Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MRB.WA
HOLDREMOVEMirbud S.A. · Industrials · Poland · $340M · Avg Vol: $489K/d
Mirbud is a Polish construction firm that may see regional demand from nearshoring, but its low-margin, capital-heavy business model fails our quality filters.
COMPANY DESCRIPTION
Mirbud S.A. is a prominent Polish general contracting company active in road infrastructure, commercial, residential, and public utility construction. The company has built a strong market position by successfully bidding on major national road and highway projects funded by the Polish government and the EU. Its competitive advantage lies in its flexible subcontractor model, efficient project management, and a highly diversified order book.
FINANCIAL SUMMARY (USD)
| Year | 2021 | 2022 | 2023 | 2024 | CAGR |
|---|---|---|---|---|---|
| Revenue | 691M | 915M | 916M | 897M | 9.1% |
| EPS | 0.39 | 0.36 | 0.41 | 0.30 | -7.7% |
| Shares | 92M | 92M | 92M | 110M | +20.0% |
| Debt | 86M | 86M | 74M | 71M | -6.4% |
| Equity | 161M | 188M | 219M | 302M | 23.4% |
| Op CF | 57M | 37M | 41M | -13M | -15.2% |
| Inv CF | -15M | -1M | -40M | -23M | — |
| Fin CF | 8M | -25M | -31M | 37M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of MRB.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MRB.WA | Mirbud S.A.(you) | $340M | 43 | HOLD |
| PXM.WA | Polimex-Mostostal S.A. | $551M | 55 | HOLD |
| OND.WA | Onde S.A. | $129M | 35 | HOLD |
| EQU.WA | Equnico SE | $101M | 39 | HOLD |
| TRK.WA | Trakcja S.A. | $456M | 73 | BUY |
| DEK.WA | Dekpol S.A. | $158M | 77 | BUY |
| TOR.WA | Torpol S.A. | $453M | 94 | STRONG BUY |
| MSZ.WA | Mostostal Zabrze S.A. | $126M | 84 | STRONG BUY |
| ERB.WA | Erbud S.A. | $84M | 10 | STRONG SELL |
| UNI.WA | UNIBEP S.A. | $127M | 86 | STRONG BUY |
Peer medians: ROE 7.3% · P/E 13.1x · Gross margin 16.6%