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Mutares SE KGaA MUN:MUX Stock Report

Last Price

€23.90

Market Cap

€515.6m

7D

-5.2%

1Y

-31.8%

Updated

22 Dec, 2024

Data

Company Financials +

Mutares SE & Co. KGaA

MUN:MUX Stock Report

Market Cap: €515.6m

MUX Stock Overview

A private equity firm specializing in investments in secondary direct, special situations, bridge financing, recapitalization, distressed/vulture, management succession, reorganization, carve-outs, turnarounds, spin-offs and re-funding. More details

MUX fundamental analysis
Snowflake Score
Valuation6/6
Future Growth1/6
Past Performance0/6
Financial Health2/6
Dividends3/6

Rewards

Trading at 89.3% below our estimate of its fair value

Revenue is forecast to grow 10.76% per year

Trading at good value compared to peers and industry

Analysts in good agreement that stock price will rise by 81%

Risk Analysis

Earnings are forecast to decline by an average of 45.5% per year for the next 3 years

Highly volatile share price over the past 3 months compared to the German market

Dividend of 9.32% is not well covered by earnings or free cash flows

Debt is not well covered by operating cash flow

+ 1 more risk

My Notes

Capture your thoughts, links and company narrative

Mutares SE & Co. KGaA Competitors

MLP

XTRA:MLP

€654.7m

AURELIUS Equity Opportunities SE KGaA

HMSE:AR40

€355.8m

Ernst Russ

XTRA:HXCK

€190.7m

OVB Holding

XTRA:O4B

€279.3m

Price History & Performance

Summary of share price highs, lows and changes for Mutares SE KGaA
Historical stock prices
Current Share Price€23.90
52 Week High€43.30
52 Week Low€19.30
Beta1.5
1 Month Change6.70%
3 Month Change-20.99%
1 Year Change-31.81%
3 Year Change4.37%
5 Year Change86.14%
Change since IPO127.62%

Recent News & Updates

Recent updates

Shareholder Returns

MUXDE Capital MarketsDE Market
7D-5.2%-2.0%-2.6%
1Y-31.8%21.1%6.9%

Return vs Industry: MUX underperformed the German Capital Markets industry which returned 21.1% over the past year.

Return vs Market: MUX underperformed the German Market which returned 6.9% over the past year.

Price Volatility

Is MUX's price volatile compared to industry and market?
MUX volatility
MUX Average Weekly Movement11.3%
Capital Markets Industry Average Movement4.5%
Market Average Movement4.8%
10% most volatile stocks in DE Market11.2%
10% least volatile stocks in DE Market2.4%

Stable Share Price: MUX's share price has been volatile over the past 3 months compared to the German market.

Volatility Over Time: MUX's weekly volatility (11%) has been stable over the past year, but is still higher than 75% of German stocks.

About the Company

FoundedEmployeesCEOWebsite
200831,000Robin Laikwww.mutares.com/en/

Mutares SE & Co. KGaA is a private equity firm specializing in investments in secondary direct, special situations, bridge financing, recapitalization, distressed/vulture, management succession, reorganization, carve-outs, turnarounds, spin-offs and re-funding. It also considers co-investments. The firm typically acquires small and medium-sized companies.

Mutares SE & Co. KGaA Fundamentals Summary

How do Mutares SE KGaA's earnings and revenue compare to its market cap?
MUX fundamental statistics
Market cap€515.60m
Earnings (TTM)-€112.60m
Revenue (TTM)€5.21b

0.1x

P/S Ratio

-4.6x

P/E Ratio

Is MUX overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
MUX income statement (TTM)
Revenue€5.21b
Cost of Revenue€3.10b
Gross Profit€2.12b
Other Expenses€2.23b
Earnings-€112.60m

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

Apr 29, 2025

Earnings per share (EPS)-5.27
Gross Margin40.64%
Net Profit Margin-2.16%
Debt/Equity Ratio120.0%

How did MUX perform over the long term?

See historical performance and comparison

Dividends

9.3%

Current Dividend Yield

-118%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/22 21:01
End of Day Share Price 2024/12/16 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Mutares SE & Co. KGaA is covered by 9 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tim DawsonBaader Helvea Equity Research
Marie-Therese GruebnerHauck Aufhäuser Investment Banking
Thomas MillsJefferies LLC