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Vehicle-data and analytics company (CARFAX, Polk) spun off from S&P Global, serving automakers and dealers.
Vehicle-data and analytics company (CARFAX, Polk) spun off from S&P Global, serving automakers and dealers.
Earns subscription fees from dealers and carmakers for data and software, with CARFAX also selling vehicle-history reports to consumers and licensing them to dealers who show the reports in their listings. It was part of S&P Global before being separated.
Moat: narrow (data, brand, installed base). CARFAX's vehicle-history database and long OEM/dealer data relationships are difficult to replicate.
Headquarters: New York, New York, US · Employees: 3,400
Size Mobility Global (MBGL) is a United States Information Technology company (Internet Software/Services) with a market value of $5.79B, the 1087th largest of 3,117 United States companies the cockpit tracks. Shares closed at $19.64 on 6 Nov 2026.
Growth Revenue grew 8.5% over the last twelve months (peer median +8.4%); the operating margin is 51.0% (peer median 21.6%).
Valuation It trades at 13.2× forward earnings against a peer median of 35.0× (2nd cheapest of 20).
Price implies For today's price to make sense, revenue must grow about -6% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -14 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 0.1 points below its cost of capital (6.1% WACC).
Backlog Backlog (remaining performance obligations) was $102M at 30 Jun 2026. Backlog detail →
Short interest Short interest is 3.3% of the free float (15 Oct 2026).
Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | |
|---|---|---|---|---|
| Revenue | n/a | $1.75B | $1.61B | $1.49B |
| Revenue growth | — | +8% | +9% | — |
| Gross profit | n/a | $1.44B | $1.30B | $1.18B |
| EBITDA | n/a | $1.20B | $1.10B | $1.02B |
| Net income | n/a | $220M | $208M | $163M |
| Free cash flow | n/a | $461M | $412M | $375M |
| Capital expenditure | n/a | $24.0M | $15.0M | $18.0M |
| Total debt | $2.01B | $267M | $264M | n/a |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Mobility Global MBGL | $5.79B | n/a | +8% | 51% | 13.2× | -6.0% |
| Experian EXPN.L | $36.1B | +16% | +7% | 25% | 20.5× | 14.6% |
| TransUnion TRU | $15.5B | +13% | +13% | 15% | 15.9× | 20.3% |
| CCC Intelligent Solutions CCC | $4.54B | +50% | +11% | 18% | 15.1× | 11.2% |
| Cars.com CARS | $715M | +14% | +1% | 11% | 6.2× | 5.7% |
| CarGurus CARG | $3.01B | -3% | +6% | 26% | 12.1× | 2.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | MBGL | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +8.6% | +9.8% | 10th lowest of 21 |
| Distance from 52-week high | -24.5% | -26.6% | 9th highest of 21 |
| Revenue growth (TTM) | +8.5% | +8.4% | 11th highest of 21 |
| Operating margin | 51.0% | 21.6% | 4th highest of 21 |
| Forward P/E | 13.2× | 35.0× | 2nd cheapest of 20 |
| Growth the price implies (Req g, 7 yrs) | -6.0% | 17.7% | least demanding of 16 |
| Growth delivered (Del g) | +8.5% | +12.4% | 6th lowest of 16 |
| Hurdle (Req g minus delivered) | -14.5 pp | +6.7 pp | 2nd least demanding of 16 |
| ROIC minus cost of capital | -0.1 pp | -3.4 pp | 8th highest of 16 |
| EV / EBITDA | 6.3× | 17.1× | cheapest of 11 |
| Net debt / EBITDA | 1.5× | 1.0× | 5th most indebted of 12 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mobility Global MBGL | United States | $5.79B | n/a | +8% | 51% | 13.2× | -6.0% | +8.5% |
| Autotrader AUTO.L | United Kingdom | $5.68B | +12% | +4% | 62% | 14.3× | -0.7% | +18.9% |
| Rightmove RMV.L | United Kingdom | $5.38B | +35% | +7% | 66% | 18.1× | 11.6% | +15.6% |
| Braze BRZE | United States | $5.20B | +111% | +27% | -13% | 57.1× | 27.9% | +37.5% |
| Vend Marketplaces VEND.OL | Norway | $5.11B | -4% | -14% | 29% | 35.2× | 10.7% | -13.2% |
| CAR CAR.AX | Australia | $6.85B | -3% | +6% | 38% | 28.5× | 21.8% | +24.0% |
| Scout24 G24.DE | Germany | $6.99B | +19% | +16% | 49% | 22.3× | 10.3% | +12.9% |
| PB Fintech POLICYBZR.NS | India | $4.74B | -43% | +37% | 7% | 41.0× | n/a | n/a |
| AUTO1 AG1.DE | Germany | $4.34B | -14% | +21% | 1% | 29.2× | n/a | n/a |
| Info Edge India NAUKRI.NS | India | $8.18B | +21% | +13% | 34% | 59.6× | 51.8% | +23.8% |
| SMG Swiss Marketplace SMG.SW | Switzerland | $3.77B | +7% | +13% | 35% | 23.9× | 5.8% | +12.4% |
| Seek SEK.AX | Australia | $3.59B | +8% | +17% | 24% | 25.8× | 17.7% | +11.1% |
| Mango Excellent Media 300413.SZ | China | $9.77B | +79% | +10% | -3% | 143.0× | 13.1% | -0.3% |
| Crisil CRISIL.NS | India | $3.40B | +6% | +24% | 26% | 35.0× | n/a | n/a |
| People PPLI | United States | $3.16B | -4% | -29% | 2% | 38.9× | 36.5% | -2.8% |
| Gartner IT | United States | $12.0B | +20% | 0% | 19% | 11.8× | -4.0% | +9.6% |
| People.cn 603000.SS | China | $2.69B | -15% | 0% | 12% | 77.2× | 28.6% | -0.4% |
| Aditya Birla Sun Life Amc ABSLAMC.NS | India | $2.68B | -19% | +4% | 60% | 23.9× | n/a | n/a |
| Youdao, Inc. Sponsored ADR DAO | United States | $2.50B | +59% | +10% | 4% | 59.4× | 33.6% | +17.6% |
| Shanghai Great Wisdom 601519.SS | China | $2.49B | -18% | +6% | -8% | n/a | n/a | n/a |
| Winning Health Technology 300253.SZ | China | $2.31B | -19% | +6% | -20% | 351.5× | 18.9% | -1.4% |
Mobility Global reported $102M of remaining performance obligations at 30 Jun 2026.