Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MLG.WA
BUYAPPROVEGet insider-trade alertsMLP Group S.A. · Real Estate · Poland · $656M · Avg Vol: $26K/d
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)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 74.1M | 95.8M | 98.9M | 111.7M | 14.6% |
| EPS | 5.23 | -0.58 | 4.12 | 5.08 | -1.0% |
| Shares | 24.0M | 24.0M | 24.0M | 24.0M | 0.0% |
| Debt | 504.2M | 576.9M | 840.7M | 817.4M | 17.5% |
| Equity | 663.3M | 636.1M | 729.2M | 848.9M | 8.6% |
| Op CF | 43.7M | 47.0M | 24.5M | 62.1M | 12.4% |
| Inv CF | -135.1M | -129.3M | -181.9M | -157.7M | — |
| Fin CF | 126.7M | 89.1M | 242.2M | -51.0M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Real Estate, ranked by industry match, size, and score similarity. Cross-listings of MLG.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MLG.WA | MLP Group S.A.(you) | $656M | 77 | BUY |
| ECH.WA | Echo Investment S.A. | $541M | 77 | BUY |
| 1AT.WA | Atal S.A. | $719M | 84 | STRONG BUY |
| ARH.WA | Archicom S.A. | $786M | 67 | BUY |
| DOM.WA | Dom Development S.A. | $1.7B | 87 | STRONG BUY |
| DVL.WA | Develia S.A. | $1.3B | 97 | STRONG BUY |
| MVP.WA | Marvipol Development S.A. | $92M | 90 | STRONG BUY |
Peer medians: ROE 13.0% · P/E 10.5x · Gross margin 32.8%