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Mobico Group PLCMCG.LCompetitor analysis, valuation and peers

United Kingdom · GBP·Industrials›Other Transportation
Momentum leader 100
Mkt cap
$360M
US dollars, full cap
Free float
47%
of shares outstanding
$/day
$6.76M
20-day average traded
Fwd P/E
4.3×
forward earnings
ROIC−WACC
+3.2 pp
WACC 7.5%
Hurdle
n/a
no reverse DCF
Official | Implied
BB / BB
agencies · bond market
Next earnings
118 days
4 Mar 2027
Close · GBP£43.86
1D-0.3%
1W-0.2%
1M+101.2%
3M+73.5%
6M+102.9%
YTD+90.2%
1Y+70.5%
ATR %4.1%
52w lowhigh2.0% off high

What Mobico does

Employees: 30,800

Mobico at a glance

Size Mobico (MCG.L) is a United Kingdom Industrials company (Other Transportation) with a market value of $360M, the 337th largest of 363 United Kingdom companies the cockpit tracks. Shares closed at £43.86 on 6 Nov 2026.

Performance Over six months the shares gained 102.9%, against -21.2% for the median peer and +3.6% for the United Kingdom market (cap-weighted) — highest of 21 in its peer set.

Growth Revenue grew 5.3% over the last twelve months (peer median +0.6%); the operating margin is 4.7% (peer median 2.3%).

Valuation It trades at 4.3× forward earnings against a peer median of 13.2× (2nd cheapest of 9).

Capital Return on invested capital runs 3.2 points above its cost of capital (7.5% WACC).

Credit Mobico has 1 bond outstanding ($557M), rated BB by the agencies and trading like BB at a weighted spread of 241 bp.

Next results Next results expected around 4 Mar 2027 (exchange calendar; dates can move).

Relative performance

10015020011 May 202611 Aug 20266 Nov 2026MCG.L 203Peer median 79
Six months, rebased to 100: Mobico against the median of its 20 peers (local-currency closes).

Mobico financials

Reported figures in GBP; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenuen/a£2.74B£2.60B£3.15B£2.81B
Revenue growth—+5%-18%+12%—
Gross profitn/a£1.20B£1.18B£1.24B£1.09B
EBITDAn/a£303M£237M£238M£346M
Net incomen/a-£137M-£831M-£207M-£254M
Free cash flown/a-£49.0M£73.2M£102M£52.2M
Capital expendituren/a£214M£202M£141M£180M
Total debtn/a£1.58B£1.51B£1.55B£1.49B

Quarterly statements and history in the cockpit →

Mobico 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

-50%0%+50%+100%0%+50%+100%ADBTYA002682ERAGVRRM60515130001396323004243382600730MCG.L6-month return →1-month return →
Up and to the right = strong over both horizons. Mobico is the large dot.

Fundamentals: revenue growth against valuation

-40%-20%0%+20%0×20×40×60×ADBERAGVRRM603569002930603069603032603167MCG.LRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Mobico is the large dot.

Mobico competitors and peer comparison

How Mobico 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.

Mobico against its 20 peers (data as of 6 Nov 2026)
MeasureMCG.LPeer medianRank in peer set
1-month return+101.2%-9.5%highest of 21
6-month return+102.9%-21.2%highest of 21
Distance from 52-week high-2.0%-37.7%highest of 21
Revenue growth (TTM)+5.3%+0.6%7th highest of 21
Operating margin4.7%2.3%10th highest of 21
Forward P/E4.3×13.2×2nd cheapest of 9
ROIC minus cost of capital+3.2 pp-1.5 pp5th highest of 21
EV / EBITDA4.8×9.8×3rd cheapest of 10
Net debt / EBITDA3.8×0.2×2nd most indebted of 11
Bond spread241 bpn/a—

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
Mobico MCG.LUnited Kingdom$360M+103%+5%5%4.3×n/an/a
Aeroporto Guglielmo Marconi di Bologna ADB.MIItaly$361M+3%+10%18%15.4×-1.8%+22.0%
Toscana Aeroporti TYA.MIItaly$371M-2%+13%22%n/a-3.9%+23.6%
Longzhou 002682.SZChina$371M-27%+5%-17%n/a9.9%-7.4%
Ernst Russ ERAG.DEGermany$335M+5%-9%28%7.4×-8.8%+22.3%
Verra Mobility VRRMUnited States$333M-85%+6%23%2.9×-20.4%+20.0%
West Shanghai Automotive Service 605151.SSChina$327M-25%+3%4%n/a3.8%+9.4%
Henan Xinning Modern Logistics 300013.SZChina$312M-10%+278%-1%n/an/an/a
JIANGSU WANLIN MODERN LOGISTICS 603117.SSChina$309M-26%-14%0%n/an/an/a
Zhuhai Winbase International Chemical Tank Terminal 002492.SZChina$306M-37%-19%-64%n/a-11.4%-1.7%
Subaru Enterprise 9632.TJapan$424M+48%0%15%n/a-6.0%+1.5%
Guangzhou Hangxin Aviation Technology 300424.SZChina$457M-35%-1%-3%n/a3.2%+7.5%
Tianjin Port Development 3382.HKHong Kong$478M-14%-21%21%n/a-8.3%-5.5%
Sichuan Fulin Transportation 002357.SZChina$496M-10%-2%-8%n/a43.1%+5.3%
Beijing Changjiu Logistics 603569.SSChina$502M-17%-47%-1%10.5×6.2%-2.0%
Guangdong Great River Smarter Logistics 002930.SZChina$507M-43%+5%-8%49.3×8.9%+7.1%
Shanghai Shentong Metro 600834.SSChina$520M-9%+1%8%n/a11.4%+14.6%
Hainan Haiqi Transportation 603069.SSChina$548M-32%-22%-20%23.1×n/an/a
China Hi-Tech 600730.SSChina$548M-31%+16%-32%n/an/an/a
Delixi New Energy Technology 603032.SSChina$550M-33%+27%17%68.0×33.8%+61.4%
Bohai Ferry 603167.SSChina$565M-10%-5%14%11.0×-8.4%+9.6%

Mobico bonds and credit

Mobico has 1 bond outstanding with $557M face value. The agencies rate it BB; its bonds trade like BB. Weighted yield 5.43%, a spread of 241 bp over government bonds.

Every bond, yield and spread in the cockpit →

Questions

Which companies are Mobico's closest peers?
The cockpit's peer set: Aeroporto Guglielmo Marconi di Bologna (ADB.MI), Toscana Aeroporti (TYA.MI), Longzhou (002682.SZ), Ernst Russ (ERAG.DE), Verra Mobility (VRRM), West Shanghai Automotive Service (605151.SS), Henan Xinning Modern Logistics (300013.SZ), JIANGSU WANLIN MODERN LOGISTICS (603117.SS).
Is Mobico expensive compared with its peers?
On forward p/e it trades at 4.3× against a peer median of 13.2×, 2nd cheapest of 9 in its peer set.
How has Mobico stock performed?
Over six months to 6 Nov 2026 the shares returned +102.9% against -21.2% for the median peer; over one year +70.5%.

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.