Research Report

CARFAX Has Value. Does Its New Parent’s Stock Offer Enough?

Research Cutoff
Published
Reference Price
MBGL $17.87, SPY $771.35, September 25, 2026 regular-session closes

Sources — Mobility Global

Sources below are the evidence used for this dated research. Retrieval occurred September 26, 2026 in America/Denver; a later retrieval of the existing August 7 release was retained without introducing later analytical evidence. Dynamic prices, yields and fund data carry their observation dates below. These historical observations are not current executable quotes.

Source IDs beside claims resolve to the entries here. Company filings supply reported facts; management forecasts and product descriptions remain attributed claims. Selected inspections and transcript limitations are explicit. No new market-data refresh is included in this article.

IDPublisher, document/date and linkScope actually used; verification limit
S1Mobility Global, separation release, July 1, 2026Legal/security identity and separation completion.
S2Mobility Global, May 27 Form 10 information statement; final June 4 information statementBusiness pp. 109–124, risks pp. 26–56, annual/interim financial statements and notes, audit opinion, MD&A narrative and key tables, pro formas, management/governance, compensation design/awards and related parties. Extensive reading used the issuer-hosted May 27 HTML; the final PDF was checked in selected business, pro forma, compensation and financial sections. No claim that every byte of the two versions was compared. The current 10-Q expressly incorporates the May 27 audited statements.
S3Mobility Global, Q2 10-Q, August 7; Q2 releaseFinancial statements, notes 1–10, MD&A operating/cash/debt/adjustment sections and controls/risk/legal/subsequent-event disclosures. Reconciled material source components. Company figures are not independently audited here.
S4Management remarks, August 7 earnings call via StockAnalysis/QuartrPrepared financial remarks and substantive Q&A, including sales execution, stand-up spending, cash tax, interest, guidance and capital allocation. First earnings call as independent issuer. Transcript not checked against original audio; attributable management statements, not assurance.
S5Management remarks, September 10 Goldman Sachs conference via StockAnalysis/QuartrTargeted margin timing, operating transition and capital allocation discussion, not a complete conference transcript review. No inference that a long-term target is a twelve-month commitment.
S6Experian, AutoCheck business, undatedProduct overlap and subscription choices. Marketing superlatives not independently confirmed.
S7Cox Automotive, solutions, undatedBreadth of competing dealer workflows; not economics or share.
S8J.D. Power, data feeds, undatedVehicle-data/valuation offering; not proof of substitutability for every MBGL product.
S9StockAnalysis, MBGL daily historySeptember 25 regular close $17.87. After-hours $18.05 excluded. Market-data source attribution on site is S&P Global Market Intelligence; not a verified exchange execution.
S10StockAnalysis, SPY daily historySeptember 25 close $771.35; September 24 $767.18, agreeing with State Street's September 24 official close. An earlier intraday search result was excluded.
S11State Street, SPY fund factsSeptember 24 underlying trailing P/E 25.07, FY1 harmonic P/E 21.29, underlying indicated yield 1.09%, fund distribution yield 0.99%, expense 0.0945%, holdings. The published 3–5-year EPS-growth estimate 24.68% is not used as a one-year forecast.
S12US Treasury, September daily par curveSeptember 25 one-year 4.50%. Curve input, not executable instrument price or APY.
S13Marcus/Goldman Sachs Bank USA, CD ratesSeptember 26 twelve-month 3.90% APY, minimum $500 and pre-funding rate condition.
S14Marcus, CD guideOne-year withdrawal penalty of 90 days’ interest; funded-term maturity convention.
S15Marcus, FDIC coverageIssuing bank and aggregated coverage limits. Individual account eligibility and existing balances were not assessed.
S16Mobility Global, 2026 annual incentive planCommittee discretion, performance-goal framework and clawback; actual future metric weights not established.
S17Mobility Global, Mark Peek Form 4, August 13Three open-market purchases totaling 50,000 shares.
S18Mobility Global, Aboaf Form 4, September 2; Matharu Form 4, September 3Grants and tax withholding respectively, sampled to distinguish transaction types. Not an exhaustive reconstruction of every insider holding.
S19BlackRock, 13G, August 6July 31 event; 33,551,758 shares, 11.3%. This supersedes preliminary expected holder percentages.
S20S&P Global, 2024 financial reportMobility business, results and regulatory/competitive discussion pp. 30–31; prior-period context, not full parent-company research.
S21S&P Global, Mobility factbook2021/2022 pro forma revenue and presentation note. Not treated as audited standalone statements.
S22S&P Global, Q3 2024 10-QMobility segment pp. 49–50, including revenue 412 / operating profit 97 (USD millions); not full unrelated parent operations.
S23S&P Global, Q4 2024 releaseMobility segment tables: Q4 revenue 411 / operating profit 65 (USD millions).
S24Mobility Global, August 7 supplementary quarterly data2025 quarters, unaudited and preliminary; the issuer warns of presentation comparability limitations.
S25Mobility Global, SEC index, pages 1–4; release archiveMaterial-disclosure inventory through cutoff; latest earnings release August 7, later conference remarks included separately. Index inspection is not reading every exhibit/ownership form.