View ValuationMensch und Maschine Software 향후 성장Future 기준 점검 3/6Mensch und Maschine Software (는) 각각 연간 11.3% 및 8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 37.6% 로 예상됩니다.핵심 정보11.3%이익 성장률11.57%EPS 성장률Software 이익 성장16.0%매출 성장률8.0%향후 자기자본이익률37.61%애널리스트 커버리지Low마지막 업데이트29 Apr 2026최근 향후 성장 업데이트공시 • 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%.분석 기사 • 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...공시 • 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.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.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.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.모든 업데이트 보기Recent 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.공시 • 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, 2027분석 기사 • 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...공시 • 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).공시 • 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, 2027분석 기사 • 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...분석 기사 • 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.공시 • 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, 2026분석 기사 • 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.공시 • 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, 2026공시 • 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%).분석 기사 • 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.공시 • 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, 2026분석 기사 • 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...분석 기사 • 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...공시 • 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.분석 기사 • 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...분석 기사 • 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.공시 • 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.분석 기사 • 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...공시 • 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, 2026분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.공시 • 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%.분석 기사 • 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...분석 기사 • 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...공시 • 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.공시 • 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, 2025분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...공시 • 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.공시 • 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, 2025분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.공시 • 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, 2024분석 기사 • 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...분석 기사 • 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...공시 • 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.공시 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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.공시 • 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, 2023분석 기사 • 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...분석 기사 • 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.공시 • Jul 21Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023.공시 • 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, 2023분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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.분석 기사 • 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...공시 • 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, 2023분석 기사 • 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...분석 기사 • 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.공시 • 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.이익 및 매출 성장 예측XTRA:MUM - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028303465867412/31/2027280415261412/31/202625936304243/31/202624433920N/A12/31/202523932617N/A9/30/2025233291626N/A6/30/2025271293446N/A3/31/2025291304253N/A12/31/2024326305262N/A9/30/2024350334655N/A6/30/2024324314350N/A3/31/2024320304552N/A12/31/2023322294451N/A9/30/2023334294753N/A6/30/2023338283946N/A3/31/2023338284652N/A12/31/2022320263339N/A9/30/2022300253641N/A6/30/2022287243338N/A3/31/2022279232732N/A12/31/2021266213237N/A9/30/2021257202731N/A6/30/2021250202832N/A3/31/2021238193337N/A12/31/2020244192934N/A9/30/2020252183338N/A6/30/2020256183337N/A3/31/2020261182833N/A12/31/201924617N/A26N/A9/30/201922615N/A26N/A6/30/201921114N/A20N/A3/31/201920013N/A15N/A12/31/201818512N/A15N/A9/30/201817911N/A13N/A6/30/201817210N/A17N/A3/31/20181649N/A14N/A12/31/20171619N/A15N/A9/30/20171558N/A16N/A6/30/20171638N/A15N/A3/31/20171627N/A16N/A12/31/20161677N/A15N/A9/30/20161696N/A12N/A6/30/20161675N/A11N/A3/31/20161685N/A14N/A12/31/20151604N/A15N/A9/30/20151564N/A13N/A6/30/20151514N/A13N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: MUM 의 연간 예상 수익 증가율(11.3%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: MUM 의 연간 수익(11.3%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: MUM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: MUM 의 수익(연간 8%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: MUM 의 수익(연간 8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: MUM의 자본 수익률은 3년 후 37.6%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/26 19:07종가2026/05/26 00:00수익2026/03/31연간 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 소스Mensch und Maschine Software SE는 6명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nay Soe NaingBerenbergNicolas HermsDeutsche BankCosmin FilkerGBC AG3명의 분석가 더 보기
공시 • 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%.
분석 기사 • 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...
공시 • 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.
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.
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.
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 • 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.
공시 • 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
분석 기사 • 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...
공시 • 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).
공시 • 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
분석 기사 • 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...
분석 기사 • 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.
공시 • 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
분석 기사 • 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.
공시 • 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
공시 • 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%).
분석 기사 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
공시 • 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%.
분석 기사 • 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...
분석 기사 • 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...
공시 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
공시 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
공시 • 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.
공시 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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.
공시 • Jul 21Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023Mensch und Maschine Software SE, Annual General Meeting, May 11, 2023.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • 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...
공시 • 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
분석 기사 • 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...
분석 기사 • 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.
공시 • 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.