Mobico Group Plc

LSE:MCG Stock Report

Market Cap: UK£141.4m

Mobico Group Past Earnings Performance

Past criteria checks 0/6

Mobico Group's earnings have been declining at an average annual rate of -23.9%, while the Transportation industry saw earnings growing at 30.8% annually. Revenues have been growing at an average rate of 10.6% per year.

Key information

-23.91%

Earnings growth rate

-23.46%

EPS growth rate

Transportation Industry Growth9.17%
Revenue growth rate10.64%
Return on equityn/a
Net Margin-4.28%
Last Earnings Update31 Dec 2025

Recent past performance updates

Recent updates

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

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

MCG: Refreshed Profit Outlook Will Support Future Rebound Potential

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

MCG: Revised Margin Outlook Will Support Future Upside Potential

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

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

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

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

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

MCG: Higher Margin Outlook Will Support Future Rebound Potential

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

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

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

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

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

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

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

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

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

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

Analysts have reduced their price target for Mobico Group from £0.35 to £0.30. This reflects expectations of weaker revenue growth even though there have been slight improvements in profit margin forecasts.

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

Analysts have reduced their price target for Mobico Group from £0.35 to £0.30. They cited updated forecasts that reflect slightly higher discount rates and stable revenue growth expectations.

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

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

ALSA And WeDriveU Will Improve Future Prospects

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

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

Jun 27
These 4 Measures Indicate That Mobico Group (LON:MCG) Is Using Debt Extensively
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ALSA And WeDriveU Will Improve Future Prospects

Strategic divestment and focus on growth areas like ALSA and WeDriveU aim to boost revenue and profitability through asset-light, diversified ventures.

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

Dec 01
Mobico Group Plc (LON:MCG) Soars 27% But It's A Story Of Risk Vs Reward

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

Nov 08
Is Mobico Group (LON:MCG) Using Too Much Debt?

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

Aug 23
After Leaping 29% Mobico Group Plc (LON:MCG) Shares Are Not Flying Under The Radar

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

Jun 26
Is Mobico Group (LON:MCG) Using Too Much Debt?

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

May 24
Investors Still Waiting For A Pull Back In Mobico Group Plc (LON:MCG)

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

Dec 21
Mobico Group Plc's (LON:MCG) Popularity With Investors Is Under Threat From Overpricing

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

Nov 16
Here's Why Mobico Group (LON:MCG) Has A Meaningful Debt Burden

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

May 27
National Express Group (LON:NEX) Has A Somewhat Strained Balance Sheet

National Express Group PLC (LON:NEX) Shares Could Be 47% Below Their Intrinsic Value Estimate

Feb 09
National Express Group PLC (LON:NEX) Shares Could Be 47% Below Their Intrinsic Value Estimate

Is National Express Group (LON:NEX) A Risky Investment?

Dec 25
Is National Express Group (LON:NEX) A Risky Investment?

National Express Group (LON:NEX) Takes On Some Risk With Its Use Of Debt

Sep 10
National Express Group (LON:NEX) Takes On Some Risk With Its Use Of Debt

Revenue & Expenses Breakdown

How Mobico Group makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

LSE:MCG Revenue, expenses and earnings (GBP Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
31 Dec 252,738-11700
30 Sep 253,327-449140
30 Jun 253,499-812280
31 Mar 253,456-818280
31 Dec 243,412-824290
30 Sep 242,907-523240
30 Jun 242,819-191190
31 Mar 242,985-199200
31 Dec 233,151-207200
30 Sep 233,102-263160
30 Jun 233,053-319120
31 Mar 232,930-286120
31 Dec 222,808-254120
30 Sep 222,655-159110
30 Jun 222,502-6590
31 Mar 222,336-8390
31 Dec 212,170-10290
30 Sep 212,044-189120
30 Jun 211,917-277150
31 Mar 211,936-305150
31 Dec 201,956-334150
30 Sep 202,199-176180
30 Jun 202,441-18200
31 Mar 202,59361210
31 Dec 192,744141210
30 Sep 192,661141120
30 Jun 192,57814130
31 Mar 192,51413820
31 Dec 182,45113620
30 Sep 182,405136370
30 Jun 182,358137720
31 Mar 182,340131720
31 Dec 172,321125720
30 Sep 172,289121660
30 Jun 172,257117610
31 Mar 172,175114600
31 Dec 162,094112600
30 Jun 161,80110710
31 Mar 161,77710610
31 Dec 151,75410610
30 Sep 151,9049500
30 Jun 151,8888310

Quality Earnings: MCG is currently unprofitable.

Growing Profit Margin: MCG is currently unprofitable.


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: MCG is unprofitable, and losses have increased over the past 5 years at a rate of 23.9% per year.

Accelerating Growth: Unable to compare MCG's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: MCG is unprofitable, making it difficult to compare its past year earnings growth to the Transportation industry (23.3%).


Return on Equity

High ROE: MCG's liabilities exceed its assets, so it is difficult to calculate its Return on Equity.


Return on Assets


Return on Capital Employed


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/02 15:50
End of Day Share Price 2026/05/01 00:00
Earnings2025/12/31
Annual Earnings2025/12/31

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.

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 Github.

Analyst Sources

Mobico Group Plc is covered by 20 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David FintzenBarclays
Jack CummingsBerenberg
Owen ShirleyBerenberg