MBC Group Co. (4072) Fair Value & Analysis

Communication Services · SA · Market cap 6.7B SAR (≈ $1.8B) · ISIN SA15U0CHVK19

What is MBC Group Co. really worth?

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

What matters now

• The price sits close to our fair value, market and models broadly agree here, little valuation tension.
• The price sits in the upper half of our model range, so the margin of safety is thin.
• Read the verdict with care: some models are missing inputs, so the estimate scatters more than usual.

Price vs Fair Value (3 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 26, 2026.

How to read this chart

32‑month range 20.00 SAR – 79.90 SAR · fair‑value band 14.43 SAR – 24.05 SAR · the 20.16 SAR price screens above the 19.24 SAR fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 26, 2026.

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Analysis

MBC Group Co. (4072) currently trades at 20.16 SAR, while our model-based Fair Value estimate is 19.24 SAR, implying the stock looks roughly 4.8% fairly valued today. The Quality Score stands at 43/100 (below-average quality), in the Communication Services sector. Bull case: the Growth Earnings group reads highest at a median of 37.93 SAR per share, and 6 of the 15 models we run sit above the 20.16 SAR price. Bear case: the Asset-Based group reads lowest at 9.17 SAR, and 9 of the 15 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, MBC Group Co. generated revenue of 4.9B SAR at a net margin of 7.1%. Revenue declined 22.9% year over year. It earns a return on equity of 8.5%. The balance sheet holds a net cash position of 1.3B SAR. Fundamentals as of Aug 26, 2026

Our scenario range runs from 14.43 SAR (bear case) to 24.05 SAR (bull case); at 20.16 SAR, the current price sits within that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 47% below its 52-week high and 1% above its 52-week low, currently below its 200-day average. For context, the median of 10 Communication Services peers we cover trades at −8% fair-value upside, at −5%, 4072 screens cheaper than that median.

Fair Value models

This estimate rests on fiscal year 2025 figures, and about 8 months have passed since. In that time the company retained roughly 0.7105 SAR per share, which is 3.7 % of the fair value. The fair value deliberately does not add this in: the models value reported figures, not a projection.

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small. Every input is real reported data, nothing guessed.

Widest divergence: Growth Earnings (37.93 SAR) versus Asset-Based (9.17 SAR). Highest evidence: EPV (74).

Key figures & financial health

Quality Score breakdown

About the company

MBC Group operates as a media company in the United Arab Emirates, Saudi Arabia, Egypt, Iraq, North Africa, and internationally. It operates free-to-air TV channels and radio stations, such as MBC1, MBC2, MBC3, MBC4, MBC5, MBC MASR, MBC IRAQ, and MBC LOUD FM, as well as MBC SHAHID, an Arabic streaming platform.

Full company description

MBC Group operates as a media company in the United Arab Emirates, Saudi Arabia, Egypt, Iraq, North Africa, and internationally. It operates free-to-air TV channels and radio stations, such as MBC1, MBC2, MBC3, MBC4, MBC5, MBC MASR, MBC IRAQ, and MBC LOUD FM, as well as MBC SHAHID, an Arabic streaming platform. The company is also involved in production and post-production of television programs; acquisition of television content for resale; music label and rights management; management and development of artistic and entertainment talents; events and exhibitions management; and management of real estate properties owned and leased. In addition, it engages in managing distribution contracts; brokerage, production, and distribution of artwork; and production of television, cinema, broadcasting, and media arts works; MBC ACADEMY, an educational and training platform; music publishing, and touring and merchandising services; and WIZZO, a mobile gaming app comprising esports events and a local gaming network. Further, the company provides FlashWin, a web-based game; and broadcasting services, broadcast support services, event management services, advertising services, technical support services, and commerce services, including technical management of websites and mobile applications. The company was founded in 1991 and is headquartered in Riyadh, the Kingdom of Saudi Arabia.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MBC Group Co. reported revenue of 5.4B SAR in FY2025 versus 2.8B SAR in FY2021, a compound +17.3%/yr. Reported net income was 383M SAR in FY2025, compounding −15.1%/yr from FY2021.

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Peer Group

Broadcasting · 63 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Broadcasting median · lower = cheaper

Strength profile in five axes (Snowflake)

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

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