EN DE

Müller - Die lila Logistik SE (MLL) Fair Value & Analysis

Industrials · DE · Market cap €36.4M

MD Müller - Die lila Logistik SE MLL · XETRA
Price€4.80
Fair Value€7.49
Upside+56.0%
Quality55/100
Watch Müller - Die lila Logistik SE for free, get notified when fair value or trend changes. Watch for free
Mixed Growth
Thin margins · 1.7% net margin
Moderate debt · generates free cash flow
3.28% dividend yield
Ranks above peers (12/15)
Narrow moat 38/100
Evidence: High Range €5.62 – €9.36 Share as image

Fair value as of: Jul 17, 2026

From 26 valuation models · updated 24 days ago

Fair value updated Jul 17, 2026, revised from €9.20 to €7.49 (−18.6%) since Jul 16, 2026. Share price +4.8% over the past month.

A solid business, screening 56% undervalued on our models.

What matters now

  • The price is below even our cautious bear case (€5.62). The market is more pessimistic than our downside scenario.
  • Solid quality (55/100) at a price below fair value, the discount is the argument here, not the business quality.
Share this valuation: 𝕏 WhatsApp

Price vs Fair Value (5 years)

€10.66 €3.98 Fair Value €7.49 Jul 2017 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 17, 2026.

How to read this chart

60‑month range €3.98 – €10.66 · fair‑value band €5.62 – €9.36 · the €4.80 price screens below the €7.49 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 17, 2026.

Full chart & analysis →

Which stocks are undervalued right now? Check free Discover now →

Analysis

Müller - Die lila Logistik SE (MLL) currently trades at €4.80, while our model-based Fair Value estimate is €7.49, implying the stock looks roughly 56.0% undervalued today. The Quality Score stands at 55/100 (solid quality), in the Industrials sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, Müller - Die lila Logistik SE generated revenue of €250M at a net margin of 1.7%. Revenue grew 4.7% year over year. It earns a return on equity of 10.1%. Net debt stands at €98.7M. Fundamentals as of Jul 17, 2026

Our scenario range runs from €5.62 (bear case) to €9.36 (bull case); at €4.80, the current price sits below 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 14% below its 52-week high and 13% above its 52-week low, currently above its 200-day average. For context, the median of 10 Industrials peers we cover trades at -11% fair-value upside, at 56%, MLL screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted 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.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF €26.68 €36.57 €48.07 80
Residual Income €4.40 €4.64 €5.00 76
Rev-Margin DCF €14.86 €21.43 €29.13 74
All 26 models by family
DCF Models
FCF DCF €26.59 €37.99 €52.05 38
Owner Earnings €22.89 €32.90 €45.25 31
5Y Revenue Exit €14.86 €20.87 €27.94 39
5Y EBITDA Exit €35.05 €58.26 €85.01 41
5Y P/E Exit €13.75 €18.80 €23.74 38
10Y Revenue Exit €19.61 €25.78 €33.15 36
10Y EBITDA Exit €30.81 €47.86 €70.03 37
10Y P/E Exit €19.22 €24.56 €30.44 35
Earnings-Based
Graham-Dodd €3.68 €11.02 €14.59 54
Lynch FV €2.33 €3.33 €4.33 50
PEG = 1.0 €2.33 €3.33 €4.33 46
EPV €1.84 €2.52 €3.07 59
Dividend Discount
Gordon GGM €0.7000 €1.17 €1.51 70
DDM Multi-Stage €0.7000 €1.03 €1.26 61
Multiples
P/E Multiple €8.52 €11.36 €14.20 63
P/S Multiple €6.90 €9.20 €11.50 58
P/B Multiple €6.90 €9.20 €11.50 55
EV/EBIT €10.32 €15.03 €19.73 53
EV/EBITDA €47.92 €65.16 €82.40 54
EV/Revenue €6.28 €10.60 €14.92 43
Asset-Based
NCAV (Graham) €2.83 €3.79 €5.66 50
Growth DCF
Growth DCF €26.68 €36.57 €48.07 80
Rev-Margin DCF €14.86 €21.43 €29.13 74
Economic Profit
Residual Income €4.40 €4.64 €5.00 76
ROIC Compounder €1.84 €2.52 €3.07 72
Growth Earnings
Growth-Adj P/E €6.95 €9.93 €12.91 68

Widest divergence: DCF Models (€25.78) versus Dividend Discount (€1.03). Highest evidence: Growth DCF (80).

Notify me when MLL reaches fair value

Free. You confirm by email (double opt-in) and can unsubscribe anytime in one click.

Key figures & financial health

Revenue (TTM) €250M
Revenue growth (YoY) +4.7%
Net margin 1.7%
Return on equity 10.1%
Free cash flow €29.4M FY2025
P/E ratio 8.5
More key figures
Operating margin 6.3%
EPS (TTM) €0.5400
Dividend yield 3.3%
EPS growth (YoY) +31.3%
Net debt €98.7M FY2025

Figures from reported company fundamentals · as of Jul 17, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 55/100

Of which business quality 54 · Market factors (momentum, volatility) 43

Profitability 44
Margins and returns on capital today
Quality Growth 40
Are margins and returns improving?
Cashflow 69
Earnings quality: real cash, not paper profit
Fin. Strength 26
Balance sheet, leverage, solvency risk
Investment 79
Disciplined investing over empire-building
Low Volatility 54
Calm price path (market factor)
Momentum 37
Price trend over the last 3–12 months (market factor)
52W Momentum 42
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Müller - Die lila Logistik SE, together with its subsidiaries, provides logistics services in Germany and internationally. It operates through Lila Operating and Lila Real Estate segments. The company offers logistics solutions, such as delivery, warehousing, and assembling.

Full company description

Müller - Die lila Logistik SE, together with its subsidiaries, provides logistics services in Germany and internationally. It operates through Lila Operating and Lila Real Estate segments. The company offers logistics solutions, such as delivery, warehousing, and assembling. It also provides real estate space for the provision of services; and distribution, management, and leasing of owned properties and investments, such as office space, outdoor areas, and parking spaces. The company serves automotive, medical, pharma, electronics books and media, consumer e-commerce, industrial defense, and security industries. The company was founded in 1991 and is headquartered in Besigheim, Germany.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Müller - Die lila Logistik SE reported revenue of €250M in FY2025 versus €135M in FY2021, a compound +16.7%/yr. Reported net income was €4.3M in FY2025, compounding −19.2%/yr from FY2021.

Growth Quality 81/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€250M
Latest YoY
+0.7%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+15.6%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+13.5%
Avg. growth/yr (22Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+6.8%
Revenue +16.7%/yr
FY21 €135M
FY22 €162M
FY23 €260M
FY24 €249M
FY25 €250M
Net income −19.2%/yr
FY21 €10.1M
FY22 €4.5M
FY23 €1.8M
FY24 €3.8M
FY25 €4.3M
Character of growth · EPS growth decomposed (2014-2025) +1.1 % p.a.
Revenue per share +7.7 pp

of which total revenue +7.7 pp · buybacks/dilution +0.0 pp

EBIT margin −2.1 pp
Tax rate +0.6 pp
Residual (interest, one-offs) −5.1 pp

Absolute contributions in percentage points per year; they sum to the EPS growth rate. Start and end points are 3-year averages (details on hover).

Watch MLL: get an alert when its fair value changes →

Share or link this analysis
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cite: Fair Value Calculator (2026). "Müller - Die lila Logistik SE Fair Value". https://www.fairvalue-calculator.com/stock/MLL

Peer Group

Integrated Freight & Logistics · 218 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.

Quality Score 55 · Above median
Fair Value upside +56% · Top 25%
Return on equity (TTM) 10% · Above median
Return on assets 3% · Above median
Net margin (TTM) 2% · Below median
Operating margin (TTM) 6% · Above median
Revenue growth 5% · Above median
Dividend yield (TTM) 3.3% · Above median
Debt / equity 0.96× · Higher than 75% of peers

Valuation Multiples vs Integrated Freight & Logistics median · lower = cheaper

P/E (TTM) 8.5× · Cheaper than 75% of peers
P/B 0.94× · Cheaper than median
P/S (TTM) 0.17× · Cheaper than 75% of peers
P/FCF 1.4× · Cheaper than median
EV/EBITDA 4.0× · Cheaper than 75% of peers
PEG 40.20× · Pricier than 75% of peers

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.

VALUE 100 · sector 46
FUTURE 24 · sector 8
PAST 40 · sector 26
HEALTH 52 · sector 94
DIVIDEND 66 · sector 56

Values & ESG

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

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Integrated Freight & Logistics stocks, each showing price versus our Fair Value estimate (as of Jul 17, 2026).

Stock Price Fair Value vs Fair Value
United Parcel Service, Inc UPS $117.72 $104.58 -11%
FedEx Corporation FDX $314.69 $347.68 +10%
Deutsche Post AG DHL €57.22 €53.18 -7%
DSV A/S DSV kr 1,660 kr 712.57 -57%
Kuehne + Nagel International AG KNIN CHF 209.90 CHF 147.92 -30%
J.B. Hunt Transport Services, Inc JBHT $291.41 $133.80 -54%
S.F. Holding 002352 ¥31.91 ¥48.64 +52%
C.H. Robinson Worldwide, Inc CHRW $193.50 $86.56 -55%
Expeditors International of Washington, Inc EXPD $172.02 $115.95 -33%
ZTO Express (Cayman) Inc 2057 HK$181.40 HK$241.93 +33%

Compare Müller - Die lila Logistik SE with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Explore undervalued stocks

More undervalued Industrials stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend Stocks

Frequently asked questions

Is Müller - Die lila Logistik SE (MLL) overvalued or undervalued?
As of Jul 17, 2026, our model estimates a fair value of €7.49 versus a price of €4.80, about +56% (undervalued).
What is the fair value of MLL?
Our model-based fair value for Müller - Die lila Logistik SE is €7.49 (as of Jul 17, 2026), built from audited fundamentals. The current price is €4.80.
What is the quality score of MLL?
Müller - Die lila Logistik SE has a Quality Score of 55/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Müller - Die lila Logistik SE (MLL)?
Müller - Die lila Logistik SE reported trailing-twelve-month revenue of about €250M (latest available figure, as of Jul 17, 2026).
What is the net profit margin of MLL?
The net profit margin of Müller - Die lila Logistik SE is about 1.7%, meaning it keeps roughly 1.7% of revenue as net income. Based on the latest reported figures.
Does Müller - Die lila Logistik SE pay a dividend?
Müller - Die lila Logistik SE currently shows a dividend yield of about 3.15% relative to its recent price (as of Jul 17, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

14 days Pro free · no card

Track Müller - Die lila Logistik SE and try Pro for 14 days

One email gets you 14 days of full Pro (review alerts, the 35,000+ stock screener, the diversification check) plus the monthly Top-25 report of the most undervalued quality stocks. No card, cancel anytime.

Zero risk: nothing is ever charged. After 14 days you decide whether to stay.