Reported Earnings • Apr 24
First 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 8.7% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Apr 21
Mensch und Maschine Software SE to Report Q1, 2027 Results on Apr 21, 2027 Mensch und Maschine Software SE announced that they will report Q1, 2027 results on Apr 21, 2027 New Risk • Mar 19
New major risk - Earnings quality The 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). Duyuru • Mar 17
Mensch und Maschine Software SE to Report Fiscal Year 2026 Results on Mar 16, 2027 Mensch und Maschine Software SE announced that they will report fiscal year 2026 results on Mar 16, 2027 Reported Earnings • Oct 22
Third 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 8.4% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Oct 22
Mensch und Maschine Software SE to Report Q3, 2026 Results on Oct 20, 2026 Mensch und Maschine Software SE announced that they will report Q3, 2026 results on Oct 20, 2026 Reported Earnings • Jul 25
Second quarter 2025 earnings released: EPS: €0.42 (vs €0.45 in 2Q 2024) Second 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 is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Jul 24
Mensch und Maschine Software SE to Report First Half, 2026 Results on Jul 21, 2026 Mensch und Maschine Software SE announced that they will report first half, 2026 results on Jul 21, 2026 Duyuru • May 06
Mensch und Maschine Software SE announces Annual dividend, payable on June 06, 2025 Mensch 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 02
Upcoming dividend of €1.85 per share Eligible 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 British dividend payers (6.0%). Higher than average of industry peers (1.8%). Reported Earnings • Apr 25
First 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 7.9% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Apr 23
Mensch und Maschine Software SE to Report Q1, 2026 Results on Apr 21, 2026 Mensch und Maschine Software SE announced that they will report Q1, 2026 results on Apr 21, 2026 Duyuru • Apr 01
Mensch und Maschine Software SE, Annual General Meeting, May 08, 2025 Mensch und Maschine Software SE, Annual General Meeting, May 08, 2025, at 14:00 W. Europe Standard Time. New Risk • Mar 16
New minor risk - Dividend sustainability The 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. Duyuru • Mar 14
Mensch und Maschine Software SE announces Annual dividend, payable on May 13, 2025 Mensch 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. Duyuru • Mar 13
Mensch und Maschine Software SE to Report Fiscal Year 2025 Results on Mar 17, 2026 Mensch und Maschine Software SE announced that they will report fiscal year 2025 results on Mar 17, 2026 Declared Dividend • Feb 13
Dividend increased to €1.85 Dividend 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 1.7%. 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. Duyuru • Feb 11
Mensch Und Maschine Software SE Provides Earnings Guidance for the Year 2025 and 2026 Mensch 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%. Duyuru • Oct 18
Mensch und Maschine Software SE to Report Q3, 2025 Results on Oct 22, 2025 Mensch und Maschine Software SE announced that they will report Q3, 2025 results on Oct 22, 2025 Reported Earnings • Jul 19
Second quarter 2024 earnings released: EPS: €0.43 (vs €0.39 in 2Q 2023) Second 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 is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Jul 18
Mensch und Maschine Software SE to Report First Half, 2025 Results on Jul 23, 2025 Mensch und Maschine Software SE announced that they will report first half, 2025 results on Jul 23, 2025 Duyuru • Apr 19
Mensch und Maschine Software SE to Report Q1, 2025 Results on Apr 23, 2025 Mensch und Maschine Software SE announced that they will report Q1, 2025 results on Apr 23, 2025 Reported Earnings • Apr 18
First quarter 2024 earnings released: EPS: €0.63 (vs €0.58 in 1Q 2023) First 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 is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Mar 15
Mensch und Maschine Software SE to Report Fiscal Year 2024 Results on Mar 13, 2025 Mensch und Maschine Software SE announced that they will report fiscal year 2024 results on Mar 13, 2025 Reported Earnings • Oct 20
Third 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 8.1% growth forecast for the Software industry in the United Kingdom. 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. Duyuru • Oct 19
Mensch und Maschine Software SE to Report Q3, 2024 Results on Oct 18, 2024 Mensch und Maschine Software SE announced that they will report Q3, 2024 results on Oct 18, 2024 Duyuru • Jul 22
Mensch und Maschine Software SE, Annual General Meeting, May 08, 2024 Mensch und Maschine Software SE, Annual General Meeting, May 08, 2024. Reported Earnings • Jul 21
Second 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 8.2% growth forecast for the Software industry in the United Kingdom. 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. Upcoming Dividend • May 06
Upcoming dividend of €1.40 per share at 2.7% yield Eligible 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 British dividend payers (5.8%). Higher than average of industry peers (1.8%). Reported Earnings • Mar 15
Full 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 9.4% growth forecast for the Software industry in the United Kingdom. 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. Buying Opportunity • Jan 12
Now 21% undervalued Over the last 90 days, the stock is up 7.9%. The fair value is estimated to be €57.72, 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. Buying Opportunity • Dec 19
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 1.8%. The fair value is estimated to be €59.24, 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 16
Less than half of directors are independent Following 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. Reported Earnings • Oct 21
Third 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 9.0% growth forecast for the Software industry in the United Kingdom. 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 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 21
Second 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 22% growth forecast for the industry in the United Kingdom. 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 13% per year. Upcoming Dividend • May 05
Upcoming dividend of €1.20 per share Eligible 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 British dividend payers (4.6%). In line with average of industry peers (2.1%). Reported Earnings • Apr 27
First 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 28% growth forecast for the industry in the United Kingdom. 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 20% per year. Board Change • Apr 27
Less than half of directors are independent Following 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. Duyuru • Apr 21
Mensch und Maschine Software SE to Report Q1, 2023 Results on Apr 20, 2023 Mensch und Maschine Software SE announced that they will report Q1, 2023 results on Apr 20, 2023 Buying Opportunity • Apr 06
Now 24% undervalued after recent price drop Over the last 90 days, the stock is down 12%. The fair value is estimated to be €72.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 17%. Reported Earnings • Mar 15
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full 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 29% growth forecast for the industry in the United Kingdom. Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment deteriorated over the past week After last week's 16% share price decline to €50.00, the stock trades at a trailing P/E ratio of 45.8x. Average forward P/E is 33x in the Software industry in the United Kingdom. Total returns to shareholders of 102% over the past three years. Reported Earnings • Jul 22
Second quarter 2021 earnings released: EPS €0.27 (vs €0.20 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: €63.7m (up 23% from 2Q 2020). Net income: €4.47m (up 33% from 2Q 2020). Profit margin: 7.0% (up from 6.5% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • May 05
Upcoming dividend of €1.00 per share Eligible shareholders must have bought the stock before 12 May 2021. Payment date: 14 May 2021. Trailing yield: 1.7%. Lower than top quartile of British dividend payers (4.0%). In line with average of industry peers (1.7%). Reported Earnings • Apr 24
First quarter 2021 earnings released: EPS €0.39 (vs €0.40 in 1Q 2020) The company reported a mediocre first quarter result with weaker revenues, although earnings were flat and profit margins improved. First quarter 2021 results: Revenue: €72.3m (down 8.0% from 1Q 2020). Net income: €6.64m (flat on 1Q 2020). Profit margin: 9.2% (up from 8.5% in 1Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Mar 17
Full year 2020 earnings released: EPS €1.12 (vs €0.99 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2020 results: Revenue: €244.0m (flat on FY 2019). Net income: €18.7m (up 12% from FY 2019). Profit margin: 7.7% (up from 6.8% in FY 2019). Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth. Is New 90 Day High Low • Mar 04
New 90-day low: €55.01 The company is down 5.0% from its price of €58.00 on 03 December 2020. The British market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is up 7.0% over the same period. Is New 90 Day High Low • Jan 20
New 90-day high: €65.07 The company is up 18% from its price of €55.00 on 22 October 2020. The British market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is down 4.0% over the same period. Is New 90 Day High Low • Jan 05
New 90-day high: €62.60 The company is up 8.0% from its price of €58.13 on 07 October 2020. The British market is up 11% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Software industry, which is down 7.0% over the same period. Valuation Update With 7 Day Price Move • Dec 10
Market pulls back on stock over the past week After last week's 60% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 54.8x, down from the previous P/E ratio of 135.2x. This compares to an average P/E of 43x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 42%. Is New 90 Day High Low • Dec 10
New 90-day low: €23.40 The company is down 55% from its price of €52.20 on 09 September 2020. The British market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 11% over the same period. Valuation Update With 7 Day Price Move • Dec 02
Market pulls back on stock over the past week After last week's 58% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 53.6x, down from the previous P/E ratio of 128.8x. This compares to an average P/E of 39x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 42%. Valuation Update With 7 Day Price Move • Nov 30
Market pulls back on stock over the past week After last week's 59% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 53.5x, down from the previous P/E ratio of 130.4x. This compares to an average P/E of 38x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 42%. Valuation Update With 7 Day Price Move • Nov 26
Market pulls back on stock over the past week After last week's 59% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 51.4x, down from the previous P/E ratio of 125.8x. This compares to an average P/E of 38x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 42%. Valuation Update With 7 Day Price Move • Nov 24
Market pulls back on stock over the past week After last week's 56% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 52x, down from the previous P/E ratio of 118.1x. This compares to an average P/E of 31x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 42%. Valuation Update With 7 Day Price Move • Nov 20
Market pulls back on stock over the past week After last week's 57% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 52x, down from the previous P/E ratio of 121.8x. This compares to an average P/E of 31x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 42%. Valuation Update With 7 Day Price Move • Nov 13
Market pulls back on stock over the past week After last week's 57% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 49.8x, down from the previous P/E ratio of 115.8x. This compares to an average P/E of 30x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 38%. Is New 90 Day High Low • Nov 07
New 90-day low: €23.40 The company is down 48% from its price of €45.10 on 07 August 2020. The British market is down 2.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Software industry, which is down 7.0% over the same period. Valuation Update With 7 Day Price Move • Nov 07
Market pulls back on stock over the past week After last week's 56% share price decline to €23.40, the stock is trading at a trailing P/E ratio of 50.5x, down from the previous P/E ratio of 114x. This compares to an average P/E of 30x in the Software industry in the United Kingdom. Total return to shareholders over the past year is a loss of 34%. Reported Earnings • Oct 22
Third quarter earnings released Over the last 12 months the company has reported total profits of €18.3m, up 23% from the prior year. Total revenue was €252.3m over the last 12 months, up 12% from the prior year. Is New 90 Day High Low • Oct 05
New 90-day high: €54.20 The company is up 18% from its price of €46.00 on 07 July 2020. The British market is down 4.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 4.0% over the same period.