View ValuationMobimo Holding 향후 성장Future 기준 점검 0/6Mobimo Holding 의 수익과 수익은 각각 연간 29.4% 및 14% 감소할 것으로 예상됩니다. EPS는 연간 14.4% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 4.9% 로 예상됩니다.핵심 정보-14.0%이익 성장률-14.41%EPS 성장률Real Estate 이익 성장-6.6%매출 성장률-29.4%향후 자기자본이익률4.85%애널리스트 커버리지Low마지막 업데이트08 May 2026최근 향후 성장 업데이트Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.모든 업데이트 보기Recent updates공시 • Apr 14Mobimo Holding AG to Report Fiscal Year 2026 Final Results on Feb 12, 2027Mobimo Holding AG announced that they will report fiscal year 2026 final results on Feb 12, 2027Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (2.7%).공시 • Mar 09Mobimo Holding AG, Annual General Meeting, Mar 31, 2026Mobimo Holding AG, Annual General Meeting, Mar 31, 2026, at 17:00 W. Europe Standard Time.Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.Declared Dividend • Feb 18Dividend of CHF10.25 announcedDividend of CHF10.25 is the same as last year. Ex-date: 2nd April 2026 Payment date: 8th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased 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 decline by 53% over the next 3 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Feb 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CHF26.35 (up from CHF17.26 in FY 2024). Revenue: CHF353.8m (up 37% from FY 2024). Net income: CHF192.9m (up 54% from FY 2024). Profit margin: 55% (up from 49% in FY 2024). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to decline by 46% p.a. on average during the next 2 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • Feb 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 354% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Large one-off items impacting financial results.공시 • Feb 14Peter Schaub Not to Stand for Re-Election as Chairman of Mobimo Holding AGMobimo Holding AG announced that Peter Schaub, who is not standing for re-election after seven years as Chairman and a total of 18 years on the Board of Directors. Peter Schaub has shaped Mobimo’s strategic development with foresight and integrity over many years.공시 • Jan 12Mobimo Holding AG to Report First Half, 2026 Results on Aug 07, 2026Mobimo Holding AG announced that they will report first half, 2026 results on Aug 07, 2026분석 기사 • Nov 26Benign Growth For Mobimo Holding AG (VTX:MOBN) Underpins Its Share PriceMobimo Holding AG's ( VTX:MOBN ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right now...분석 기사 • Nov 06Here's Why Mobimo Holding (VTX:MOBN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...분석 기사 • Sep 04We Think Mobimo Holding (VTX:MOBN) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.Reported Earnings • Aug 11First half 2025 earnings released: EPS: CHF15.13 (vs CHF9.04 in 1H 2024)First half 2025 results: EPS: CHF15.13 (up from CHF9.04 in 1H 2024). Revenue: CHF161.5m (up 42% from 1H 2024). Net income: CHF109.8m (up 67% from 1H 2024). Profit margin: 68% (up from 58% in 1H 2024). Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.분석 기사 • Apr 19Getting In Cheap On Mobimo Holding AG (VTX:MOBN) Is UnlikelyWith a median price-to-earnings (or "P/E") ratio of close to 19x in Switzerland, you could be forgiven for feeling...공시 • Apr 10Mobimo Holding AG to Report Fiscal Year 2025 Results on Feb 13, 2026Mobimo Holding AG announced that they will report fiscal year 2025 results on Feb 13, 2026Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (3.2%).분석 기사 • Mar 25Here's Why Mobimo Holding AG's (VTX:MOBN) CEO Compensation Is The Least Of Shareholders' ConcernsKey Insights Mobimo Holding to hold its Annual General Meeting on 31st of March Salary of CHF603.0k is part of CEO...공시 • Mar 10Mobimo Holding AG, Annual General Meeting, Mar 31, 2025Mobimo Holding AG, Annual General Meeting, Mar 31, 2025, at 17:00 W. Europe Standard Time.분석 기사 • Mar 03Mobimo Holding's (VTX:MOBN) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Mobimo Holding AG ( VTX:MOBN ) has announced that it will be paying its dividend of CHF10.25 on the 4th of...Declared Dividend • Mar 03Dividend increased to CHF10.25Dividend of CHF10.25 is 2.5% higher than last year. Ex-date: 2nd April 2025 Payment date: 4th April 2025 Dividend yield will be 3.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased 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 decline by 9.8% over the next 3 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.분석 기사 • Feb 21Shareholders Shouldn’t Be Too Comfortable With Mobimo Holding's (VTX:MOBN) Strong EarningsDespite posting strong earnings, Mobimo Holding AG's ( VTX:MOBN ) stock didn't move much over the last week. We looked...New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.분석 기사 • Feb 18New Forecasts: Here's What Analysts Think The Future Holds For Mobimo Holding AG (VTX:MOBN)Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...Reported Earnings • Feb 16Full year 2024 earnings released: EPS: CHF17.26 (vs CHF6.43 in FY 2023)Full year 2024 results: EPS: CHF17.26 (up from CHF6.43 in FY 2023). Revenue: CHF255.4m (up 7.8% from FY 2023). Net income: CHF125.2m (up 168% from FY 2023). Profit margin: 49% (up from 20% in FY 2023). Revenue is expected to fall by 3.2% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.분석 기사 • Nov 23Mobimo Holding AG's (VTX:MOBN) P/E Is On The MarkWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.Reported Earnings • Aug 05First half 2024 earnings: EPS exceeds analyst expectationsFirst half 2024 results: EPS: CHF9.04 (up from CHF4.72 in 1H 2023). Revenue: CHF113.5m (up 13% from 1H 2023). Net income: CHF65.6m (up 92% from 1H 2023). Profit margin: 58% (up from 34% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 6.7% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Aug 02Mobimo Holding AG to Report First Half, 2025 Results on Aug 08, 2025Mobimo Holding AG announced that they will report first half, 2025 results on Aug 08, 2025공시 • May 19Mobimo Holding AG to Report Fiscal Year 2024 Results on Feb 14, 2025Mobimo Holding AG announced that they will report fiscal year 2024 results on Feb 14, 2025Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Stephane Maye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 21Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (3.8%).분석 기사 • Feb 12There May Be Reason For Hope In Mobimo Holding's (VTX:MOBN) Disappointing EarningsSoft earnings didn't appear to concern Mobimo Holding AG's ( VTX:MOBN ) shareholders over the last week. Our analysis...New Risk • Feb 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (20% net profit margin).분석 기사 • Nov 16Here's Why Mobimo Holding (VTX:MOBN) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 39% Last year net profit margin: 61% 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 Risks Debt is not well covered by operating cash flow (8.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 7.0% per year for the foreseeable future. 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 (39% net profit margin).공시 • Aug 06Mobimo Holding AG to Report First Half, 2024 Results on Aug 02, 2024Mobimo Holding AG announced that they will report first half, 2024 results on Aug 02, 2024Upcoming Dividend • Apr 06Upcoming dividend of CHF10.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (3.6%).분석 기사 • Apr 05Shareholders Will Probably Not Have Any Issues With Mobimo Holding AG's (VTX:MOBN) CEO CompensationKey Insights Mobimo Holding will host its Annual General Meeting on 11th of April Total pay for CEO Daniel Ducrey...분석 기사 • Mar 20Mobimo Holding (VTX:MOBN) Has Affirmed Its Dividend Of CHF10.00Mobimo Holding AG ( VTX:MOBN ) has announced that it will pay a dividend of CHF10.00 per share on the 17th of April...공시 • Feb 11Mobimo Holding AG to Report First Half, 2023 Results on Aug 04, 2023Mobimo Holding AG announced that they will report first half, 2023 results on Aug 04, 2023Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.공시 • Dec 17Mobimo Holding AG Appoints Jörg Brunner as Chief Financial OfficerThe Board of Directors of Mobimo Holding AG has appointed Jörg Brunner (1977) as Chief Financial Officer. Jörg Brunner, who has been Head of Group Accounting and Financial Accounting for many years, has already been acting as the company’s interim CFO since May 2022. Jörg Brunner holds a degree in business administration from the University of St. Gallen (lic. oec. HSG) and a diploma as a federally certified auditor. From 2003 to 2010, he worked in the Audit Services division of Ernst & Young AG. He then joined Mobimo and quickly assumed management and thematic responsibility.분석 기사 • Dec 01Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Sep 01Industry Analysts Just Upgraded Their Mobimo Holding AG (VTX:MOBN) Revenue Forecasts By 25%Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...Major Estimate Revision • Aug 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF138.3m to CHF172.3m. EPS estimate unchanged from CHF16.41 at last update. Real Estate industry in Switzerland expected to see average net income decline 32% next year. Consensus price target of CHF275 unchanged from last update. Share price fell 3.9% to CHF237 over the past week.분석 기사 • Aug 12Is Mobimo Holding (VTX:MOBN) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF83.7m from profit in 1H 2021). Profit margin: (down from 45% in 1H 2021). Over the next year, revenue is expected to shrink by 29% compared to a 3.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Jun 04Mobimo Holding AG to Report Fiscal Year 2022 Results on Feb 10, 2023Mobimo Holding AG announced that they will report fiscal year 2022 results on Feb 10, 2023공시 • May 14Mobimo Holding Ag Announces Resignation of Stefan Hilber as CFOMobimo Holding AG announced that Stefan Hilber, CFO of Mobimo Holding AG, has left the company for personal reasons. Jörg Brunner, Deputy CFO and longstanding Head of Group Accounting and Financial Accounting, will take over as Head of Finance on an interim basis. The selection process for a successor will be initiated immediately. The Board of Directors and the Executive Board would like to thank Stefan Hilber for his successful work as CFO and wish him all the best for the future.공시 • May 05Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million.Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million. Security Name: Shares Security Type: Common Stock Securities Offered: 660,154 Price\Range: CHF 245 Transaction Features: Rights OfferingPrice Target Changed • Apr 27Price target increased to CHF300Up from CHF273, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of CHF275. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CHF15.18 for next year compared to CHF21.13 last year.공시 • Apr 13+ 1 more updateMobimo Holding AG Elects St Phane Maye as Board MemberMobimo Holding AG announced St phane Maye was elected as new member of the board of the company, at the 22nd annual general meeting held on April 12, 2022.Upcoming Dividend • Apr 07Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.8%). In line with average of industry peers (3.1%).Reported Earnings • Feb 14Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CHF21.13 (up from CHF14.64 in FY 2020). Revenue: CHF171.0m (down 36% from FY 2020). Net income: CHF139.4m (up 44% from FY 2020). Profit margin: 82% (up from 36% in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 81%. Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the industry in Switzerland. 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 10% per year.Price Target Changed • Sep 19Price target increased to CHF295Up from CHF273, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of CHF325. Stock is up 23% over the past year.분석 기사 • Sep 08Mobimo Holding (VTX:MOBN) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Major Estimate Revision • Aug 11Consensus revenue estimates increase to CHF175.8mThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CHF158.7m to CHF175.8m. EPS estimate increased from CHF12.91 to CHF16.81 per share. Net income forecast to shrink 26% next year vs 10% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF278. Share price was steady at CHF320 over the past week.Reported Earnings • Aug 04First half 2021 earnings released: EPS CHF12.69 (vs CHF6.32 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: CHF186.6m (up 111% from 1H 2020). Net income: CHF83.7m (up 101% from 1H 2020). Profit margin: 45% (down from 47% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.분석 기사 • Jun 01These 4 Measures Indicate That Mobimo Holding (VTX:MOBN) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...공시 • Mar 20Mobimo Holding AG Announces Information on the Agglolac ProjectMobimo Holding AG regretted that a majority of the town councillors of Biel/Bienne and Nidau have rejected the Aggloac project in its existing form. Mobimo will work with the cities to evaluate the situation and will in due course provide information on the way forward. The Agglolac planning project will not have any influence on Mobimo's operating results in the current year.공시 • Feb 19Mobimo Holding AG to Report First Half, 2021 Results on Jul 30, 2021Mobimo Holding AG announced that they will report first half, 2021 results on Jul 30, 2021공시 • Feb 06Mobimo Holding AG Announces Not to Provide Earnings Guidance for the Year 2021Mobimo Holding AG announced that how corona will influence the 2021 results is very difficult to estimate right now, and therefore, it will not be giving any guidance for 2021.분석 기사 • Jan 30Here's Why We Don't Think Mobimo Holding's (VTX:MOBN) Statutory Earnings Reflect Its Underlying Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...Is New 90 Day High Low • Jan 08New 90-day high: CHF289The company is up 5.0% from its price of CHF275 on 09 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF139 per share.분석 기사 • Dec 26Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Is New 90 Day High Low • Dec 16New 90-day high: CHF281The company is up 5.0% from its price of CHF268 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF135 per share.분석 기사 • Nov 20Did You Participate In Any Of Mobimo Holding's (VTX:MOBN) Respectable 55% Return?Stock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...Is New 90 Day High Low • Nov 11New 90-day high: CHF279The company is up 8.0% from its price of CHF258 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF124 per share.공시 • Jul 22Mobimo Holding AG to Report Fiscal Year 2020 Results on Feb 05, 2021Mobimo Holding AG announced that they will report fiscal year 2020 results on Feb 05, 2021이익 및 매출 성장 예측SWX:MOBN - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202816112645123312/31/202715912737121312/31/2026155127105144412/31/20253561932222N/A9/30/20253311815959N/A6/30/20253061699696N/A3/31/2025282147108108N/A12/31/2024258125120121N/A9/30/2024254102110113N/A6/30/20242507899106N/A3/31/202424462104111N/A12/31/202323747109116N/A9/30/202325476132136N/A6/30/2023271106155155N/A3/31/2023272121164164N/A12/31/2022274135173174N/A9/30/2022234127131132N/A6/30/20221951198990N/A3/31/20222371299697N/A12/31/2021279139103104N/A9/30/2021321139135136N/A6/30/2021364139168168N/A3/31/2021314118141142N/A12/31/202026597114115N/A9/30/2020225996667N/A6/30/20201851011718N/A3/31/20201901021315N/A12/31/20191951031011N/A9/30/2019194100N/A39N/A6/30/201919297N/A67N/A3/31/201918894N/A85N/A12/31/201818491N/A104N/A9/30/201822079N/A108N/A6/30/201825667N/A111N/A3/31/201828679N/A95N/A12/31/201731792N/A79N/A9/30/2017310112N/A96N/A6/30/2017303132N/A113N/A3/31/2017288145N/A97N/A12/31/2016272159N/A82N/A9/30/2016259158N/A63N/A6/30/2016245158N/A43N/A3/31/2016221131N/A52N/A12/31/2015198104N/A60N/A9/30/201523791N/A113N/A6/30/201527678N/A165N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MOBN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -14%).수익 vs 시장: MOBN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -14%).고성장 수익: MOBN 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: MOBN 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -29.4%).고성장 매출: MOBN 의 수익은 향후 3년 동안 감소할 것으로 예상됩니다(연간 -29.4%).주당순이익 성장 예측향후 자기자본이익률미래 ROE: MOBN의 자본 수익률은 3년 후 4.9%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate-management-and-development 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 00:29종가2026/05/22 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Mobimo Holding AG는 4명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관René LocherODDO BHF Corporate & MarketsMarkus KramerResearch Partners AGTommaso OpertoUBS Investment Bank1명의 분석가 더 보기
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.
Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.
Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.
Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.
Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.
공시 • Apr 14Mobimo Holding AG to Report Fiscal Year 2026 Final Results on Feb 12, 2027Mobimo Holding AG announced that they will report fiscal year 2026 final results on Feb 12, 2027
Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2026. Payment date: 08 April 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of Swiss dividend payers (3.5%). In line with average of industry peers (2.7%).
공시 • Mar 09Mobimo Holding AG, Annual General Meeting, Mar 31, 2026Mobimo Holding AG, Annual General Meeting, Mar 31, 2026, at 17:00 W. Europe Standard Time.
Major Estimate Revision • Feb 20Consensus EPS estimates fall by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from CHF19.52 to CHF16.47. Revenue forecast unchanged from CHF149.7m at last update. Net income forecast to shrink 47% next year vs 19% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF336 unchanged from last update. Share price was steady at CHF388 over the past week.
Declared Dividend • Feb 18Dividend of CHF10.25 announcedDividend of CHF10.25 is the same as last year. Ex-date: 2nd April 2026 Payment date: 8th April 2026 Dividend yield will be 2.7%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (354% cash payout ratio). The dividend has increased 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 decline by 53% over the next 3 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Feb 16Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: CHF26.35 (up from CHF17.26 in FY 2024). Revenue: CHF353.8m (up 37% from FY 2024). Net income: CHF192.9m (up 54% from FY 2024). Profit margin: 55% (up from 49% in FY 2024). Revenue missed analyst estimates by 4.6%. Earnings per share (EPS) exceeded analyst estimates by 6.1%. Revenue is forecast to decline by 46% p.a. on average during the next 2 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • Feb 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 354% Dividend yield: 2.6% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (1.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 21% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (354% cash payout ratio). Large one-off items impacting financial results.
공시 • Feb 14Peter Schaub Not to Stand for Re-Election as Chairman of Mobimo Holding AGMobimo Holding AG announced that Peter Schaub, who is not standing for re-election after seven years as Chairman and a total of 18 years on the Board of Directors. Peter Schaub has shaped Mobimo’s strategic development with foresight and integrity over many years.
공시 • Jan 12Mobimo Holding AG to Report First Half, 2026 Results on Aug 07, 2026Mobimo Holding AG announced that they will report first half, 2026 results on Aug 07, 2026
분석 기사 • Nov 26Benign Growth For Mobimo Holding AG (VTX:MOBN) Underpins Its Share PriceMobimo Holding AG's ( VTX:MOBN ) price-to-earnings (or "P/E") ratio of 15.7x might make it look like a buy right now...
분석 기사 • Nov 06Here's Why Mobimo Holding (VTX:MOBN) Has Caught The Eye Of InvestorsFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
분석 기사 • Sep 04We Think Mobimo Holding (VTX:MOBN) Can Stay On Top Of Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Major Estimate Revision • Aug 31Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF143.1m to CHF161.6m. EPS estimate increased from CHF20.15 to CHF21.48 per share. Net income forecast to shrink 16% next year vs 18% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF316 over the past week.
Major Estimate Revision • Aug 17Consensus revenue estimates decrease by 32%, EPS upgradedThe consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from CHF209.6m to CHF143.1m. EPS estimate increased from CHF19.54 to CHF21.07 per share. Net income forecast to shrink 17% next year vs 3.3% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF316. Share price was steady at CHF315 over the past week.
Reported Earnings • Aug 11First half 2025 earnings released: EPS: CHF15.13 (vs CHF9.04 in 1H 2024)First half 2025 results: EPS: CHF15.13 (up from CHF9.04 in 1H 2024). Revenue: CHF161.5m (up 42% from 1H 2024). Net income: CHF109.8m (up 67% from 1H 2024). Profit margin: 68% (up from 58% in 1H 2024). Revenue is forecast to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Real Estate industry in Switzerland are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
분석 기사 • Apr 19Getting In Cheap On Mobimo Holding AG (VTX:MOBN) Is UnlikelyWith a median price-to-earnings (or "P/E") ratio of close to 19x in Switzerland, you could be forgiven for feeling...
공시 • Apr 10Mobimo Holding AG to Report Fiscal Year 2025 Results on Feb 13, 2026Mobimo Holding AG announced that they will report fiscal year 2025 results on Feb 13, 2026
Upcoming Dividend • Mar 26Upcoming dividend of CHF10.25 per shareEligible shareholders must have bought the stock before 02 April 2025. Payment date: 04 April 2025. Payout ratio is a comfortable 59% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (3.2%).
분석 기사 • Mar 25Here's Why Mobimo Holding AG's (VTX:MOBN) CEO Compensation Is The Least Of Shareholders' ConcernsKey Insights Mobimo Holding to hold its Annual General Meeting on 31st of March Salary of CHF603.0k is part of CEO...
공시 • Mar 10Mobimo Holding AG, Annual General Meeting, Mar 31, 2025Mobimo Holding AG, Annual General Meeting, Mar 31, 2025, at 17:00 W. Europe Standard Time.
분석 기사 • Mar 03Mobimo Holding's (VTX:MOBN) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Mobimo Holding AG ( VTX:MOBN ) has announced that it will be paying its dividend of CHF10.25 on the 4th of...
Declared Dividend • Mar 03Dividend increased to CHF10.25Dividend of CHF10.25 is 2.5% higher than last year. Ex-date: 2nd April 2025 Payment date: 4th April 2025 Dividend yield will be 3.3%, which is lower than the industry average of 3.7%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (62% cash payout ratio). The dividend has increased 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 decline by 9.8% over the next 3 years. However, it would need to fall by 34% to increase the payout ratio to a potentially unsustainable range.
Major Estimate Revision • Feb 27Consensus revenue estimates increase by 13%The consensus outlook for revenues in fiscal year 2025 has improved. 2025 revenue forecast increased from CHF201.9m to CHF228.8m. EPS estimate increased from CHF16.79 to CHF17.86 per share. Net income forecast to shrink 3.6% next year vs 9.1% growth forecast for Real Estate industry in Switzerland . Consensus price target up from CHF279 to CHF314. Share price fell 2.4% to CHF307 over the past week.
분석 기사 • Feb 21Shareholders Shouldn’t Be Too Comfortable With Mobimo Holding's (VTX:MOBN) Strong EarningsDespite posting strong earnings, Mobimo Holding AG's ( VTX:MOBN ) stock didn't move much over the last week. We looked...
New Risk • Feb 19New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.1% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings are forecast to decline by an average of 1.1% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
분석 기사 • Feb 18New Forecasts: Here's What Analysts Think The Future Holds For Mobimo Holding AG (VTX:MOBN)Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...
Reported Earnings • Feb 16Full year 2024 earnings released: EPS: CHF17.26 (vs CHF6.43 in FY 2023)Full year 2024 results: EPS: CHF17.26 (up from CHF6.43 in FY 2023). Revenue: CHF255.4m (up 7.8% from FY 2023). Net income: CHF125.2m (up 168% from FY 2023). Profit margin: 49% (up from 20% in FY 2023). Revenue is expected to fall by 3.2% p.a. on average during the next 3 years compared to a 1.9% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
분석 기사 • Nov 23Mobimo Holding AG's (VTX:MOBN) P/E Is On The MarkWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
Major Estimate Revision • Aug 07Consensus EPS estimates increase by 29%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from CHF151.3m to CHF146.0m. EPS estimate rose from CHF11.52 to CHF14.82. Net income forecast to grow 42% next year vs 36% growth forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF277. Share price was steady at CHF262 over the past week.
Reported Earnings • Aug 05First half 2024 earnings: EPS exceeds analyst expectationsFirst half 2024 results: EPS: CHF9.04 (up from CHF4.72 in 1H 2023). Revenue: CHF113.5m (up 13% from 1H 2023). Net income: CHF65.6m (up 92% from 1H 2023). Profit margin: 58% (up from 34% in 1H 2023). The increase in margin was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates significantly. Revenue is expected to fall by 14% p.a. on average during the next 3 years compared to a 6.7% decline forecast for the Real Estate industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Aug 02Mobimo Holding AG to Report First Half, 2025 Results on Aug 08, 2025Mobimo Holding AG announced that they will report first half, 2025 results on Aug 08, 2025
공시 • May 19Mobimo Holding AG to Report Fiscal Year 2024 Results on Feb 14, 2025Mobimo Holding AG announced that they will report fiscal year 2024 results on Feb 14, 2025
Board Change • Apr 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. Independent Director Stephane Maye was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 21Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 April 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.8%. Lower than top quartile of Swiss dividend payers (4.1%). In line with average of industry peers (3.8%).
분석 기사 • Feb 12There May Be Reason For Hope In Mobimo Holding's (VTX:MOBN) Disappointing EarningsSoft earnings didn't appear to concern Mobimo Holding AG's ( VTX:MOBN ) shareholders over the last week. Our analysis...
New Risk • Feb 11New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 45% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.2% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (20% net profit margin).
분석 기사 • Nov 16Here's Why Mobimo Holding (VTX:MOBN) Can Manage Its Debt ResponsiblyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
New Risk • Aug 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 39% Last year net profit margin: 61% 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 Risks Debt is not well covered by operating cash flow (8.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 7.0% per year for the foreseeable future. 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 (39% net profit margin).
공시 • Aug 06Mobimo Holding AG to Report First Half, 2024 Results on Aug 02, 2024Mobimo Holding AG announced that they will report first half, 2024 results on Aug 02, 2024
Upcoming Dividend • Apr 06Upcoming dividend of CHF10.00 per share at 2.0% yieldEligible shareholders must have bought the stock before 13 April 2023. Payment date: 17 April 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Swiss dividend payers (4.3%). Lower than average of industry peers (3.6%).
분석 기사 • Apr 05Shareholders Will Probably Not Have Any Issues With Mobimo Holding AG's (VTX:MOBN) CEO CompensationKey Insights Mobimo Holding will host its Annual General Meeting on 11th of April Total pay for CEO Daniel Ducrey...
분석 기사 • Mar 20Mobimo Holding (VTX:MOBN) Has Affirmed Its Dividend Of CHF10.00Mobimo Holding AG ( VTX:MOBN ) has announced that it will pay a dividend of CHF10.00 per share on the 17th of April...
공시 • Feb 11Mobimo Holding AG to Report First Half, 2023 Results on Aug 04, 2023Mobimo Holding AG announced that they will report first half, 2023 results on Aug 04, 2023
Major Estimate Revision • Feb 08Consensus EPS estimates fall by 13%The consensus outlook for fiscal year 2022 has been updated. 2022 EPS estimate fell from CHF16.06 to CHF13.98. Revenue forecast unchanged from CHF128.6m at last update. Net income forecast to shrink 30% next year vs 40% decline forecast for Real Estate industry in Switzerland. Consensus price target of CHF275 unchanged from last update. Share price was steady at CHF234 over the past week.
공시 • Dec 17Mobimo Holding AG Appoints Jörg Brunner as Chief Financial OfficerThe Board of Directors of Mobimo Holding AG has appointed Jörg Brunner (1977) as Chief Financial Officer. Jörg Brunner, who has been Head of Group Accounting and Financial Accounting for many years, has already been acting as the company’s interim CFO since May 2022. Jörg Brunner holds a degree in business administration from the University of St. Gallen (lic. oec. HSG) and a diploma as a federally certified auditor. From 2003 to 2010, he worked in the Audit Services division of Ernst & Young AG. He then joined Mobimo and quickly assumed management and thematic responsibility.
분석 기사 • Dec 01Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
분석 기사 • Sep 01Industry Analysts Just Upgraded Their Mobimo Holding AG (VTX:MOBN) Revenue Forecasts By 25%Shareholders in Mobimo Holding AG ( VTX:MOBN ) may be thrilled to learn that the analysts have just delivered a major...
Major Estimate Revision • Aug 31Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 revenue forecast increased from CHF138.3m to CHF172.3m. EPS estimate unchanged from CHF16.41 at last update. Real Estate industry in Switzerland expected to see average net income decline 32% next year. Consensus price target of CHF275 unchanged from last update. Share price fell 3.9% to CHF237 over the past week.
분석 기사 • Aug 12Is Mobimo Holding (VTX:MOBN) A Risky Investment?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 10First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down CHF83.7m from profit in 1H 2021). Profit margin: (down from 45% in 1H 2021). Over the next year, revenue is expected to shrink by 29% compared to a 3.6% decline forecast for the industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Jun 04Mobimo Holding AG to Report Fiscal Year 2022 Results on Feb 10, 2023Mobimo Holding AG announced that they will report fiscal year 2022 results on Feb 10, 2023
공시 • May 14Mobimo Holding Ag Announces Resignation of Stefan Hilber as CFOMobimo Holding AG announced that Stefan Hilber, CFO of Mobimo Holding AG, has left the company for personal reasons. Jörg Brunner, Deputy CFO and longstanding Head of Group Accounting and Financial Accounting, will take over as Head of Finance on an interim basis. The selection process for a successor will be initiated immediately. The Board of Directors and the Executive Board would like to thank Stefan Hilber for his successful work as CFO and wish him all the best for the future.
공시 • May 05Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million.Mobimo Holding AG has completed a Follow-on Equity Offering in the amount of CHF 161.73773 million. Security Name: Shares Security Type: Common Stock Securities Offered: 660,154 Price\Range: CHF 245 Transaction Features: Rights Offering
Price Target Changed • Apr 27Price target increased to CHF300Up from CHF273, the current price target is provided by 1 analyst. New target price is 9.1% above last closing price of CHF275. Stock is down 6.6% over the past year. The company is forecast to post earnings per share of CHF15.18 for next year compared to CHF21.13 last year.
공시 • Apr 13+ 1 more updateMobimo Holding AG Elects St Phane Maye as Board MemberMobimo Holding AG announced St phane Maye was elected as new member of the board of the company, at the 22nd annual general meeting held on April 12, 2022.
Upcoming Dividend • Apr 07Upcoming dividend of CHF10.00 per shareEligible shareholders must have bought the stock before 14 April 2022. Payment date: 20 April 2022. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Swiss dividend payers (3.8%). In line with average of industry peers (3.1%).
Reported Earnings • Feb 14Full year 2021 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2021 results: EPS: CHF21.13 (up from CHF14.64 in FY 2020). Revenue: CHF171.0m (down 36% from FY 2020). Net income: CHF139.4m (up 44% from FY 2020). Profit margin: 82% (up from 36% in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) exceeded analyst estimates by 81%. Over the next year, revenue is expected to shrink by 21% compared to a 13% growth forecast for the industry in Switzerland. 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 10% per year.
Price Target Changed • Sep 19Price target increased to CHF295Up from CHF273, the current price target is an average from 2 analysts. New target price is 9.1% below last closing price of CHF325. Stock is up 23% over the past year.
분석 기사 • Sep 08Mobimo Holding (VTX:MOBN) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Major Estimate Revision • Aug 11Consensus revenue estimates increase to CHF175.8mThe consensus outlook for revenues in 2021 has improved. 2021 revenue forecast increased from CHF158.7m to CHF175.8m. EPS estimate increased from CHF12.91 to CHF16.81 per share. Net income forecast to shrink 26% next year vs 10% decline forecast for Real Estate industry in Switzerland. Consensus price target broadly unchanged at CHF278. Share price was steady at CHF320 over the past week.
Reported Earnings • Aug 04First half 2021 earnings released: EPS CHF12.69 (vs CHF6.32 in 1H 2020)The company reported a solid first half result with improved earnings and revenues, although profit margins were weaker. First half 2021 results: Revenue: CHF186.6m (up 111% from 1H 2020). Net income: CHF83.7m (up 101% from 1H 2020). Profit margin: 45% (down from 47% in 1H 2020). Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.
분석 기사 • Jun 01These 4 Measures Indicate That Mobimo Holding (VTX:MOBN) Is Using Debt Reasonably WellWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
공시 • Mar 20Mobimo Holding AG Announces Information on the Agglolac ProjectMobimo Holding AG regretted that a majority of the town councillors of Biel/Bienne and Nidau have rejected the Aggloac project in its existing form. Mobimo will work with the cities to evaluate the situation and will in due course provide information on the way forward. The Agglolac planning project will not have any influence on Mobimo's operating results in the current year.
공시 • Feb 19Mobimo Holding AG to Report First Half, 2021 Results on Jul 30, 2021Mobimo Holding AG announced that they will report first half, 2021 results on Jul 30, 2021
공시 • Feb 06Mobimo Holding AG Announces Not to Provide Earnings Guidance for the Year 2021Mobimo Holding AG announced that how corona will influence the 2021 results is very difficult to estimate right now, and therefore, it will not be giving any guidance for 2021.
분석 기사 • Jan 30Here's Why We Don't Think Mobimo Holding's (VTX:MOBN) Statutory Earnings Reflect Its Underlying Earnings PotentialStatistically speaking, it is less risky to invest in profitable companies than in unprofitable ones. That said, the...
Is New 90 Day High Low • Jan 08New 90-day high: CHF289The company is up 5.0% from its price of CHF275 on 09 October 2020. The Swiss market is up 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF139 per share.
분석 기사 • Dec 26Mobimo Holding (VTX:MOBN) Takes On Some Risk With Its Use Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Is New 90 Day High Low • Dec 16New 90-day high: CHF281The company is up 5.0% from its price of CHF268 on 17 September 2020. The Swiss market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 1.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF135 per share.
분석 기사 • Nov 20Did You Participate In Any Of Mobimo Holding's (VTX:MOBN) Respectable 55% Return?Stock pickers are generally looking for stocks that will outperform the broader market. And in our experience, buying...
Is New 90 Day High Low • Nov 11New 90-day high: CHF279The company is up 8.0% from its price of CHF258 on 12 August 2020. The Swiss market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Real Estate industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is CHF124 per share.
공시 • Jul 22Mobimo Holding AG to Report Fiscal Year 2020 Results on Feb 05, 2021Mobimo Holding AG announced that they will report fiscal year 2020 results on Feb 05, 2021