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Mensch und Maschine Software SE (DE:MUM)
XETRA:MUM
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Mensch und Maschine Software SE (MUM) AI Stock Analysis

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DE:MUM

Mensch und Maschine Software SE

(XETRA:MUM)

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Neutral 66 (OpenAI - 5.2)
Rating:66Neutral
Price Target:
€37.00
▲(5.11% Upside)
Action:Downgraded
Date:07/24/26
The score is driven primarily by solid underlying financial quality (strong free cash flow and improving leverage) but is capped by a meaningful TTM drop in operating profitability. Technical signals are also weak (negative MACD and trading below key moving averages), while valuation is a positive support due to the combination of a moderate P/E and a very high dividend yield.
Positive Factors
Free Cash Flow Strength
Very strong free cash flow and sharp FCF growth provide durable internal funding for dividends, share repurchases, debt reduction, or product investment. FCF near net income (≈0.89x) supports earnings quality and cushions the business versus cyclical revenue swings.
Negative Factors
Operating Margin Deterioration
Material compression in operating margins erodes the company’s ability to convert revenue into sustainable operating profits. If structural cost pressures or mix shifts persist, reduced operating leverage could curtail reinvestment, dividends, or resilience to demand shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
Free Cash Flow Strength
Very strong free cash flow and sharp FCF growth provide durable internal funding for dividends, share repurchases, debt reduction, or product investment. FCF near net income (≈0.89x) supports earnings quality and cushions the business versus cyclical revenue swings.
Read all positive factors

Mensch und Maschine Software SE (MUM) vs. iShares MSCI Germany ETF (EWG)

Mensch und Maschine Software SE Business Overview & Revenue Model

Company Description
Mensch und Maschine Software SE, established in Starnberg, Germany, in 1984, provides sophisticated computer-aided design, manufacturing, and engineering (CAD/CAM/CAE), product data management, and building information modeling/management solution...
How the Company Makes Money
MuM generates revenue mainly through a combination of (1) Autodesk-related software business and (2) proprietary software and services. 1) Autodesk-related business (reselling/distribution + services) - Software subscriptions and licensing: MuM e...

Mensch und Maschine Software SE Financial Statement Overview

Summary
Cash flow and balance sheet are solid (TTM FCF €25.5m with +50.2% growth; debt-to-equity ~0.37 and improving), but the key drag is the sharp TTM deterioration in operating profitability (EBIT margin ~5.4% vs. ~13–16% in 2022–2025; EBITDA margin ~9.1% vs. ~16–21%). Net margin remains strong (~12.4%), though it is not supported by operating margins, increasing near-term durability risk if cost pressure persists.
Income Statement
62
Positive
Balance Sheet
74
Positive
Cash Flow
77
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue248.47M238.59M325.84M322.31M320.48M266.16M
Gross Profit59.88M60.20M174.59M168.53M161.14M138.42M
EBITDA62.81M50.23M56.29M55.35M51.80M43.72M
Net Income32.48M31.81M30.49M28.87M26.01M21.30M
Balance Sheet
Total Assets197.89M201.16M211.89M187.20M187.45M160.79M
Cash, Cash Equivalents and Short-Term Investments16.13M15.76M43.00M24.87M24.37M20.00M
Total Debt57.45M49.41M19.13M19.20M37.86M23.41M
Total Liabilities121.64M116.41M106.98M87.44M101.69M67.99M
Stockholders Equity70.26M78.67M98.46M92.85M78.69M86.33M
Cash Flow
Free Cash Flow25.53M14.04M52.02M44.16M33.35M31.60M
Operating Cash Flow26.92M16.26M62.32M50.59M39.05M36.91M
Investing Cash Flow-10.80M-11.05M-10.93M-7.21M-6.12M-8.26M
Financing Cash Flow-27.24M-31.93M-33.54M-42.97M-28.41M-25.02M

Mensch und Maschine Software SE Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
€146.85M13.9127.13%3.75%3.67%18.47%
73
Outperform
€594.94M13.4126.73%15.81%63.97%
70
Outperform
€6.70B27.2525.76%1.19%12.75%30.85%
69
Neutral
€940.23M7.2268.55%5.39%3.05%
66
Neutral
€626.16M18.8840.19%11.36%-8.23%10.46%
61
Neutral
$37.18B12.37-10.20%1.83%8.50%-7.62%
43
Neutral
€749.03M-18.21-53.99%2.02%-814.09%
* Technology Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DE:MUM
Mensch und Maschine Software SE
36.35
-11.89
-24.65%
DE:NEM
Nemetschek
56.65
-78.60
-58.11%
DE:PSAN
PSI AG fuer Produkte und Systeme der Informationstechnologie
45.30
18.30
67.78%
DE:SHF
SNP Schneider Neureither & Partner AG (Schneider Neureither & Partner AG)
81.40
8.40
11.51%
DE:TMV
TeamViewer AG
6.40
-2.80
-30.49%
DE:FAA
Fabasoft AG
13.75
-2.05
-12.99%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Jul 24, 2026