Mobility Global, Inc. (MBGL)
USIndustrialsSoftware - InfrastructureSnapshot 2026-09-04
$20.58+0.59%
Close 2026-09-04 · 1-day change
USIndustrialsSoftware - InfrastructureSnapshot 2026-09-04
QuarterlyIQ Insights · MBGL
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
No current thesis-health read is available for this company.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -25.1% |
| Our one-year growth estimate | diamond | Not available |
Growth built into the price is above our model estimate.
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
No outside relationship met the current evidence threshold.
Based on historical daily prices through 2026-09-04.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A comparable growth gap is not available.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 68 industry peers · Company calendar date is not available
MBGL — earnings in line
Dated 2026-08-07
Results of Operations and Financial Condition . On August 7, 2026 , Mobility Global Inc. (the “Company”) issued an earnings release containing a discussion of the Company’s results of operations and financial condition for the second quarter ended June 30, 2026 , as well as certain guidance for 2026 . A copy of this release is being furnished as Exhibit 99.1 hereto and incorporated herein by reference. In addition, on August 7, 2026, the Company will hold a teleconference for analysts and med…
Why it matters: Keeping this margin shows strong profits and good cost control as the company grows.
Supportive ifAdjusted EBITDA margin remains at or above 40% in Q3.
Worry ifAdjusted EBITDA margin drops below 39% in Q3.
Why it matters: This would indicate that the company is not on track to meet its full-year revenue guidance.
Worry ifQ3 total revenue growth was below 6.9% compared to last year.
Less concerning ifQ3 total revenue growth was above 7.7% compared to last year.
Why it matters: A slowdown in CARFAX revenue growth could signal challenges in the core business segment.
Worry ifCARFAX segment revenue growth was below 8% compared to last year in Q3.
Less concerning ifCARFAX segment revenue growth was above 8% compared to last year in Q3.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$184 on $10,000 · ±1.8% | How much price usually moves either way. |
| Bad day | Not available | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $1,465 loss on $10,000 · 14.6% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.