0.97%
-2.62%
-2.80%
-13.48%
2.16%
-5.45%
16.33%

Company Description

Mensch und Maschine Software SE provides computer aided design, manufacturing, and engineering (CAD/CAM/CAE), product data management, and building information modeling/management solutions in Germany and internationally.It operates in two segments, VAR Business and M+M Software.The VAR Business segment sells CAD software to end users, as well as provides associated services.


The M+M Software segments develops CAD/CAM/CAE software.The company offers software solutions that are used for the process control of milling, drilling, and turning in various industries, such as mechanical engineering; tool, mold, and die making; automotive and aerospace industry; process control; medical technology; and toy industry, as well as watch, clock, and jewelry manufacturing.Mensch und Maschine Software SE was founded in 1984 and is headquartered in Starnberg, Germany.

Market Data

Last Price 52
Change Percentage 0.97%
Open 51.5
Previous Close 51.5
Market Cap ( Millions) 883
Volume 17853
Year High 61.5
Year Low 48.1
M A 50 53.06
M A 200 55.2

Financial Ratios

FCF Yield 5.65%
Dividend Yield 3.17%
ROE 33.83%
Debt / Equity 20.03%
Net Debt / EBIDTA -43.32%
Price To Book 9.2
Price Earnings Ratio 27.34
Price To FCF 17.71
Price To sales 2.52
EV / EBITDA 14.09

Business Breakdown

Expected Mid-Term Growth

Segment n°1 -> M+M Digitization

Expected Growth : 2.5 %

What the company do ?

M+M Digitization is a software solution from Mensch und Maschine Software SE that enables the digitalization of manufacturing processes, allowing for efficient data management and automation.

Why we expect these perspectives ?

M+M Digitization's 2.5% growth is driven by increasing demand for Industry 4.0 solutions, adoption of digital twins, and rising need for data analytics in manufacturing. Additionally, Mensch und Maschine Software SE's strong presence in Europe and expanding partner network contribute to the segment's growth.

Segment n°2 -> M+M Software

Expected Growth : 3.5 %

What the company do ?

M+M Software from Mensch und Maschine Software SE is a CAD/CAM/CAE solution for mechanical engineering, plant design, and architecture.

Why we expect these perspectives ?

M+M Software's 3.5% growth is driven by increasing demand for CAD and CAM solutions, particularly in the automotive and aerospace industries. Expanding product portfolio, strategic partnerships, and growing presence in emerging markets also contribute to growth. Additionally, the company's focus on digitalization and Industry 4.0 solutions resonates with customers, further fueling growth.

Mensch Und Maschine Software Se Products

Product Range What is it ?
DATAcademy A comprehensive e-learning platform for CAD, CAE, and CAM training
PORTAL A web-based collaboration platform for data management and workflow optimization
VIEWER A 2D/3D visualization and collaboration tool for CAD data
CONVERTER A data conversion and migration tool for CAD data
VALIDATOR A quality control and validation tool for CAD data
CUSTOMER SERVICES Consulting, training, and support services for CAD, CAE, and CAM solutions

Mensch und Maschine Software SE's Porter Forces

The threat of substitutes for Mensch und Maschine Software SE is moderate, as there are alternative software solutions available in the market, but the company's specialized software and strong customer relationships reduce the likelihood of customers switching to substitutes.

The bargaining power of customers is low, as Mensch und Maschine Software SE has a diverse customer base and no single customer accounts for a significant portion of its revenue, reducing the customers' bargaining power.

The bargaining power of suppliers is moderate, as Mensch und Maschine Software SE relies on a few key suppliers for its software development, but the company's strong relationships with these suppliers reduce the suppliers' bargaining power.

The threat of new entrants is high, as the software industry is highly competitive and new companies can easily enter the market, but Mensch und Maschine Software SE's established brand and customer relationships provide a barrier to entry.

The intensity of rivalry is high, as the software industry is highly competitive and there are many established players, but Mensch und Maschine Software SE's specialized software and strong customer relationships help the company to differentiate itself from its competitors.

Capital Structure

Value
Debt Weight 11.85%
Debt Cost 5.28%
Equity Weight 88.15%
Equity Cost 9.01%
WACC 8.57%
Leverage 13.44%

Historical Valuation

Price/Earnings Ratio

Margin Valuation

Peers Valuation

Competitors

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SPNS Sapiens International Corporation N.V. provides software solutions for the insurance and financial services industries in North America, the European Union, the United Kingdom, Israel, and internationally. The company offers Sapiens …
TXT.MI TXT e-solutions S.p.A., together with its subsidiaries, provides software and service solutions in Italy and internationally. It operates in two segments: Aerospace, Aviation & Transportation; and Fintech. The Aerospace, Aviation …

Peers Metrics

DCF BETA

Parameters

Short Term Growth
Short term Time
Long-Term Growth
WACC
Target Price
52.0$
Current Price
52$
Potential
-0.00%

Expected Cash-Flows

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Peers Group Analysis

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