Mobility Global Inc. (MBGL) AI Stock Analysis

Mobility Global, Inc. delivers automotive data, insights, and technology solutions across two primary business segments: CARFAX and Business-to-Business (B2B). The CARFAX unit serves consumers, automobile dealers, car service providers, and finance and insurance companies with vehicle histories, valuations, listings, and service reminders. The B2B segment supplies automotive original equipment manufacturers, suppliers, and dealers with data, forecasting, and marketing tools. Its brand portfolio includes automotiveMastermind, Polk Auto Solutions, Market Scan, and the Data Studio platform, generating revenue via subscription and non-subscription agreements.

Mobility Global expanded annual revenue from $1.49B in FY2023 to $1.61B in FY2024, rising further to $1.75B in FY2025, which reflects a two-year revenue CAGR of 8.6%. Operating margins improved from 16.1% in FY2023 to 18.7% in FY2025. Annual net income increased from $163.0M in FY2023 to $208.0M in FY2024 before dropping to $140.0M in FY2025. Over the trailing twelve months ended June 30, 2026, revenue stood at $1.81B with a net profit margin of 11.3% and EPS of $0.43. In the latest quarter, year-over-year revenue grew 6.6%, while quarterly earnings fell 18.3%.

As of June 30, 2026, Mobility Global held $186.0M in cash and short-term investments against $2.01B in total debt, leading to net debt of $1.82B. Total assets stood at $13.06B, supported by $9.84B in shareholders' equity and a debt-to-equity ratio of 0.20. The company reported a current ratio of 1.88. Operating cash flow reached $485.0M in FY2025, which comfortably funded $24.0M in capital expenditures to generate $461.0M in free cash flow.

Mobility Global has an enterprise value of $7.93B and a market cap of $5.51B. Its trailing P/E of 43.5x sits above the 28.1x median of its US-listed Technology peers, while its forward P/E of 11.6x is lower than the peer median of 18.8x. The stock trades at an EV/EBITDA of 12.8x versus the peer median of 16.6x. At its last close of $18.69, the stock traded between its 52-week low of $16.95 and 52-week high of $26.00.

Mobility Global pays a quarterly dividend totaling an annualized $0.24 per share, translating to a dividend yield of 1.28%. The dividend is backed by a conservative payout ratio of 13.0%, with the most recent ex-dividend date occurring on August 27, 2026.

Wall Street coverage includes 4 Strong Buy and 8 Hold recommendations from 12 analysts. The consensus mean price target is $23.58, indicating an upside potential of 26.2% over the last close of $18.69. For the fiscal year ending December 31, 2026, analysts estimate revenue of $1.88B and EPS of $1.56. Mobility Global is scheduled to report earnings on November 12, 2026.

This page is an AI-written research summary of Mobility Global Inc. (MBGL). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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