Michelmersh Brick Holdings PLC (LSE:MBH)

Watchlist Manager

Watchlist

Price: 102.5 GBX

Market Cap: 96m GBX

Have any thoughts about
Michelmersh Brick Holdings PLC?

Write Note

Section:

Relative Value

The Relative Value of one MBH stock under the Base Case scenario is 112.2 GBX. Compared to the current market price of 102.5 GBX, Michelmersh Brick Holdings PLC is Undervalued by 9%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

What is Relative Valuation?

How is Relative Value calculated?

MBH Relative Value

Base Case

Worst Case

Base Case

Best Case

Valuation Multiples

1.4

P/S

vs History	53
vs Industry	32

Median 5Y

1.5

Industry

0.8

Forward

1.3

More Details

12.1

P/E

vs History	41
vs Industry	49

Median 5Y

Industry

15.3

Forward

12.8

More Details

P/OCF

vs History	0
vs Industry	32

Median 5Y

7.8

Industry

8.9

More Details

Negative

P/FCFE

vs History
vs Industry	27

Median 5Y

5.3

Industry

13.1

More Details

1.1

P/B

vs History	44
vs Industry	49

Median 5Y

1.1

Industry

1.2

More Details

1.4

EV/S

vs History	52
vs Industry	40

Median 5Y

1.5

Industry

Forward

1.3

More Details

3.5

EV/GP

vs History	52
vs Industry	61

Median 5Y

3.7

Industry

5.2

More Details

9.2

EV/EBITDA

vs History	33
vs Industry	58

Median 5Y

7.5

Industry

9.7

Forward

6.4

More Details

9.2

EV/EBIT

vs History	49
vs Industry	52

Median 5Y

9.4

Industry

12.4

Forward

9.7

More Details

25.2

EV/OCF

vs History	0
vs Industry	37

Median 5Y

7.7

Industry

10.1

More Details

289.3

EV/FCFF

vs History	0
vs Industry	30

Median 5Y

9.8

Industry

12.6

More Details

0.9

EV/IC

vs History	41
vs Industry	41

Median 5Y

0.9

Industry

0.8

More Details

Multiples Across Competitors

All Multiples

P/S

P/E

EV/EBITDA

EV/EBIT

Forward Multiples

			Market Cap	P/S	P/E	EV/EBITDA	EV/EBIT
UK		Michelmersh Brick Holdings PLC LSE:MBH	98.3m GBP	1.4	12.1	9.2	9.2
IE	C	CRH PLC NYSE:CRH	64.1B USD	1	10.7	7	8.8
CH		Holcim AG SIX:HOLN	49.1B CHF	1.8	16.3	8.5	12.7
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	3.3T INR	4.6	50.1	26.4	36.2
US		Vulcan Materials Co NYSE:VMC	34.7B USD	4.7	41	19	27.6
US		Martin Marietta Materials Inc NYSE:MLM	32.5B USD	5	16.4	18.2	25.1
DE		HeidelbergCement AG XETRA:HEI	21.8B EUR	0.8	2.9	2.6	3.1
IN		Grasim Industries Ltd NSE:GRASIM	1.7T INR	1.2	38	9.8	12.1
CN		Anhui Conch Cement Co Ltd SSE:600585	127.2B CNY	1.2	18.3	10.4	10.4
IN		Ambuja Cements Ltd NSE:AMBUJACEM	1.3T INR	4.1	45	21.1	31.3
DE	H	Heidelberg Materials AG XMUN:HEI	13.9B EUR	0.5	1.8	1.8	2.1

				Revenue Growth	P/S to Growth
UK		Michelmersh Brick Holdings PLC LSE:MBH	Average P/S: 2.4 1.4	9%	0.2
IE	C	CRH PLC NYSE:CRH	1	18%	0.1
CH		Holcim AG SIX:HOLN	1.8	11%	0.2
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	4.6	37%	0.1
US		Vulcan Materials Co NYSE:VMC	4.7	13%	0.3
US		Martin Marietta Materials Inc NYSE:MLM	5	17%	0.3
DE		HeidelbergCement AG XETRA:HEI	0.8	9%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	1.2	40%	0
CN		Anhui Conch Cement Co Ltd SSE:600585	1.2	-2%	N/A
IN		Ambuja Cements Ltd NSE:AMBUJACEM	4.1	52%	0.1
DE	H	Heidelberg Materials AG XMUN:HEI	0.5	9%	0.1

				Earnings Growth	P/E to Growth
UK		Michelmersh Brick Holdings PLC LSE:MBH	Average P/E: 23 12.1	9%	1.3
IE	C	CRH PLC NYSE:CRH	10.7	55%	0.2
CH		Holcim AG SIX:HOLN	16.3	34%	0.5
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	50.1	67%	0.7
US		Vulcan Materials Co NYSE:VMC	41	51%	0.8
US		Martin Marietta Materials Inc NYSE:MLM	16.4	26%	0.6
DE		HeidelbergCement AG XETRA:HEI	2.9	26%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	38	77%	0.5
CN		Anhui Conch Cement Co Ltd SSE:600585	18.3	3%	6.7
IN		Ambuja Cements Ltd NSE:AMBUJACEM	45	64%	0.7
DE	H	Heidelberg Materials AG XMUN:HEI	1.8	26%	0.1

				EBITDA Growth	EV/EBITDA to Growth
UK		Michelmersh Brick Holdings PLC LSE:MBH	Average EV/EBITDA: 12.2 9.2	6%	1.6
IE	C	CRH PLC NYSE:CRH	7	35%	0.2
CH		Holcim AG SIX:HOLN	8.5	22%	0.4
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	26.4	62%	0.4
US		Vulcan Materials Co NYSE:VMC	19	30%	0.6
US		Martin Marietta Materials Inc NYSE:MLM	18.2	23%	0.8
DE		HeidelbergCement AG XETRA:HEI	2.6	29%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	9.8	44%	0.2
CN		Anhui Conch Cement Co Ltd SSE:600585	10.4	77%	0.1
IN		Ambuja Cements Ltd NSE:AMBUJACEM	21.1	80%	0.3
DE	H	Heidelberg Materials AG XMUN:HEI	1.8	29%	0.1

				EBIT Growth	EV/EBIT to Growth
UK		Michelmersh Brick Holdings PLC LSE:MBH	Average EV/EBIT: 16.2 9.2	11%	0.8
IE	C	CRH PLC NYSE:CRH	8.8	42%	0.2
CH		Holcim AG SIX:HOLN	12.7	35%	0.4
IN		UltraTech Cement Ltd NSE:ULTRACEMCO	36.2	67%	0.5
US		Vulcan Materials Co NYSE:VMC	27.6	40%	0.7
US		Martin Marietta Materials Inc NYSE:MLM	25.1	22%	1.1
DE		HeidelbergCement AG XETRA:HEI	3.1	40%	0.1
IN		Grasim Industries Ltd NSE:GRASIM	12.1	83%	0.1
CN		Anhui Conch Cement Co Ltd SSE:600585	10.4	6%	1.6
IN		Ambuja Cements Ltd NSE:AMBUJACEM	31.3	79%	0.4
DE	H	Heidelberg Materials AG XMUN:HEI	2.1	40%	0.1

US	Johnson & Johnson NYSE:JNJ	Pharmaceuticals
US	Berkshire Hathaway Inc NYSE:BRK.A	Financial Services
US	Bank of America Corp NYSE:BAC	Banking
US	Mastercard Inc NYSE:MA	Technology
US	UnitedHealth Group Inc NYSE:UNH	Health Care
US	Exxon Mobil Corp NYSE:XOM	Energy
US	Pfizer Inc NYSE:PFE	Pharmaceuticals
US	Palantir Technologies Inc NYSE:PLTR	Technology
US	Nike Inc NYSE:NKE	Textiles, Apparel & Luxury Goods
US	Visa Inc NYSE:V	Technology
CN	Alibaba Group Holding Ltd NYSE:BABA	Retail
US	3M Co NYSE:MMM	Industrial Conglomerates
US	JPMorgan Chase & Co NYSE:JPM	Banking
US	Coca-Cola Co NYSE:KO	Beverages
US	Walmart Inc NYSE:WMT	Retail
US	Verizon Communications Inc NYSE:VZ	Telecommunication

	Franklin Covey Co NYSE:FC	36.3 USD -0.3%
	Mohawk Industries Inc NYSE:MHK	119.54 USD 0.32%
	Ardmore Shipping Corp NYSE:ASC	11.88 USD 5.04%
	ASGN Inc NYSE:ASGN	83.56 USD -0.37%
	Skyworks Solutions Inc NASDAQ:SWKS	90.19 USD 1.62%
	Weatherford International PLC NASDAQ:WFRD	68.07 USD 1.45%

	Johnson & Johnson NYSE:JNJ	145.27 USD 0.55%
	Bank of America Corp NYSE:BAC	43.89 USD -0.63%
	Mastercard Inc NYSE:MA	528.96 USD 0.18%
	Salesforce Inc NYSE:CRM	342.9 USD -0.22%
	Abbvie Inc NYSE:ABBV	178.39 USD 1.6%
	Home Depot Inc NYSE:HD	392.45 USD -0.04%

	Arista Networks Inc NYSE:ANET	113.09 USD 0.25%
	Visa Inc NYSE:V	317.22 USD -0.15%
	Texas Pacific Land Corp NYSE:TPL	1 139.45 USD 0.56%
	KLA Corp NASDAQ:KLAC	647.99 USD 2.96%
	Manhattan Associates Inc NASDAQ:MANH	278.82 USD -0.51%
	Pinduoduo Inc NASDAQ:PDD	100.58 USD 1.08%

	Salesforce Inc NYSE:CRM	342.9 USD -0.22%
	Accenture PLC NYSE:ACN	358.77 USD -2.07%
	ServiceNow Inc NYSE:NOW	1 088.26 USD -0.27%
	EOG Resources Inc NYSE:EOG	119.85 USD 0.68%
	Copart Inc NASDAQ:CPRT	58.36 USD 0.24%
	Applied Materials Inc NASDAQ:AMAT	167.46 USD 2.37%

Michelmersh Brick Holdings PLC
LSE:MBH

Relative Value

Valuation Multiples

Multiples Across Competitors

MBH Competitors Multiples
Michelmersh Brick Holdings PLC Competitors

See Also

Company

Help

Tools

Stocks

52 Week Range	89 108.5
Price Target

Michelmersh Brick Holdings PLC LSE:MBH

Relative Value

Valuation Multiples

Multiples Across Competitors

MBH Competitors Multiples Michelmersh Brick Holdings PLC Competitors

See Also

Company

Help

Tools

Stocks

Michelmersh Brick Holdings PLC
LSE:MBH

MBH Competitors Multiples
Michelmersh Brick Holdings PLC Competitors