Mobility Global, Inc. (MBGL)
USIndustrialsSoftware - InfrastructureSnapshot 2026-10-29
$18.92+3.22%
Close 2026-10-29 · 1-day change
USIndustrialsSoftware - InfrastructureSnapshot 2026-10-29
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Put MBGL beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrials is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Total revenue growth to approximately $1.87 billion: Revenue: $468M.
View ThesisModerate volatility — typically moves about 2% a day.
View RiskMBGL’s separation from S&P Global depends on establishing independent operations, with revenue growth supporting that case. Revenue grew 7% year over year in Q2 FY2026, but the desk lacks a recent earnings release. No clean valuation multiple is available, so the peer comparison cannot define the price point. The price is roughly in line with the growth we forecast. The primary revenue pillar is under pressure, with reported revenue of $468M against an approximately $1.87 billion target. Our model puts the next-quarter miss probability near 20%. Peer multiples imply a price about 30% above where it trades; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. MBGL is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 12 analysts currently covering MBGL (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for MBGL in the last 4 months.
Continue this research
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| MBGL Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Data Processing & Outsourced Services — fair value, gap to price, and forward P/E.
Compare the value case
Put MBGL next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Complete separation from S&P Global and establish independent operations
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $18.92
The last 12 months of price, then the range of analyst 12-month targets from today’s $18.92.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Pro forma filings support separation and independent reporting, but do not establish operational independence.
Advances: Grow revenue and expand product offerings internationally
Growth plan aligns with international expansion objective.
Advances: Complete separation from S&P Global and establish independent operations
Spin-off supports independence from S&P Global.
Positive rating from Wells Fargo supports valuation.
Management changes can positively impact strategy.
Strong valuation argument enhances investment thesis.
Dropping from index may affect visibility and valuation.
Dropping from index may affect visibility and valuation.