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Verbio SEVBK.DECompetitor analysis, valuation and peers

Germany · EUR·Materials›Chemicals: Specialty

German producer of biodiesel, bioethanol and biomethane made from agricultural feedstocks and organic waste.

≈ A German, biofuels-focused Green Plains/Darling IngredientsMomentum laggard 16
Mkt cap
$1.88B
US dollars, full cap
Free float
28%
of shares outstanding
$/day
$3.65M
20-day average traded
Fwd P/E
13.2×
forward earnings
ROIC−WACC
+2.4 pp
WACC 5.0%
Hurdle
-12 pp
Req g minus delivered
Next earnings
6 days
12 Nov 2026
Close · EUR€26.12
1D-0.1%
1W-6.3%
1M+5.3%
3M-14.4%
6M-37.2%
YTD+23.2%
1Y+59.1%
ATR %5.9%
52w lowhigh44.7% off high

What Verbio does

German producer of biodiesel, bioethanol and biomethane made from agricultural feedstocks and organic waste.

Sells biodiesel and bioethanol mostly to fuel blenders who need them to meet legal green-fuel quotas, so regulation sets demand, and earns the margin between fuel prices and the cost of rapeseed, wheat, rye and waste inputs. Feed and fertiliser by-products are sold on as well, and it also makes biomethane from straw and farm residues.

In one line: A German, biofuels-focused Green Plains/Darling Ingredients.

Products and services

  • Biodiesel
  • Bioethanol
  • Biomethane/biogas (bioLNG/CNG)
  • Animal feed/protein by-products

Customers

  • Fuel blenders/distributors
  • Transport fuel retailers
  • Feed producers

Where it sits in the supply chain

  • Materials/Energy
  • Biofuels & renewable fuels
  • Biodiesel, bioethanol & biomethane…

What could go right

  • EU renewable fuel mandates (RED III)
  • Growing bioLNG demand for heavy trucking

What could go wrong

  • Regulatory/subsidy policy risk
  • Agricultural feedstock price volatility

Moat: narrow (process know-how, regulatory licence, scale). Vertically integrated biofuel production with proprietary process technology, but reliant on biofuel mandates/subsidies.

Headquarters: Zorbig, Germany · Founded: 2006 · Employees: 1,391

Named competitors

Verbio at a glance

Size Verbio (VBK.DE) is a Germany Materials company (Chemicals: Specialty) with a market value of $1.88B, the 109th largest of 205 Germany companies the cockpit tracks. Shares closed at €26.12 on 6 Nov 2026.

Performance Over six months the shares fell 37.2%, against -24.6% for the median peer and +2.6% for the Germany market (cap-weighted) — 7th lowest of 20 in its peer set.

Growth Revenue grew 18.5% over the last twelve months (peer median +17.1%); the operating margin is 5.3% (peer median 8.1%).

Valuation It trades at 13.2× forward earnings against a peer median of 15.4× (9th cheapest of 19).

Price implies For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -12 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 2.4 points above its cost of capital (5.0% WACC).

Next results Next results expected around 12 Nov 2026 (exchange calendar; dates can move).

Relative performance

608010011 May 202611 Aug 20266 Nov 2026Peer median 73VBK.DE 66
Six months, rebased to 100: Verbio against the median of its 20 peers (local-currency closes).

Verbio financials

Reported figures in EUR; fiscal year ends 2026-06-30. TTM = trailing twelve months.
TTMFY2026FY2025FY2024FY2023
Revenue€1.87B€1.87B€1.58B€1.66B€1.97B
Revenue growth—+19%-5%-16%—
Gross profit€209M€206M€37.1M€162M€257M
EBITDA€166M€157M-€13.6M€111M€226M
Net income€63.9M€63.9M-€138M€20.0M€132M
Free cash flow€78.4M€78.4M-€118M-€53.6M-€177M
Capital expenditure€86.6M€86.6M€133M€171M€203M
Total debt€218M€218M€269M€194M€190M

Quarterly statements and history in the cockpit →

Verbio 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%-20%0%001369002408GRWRHITECH002010002250301219603823688268CC603906420843683006550189603938688005VBK.DE6-month return →1-month return →
Up and to the right = strong over both horizons. Verbio is the large dot.

Fundamentals: revenue growth against valuation

0%+50%+100%0×100×200×002408GRWRHITECH002010002250301219603823MTX688268CC6039064368300655603938603026601568VBK.DERevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Verbio is the large dot.

Capital: growth delivered against growth the price implies

0%+20%+40%0%20%40%002408GRWRHITECH002250603823MTX688268CC43680189601568VBK.DEGrowth 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. Verbio is the large dot.

Verbio competitors and peer comparison

Head to head with its named competitors (VBK.DE vs GPRE vs DAR vs NESTE.HE)
CompanyMarket cap6M returnRevenue growthOp. marginForward P/EReq g
Verbio VBK.DE$1.88B-37%+19%5%13.2×1.1%
Green Plains GPRE$927M-27%-22%7%7.4×-1.0%
Darling Ingredients DAR$7.92B-20%+16%9%7.3×9.0%
Neste NESTE.HE$23.6B-5%+15%14%6.9×-6.5%

How Verbio 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.

Verbio against its 20 peers (data as of 6 Nov 2026)
MeasureVBK.DEPeer medianRank in peer set
1-month return+5.3%-13.3%2nd highest of 21
6-month return-37.2%-24.6%7th lowest of 20
Distance from 52-week high-44.7%-54.0%9th highest of 21
Revenue growth (TTM)+18.5%+17.1%9th highest of 20
Operating margin5.3%8.1%8th lowest of 21
Forward P/E13.2×15.4×9th cheapest of 19
Growth the price implies (Req g, 7 yrs)1.1%10.1%4th least demanding of 11
Growth delivered (Del g)+12.8%+5.8%2nd highest of 11
Hurdle (Req g minus delivered)-11.7 pp+8.7 pp2nd least demanding of 11
ROIC minus cost of capital+2.4 pp-0.6 pp5th highest of 21
EV / EBITDA10.9×10.6×4th most expensive of 8
Net debt / EBITDA0.8×-1.0×4th most indebted of 8

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
Verbio VBK.DEGermany$1.88B-37%+19%5%13.2×1.1%+12.8%
Inner Mongolia Shuangxin Environment-Friendly Material 001369.SZChina$1.87B-28%+3%15%n/an/an/a
Zibo Qixiang Tengda Chemical 002408.SZChina$1.87B-33%+18%-1%220.0×3.7%-0.8%
Garware Hi-Tech Films GRWRHITECH.NSIndia$1.88B+40%+15%21%37.7×38.8%+16.6%
Transfar Zhilian 002010.SZChina$1.87B-21%-30%5%16.1×n/an/a
Lianhe Chemical Technology 002250.SZChina$1.90B-16%+28%13%19.7×-3.4%+6.1%
Ganzhou Teng Yuan Cobalt New Material 301219.SZChina$1.85B-53%+64%10%12.5×n/an/a
Standard Nuclear STDNUnited States$1.90Bn/an/a-288%n/an/an/a
Lily 603823.SSChina$1.91B+85%+2%10%58.1×27.9%+1.4%
Minerals Technologies MTXUnited States$1.91B-22%+5%13%9.8×0.5%+5.4%
Guangdong Huate Gas 688268.SSChina$1.92B-47%+27%13%56.1×35.6%+7.2%
Chemours CCUnited States$1.92B-45%-1%3%8.2×16.1%+3.2%
Jiangsu Lopal Tech 603906.SSChina$1.82B-54%+96%7%14.7×n/an/a
Ube 4208.TJapan$1.94B+33%+3%4%12.0×n/an/a
Fuso Chemical 4368.TJapan$1.79B-19%+17%26%13.1×8.4%+12.8%
Crystal Clear Electronic Material 300655.SZChina$1.75B-25%+27%7%78.2×n/an/a
Dongyue 0189.HKHong Kong$2.04B-28%+8%19%5.6×-12.4%+6.6%
Tangshan SunFar Silicon Industries 603938.SSChina$1.72B+6%+30%8%42.8×n/an/a
Ningbo Ronbay New Energy Technology 688005.SSChina$2.05B-45%+41%1%37.8×n/an/a
Shida Shinghwa Advanced Material 603026.SSChina$1.68B-58%+58%8%7.5×n/an/a
Shaanxi Beiyuan Chemical Industry 601568.SSChina$2.11B-9%-8%-4%11.8×11.8%-1.8%

Questions

Who are Verbio's main competitors?
Named competitors: Green Plains (GPRE), Darling Ingredients (DAR), Neste (NESTE.HE). The cockpit's measured peer set (industry) also includes Inner Mongolia Shuangxin Environment-Friendly Material (001369.SZ), Zibo Qixiang Tengda Chemical (002408.SZ), Garware Hi-Tech Films (GRWRHITECH.NS), Transfar Zhilian (002010.SZ), Lianhe Chemical Technology (002250.SZ), Ganzhou Teng Yuan Cobalt New Material (301219.SZ).
Is Verbio expensive compared with its peers?
On forward p/e it trades at 13.2× against a peer median of 15.4×, 9th cheapest of 19 in its peer set. For today's price to make sense, revenue must grow about 1% a year for seven years (Req g). Recent delivered growth is +13%, so the hurdle is -12 pp: the price already allows for a slowdown.
How has Verbio stock performed?
Over six months to 6 Nov 2026 the shares returned -37.2% against -24.6% for the median peer; over one year +59.1%.

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.