCG: 2026 Profit Guidance Will Support Improved Outlook For Undervalued Shares

Analysts have raised their price target on Mobico Group from £0.23 to £0.25, citing updated assumptions around revenue growth, profit margins and future P/E that they believe better reflect the company’s current outlook. What's in the News Mobico Group issued earnings guidance for 2026, with an operating profit range of €195 million to €210 million.
ナラティブ更新 • Mar 05

MCG: Updated Margin Outlook And P/E Assumptions Will Support Future Upside Potential

Analysts have adjusted their fair value estimate for Mobico Group from £0.37 to £0.36 per share, reflecting updated assumptions on revenue growth, profit margins and the future P/E multiple. Valuation Changes Fair Value: Adjusted slightly from £0.37 to £0.36 per share.
ナラティブ更新 • Feb 19

MCG: Higher Margin Outlook Will Support Future Rebound Potential

Analysts have reduced their fair value estimate for Mobico Group from about £1.13 to around £0.68, citing a higher discount rate, softer revenue growth assumptions, a higher profit margin outlook, and a lower future P/E multiple in their updated models. What's in the News Mobico Group plans to appoint KPMG LLP as its new auditor, with the change scheduled to take effect from November 26, 2025 (Key Developments).
ナラティブ更新 • Feb 05

MCG: Softer Revenue Outlook And Higher Margins Will Support Future Upside Potential

The latest analyst price target for Mobico Group has been revised, with analysts pointing to slightly softer revenue growth assumptions and a marginally higher profit margin outlook as key drivers of the updated valuation. What's in the News Mobico Group appointed KPMG LLP as its new auditor, with the change scheduled to take effect on November 26, 2025 (Key Developments).
ナラティブ更新 • Jan 21

MCG: Fair Outlook Balances Softer Revenue, Higher Margins And Audit Shift

Analysts have reduced their fair value estimate for Mobico Group to £0.23 from £0.30. They cite softer revenue expectations, a slightly higher discount rate, improved profit margin assumptions, and a lower future P/E multiple as the main drivers of this change.
ナラティブ更新 • Jan 07

MCG: Saudi Contract Wins And Stable Assumptions Will Support Upside Potential

Analysts have kept their fair value estimate for Mobico Group unchanged, with no revision to the price target. This reflects steady assumptions on discount rate, revenue growth, profit margin and future P/E for now.
ナラティブ更新 • Dec 15

MCG: Recalibrated Price Outlook Will Support Renewed Confidence In Future Upside Potential

Analysts have trimmed their price target on Mobico Group to 30 GBp from 35 GBp, reflecting more cautious assumptions on the near term risk reward while maintaining a neutral stance on the shares. Analyst Commentary Bullish analysts view the maintained neutral rating and modestly reduced price target as a signal that the stock still offers reasonable value relative to its fundamentals, even as near term expectations are tempered.
ナラティブ更新 • Dec 01

MCG: New Contract Win And Margin Improvements Will Support Renewed Confidence

Analysts have reduced their price target for Mobico Group from £0.35 to £0.30. This reflects expectations of weaker revenue growth even though there have been slight improvements in profit margin forecasts.
ナラティブ更新 • Nov 17

MCG: Future Contract Win And Stable Financials Will Drive Renewed Confidence

Analysts have reduced their price target for Mobico Group from £0.35 to £0.30. They cited updated forecasts that reflect slightly higher discount rates and stable revenue growth expectations.
ナラティブ更新 • Nov 01

MCG: Cost Management Initiatives Will Drive Margin Improvement Amid Sector Volatility

Mobico Group's analyst price target has been reduced from £0.35 to £0.30, as analysts cite updated sector performance expectations to justify the decrease. Analyst Commentary Following the revised price target, analysts have provided insight into the factors influencing their outlook on Mobico Group.
ナラティブ更新 • Oct 18

ALSA And WeDriveU Will Improve Future Prospects

Narrative Update: Mobico Group Analyst Price Target Revision Analysts have revised their price target for Mobico Group downward from 35 GBp to 30 GBp. This change reflects updated financial projections and sector performance expectations. Analyst Commentary As analysts update their views on Mobico Group, differing perspectives emerge regarding the company's valuation, growth potential, and execution risks.
分析記事 • Jun 27

These 4 Measures Indicate That Mobico Group (LON:MCG) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
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新しいナラティブ • May 10

ALSA And WeDriveU Will Improve Future Prospects

Strategic divestment and focus on growth areas like ALSA and WeDriveU aim to boost revenue and profitability through asset-light, diversified ventures.
分析記事 • Dec 01

Mobico Group Plc (LON:MCG) Soars 27% But It's A Story Of Risk Vs Reward

Mobico Group Plc ( LON:MCG ) shareholders have had their patience rewarded with a 27% share price jump in the last...
分析記事 • Nov 08

Is Mobico Group (LON:MCG) Using Too Much Debt?

David 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 • Aug 23

After Leaping 29% Mobico Group Plc (LON:MCG) Shares Are Not Flying Under The Radar

Mobico Group Plc ( LON:MCG ) shareholders would be excited to see that the share price has had a great month, posting a...
分析記事 • Jun 26

Is Mobico Group (LON:MCG) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
分析記事 • May 24

Investors Still Waiting For A Pull Back In Mobico Group Plc (LON:MCG)

It's not a stretch to say that Mobico Group Plc's ( LON:MCG ) price-to-sales (or "P/S") ratio of 0.1x right now seems...
分析記事 • Dec 21

Mobico Group Plc's (LON:MCG) Popularity With Investors Is Under Threat From Overpricing

With a median price-to-sales (or "P/S") ratio of close to 0.2x in the Transportation industry in the United Kingdom...
分析記事 • Nov 16

Here's Why Mobico Group (LON:MCG) Has A Meaningful Debt Burden

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • May 27

National Express Group (LON:NEX) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...

業績と収益の成長予測

LSE:MCG - アナリストの将来予測と過去の財務データ ( )GBP Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20283,00597582103
12/31/20272,87095461994
12/31/20262,80669141744
3/31/20262,686-137-44125N/A
12/31/20252,738-117-64110N/A
9/30/20253,327-449-29163N/A
6/30/20253,499-8126217N/A
3/31/20253,456-81833238N/A
12/31/20242,598-17570269N/A
9/30/20242,708-18365259N/A
6/30/20242,819-19160250N/A
3/31/20242,985-19977240N/A
12/31/20233,151-20794230N/A
9/30/20233,102-26397239N/A
6/30/20233,053-319100249N/A
3/31/20232,930-28673235N/A
12/31/20222,808-25447221N/A
9/30/20222,655-15945214N/A
6/30/20222,502-6544206N/A
3/31/20222,336-831188N/A
12/31/20212,170-102-41171N/A
9/30/20212,044-189-114110N/A
6/30/20211,917-277-18650N/A
3/31/20211,936-305-268-32N/A
12/31/20201,956-334-350-114N/A
9/30/20202,199-176-228-16N/A
6/30/20202,441-18-10683N/A
3/31/20202,5936154220N/A
12/31/20192,744141N/A356N/A
9/30/20192,661141N/A344N/A
6/30/20192,578141N/A331N/A
3/31/20192,514138N/A319N/A
12/31/20182,451136N/A307N/A
9/30/20182,405136N/A300N/A
6/30/20182,358137N/A293N/A
3/31/20182,340131N/A294N/A
12/31/20172,321125N/A296N/A
9/30/20172,289121N/A296N/A
6/30/20172,257117N/A296N/A
3/31/20172,175114N/A284N/A
12/31/20162,094112N/A272N/A
6/30/20161,801107N/A244N/A
3/31/20161,777106N/A248N/A
12/31/20151,754106N/A253N/A
9/30/20151,90495N/AN/AN/A

アナリストによる今後の成長予測

収入対貯蓄率: MCGは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 3.6% ) よりも高い成長率であると考えられます。

収益対市場: MCG今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: MCG今後 3 年以内に収益を上げることが予想されます。

収益対市場: MCGの収益 ( 3.8% ) UK市場 ( 3.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: MCGの収益 ( 3.8% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: MCGの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/21 14:10
終値2026/09/18 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

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 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

Mobico Group Plc 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。21

アナリスト機関
David FintzenBarclays
Jack CummingsBerenberg
Owen ShirleyBerenberg