Mobility Global Inc (MBGL) AI Stock Analysis
Mobility Global Inc
(NYSE:MBGL)
No summary available
Mobility Global Inc (MBGL) vs. SPDR S&P 500 ETF (SPY)
- Market Cap
- $5.83B
- Dividend Yield
- 0.30%
- Average Volume (3M)
- 4.06M
- Price to Earnings (P/E)
- 63.8
- Beta (1Y)
- -0.37
- Revenue Growth
- ―
- EPS Growth
- ―
- Country
- US
- Employees
- 3,400
- Sector
- General
- Sector Strength
- 55
- Industry
- Software - Infrastructure
Mobility Global Inc Business Overview & Revenue Model
Company Description
Mobility Global, Inc. is a mobility intelligence company, providing critical data and analytics across the full vehicle lifecycle. Its portfolio of trusted brands and products includes CARFAX, automotive Mastermind, Polk Automotive Solutions, and Mar...
Mobility Global Inc Earnings Call Summary
Balanced/Neutral. The call highlighted solid profitability, successful execution of the spin-off, several new product launches (CARFAX Homegrown, Showroom, SMS offers) and early benefits from integration and AI efforts, which underpin confidence for 2027. Offsetting these positives were near-term execution issues (CARFAX go-to-market recalibration), softer B2B transactional performance, increased one-time separation costs, higher cash taxes, new interest expense from bond financing, and a reduced full-year revenue guide. Management presented clear remediation plans and a constructive long-term outlook, but near-term headwinds and incremental stand-alone costs temper the overall tone.
Q2-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Mobility Global guided full‑year 2026 revenue of $1.870–$1.885 billion (growth of 6.9%–7.7% YoY) and adjusted EBITDA of $745–$760 million (implying roughly a ~40% adjusted‑EBITDA margin at the midpoint); management noted H1 adjusted EBITDA was $386 million and expects margins to modestly compress in H2 with somewhat greater quarter‑to‑quarter volatility. They flagged a run‑rate hit from stand‑alone corporate costs of about 150 basis points (approximately half of that impact expected in 2026), ~$100 million of one‑time spin‑related cash costs with ~50% incurred in 2026 and ~50% capitalized, incremental interest from $2.0 billion of bonds (expecting ~ $55 million interest expense in H2 and a $60 million cash interest payment in Q4 including first‑half accrual), a GAAP tax rate of ~28%–31% (and ~$89–90 million of higher cash taxes vs. tax provision over the next 12 years), average share count of ~295–297 million, a $0.06 quarterly dividend payable Sep. 10 (record Aug. 27), and a starting balance sheet of $186 million cash, $1.8 billion net debt and ~2.4x net leverage (TTM).
Mobility Global Inc Peers Comparison
Overall Rating
RELY89Outperform
DLO74Outperform
ACIW72Outperform
WEX65Neutral
EEFT63Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| RELY | 89Outperform | $5.37B | 15.65 | 32.97% | ― | 23.79% | 1992.92% |
| DLO | 74Outperform | $3.72B | 20.14 | 37.65% | 1.41% | 57.03% | 38.31% |
| ACIW | 72Outperform | $5.90B | 26.90 | 15.06% | ― | 7.03% | -8.05% |
| WEX | 65Neutral | $5.98B | 15.29 | 32.33% | ― | 9.75% | 51.45% |
| EEFT | 63Neutral | $2.48B | 10.53 | 22.18% | ― | 4.95% | ― |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| MBGL | Mobility Global Inc | 19.79 | -1.14 | -5.46% | |
| ACIW | ACI Worldwide, Inc. | 59.19 | 10.23 | 20.89% | |
| EEFT | Euronet Worldwide | 70.65 | -1.63 | -2.26% | |
| WEX | WEX Inc | 180.11 | 34.43 | 23.63% | |
| DLO | Dlocal Limited | 13.90 | 0.54 | 4.00% | |
| RELY | Remitly Global, Inc. | 27.08 | 14.37 | 113.06% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.