MBB 향후 성장
Future 기준 점검 1/6
MBB (는) 각각 연간 12.4% 및 6.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.3% 로 예상됩니다.
핵심 정보
12.4%
이익 성장률
6.62%
EPS 성장률
| Industrials 이익 성장 | 10.2% |
| 매출 성장률 | 6.3% |
| 향후 자기자본이익률 | 12.30% |
| 애널리스트 커버리지 | Low |
| 마지막 업데이트 | 15 May 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • May 14
MBB: Dividend And 2026 Revenue Guidance Will Support Future Upside
Analysts have kept the MBB fair value estimate steady at €285.90, as slightly lower discount rate assumptions, modestly adjusted revenue growth and profit margin expectations, and a higher future P/E input are viewed as offsetting factors in the updated price target work. What's in the News MBB SE announced an annual dividend of €1.21 per share, payable on June 8, 2026, with an ex-date of June 4, 2026 and record date of June 5, 2026 (Key Developments).내러티브 업데이트 • Apr 21
MBB: Dividend Outlook And 2026 Revenue Guidance Will Support Future Upside
Analysts are keeping their price target for MBB steady at €285.90, making only modest tweaks to assumptions around discount rate, revenue growth, profit margin and future P/E. These adjustments reflect small refinements to their outlook rather than a major shift in view.분석 기사 • Apr 09
MBB's (ETR:MBB) Solid Earnings Are Supported By Other Strong Factors
Even though MBB SE ( ETR:MBB ) posted strong earnings, investors appeared to be underwhelmed. Our analysis says that...
내러티브 업데이트 • Apr 07
MBB: Dividend Outlook And Margin Assumptions Will Support Future Upside
Analysts have trimmed their price target on MBB from about €249 to about €241, reflecting updated assumptions that combine more modest revenue growth with a slightly higher discount rate, a somewhat stronger profit margin outlook, and a lower future P/E. What's in the News MBB SE announced an annual dividend of €1.21 per share, payable on June 8, 2026, with an ex-date of June 4, 2026, and a record date of June 5, 2026 (Key Developments).분석 기사 • Apr 06
Does MBB (ETR:MBB) Deserve A Spot On Your Watchlist?
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...내러티브 업데이트 • Mar 24
MBB: Share Repurchases And Stable Assumptions Will Support Future Upside
Analysts have kept their price target for MBB essentially unchanged at €248.97, citing only very small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. Valuation Changes Fair Value: €248.97 remains unchanged, indicating no adjustment to the central valuation estimate.내러티브 업데이트 • Mar 09
MBB: Share Repurchases And Stable Assumptions Will Support Future Upside
Analysts have kept their price target for MBB broadly steady at €248.97, with slightly lower discount rate and P/E assumptions. This highlights a small adjustment in how they weigh the risk and valuation profile rather than any major change in the earnings outlook.내러티브 업데이트 • Feb 22
MBB: Share Buybacks Will Support Future Upside In Earnings Quality
Analysts have adjusted their price target on MBB to €285.90. Updated assumptions around discount rate, revenue growth, profit margin, and future P/E now feed into a refreshed valuation narrative.분석 기사 • Feb 12
MBB SE's (ETR:MBB) Share Price Could Signal Some Risk
When close to half the companies in Germany have price-to-earnings ratios (or "P/E's") below 17x, you may consider MBB...내러티브 업데이트 • Feb 07
MBB: Share Repurchases Will Support Future Upside
Analysts are maintaining their fair value estimate for MBB at $248.97. A slightly higher discount rate and a modestly higher assumed future P/E multiple of 33.69x help support a generally consistent outlook on the shares.내러티브 업데이트 • Jan 24
MBB: Share Repurchases And Disciplined M&A Will Support Future Upside
Analysts have increased their price target on MBB by about $18 to $248.97, citing updated assumptions for revenue growth, profit margins, and a lower future P/E multiple in their models. What's in the News MBB SE has commenced share repurchases under an existing authorization from the May 28, 2019 Annual General Meeting, which allows the company to purchase its own shares (Key Developments).분석 기사 • Jan 15
When Should You Buy MBB SE (ETR:MBB)?
MBB SE ( ETR:MBB ), might not be a large cap stock, but it saw a significant share price rise of 25% in the past couple...내러티브 업데이트 • Jan 09
MBB: Disciplined M&A And Upgraded Earnings Outlook Will Support Bullish Upside
The analyst price target for MBB has been updated from US$246.50 to US$285.90, with analysts pointing to revised assumptions for the discount rate, revenue growth, profit margin and future P/E as the drivers of this change. What's in the News MBB SE plans to look for M&A targets for both its subsidiary companies and the parent company, with management emphasizing a cautious, conservative approach and a focus on not overpaying and fully understanding each business (Key Developments).내러티브 업데이트 • Dec 23
MBB: Disciplined Acquisitions And Higher Guidance Will Drive Future Upside
Analysts have modestly raised their price target for MBB to approximately $230.63 per share, citing slightly lower discount rate assumptions and marginally improved long term growth and profitability expectations that support a richer, but still disciplined, future earnings multiple. What's in the News MBB SE raised its 2025 revenue guidance to a range of €1.1 billion to €1.2 billion, up from the previous €1.0 billion to €1.1 billion, reflecting stronger than expected performance in the first nine months of the fiscal year (Corporate guidance).분석 기사 • Dec 16
An Intrinsic Calculation For MBB SE (ETR:MBB) Suggests It's 42% Undervalued
Key Insights MBB's estimated fair value is €353 based on 2 Stage Free Cash Flow to Equity MBB is estimated to be 42...내러티브 업데이트 • Dec 09
MBB: Raised Revenue Guidance And Disciplined Acquisitions Will Drive Future Upside
Analysts have nudged their price target on MBB slightly higher to approximately $230.63. This reflects marginally lower discount rate assumptions and steady long term expectations for revenue growth, profit margins, and future valuation multiples.내러티브 업데이트 • Nov 25
MBB: Rising Earnings Guidance And Cautious Acquisitions Will Drive Future Gains
Analysts have revised their price target for MBB, maintaining fair value at $230.63 while factoring in higher discount rates and a more conservative outlook on revenue growth, profit margins, and future price-to-earnings ratios. This reflects more cautious near-term expectations for the company.내러티브 업데이트 • Nov 05
MBB: Revenue Confidence And Rising Profit Margins Will Drive Future Gains
Analysts have revised their price target for MBB from $217.50 to $230.63. This change reflects increased profit margin expectations and a lower discount rate in their updated valuation model.분석 기사 • Oct 28
What MBB SE's (ETR:MBB) P/E Is Not Telling You
With a price-to-earnings (or "P/E") ratio of 27.3x MBB SE ( ETR:MBB ) may be sending bearish signals at the moment...내러티브 업데이트 • Oct 22
Analysts Lift MBB Price Target as Revenue Outlook Improves Despite Margin Pressure
Analysts have raised their price target for MBB from $215.83 to $217.50. They cite updated expectations for higher revenue growth, even though profit margins are projected to be lower and the future price-to-earnings ratio is expected to be higher.분석 기사 • Oct 07
Does MBB (ETR:MBB) Have A Healthy Balance Sheet?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...분석 기사 • Aug 22
MBB's (ETR:MBB) Strong Earnings Are Of Good Quality
MBB SE's ( ETR:MBB ) earnings announcement last week was disappointing for investors, despite the decent profit...분석 기사 • Aug 15
MBB (ETR:MBB) Is Doing The Right Things To Multiply Its Share Price
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...분석 기사 • Jul 25
What MBB SE's (ETR:MBB) 26% Share Price Gain Is Not Telling You
MBB SE ( ETR:MBB ) shares have had a really impressive month, gaining 26% after a shaky period beforehand. Looking back...분석 기사 • Jul 18
Estimating The Fair Value Of MBB SE (ETR:MBB)
Key Insights Using the 2 Stage Free Cash Flow to Equity, MBB fair value estimate is €188 MBB's €160 share price...분석 기사 • May 14
We Like These Underlying Return On Capital Trends At MBB (ETR:MBB)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...분석 기사 • Apr 02
MBB SE's (ETR:MBB) Shares Climb 37% But Its Business Is Yet to Catch Up
MBB SE ( ETR:MBB ) shares have continued their recent momentum with a 37% gain in the last month alone. The last 30...분석 기사 • Mar 18
Does MBB (ETR:MBB) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
새로운 내러티브 • Jan 29
Focusing On Energy Transition And Cybersecurity Aligns With Global Trends And Will Secure Future Success
MBB's investments in subsidiaries and order backlogs foster potential acquisitions and internal growth, enhancing overall earnings.분석 기사 • Nov 20
We Think MBB's (ETR:MBB) Profit Is Only A Baseline For What They Can Achieve
MBB SE ( ETR:MBB ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests that...분석 기사 • Apr 26
MBB (ETR:MBB) Is Paying Out A Larger Dividend Than Last Year
MBB SE ( ETR:MBB ) will increase its dividend from last year's comparable payment on the 13th of June to €1.01. Even...분석 기사 • Apr 03
MBB's (ETR:MBB) Solid Earnings Have Been Accounted For Conservatively
The market seemed underwhelmed by last week's earnings announcement from MBB SE ( ETR:MBB ) despite the healthy...분석 기사 • Nov 16
Is MBB (ETR:MBB) A Risky Investment?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 1,402 | 64 | 87 | 165 | 3 |
| 12/31/2027 | 1,312 | 69 | 87 | 161 | 3 |
| 12/31/2026 | 1,213 | 46 | 87 | 160 | 3 |
| 3/31/2026 | 1,186 | 53 | 197 | 278 | N/A |
| 12/31/2025 | 1,203 | 51 | 171 | 245 | N/A |
| 9/30/2025 | 1,194 | 54 | 114 | 181 | N/A |
| 6/30/2025 | 1,171 | 39 | 125 | 195 | N/A |
| 3/31/2025 | 1,143 | 37 | 104 | 162 | N/A |
| 12/31/2024 | 1,084 | 38 | 138 | 194 | N/A |
| 9/30/2024 | 1,047 | 27 | 99 | 153 | N/A |
| 6/30/2024 | 1,016 | 24 | 69 | 123 | N/A |
| 3/31/2024 | 981 | 19 | 99 | 148 | N/A |
| 12/31/2023 | 977 | 12 | 78 | 126 | N/A |
| 9/30/2023 | 974 | 4 | 65 | 113 | N/A |
| 6/30/2023 | 969 | 9 | 0 | 48 | N/A |
| 3/31/2023 | 948 | 11 | -21 | 27 | N/A |
| 12/31/2022 | 920 | 12 | -9 | 35 | N/A |
| 9/30/2022 | 820 | 12 | -9 | 34 | N/A |
| 6/30/2022 | 734 | 6 | 8 | 45 | N/A |
| 3/31/2022 | 710 | 8 | -19 | 22 | N/A |
| 12/31/2021 | 693 | -12 | 21 | 59 | N/A |
| 9/30/2021 | 709 | -6 | -25 | 20 | N/A |
| 6/30/2021 | 716 | -5 | -1 | 43 | N/A |
| 3/31/2021 | 692 | -10 | 36 | 70 | N/A |
| 12/31/2020 | 705 | 13 | 22 | 56 | N/A |
| 9/30/2020 | 710 | 13 | 76 | 98 | N/A |
| 6/30/2020 | 680 | 26 | 49 | 71 | N/A |
| 3/31/2020 | 644 | 27 | 45 | 68 | N/A |
| 12/31/2019 | 599 | 27 | N/A | 69 | N/A |
| 9/30/2019 | 539 | 25 | N/A | -1 | N/A |
| 6/30/2019 | 516 | 14 | N/A | 9 | N/A |
| 3/31/2019 | 523 | 15 | N/A | 25 | N/A |
| 12/31/2018 | 514 | 15 | N/A | 24 | N/A |
| 9/30/2018 | 505 | 14 | N/A | 13 | N/A |
| 6/30/2018 | 462 | 12 | N/A | 29 | N/A |
| 3/31/2018 | 430 | 12 | N/A | 1 | N/A |
| 12/31/2017 | 410 | 14 | N/A | 4 | N/A |
| 9/30/2017 | 378 | 13 | N/A | 7 | N/A |
| 6/30/2017 | 372 | 15 | N/A | 3 | N/A |
| 3/31/2017 | 356 | 16 | N/A | 20 | N/A |
| 12/31/2016 | 335 | 14 | N/A | 32 | N/A |
| 9/30/2016 | 310 | 14 | N/A | 22 | N/A |
| 6/30/2016 | 289 | 13 | N/A | 31 | N/A |
| 3/31/2016 | 273 | 12 | N/A | 38 | N/A |
| 12/31/2015 | 257 | 12 | N/A | 23 | N/A |
| 9/30/2015 | 255 | 12 | N/A | 21 | N/A |
| 6/30/2015 | 256 | 13 | N/A | 11 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: MBB 의 연간 예상 수익 증가율(12.4%)이 saving rate(1.9%)보다 높습니다.
수익 vs 시장: MBB 의 연간 수익(12.4%)이 German 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: MBB 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: MBB 의 수익(연간 6.3%)이 German 시장(연간 6.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: MBB 의 수익(연간 6.3%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: MBB의 자본 수익률은 3년 후 12.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/20 03:23 |
| 종가 | 2026/05/20 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 스노우플레이크
이 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 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
MBB SE는 4명의 분석가가 다루고 있습니다. 이 중 3명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Gerhard Orgonas | Berenberg |
| Gunnar Cohrs | Hauck Aufhäuser Investment Banking |
| Klaus Breitenbach | ODDO BHF Corporate & Markets |