MBB SE (0J7X.L)
ValueMarkers Composite Index
46% below intrinsic value ($395)
MBB SE (0J7X.L) — VMCI valuation read
The headline on MBB SE (0J7X.L) is a 71/100 VMCI score, set against a Industrials sector median of 50. That 21-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.
0J7X.L insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** 0J7X.L trades at 19.0x earnings, 6% above the Industrials median of 18.0x sets the value side. ROIC of 11.0% sits 1.0pp above the Industrials median (10.0%) sets the quality side. Net debt to EBITDA of 3.1x is the binding constraint on the bear case sets the risk side, the three lines a value buyer reads first on 0J7X.L.
0J7X.L fell 1.9% over the trailing 7 days, with a -6.4% read on a 30-day basis.
MBB SE, together with its subsidiaries, engages in the acquisition and management of medium-sized industrial companies primarily in the technology and engineering sectors in Germany and internationally. It operates through Technological Applications, Consumer Goods, and Service & Infrastructure segments. The Technological Applications segment manufactures specialty machinery and automated production lines with a focus on e-mobility for automotive manufacturers; and develops and manufactures ecological materials and system solutions primarily based on hardwood for automotive and rail sectors. This segment also provides polyurethane and epoxy resin-based materials for tooling applications for supplies dealers, model makers, car manufacturers, foundries, and other companies in various industries. The Consumer Goods segment produces and sells tissue mother rolls, napkins, handkerchiefs, toilet paper, and kitchen rolls under the aha brand name, as well as white and colored tissue paper for various private labels; and manufactures mattresses and other flexible polyether foam products. The Service & Infrastructure segment provides IT security and cloud services; and operates in the field of pipeline and plant engineering for gas, power grids, and hydrogen applications. MBB SE was founded in 1995 and is headquartered in Berlin, Germany.
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