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MLG.WA

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MLP Group S.A. · Real Estate · Poland · $656M · Avg Vol: $26K/d

77
StockRank
Q
62
V
42
M
61
P/E (TTM)
4.8x
ROE
18.0%
D/E
1.1x
Dividend %
AI CONVICTION THESIS

MLP Group is a leading developer of modern logistics and industrial parks in Central Europe, the primary beneficiary region of European manufacturing nearshoring. As companies transition from 'just-in-time' to regionalized production hubs, demand for strategically located, high-specification warehouse space in Poland and Germany is soaring. MLP Group offers a compounding, asset-backed play on this structural localization trend with strong rental growth and high occupancy rates.

COMPANY DESCRIPTION

MLP Group S.A. is a leading developer and operator of modern warehouse and industrial parks in Poland, Germany, Austria, and Romania. The company specializes in build-to-suit (BTS) logistics facilities, catering to e-commerce and light manufacturing tenants. Its competitive advantage is driven by strategically located land banks near major European transport corridors and a high-quality, energy-efficient property portfolio.

FINANCIAL SUMMARY (USD)

Year2022202320242025CAGR
Revenue74.1M95.8M98.9M111.7M14.6%
EPS5.23-0.584.125.08-1.0%
Shares24.0M24.0M24.0M24.0M0.0%
Debt504.2M576.9M840.7M817.4M17.5%
Equity663.3M636.1M729.2M848.9M8.6%
Op CF43.7M47.0M24.5M62.1M12.4%
Inv CF-135.1M-129.3M-181.9M-157.7M
Fin CF126.7M89.1M242.2M-51.0M
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PRICE (1Y)+3.9%
26.5027.3128.1228.9329.74May 14Jun 5Jun 25
SMA 50SMA 200
Close
$28.01
RSI (14)
46.7
52W High
$30.54
From 52W High
0.9%

SCORE BREAKDOWN

Quality
62
ROIC
10.9%87.5
ROE
18.0%91.4
GP/Assets
3.8%26.5
Op. Margin
44.6%63.5
FCF/Assets
1.0%31.1
Piotroski
781.2
Int. Cover
4.7x53.8
D/E Ratio
1.14x32.2
Current Ratio
2.74x82.5
Value
42
P/E (TTM)
4.8x96.2
EV/EBITDA
26.3x20.0
P/FCF
34.9x14.7
P/B
0.8x58.9
P/S
5.8x36.5
Div Yield
N/A
Momentum
61
52W High %
92%72.2
RS 6M
0%72.6
SMA 50/200
1.15x93.5
EPS Rev 4W
N/A
EPS Rev 12W
N/A
EPS Improve
N/A
Q Growth
N/A

FUNDAMENTALS

Market Cap
$656M
P/E (Forward)
7.4x
Gross Margin
60.8%

SECTOR PEERS

Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of MLG.WA are excluded.

TickerCompanyMkt CapStockRankSignal
MLG.WAMLP Group S.A.(you)$656M77BUY
ECH.WAEcho Investment S.A.$541M77BUY
1AT.WAAtal S.A.$719M84STRONG BUY
ARH.WAArchicom S.A.$786M67BUY
DOM.WADom Development S.A.$1.7B87STRONG BUY
DVL.WADevelia S.A.$1.3B97STRONG BUY
MVP.WAMarvipol Development S.A.$92M90STRONG BUY

Peer medians: ROE 13.0% · P/E 10.5x · Gross margin 32.8%

MLP Group S.A. (MLG.WA) — Stock Score Summary

MLP Group S.A. (MLG.WA) has a MoatMap StockRank of 77/100 based on Quality (62/100), Value (42/100), and Momentum (61/100) factor scores. The current signal is BUY. MLP Group is a leading developer of modern logistics and industrial parks in Central Europe, the primary beneficiary region of European manufacturing nearshoring. As companies transition from 'just-in-time' to regionalized production hubs, demand for strategically located, high-specification warehouse space in Poland and Germany is soaring. MLP Group offers a compounding, asset-backed play on this structural localization trend with strong rental growth and high occupancy rates.

MLP Group S.A. is a leading developer and operator of modern warehouse and industrial parks in Poland, Germany, Austria, and Romania. The company specializes in build-to-suit (BTS) logistics facilities, catering to e-commerce and light manufacturing tenants. Its competitive advantage is driven by strategically located land banks near major European transport corridors and a high-quality, energy-efficient property portfolio.

Key Financial Metrics

Price$28.01
Market Cap$656M
P/E (TTM)4.83
P/E (Forward)7.45
Price/Book0.81
Return on Equity18.0%
Return on Invested Capital10.9%
Debt/Equity113.95
Gross Margin60.8%
Operating Margin44.6%
Revenue Growth19.6%
Free Cash Flow$19M

MLP Group S.A. operates in the Real Estate Services industry, part of the Real Estate sector (Poland).

Frequently Asked Questions

What is MLP Group S.A.’s (MLG.WA) StockRank?
MoatMap’s StockRank for MLP Group S.A. (MLG.WA) is 77/100, with a Buy signal. It is a composite of Quality (62), Value (42), and Momentum (61) factor ranks across MoatMap’s 20,000+ stock universe.
Does MLP Group S.A. have an economic moat?
MLP Group S.A. (MLG.WA) has a Quality factor score of 62/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is MLP Group S.A. a buy, hold, or sell?
MoatMap’s current signal for MLP Group S.A. (MLG.WA) is Buy, based on a StockRank of 77/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is MLP Group S.A. in?
MLP Group S.A. (MLG.WA) operates in the Real Estate sector, specifically the Real Estate Services industry (Poland).