MBGL Stock Analysis: Mobility Global | US
Software - Infrastructure | US, USA | Market Cap: 6.820m USD | 12M Return: 1.5% | US60744M1062 | Charts, Fundamentals & Technical Analysis
Avg Turnover: 68.3M
Rev. Trend: 100.0%
Warnings
Tailwinds
Seasonality 0.4 years of data, until 10/2026
How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, ≥40 worth a closer look and ≥60 is strong.
Mobility Global, Inc. (MBGL) is a data and analytics company that provides mobility intelligence across the full vehicle lifecycle, serving automakers, suppliers, dealer groups, media, financial institutions, and consumers. Its brand portfolio includes CARFAX, automotiveMastermind, Polk Automotive Solutions, and Market Scan, indicating a mix of consumer-facing vehicle history reports and B2B dealer and OEM analytics tools.
The business operates in the software and data-services segment, monetizing automotive data through subscriptions, licensing, and analytics products rather than through vehicle manufacturing or sales. This asset-light, data-intelligence model is common among automotive software vendors, which typically generate recurring revenue from dealer groups, manufacturers, and lenders that depend on used- and new-vehicle market insights.
The company was incorporated in 2025 and is headquartered in Centreville, Virginia. It was formerly known as S&P Global Mobility Holding Company and adopted the Mobility Global, Inc. name in February 2026, suggesting a corporate separation or rebranding from the S&P Global portfolio. Shares began trading in July 2026.
- CARFAX subscription base drives recurring revenue growth
- Used car market weakness pressures dealer analytics demand
- Separation from S&P Global sharpens capital allocation focus
| Net Income: 213.0m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.03 > 0.02 and ΔFCF/TA -0.03 > 1.0 |
| NWC/Revenue: 12.23% < 20% (prev 1.80%; Δ 10.44% < -1%) |
| CFO/TA 0.03 > 3% & CFO 422.0m > Net Income 213.0m |
| Net Debt (1.85b) to EBITDA (651.0m): 2.84 < 3 |
| Current Ratio: 1.88 > 1.5 & < 3 |
| Outstanding Shares: last fiscal year (295.1m) vs prev 0.0% < -2% |
| Gross Margin: error (current vs previous; cannot be calculated due to missing/invalid data or negative margin) |
| Asset Turnover: 13.54% > 50% (prev 12.17%; Δ 1.37% > 0%) |
| Interest Coverage Ratio: 8.32 > 6 (EBIT TTM 341.0m / Interest Expense TTM 41.0m) |
| A: 0.02 (Total Current Assets 466.0m - Total Current Liabilities 248.0m) / Total Assets 13.1b |
| B: 0.0 (Retained Earnings 0.0 / Total Assets 13.1b) |
| C: 0.03 (EBIT TTM 341.0m / Avg Total Assets 13.2b) |
| D: 3.05 (Book Value of Equity 9.84b / Total Liabilities 3.23b) |
| Altman-Z'' = 3.49 = A |
| DSRI: 1.08 (Receivables 233.0m/195.0m, Revenue 1.78b/1.61b) |
| GMI: 1.0 (GM 100.0% / 100.0%) |
| AQI: 0.98 (AQ_t 0.96 / AQ_t-1 0.98) |
| SGI: 1.10 (Revenue 1.78b / 1.61b) |
| TATA: -0.02 (NI 213.0m - CFO 422.0m) / TA 13.1b) |
| Beneish M = -2.90 (Cap -4..+1) = A |
As of November 14, 2026, the stock is trading at USD 23.28 with a total of 5,772,054 shares traded. Over the past week, the price has changed by +18.53%, over one month by +28.55%, over three months by +17.74% and over the past year by +1.51%.
Current recommended Stop Loss: 22.30 (which is 4.2% or 1.2 ATR below the current price).
Mobility Global has received a consensus analysts rating of 3.67. Therefore, it is recommended to hold MBGL.
- StrongBuy: 4
- Buy: 0
- Hold: 8
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 24.3 | 4.2% |
P/E Trailing = 53.7907
P/E Forward = 12.1065
P/S = 3.6923
P/B = 0.6481
P/EG = 0.9244
Revenue TTM = 1.78b USD
EBIT TTM = 341.0m USD
EBITDA TTM = 651.0m USD
Long Term Debt = 1.98b USD (from longTermDebt, last quarter)
Short Term Debt = 7.00m USD (from shortTermDebt, last fiscal year)
Debt = 2.04b USD (from shortLongTermDebtTotal, last quarter) + Leases 27.0m
Net Debt = 1.85b USD (calculated: Debt 2.04b - CCE 186.0m)
Enterprise Value = 8.67b USD (6.82b + Debt 2.04b - CCE 186.0m)
Interest Coverage Ratio = 8.32 (Ebit TTM 341.0m / Interest Expense TTM 41.0m)
EV/FCF = 21.56x (Enterprise Value 8.67b / FCF TTM 402.0m)
FCF Yield = 4.64% (FCF TTM 402.0m / Enterprise Value 8.67b)
FCF Margin = 22.56% (FCF TTM 402.0m / Revenue TTM 1.78b)
Net Margin = 11.95% (Net Income TTM 213.0m / Revenue TTM 1.78b)
Gross Margin = unknown ((Revenue TTM 1.78b - Cost of Revenue TTM 0.0) / Revenue TTM)
Tobins Q-Ratio = 0.66 (Enterprise Value 8.67b / Total Assets 13.1b)
Interest Expense / Debt = 2.01% (Interest Expense 41.0m / Debt 2.04b)
Taxrate = 29.00% (87.0m / 300.0m)
NOPAT = 242.1m (EBIT 341.0m * (1 - 29.00%))
Current Ratio = 1.88 (Total Current Assets 466.0m / Total Current Liabilities 248.0m)
Debt / Equity = 0.21 (Debt 2.04b / totalStockholderEquity, last quarter 9.84b)
Debt / EBITDA = 2.84 (Net Debt 1.85b / EBITDA 651.0m)
Debt / FCF = 4.60 (Net Debt 1.85b / FCF TTM 402.0m)
Total Stockholder Equity = 11.5b (last fiscal year from totalStockholderEquity)
RoA = 1.62% (Net Income 213.0m / Total Assets 13.1b)
RoE = 1.85% (Net Income TTM 213.0m / Total Stockholder Equity 11.5b)
RoCE = 2.53% (EBIT 341.0m / Capital Employed (Equity 11.5b + L.T.Debt 1.98b))
RoIC = 1.90% (NOPAT 242.1m / Invested Capital 12.7b)
WACC = 2.42% (E(6.82b)/V(8.85b) * Re(2.71%) + D(2.04b)/V(8.85b) * Rd(2.01%) * (1-Tc(0.29)))
Discount Rate = 2.71% (= CAPM, Blume Beta Adj.) -> floored to rf + 0.7*ERP = 3.54%
[DCF] Terminal Value 75.11% ; FCFF base≈406.0m ; Y1≈399.4m ; Y5≈406.1m
[DCF] Fair Price = 15.25 (EV 6.34b - Net Debt 1.85b = Equity 4.50b / Shares 294.8m; r=8.35% [WACC [floored]]; 5y FCF grow -2.43% → 2.50% )
EPS Correlation: N/A | EPS CAGR: N/A | SUE: N/A | # QB: 0
Revenue Correlation: 100.00 | Revenue CAGR: 8.56% | SUE: N/A | # QB: 0
EPS current Quarter (2027-03-31): EPS=0.38 | Chg30d=+2.32% | Revisions=-17% | Analysts=9
EPS current Year (2026-12-31): EPS=1.57 | Chg30d=+1.03% | Revisions=+0% | GrowthEPS=+0.0% | GrowthRev=+7.2%
EPS next Year (2027-12-31): EPS=1.66 | Chg30d=+3.11% | Revisions=-29% | GrowthEPS=+5.2% | GrowthRev=+7.7%
[Analyst] Revisions Ratio: -30% (up=2, down=5)