MBB SE (MBB.DE)
ValueMarkers Composite Index
46% below intrinsic value ($395)
MBB SE (MBB.DE) — VMCI valuation read
MBB SE sits at VMCI 71/100, with the Industrials sector median at 50. That 21-point spread is the first thing to note on MBB.DE: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on MBB.DE are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on MBB.DE: MBB.DE trades at 18.0x earnings, 0% above the Industrials median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 8.0% trails the Industrials median (10.0%) by 2.0pp. The Risk read: net debt to EBITDA of 3.3x is the binding constraint on the bear case, anchoring the bear scenario on a measurable balance-sheet metric.
MBB.DE fell 3.1% over the trailing 7 days, with a -12.0% 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.
Related Stocks in Industrials
Top peers ranked by VM Score. Compare valuation, quality, and risk metrics across the sector.