MBH.L
HoldUnloved QualityMichelmersh Brick Holdings plc · Basic Materials · United Kingdom · $91M · Avg Vol: $195K/d
Unloved Quality: Strong and cheap, but the market has not turned yet. Patience required.
ABOUT MICHELMERSH BRICK HOLDINGS PLC
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Michelmersh Brick Holdings plc is a leading UK-based manufacturer of premium clay bricks, tiles, and bespoke architectural shapes. Operating under highly recognized heritage brands such as Charnwood and Freshfield Lane, the company commands a dominant position in the high-end residential, commercial, and conservation markets. Its competitive moat is secured by localized clay reserves, high barriers to entry, and long-standing relationships with premium architects and developers.
FINANCIAL SUMMARY (GBP)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | — | 68.4M | 77.3M | 70.1M | 68.9M | 0.3% | 65.4M | 66.1M | 68.9M | -0.0% |
| EPS (GBp) | 6.50 | 9.41 | 10.44 | 6.59 | 4.02 | -11.3% | 3.99 | 3.99 | 4.18 | 2.0% |
| Shares | — | 95.8M | 93.7M | 93.7M | 90.7M | -5.4% | 91.8M | — | — | — |
| Debt | 0.6M | 1.3M | 1.4M | 2.3M | 4.5M | 62.6% | 8.5M | — | — | — |
| Equity | — | 89.0M | 92.8M | 95.9M | 93.0M | 1.5% | — | — | — | — |
| Op CF | — | 18.0M | 10.8M | 6.9M | 6.7M | -28.2% | 5.6M | — | — | — |
| Inv CF | — | -9.1M | -2.0M | -5.6M | -5.4M | — | — | — | — | — |
| Fin CF | — | -6.5M | -8.5M | -6.2M | -5.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of MBH.L are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MBH.L | Michelmersh Brick Holdings plc(you) | $91M | 62 | Hold |
| FORT.L | Forterra plc | $390M | 81 | Strong Buy |
| MSLH.L | Marshalls plc | $506M | 85 | Strong Buy |
| IBST.L | Ibstock plc | $475M | 26 | Sell |
| BREE.L | Breedon Group plc | $1.7B | 85 | Strong Buy |
| SRC.L | SigmaRoc plc | $1.9B | 86 | Strong Buy |
| HDD.L | Hardide plc | $98M | 65 | Buy |
| WYN.L | Wynnstay Group Plc | $112M | 68 | Buy |
| CRPR.L | James Cropper PLC | $67M | 85 | Strong Buy |
| AXS.L | Accsys Technologies PLC | $238M | 76 | Buy |
Peer medians: ROE -0.7% · P/E 14.4x · Gross margin 30.9%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.