Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MAB.WA
Strong SellSinkerMabion S.A. · Healthcare · Poland · $34M · Avg Vol: $81K/d
COMPANY DESCRIPTION
Mabion S.A. is a biopharmaceutical company that has transitioned into a fully integrated Contract Development and Manufacturing Organization (CDMO) specializing in monoclonal antibodies and biologics. The company operates a state-of-the-art, EU GMP-certified manufacturing facility, which serves global pharmaceutical clients such as Novavax. Mabion's competitive moat is built on its advanced bioreactor technology and regulatory compliance, capturing high-margin biologics manufacturing contracts.
FINANCIAL SUMMARY (PLN)
| Year | 2021 | 2022 | 2023 | 2024 | 2025 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 164.0M | 151.7M | 69.0M | 15.8M | -54.2% | 17.6M |
| EPS (PLN) | 0.12 | 1.43 | 2.55 | -0.39 | -3.87 | 361.0% | -3.53 |
| Shares | — | 16.2M | 16.2M | 16.2M | 16.2M | 0.0% | 16.2M |
| Debt | — | 7.3M | 35.8M | 3.3M | 12.7M | 20.3% | 25.3M |
| Equity | — | 76.5M | 117.8M | 111.4M | 48.8M | -13.9% | — |
| Op CF | — | 38.8M | -2.3M | 39.9M | -41.6M | 1.3% | -39.5M |
| Inv CF | — | -16.1M | -38.0M | -12.3M | -0.8M | — | — |
| Fin CF | — | -17.8M | 34.5M | -36.9M | 10.3M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Healthcare, ranked by industry match, size, and score similarity. Cross-listings of MAB.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MAB.WA | Mabion S.A.(you) | $34M | 10 | Strong Sell |
| PTG.WA | Poltreg S.A. | $34M | 13 | Strong Sell |
| MOC.WA | Molecure S.A. | $40M | 14 | Strong Sell |
| SVE.WA | Synthaverse S.A. | $46M | 11 | Strong Sell |
| NNG.WA | NanoGroup S.A. | $28M | 14 | Strong Sell |
| URT.WA | Urteste S.A. | $18M | 12 | Strong Sell |
| CTX.WA | Captor Therapeutics Spolka Akcyjna | $120M | 6 | Strong Sell |
| RVU.WA | Ryvu Therapeutics S.A. | $113M | 4 | Strong Sell |
| MQR.WA | MultiQure S.A. | $10M | 3 | Strong Sell |
| BCX.WA | Bioceltix S.A. | $118M | 18 | Strong Sell |
Peer medians: ROE -16.3% · P/E 17.0x · Gross margin 32.5%