Mutares SE & Co. KGaA stock
MUX.DEXETRAFinancial ServicesISIN DE000A2NB650WKN A2NB65
55Score 55 out of 100, Neutral
Price and trend
71 / 100
Price history
+5.3% in one yearThe chart shows daily closes over 18 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 2.0% above it.
Since April 2026 the 50-day line has been below the 200-day line; the trend has turned down.
Normal: the price is neither overheated nor sold off (RSI 47).
The price is 19% below its 52-week high. Largest decline in 18 years: 72% (August 2015 to March 2020).
Chart figures for advanced users
- SMA 50$28.93
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$30.43
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)47
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$25.87
- The lowest closing price of the last twelve months.
- Resistance$38.44
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Mutares SE & Co. KGaA belongs to the Asset Management industry (Germany) and, with a market value of $795.29M, is number 97 of 131 companies in its industry on MEQIRI.
- MEQIRI Score 55 out of 100 (Neutral): rank 801 of 976 in Financial Services, median 68.
- The P/E is 5.4 (Asset Management median 14, own median of recent years 5.7).
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- Our model puts fair value at $53.72, with the price 40% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
- Earnings per share growingUp 53.7% a year since 2020.Growth 98
- Growing faster than its industryRevenue up 24.9% a year since 2020, Asset Management median 10.5%.Growth 98
- High dividend yieldDividend yield 6.92%, Asset Management median 4.41%.
Weaknesses
- DilutionShare count up 35% since 2020.Capital allocation 21
- Loss-makingLoss of $221.54M over the last 12 months.Fundamentals 43
- Low return on equityReturn on equity −28.2% over the last 12 months.Profitability 10
Its standout strengths are growth and valuation, while capital allocation and profitability hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Score since yesterday from 54 to 55.
Fundamental quality fluctuates.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- weak fundamentals
- high growth grade (crashed more often in the backtest)
Valuation
Valuation signal
Significantly undervaluedClosing price of 11 Nov 2026, used by the daily score.
In our model the price counts as cheap below $38.37 and expensive above $89.54 (uncertainty high, one part of the fair value is more than twice the other).
The two parts of the fair value come to $26.33 (cash-flow model) and $81.11 (industry comparison), and the gap between them shows how uncertain the estimate is.
Calculated with a cost of equity of 10.6%. At 11.6% the fair value would be $52.33, at 9.6% it would be $55.49.
Valuation metrics
Half from the dividend model, half from earnings times the industry P/E (14).
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Jun 2026, revenue fell 13% on the twelve months before. Revenue has grown strongly since 2013, at around 24% per year. From 2013 revenue is reported differently (for example gross instead of net), so earlier years are not comparable and not shown.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating 3%, net 6%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net −4%. From 2013 revenue is reported differently (for example gross instead of net), so earlier years are not comparable and not shown.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 12 Nov 2026today
- Last reported
- 13 Aug 2026EPS reported $0.97
Analyst estimates
- Earnings per share
- $4.23−45.7%
- Revenue
- $9.51B0.0%
- Earnings per share
- $44.700.0%
- Revenue
- $9.29B0.0%
MEQIRI has stored the estimates since 29 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
What happened at Mutares SE & Co. KGaA
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 55
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- Virtus Investment PartnersVRTS $860.62M65
- Kayne Anderson BDCKBDC $854.8M67
- MidCap Financial InvestmentMFIC $847.61M43
- Prospect CapitalPSEC $835.48M31
- Burford CapitalBUR $801.52M38
- Carlyle Secured LendingCGBD $775.32M61
- Fidus InvestmentFDUS $742.77M67
- Bain Capital Specialty FinanceBCSF $731.07M63
ETFs that hold Mutares SE & Co. KGaA
Held by 14 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| Amundi SDAX UCITS ETF DistC005 | 1.22% | 0.70% | €157.44M |
| iShares Listed Private Equity UCITS ETFIQQL | 0.20% | 0.75% | €683.78M |
| UBS MSCI EMU Small Cap UCITS ETF EUR disUEFD | 0.09% | 0.28% | €627.81M |
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| State Street SPDR MSCI Europe Small Cap Value Weighted UCITS ETF EUR AccZPRX | 0.09% | 0.30% | €810.11M |
| Amundi MSCI EMU Small Cap ESG Broad Transition UCITS ETF DISTLGWU | 0.05% | 0.40% | €575.19M |
| Xtrackers MSCI Europe Small Cap UCITS ETF 1CXXSC | 0.03% | 0.30% | €3.43B |
| Avantis Global Small Cap Value UCITS ETFAVWS | 0.03% | 0.39% | €1.47B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.02% | 0.35% | €434.1M |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 12 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Currency
- Amounts in US dollars, converted at the ECB reference rate of 11 Nov 2026 ($1 = €0.8987)
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Neutral, published since 7 Nov 2026 (in the score history since 22 Oct 2026)
- Valuation signal Undervalued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.