Added to YB: 2026-09-08
Pitch date: 2026-09-05
MBGL [bullish]
Mobility Global, Inc.
Author Info
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Company Info
Mobility Global, Inc. provides mobility intelligence, offering critical data and analytics across the full vehicle lifecycle.
Market Cap
$6.1B
Pitch Price
N/A
Price Target
30.60 (+49%)
Dividend
1.17%
EV/EBITDA
10.91
P/E
29.60
EV/Sales
4.35
Sector
Professional Services
Category
value
Mobility Global – A Dirt-Cheap Monopoly Recently Spun-Off (A Deep Dive)
MBGL: Mobility Global is a recently spun-off, subscription-heavy automotive-data leader priced at 13.7x 2026 earnings despite a 30-year data moat, an estimated 70-80% U.S. vehicle-history market share and targeted 7.5-10% organic growth. At $20.50, a conservative 16x 2028 EPS supports a $30.60 target and ~18.5% annualized return including dividends; lowered FY26 guidance, separation costs and 2.4x leverage are the near-term risks.
Read full article (24 min)