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Mo-BRUK S.A.MBR.WACompetitor analysis, valuation and peers

Poland · PLN·Industrials›Environmental Services
Momentum strong 74
Mkt cap
$365M
US dollars, full cap
Free float
80%
of shares outstanding
$/day
$479,841
20-day average traded
Fwd P/E
14.7×
forward earnings
ROIC−WACC
+23.6 pp
WACC 7.8%
Hurdle
-19 pp
Req g minus delivered
Next earnings
13 days
19 Nov 2026
Close · PLNPLN 407.00
1D+1.1%
1W-4.6%
1M+0.7%
3M+7.5%
6M+14.7%
YTD+25.2%
1Y+37.5%
ATR %2.8%
52w lowhigh7.5% off high

What Mo-BRUK does

No business profile yet.

Mo-BRUK at a glance

Size Mo-BRUK (MBR.WA) is a Poland Industrials company (Environmental Services) with a market value of $365M, the 69th largest of 83 Poland companies the cockpit tracks. Shares closed at PLN 407.00 on 6 Nov 2026.

Performance Over six months the shares gained 14.7%, against -16.0% for the median peer and +14.3% for the Poland market (cap-weighted) — 2nd highest of 21 in its peer set.

Growth Revenue grew 28.7% over the last twelve months (peer median -3.5%); the operating margin is 34.5% (peer median 7.4%).

Valuation It trades at 14.7× forward earnings against a peer median of 13.4× (4th most expensive of 10).

Price implies For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -19 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 23.6 points above its cost of capital (7.8% WACC).

Next results Next results expected around 19 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 2026MBR.WA 115Peer median 84
Six months, rebased to 100: Mo-BRUK against the median of its 20 peers (local-currency closes).

Mo-BRUK financials

Reported figures in PLN; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
RevenuePLN 374MPLN 320MPLN 284MPLN 237MPLN 243M
Revenue growth—+13%+20%-3%—
Gross profitPLN 157MPLN 129MPLN 124MPLN 107MPLN 123M
EBITDAPLN 162MPLN 83.7MPLN 113MPLN 108MPLN 119M
Net incomePLN 30.4MPLN 14.8MPLN 70.5MPLN 78.9MPLN 92.2M
Free cash flowPLN 43.6MPLN 17.9M-PLN 32.2MPLN 8.36MPLN 83.0M
Capital expenditurePLN 30.4MPLN 44.6MPLN 120MPLN 62.6MPLN 11.2M
Total debtPLN 165MPLN 154MPLN 113MPLN 26.8MPLN 1.97M

Quarterly statements and history in the cockpit →

Mo-BRUK competitor charts

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.

Performance: 6-month against 1-month return

-40%-20%0%-10%0%000826CAMBIBHKEIEL300187U9E3001903007740026726038176883700005466803600526002973688057SCHP600217301305MBR.WA6-month return →1-month return →
Up and to the right = strong over both horizons. Mo-BRUK is the large dot.

Fundamentals: revenue growth against valuation

-20%0%+20%20×40×CAMBIEIEL300190300774603817688370002973SCHP301305MBR.WARevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Mo-BRUK is the large dot.

Capital: growth delivered against growth the price implies

-20%0%+20%-20%0%20%000826CAMBI300187U9E3001900026726803600526002973688057SCHP600217MBR.WAGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Mo-BRUK is the large dot.

Mo-BRUK competitors and peer comparison

How Mo-BRUK compares with its peers

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.

Mo-BRUK against its 20 peers (data as of 6 Nov 2026)
MeasureMBR.WAPeer medianRank in peer set
1-month return+0.7%-6.6%3rd highest of 21
6-month return+14.7%-16.0%2nd highest of 21
Distance from 52-week high-7.5%-33.0%highest of 21
Revenue growth (TTM)+28.7%-3.5%2nd highest of 21
Operating margin34.5%7.4%highest of 21
Forward P/E14.7×13.4×4th most expensive of 10
Growth the price implies (Req g, 7 yrs)-6.8%-2.1%3rd least demanding of 13
Growth delivered (Del g)+12.4%+1.2%3rd highest of 13
Hurdle (Req g minus delivered)-19.1 pp+1.3 pp2nd least demanding of 13
ROIC minus cost of capital+23.6 pp-2.2 pp2nd highest of 21
EV / EBITDA9.6×12.7×3rd cheapest of 11
Net debt / EBITDA0.8×5.7×4th least indebted of 12

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Mo-BRUK MBR.WAPoland$365M+15%+29%35%14.7×-6.8%+12.4%
Tus Environmental Science & Technology Development 000826.SZChina$364M-13%-13%-38%n/a-2.7%-11.7%
Cambi CAMBI.OLNorway$390M+7%-9%11%44.3×0.1%+23.8%
SIIC Environment BHK.SISingapore$327M-10%-8%23%n/an/an/a
Enviro Infra Engineers EIEL.NSIndia$319M-22%+15%20%10.7×n/an/a
Yonker Environmental Protection 300187.SZChina$428M-22%+5%11%n/a9.0%+1.5%
China Everbright Water U9E.SISingapore$462M-13%-33%34%n/a-1.4%-1.7%
WELLE 300190.SZChina$471M-21%-17%-9%6.7×-8.9%-12.5%
BGT 300774.SZChina$475M-52%+3%4%9.9×n/an/a
Dongjiang Environmental 002672.SZChina$478M-24%-4%-31%n/a3.1%+0.9%
Fujian Haixia Environmental Protection 603817.SSChina$480M-24%-1%26%11.7×n/an/a
Shanghai Conglin Environmental Protection Technology 688370.SSChina$499M-3%-4%7%53.6×n/an/a
Jinyuan EP 000546.SZChina$510M-49%+34%-3%n/an/an/a
Wuhan Sanzhen Industry 600168.SSChina$539M-13%-3%8%n/an/an/a
ECOVE Environment 6803.TWOTaiwan$545M-12%+6%18%n/a-4.5%+11.4%
Zhejiang Feida Environmental Science & Technology 600526.SSChina$596M-18%+3%7%n/a-5.3%+9.5%
QiaoYin City Management 002973.SZChina$661M-14%-12%10%14.0×8.9%+4.9%
Jiangxi JDL Environmental Protection 688057.SSChina$662M+28%-22%-6%n/a-5.3%-19.8%
Seche Environnement SCHP.PAFrance$689M-7%+2%6%19.9×4.8%+13.3%
China Resources and Environment 600217.SSChina$719M-24%-19%-8%n/a-13.6%-2.2%
Shenzhen Lions King Hi-Tech 301305.SZChina$758M-22%+19%18%13.4×n/an/a

Questions

Which companies are Mo-BRUK's closest peers?
The cockpit's peer set: Tus Environmental Science & Technology Development (000826.SZ), Cambi (CAMBI.OL), SIIC Environment (BHK.SI), Enviro Infra Engineers (EIEL.NS), Yonker Environmental Protection (300187.SZ), China Everbright Water (U9E.SI), WELLE (300190.SZ), BGT (300774.SZ).
Is Mo-BRUK expensive compared with its peers?
On forward p/e it trades at 14.7× against a peer median of 13.4×, 4th most expensive of 10 in its peer set. For today's price to make sense, revenue must grow about -7% a year for seven years (Req g). Recent delivered growth is +12%, so the hurdle is -19 pp: the price already allows for a slowdown.
How has Mo-BRUK stock performed?
Over six months to 6 Nov 2026 the shares returned +14.7% against -16.0% for the median peer; over one year +37.5%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.