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Added to YB: 2024-11-26

Pitch date: 2024-11-24

MBH3.F [neutral]

Maschinenfabrik Berthold Hermle AG

-6.62%

current return

Author Info

The Superinvestors of Augustusville runs a small family office and shares pitches for their investments. Sign up for their newsletter.

Company Info

Maschinenfabrik Berthold Hermle AG manufactures and sells milling machines worldwide. The company provides a portfolio of machining center C product series use in space mouse, saw handle, milling tools, bone plate, soft ice cream, propeller, heavy-duty machining, steering knuckle, pipe die, engine housing, skiving/fir tree, pipe support, engine housing, power skiving, pelton wheel, sledge, fan module, spiral funnel, railway wheel, rocker box, die mould, downhill bike pedal, moulding plate, sailboat, model making, and connecting rod applications.

Market Cap

EUR 815.0M

Pitch Price

EUR 157.41

Price Target

N/A

Dividend

9.23%

EV/EBITDA

6.00

P/E

10.15

EV/Sales

1.32

Sector

Machinery

Category

dividend

Show full summary:
Bottom Fishing in Sick Man's Land - Maschinenfabrik Berthold Hermle AG

MBH3.F: Leading CNC milling machine maker w/ 20%+ op margins, 20yr profit streak. 7x LTM EV/EBIT, 9% div yield. 2024 outlook weak, considering 'Kurzarbeit'. Geopolitical risks, but strong balance sheet (100m+ net cash) to weather downturn & invest for recovery. Family-controlled, engineering excellence.

Read full article (2 min)