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1. Company Snapshot

1.a. Company Description

Media and Games Invest SE is an advertising software platform with access to first party games content with operational presence in Europe and North America.Its advertising software platform helps advertisers to acquire customers via smartphones, computers, connected TV, or digital out of home media, as well as publishers to monetize their advertising space.The company has its own games portfolio with approximately 5,000 casual games and approximately 10 premium games with a total of approximately 100 million registered players.


Media and Games Invest SE was incorporated in 2011 and is based in Valletta, Malta.

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1.b. Last Insights on M8G

Negative drivers behind Media and Games Invest SE's recent performance include sluggish earnings, as investors were disappointed by the company's latest earnings release. The group's focus on ID-less targeting solutions for advertising markets is delivering greater market share, although the industry shift away from cookie-based solutions has been slower than originally anticipated. Additionally, the company's reliance on advertising markets, which are experiencing a slower-than-expected shift away from cookie-based solutions, is a concern. Furthermore, the company's high insider ownership, while potentially providing stability and resilience in volatile market environments, may not be enough to offset the challenges facing the advertising industry.

1.c. Company Highlights

2. Transcript Summary

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3. NewsRoom

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Analysts Are Betting On Verve Group SE (ETR:M8G) With A Big Upgrade This Week

Nov -20

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Verve Group SE (MGIMF) Q3 2025 Earnings Call Highlights: Navigating Growth Amid Market Challenges

Nov -18

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European Growth Companies With High Insider Ownership In November 2025

Nov -04

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Investing in Verve Group (ETR:M8G) five years ago would have delivered you a 50% gain

Oct -30

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European Growth Companies With High Insider Ownership Growing Earnings Up To 53%

Oct -03

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Is Now The Time To Look At Buying Verve Group SE (ETR:M8G)?

Oct -01

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Weekly Picks: 🚖 A super-app quietly consolidating an entire region and 2 more picks

Sep -17

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European Growth Stocks With Strong Insider Commitment

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4. Business Breakdown

4.a. Revenues by Country

4.b. Revenues by Segment

5. Expected revenues mid-term growth (10.35%)

6. Segments

Supply Side Platforms

Expected Growth: 10%

Media and Games Invest SE's Supply Side Platforms (SSPs) exhibit 10% growth driven by increasing demand for programmatic advertising, expansion into new markets, and strategic partnerships. Additionally, the rise of mobile gaming and esports fuels growth, as SSPs optimize ad inventory and maximize revenue for publishers. Furthermore, advancements in AI-powered ad tech and data analytics enhance SSPs' efficiency and attractiveness to advertisers.

Demand Side Platforms

Expected Growth: 14%

The 14% growth of Demand Side Platforms from Media and Games Invest SE is driven by increasing adoption of programmatic advertising, rising demand for data-driven marketing, and growing need for efficient ad spend management. Additionally, the shift towards mobile and video advertising, coupled with the company's strategic partnerships and expanding customer base, contribute to this growth.

7. Detailed Products

Ad-Software

Media and Games Invest SE provides ad-software solutions that enable advertisers to reach their target audience effectively.

Gaming Technology

The company offers gaming technology solutions that provide a seamless gaming experience for players.

Esports Platform

Media and Games Invest SE provides an esports platform that enables gamers to compete and engage with each other.

Digital Marketing Services

The company offers digital marketing services that help businesses reach their target audience and increase their online presence.

Game Development

Media and Games Invest SE provides game development services that enable the creation of engaging and interactive games.

8. Media and Games Invest SE's Porter Forces

Forces Ranking

Threat Of Substitutes

The threat of substitutes for Media and Games Invest SE is moderate, as there are alternative forms of entertainment and media consumption available to consumers.

Bargaining Power Of Customers

The bargaining power of customers for Media and Games Invest SE is low, as individual customers have limited influence over the company's operations and pricing.

Bargaining Power Of Suppliers

The bargaining power of suppliers for Media and Games Invest SE is moderate, as the company relies on a diverse range of suppliers for its operations.

Threat Of New Entrants

The threat of new entrants for Media and Games Invest SE is high, as the media and gaming industries are highly competitive and new companies can easily enter the market.

Intensity Of Rivalry

The intensity of rivalry for Media and Games Invest SE is high, as the company operates in a highly competitive industry with many established players.

9. SWOT Analysis

10. Capital Structure

10.a. Balance Sheet

10.b. Weighted Average Cost of capital

Value
Debt Weight 52.34%
Debt Cost 7.99%
Equity Weight 47.66%
Equity Cost 7.99%
WACC 7.99%
Leverage 109.80%

11. Quality Control: Media and Games Invest SE passed 4 out of 9 key points

12.a Historical Valuation

12.b Price/Earnings Ratio

12.c Margin Valuation

12.d Peers Valuation

Peers Group Analysis

Stock-Card
Text

A-Score: 6.0/10

Value: 5.4

Growth: 8.3

Quality: 8.4

Yield: 8.1

Momentum: 2.5

Volatility: 3.0

1-Year Total Return ->

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Sword

A-Score: 5.9/10

Value: 4.0

Growth: 5.7

Quality: 5.4

Yield: 9.4

Momentum: 4.0

Volatility: 6.7

1-Year Total Return ->

Stock-Card
Quadient

A-Score: 4.7/10

Value: 8.6

Growth: 3.3

Quality: 4.1

Yield: 5.6

Momentum: 2.0

Volatility: 4.7

1-Year Total Return ->

Stock-Card
Sapiens

A-Score: 4.5/10

Value: 1.3

Growth: 6.2

Quality: 7.6

Yield: 3.8

Momentum: 7.0

Volatility: 1.0

1-Year Total Return ->

Stock-Card
Media and Games Invest

A-Score: 4.3/10

Value: 5.3

Growth: 8.2

Quality: 4.2

Yield: 0.0

Momentum: 7.5

Volatility: 0.7

1-Year Total Return ->

Stock-Card
Admicom

A-Score: 4.1/10

Value: 0.2

Growth: 5.6

Quality: 8.0

Yield: 3.8

Momentum: 3.0

Volatility: 4.3

1-Year Total Return ->

Peers Metrics

12.e Scoring Insights

12.f DCF BETA

Parameters

Short Term Growth

Short term Time

Long-Term Growth

WACC

Target Price

3.8$

Current Price

3.8$

Potential

-0.00%

Expected Cash-Flows