Added to YB: 2026-10-09
Pitch date: 2026-10-06
MBGL [neutral]
Mobility Global, Inc.
+6.79%
current return
Author Info
Every corporate spin-off in the US and Europe, taken apart properly. Forced sellers, missing coverage, and numbers nobody has normalised. One company a week, scored out of forty. Sign up for the newsletter.
Company Info
Mobility Global, Inc. provides automotive data, insights, and technology solutions in the United States and internationally.
Market Cap
$5.3B
Pitch Price
$17.53
Price Target
31.50 (+68%)
Dividend
1.33%
EV/EBITDA
9.90
P/E
26.04
EV/Sales
3.95
Sector
Professional Services
Category
value
every spin-off #4: mobility global, the carfax spin-off from s&p global
MBGL (monitor): Mobility Global owns Carfax, a high-margin recurring subscription business built on an irreplicable 38B-record database, but marketplace defections to AutoCheck expose its rented distribution and weaken pricing leverage. At $17.21, or 9x next-year EBITDA and a 6.8% estimated 2027 FCF yield, the base case offers only ~9.6% annual returns through 2028; $14 or less is the preferred entry for a 20% annual return target, while any takeover is barred until July 2028.
Read full article (29 min)