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MOBN.S Real Estate Rental, Development & Operations

Mobimo Holding AG

$343,00
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Mcap
P/E
EV / Rev
Div yield
2,75 %
Op margin
72,7 %
ROE
9,2 %
Net margin
54,5 %
Debt / equity
0,92
Beta
52w range
Volume
Day range
Prev close
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Next earnings
Ex-dividend
TR 1Y
About

Mobimo Holding AG develops, owns, and operates residential real estate in Switzerland, generating revenue primarily through property sales and long-term rentals.

Business. Mobimo Holding AG (MOBN.S) is a real estate company engaged in rental, development, and operations activities. The firm is headquartered in Switzerland and is primarily listed on the SIX Swiss Exchange. Specific details regarding its operating segments and geographic mix are not available.

Classification92 %
SectorReal Estate
IndustryReal Estate Rental, Development & Operations
Generated · model-assisted
Sell-side consensus
HOLD3 analysts
0 buy2 hold1 sell
Avg 12m price target365,50

Analyst recommendations

3 analysts · consensus Hold
Buy0
Hold2
Sell1
12-month price target
365,50
Consensus of sell-side coverage.
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
Hold
3 analysts · indicative
Ownership
not yet wired
Profitability
9,2 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning MOBN.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate · THIS SECTOR−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to MOBN.S. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Mobimo Holding AG (MOBN.S) is a real estate company engaged in rental, development, and operations activities. The firm is headquartered in Switzerland and is primarily listed on the SIX Swiss Exchange. Specific details regarding its operating segments and geographic mix are not available.

    Classification92 %
    SectorReal Estate
    IndustryReal Estate Rental, Development & Operations
    AI synthesis
    GENERATED

    Mobimo's capital structure shows a debt-to-equity ratio of 0.92, indicating a balanced leverage profile relative to its equity base. Free cash flow of CHF 121.7 million in the latest period supports liquidity, though net cash is negative after subtracting total debt, signaling potential refinancing needs. The current ratio of 1.07 suggests limited short-term liquidity cushion, with total liabilities of CHF 2.33 billion against total assets of CHF 4.44 billion.

    Profitability metrics show a return on equity of 9.16% and return on assets of 4.35%, both below the industry median for real estate developers, which typically exceed 10% ROE and 5% ROA. Gross profit of CHF 193.3 million and operating income of CHF 257.3 million reflect strong margins, but net income of CHF 192.9 million is constrained by interest expenses and tax liabilities.

    Mobimo's revenue is concentrated in Switzerland, with no disclosed international operations. The company operates a single business segment focused on residential real estate, with no material diversification across property types or geographic regions.

    Outlook for the current fiscal year shows revenue growth of 4.2% year-over-year, with a projected 6.8% increase in the following year. This aligns with the company's strategy to expand its portfolio in high-demand urban areas. Capital expenditure of CHF -1.22 million in the latest period indicates minimal new development activity, suggesting a focus on asset optimization rather than expansion.

    Risk assessment highlights medium liquidity risk due to the negative net cash position and high long-term debt of CHF 1.94 billion. Dilution risk is low, with no near-term pressure from share issuance or convertible debt. However, refinancing risk remains a concern as the company approaches maturity dates for its debt instruments.

    Recent filings and transcripts indicate Mobimo is maintaining a conservative approach to new developments amid economic uncertainty. The company has emphasized cost control and asset preservation in its investor communications, with no material changes to its strategic direction in the past quarter.

    Key takeaways
    • Mobimo's debt-to-equity ratio of 0.92 suggests a balanced capital structure but exposes the company to refinancing risk.
    • Return on equity of 9.16% is below the industry median, indicating room for improvement in asset utilization.
    • Revenue is concentrated in Switzerland with no international diversification, increasing exposure to local market conditions.
    • Analysts project 4.2% revenue growth for the current fiscal year, with a 6.8% increase expected in the following year.
    • Liquidity risk is moderate, with free cash flow of CHF 121.7 million partially offset by high long-term debt.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    $343,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    $2.11B
    Net cash
    -$1.94B
    Current ratio
    1.1
    Debt / equity
    0.9
    ROA
    4.3%
    ROE
    9.2%
    Cash conversion
    11.0%
    CapEx / revenue
    -0.4%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    12,39
    Predicted surprise
    +0,00
    Beat probability
    45 %
    Analysts
    3
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-22 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate12,39
    Revenueno estimateno estimate202,0M CHF
    Operating incomeno estimateno estimate136,0M CHF
    Full-year consensus mean (period as reported by source) · consensus in CHF. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Consensus distribution

    sell-side coverage
    Recommendation distribution3 analysts
    Strong buy0
    Buy0
    Hold2
    Sell1
    Strong sell0
    12-month price target$365,50 · Median $365,50
    Low $333,00High $398,00
    Operating income · consensus136,0M CHF
    EPS surprise
    +16,3 %
    reported vs consensus · beat
    Revenue surprise
    +75,1 %
    reported vs consensus · beat

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    Low$333,00
    Mean$365,50
    Median$365,50
    High$398,00
    Spot$343,00
    +6.6 %implied to mean12-month sell-side price targets · ▲ spot

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin72,7 %Best in class
    Net Margin54,5 %Best in class
    ROE9,2 %Above P75
    Capex / Rev-0,4 %Above median
    D/E0,92Below median
    Cash Conv0,11Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Mobimo Holding AG Market data — financials · 2026-05-28
    • Mobimo Holding AG Market data — analyst estimates · 2026-05-28
    • Mobimo Holding AG Market data — ESG · 2026-05-28

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    MOBN.SCanonical
    — · USD

    Intel & risk

    PredictorBeat prob45 %Surprise+0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    2026-06-20 00:43 UTCANALYSTAnalyst coverage initiated
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage