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Mensch und Maschine Software
Mensch und Maschine Software

IT / Design and manufacturing software solutions


πŸ”§ Tools

βœ… Due Diligence
πŸ”₯ Video Insights

Mensch und Maschine Software: Quiet Compounder at a Discount?

February 13, 2026

Mensch und Maschine Software shares are trading near the low forties in euros, roughly twenty five percent below their recent highs. The decline followed a reported revenue drop after the shift to a commission based Autodesk model, which reduced headline sales but improved margins. Gross profit and operating profit continued to grow, and operating margins remain strong above twenty percent. Cash flow has been solid over the cycle, although temporarily volatile. From a value perspective, the valuation has compressed to more moderate levels compared to prior years. Dividends have increased steadily over the past decade, and the latest proposal signals continued confidence. Risks include dependence on Autodesk, cyclical investment spending, and limited high growth potential. Recovery could come as investors focus on profit quality rather than reported revenue. This review is for informational and educational purposes only, not financial advice.

Mensch und Maschine Software SE: Why the Stock Is Under Pressure – Is It A Hidden Value Play?

October 22, 2025

In this video we analyse Mensch und Maschine Software SE (ETR:MUM) – what the company does, its recent results, dividend story, risks and value potential. Ideal for investors seeking undervalued software companies with solid fundamentals in transition.

Mensch und Maschine Software – Why is the stock under pressure?

August 29, 2025

In this video we break down why Mensch und Maschine Software’s stock price has been falling, what is driving the downgrade in expectations, and whether there are reasons for long-term investors to pay attention. Educational only, not financial advice.
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