Tearsheet

M3-Brigade Acquisition V (MBAV)

Market Price (10/31/2025): $10.56 | Market Cap: $379.5 Mil
Sector: Financials | Industry: Multi-Sector Holdings

M3-Brigade Acquisition V (MBAV)

Market Price (10/31/2025): $10.56
Market Cap: $379.5 Mil
Sector: Financials
Industry: Multi-Sector Holdings

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow

0	Low stock price volatility Vol 12M is 20%		Very low revenue Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
1			Not profitable at operating income level Op Inc LTMOperating Income, Last Twelve Months is -1.4 Mil

0	Low stock price volatility Vol 12M is 20%
1	Very low revenue Rev LTMTotal Revenue or Sales, Last Twelve Months is 0
2	Not profitable at operating income level Op Inc LTMOperating Income, Last Twelve Months is -1.4 Mil

Market Valuation & Key Metrics

Valuation
Key Metrics

null

	MBAV	S&P 500
REVENUE GROWTH	FAIR
Rev LTM ($ Bil)	0.0
Rev Chg Q	�	6.4%
Rev Chg LTM	�	5.4%
VALUATION	HIGH
P/CFO	-639.5	15.5
P/FCF	-639.5	20.6
P/E	36.6	23.6

MBAV Stock

Return (1M):

Factor Drivers of Stock Movement

The -0.4% change in MBAV stock from 7/31/2025 to 10/30/2025 was primarily driven by a -21.7% change in the company's P/E Multiple.

	7312025	10302025	Change
Stock Price ($)	10.60	10.56	-0.38%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	0.00	0.00	�
Net Income Margin (%)	∞%	∞%	�
P/E Multiple	46.71	36.58	-21.68%
Shares Outstanding (Mil)	35.94	35.94	0.00%
Cumulative Contribution			�

LTM = Last Twelve Months as of date shown

The 2.3% change in MBAV stock from 5/1/2025 to 10/30/2025 was primarily driven by a 0.0% change in the company's P/E Multiple.

	5012025	10302025	Change
Stock Price ($)	10.32	10.56	2.33%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	�	0.00	�
Net Income Margin (%)	�	∞%	�
P/E Multiple	�	36.58	�
Shares Outstanding (Mil)	14.05	35.94	-155.80%
Cumulative Contribution			�

LTM = Last Twelve Months as of date shown

The 5.4% change in MBAV stock from 10/30/2024 to 10/30/2025 was primarily driven by a 0.0% change in the company's P/E Multiple.

	10302024	10302025	Change
Stock Price ($)	10.02	10.56	5.39%
Change Contribution By	LTM	LTM
Total Revenues ($ Mil)	�	0.00	�
Net Income Margin (%)	�	∞%	�
P/E Multiple	�	36.58	�
Shares Outstanding (Mil)	35.94	35.94	0.00%
Cumulative Contribution			�

LTM = Last Twelve Months as of date shown

null

null

Return vs. Risk

Price Returns Compared

	2020	2021	2022	2023	2024	2025	Total [1]
Returns
MBAV Return	-	-	-	-	-	5%	5%
Peers Return							0%
S&P 500 Return	16%	27%	-19%	24%	23%	16%	110%
Monthly Win Rates [3]
MBAV Win Rate	-	-	-	-	100%	56%
Peers Win Rate						62%
S&P 500 Win Rate	58%	75%	42%	67%	75%	67%
Max Drawdowns [4]
MBAV Max Drawdown	-	-	-	-	-	0%
Peers Max Drawdown
S&P 500 Max Drawdown	-31%	-1%	-25%	-1%	-2%	-15%

[1] Cumulative total returns since the beginning of 2020
[2] Peers: BCAR, AEXA, BACC, BRR, CCCX.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 10/30/2025 (YTD)

How Low Can It Go

MBAV has limited trading history. Below is the Financials sector ETF (XLF) in its place.

Unique Key	Event	XLF	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-26.9%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	36.7%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	525 days	464 days
2020 Covid Pandemic	2020 Covid Pandemic
2020 Covid Pandemic% Loss	% Loss	-43.3%	-33.9%
2020 Covid Pandemic% Gain to Breakeven	% Gain to Breakeven	76.5%	51.3%
2020 Covid PandemicTime to Breakeven	Time to Breakeven	295 days	148 days
2018 Correction	2018 Correction
2018 Correction% Loss	% Loss	-26.1%	-19.8%
2018 Correction% Gain to Breakeven	% Gain to Breakeven	35.2%	24.7%
2018 CorrectionTime to Breakeven	Time to Breakeven	338 days	120 days
2008 Global Financial Crisis	2008 Global Financial Crisis
2008 Global Financial Crisis% Loss	% Loss	-83.7%	-56.8%
2008 Global Financial Crisis% Gain to Breakeven	% Gain to Breakeven	515.2%	131.3%
2008 Global Financial CrisisTime to Breakeven	Time to Breakeven	4470 days	1480 days

Compare to

In The Past

SPDR Select Sector Fund's stock fell -26.9% during the 2022 Inflation Shock from a high on 1/12/2022. A -26.9% loss requires a 36.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About M3-Brigade Acquisition V (MBAV)

Business Description

We are a newly organized blank check company incorporated in March 2024 as an exempted company under the laws of the Cayman Islands and were formed for the purpose of effecting a merger, consolidation, capital stock exchange, share exchange, asset acquisition, share purchase, stock purchase, reorganization or similar business combination with one or more businesses. We have not selected any business combination target and we have not, nor has anyone on our behalf, initiated any substantive discussions, directly or indirectly, with respect to identifying any business combination target. We are led by the team that organized M III Acquisition Corp. (the “Initial SPAC”), M3-Brigade Acquisition II Corp. (the “Second SPAC”), M3-Brigade Acquisition III Corp. (the “Third SPAC”) and M3-Brigade Acquisition IV Corp. (the “Fourth SPAC”). Members of our team managed the Initial SPAC through an initial business combination in March 2018 to create Infrastructure and Energy Alternatives, Inc. (“IEA”) (NASDAQ: IEA). IEA was a leading engineering, procurement and construction company which specializes in renewable energy infrastructure which was acquired by MasTec Inc. (NYSE: MTZ) on October 7, 2022 at a valuation of $1.1 billion. The Third SPAC (NYSE: GFR) completed its initial business combination with Greenfire Resources (“Greenfire”) in September 2023 in a transaction which valued Greenfire at $950 million. The Second SPAC was liquidated in accordance with the terms of its charter in December 2023 and the sponsors of the Fourth SPAC elected not to pursue its initial public offering and withdrew its registration statement in March 2022. The team that organized our sponsor also organized BM3EAC Corp. (the “EuroSPAC”), incorporated in the Cayman Islands and listed on Euronext Amsterdam, which is currently seeking to effect a business combination with an operating company with significant operations in Europe. The Initial SPAC, the Second SPAC, the Third SPAC, the Fourth SPAC and the EuroSPAC are collectively referred to herein as the “Prior SPACs”. We were formed by executives of M3 Partners and Brigade, but are not owned or controlled by M3 Partners or Brigade and are independent of both such companies. M3 Partners is a leading financial advisory firm which provides advisory services to companies at inflection points in their growth trajectories. Brigade is a leading global investment advisor that was founded in 2006 to specialize in credit-focused investment strategies and has approximately $26.8 billion in assets under management as of April 1, 2024. M3 Partners and Brigade have agreed to provide support to us in our pursuit of a successful initial business combination. The team at M3 Partners has successfully completed hundreds of engagements in which it has assisted stockholders, creditors and companies in maximizing the value of businesses and assets held by them. Brigade brings a 17+ year track record of deep fundamental credit research driven by a disciplined investment process which has been proven over numerous market cycles. --- We intend to focus our efforts on seeking and consummating an initial business combination with a company that has an enterprise value of at least $1 billion, although a target entity with a smaller or larger enterprise value may be considered. While we will not limit our efforts to identify a prospective business combination to any particular business industry or sector or to any geographic region, we believe that our team’s experience with companies based in North America and in the energy sector (or related products or services) may be a source of potential business combination candidates. With the extensive experience of our combined team in addressing both businesses under stress, as well as companies in the energy sector, we believe we are well-positioned to take advantage of both the team’s expertise and experience and the current macro trends and investment opportunities. We expect to identify business combination targets through a variety of sources and in all stages of the corporate evolution. Our executive offices are located at 1700 Broadway, 19th Floor, New York, NY.

Better Bets than M3-Brigade Acquisition V (MBAV)

	MBAV	Better Performance than MBAV
Metric	Value	Industry (Multi-Sector Holdings)
Total Yield	2.7%	JEF (6.4%), VOYA (10.0%), EQV (2.8%), GPAT (3.3%), ALF (3.5%)

	MBAV	Better Performance than MBAV
Metric	Value	Sector (Financials)
Total Yield	2.7%	JPM (6.6%), V (3.7%), BAC (6.8%), WFC (9.3%), MS (5.7%)

	MBAV	Better Performance than MBAV
Metric	Value	All Other Sectors
Total Yield	2.7%	AAPL (2.8%), MSFT (3.3%), GOOGL (3.9%), AMZN (3.0%), META (3.8%)

		Best Bets In Financials Sector
	MBAV	DBRG	OTF	MTG	NMIH	CACC	ENVA	FNF	ACGL	APAM	FI
What You Pay
P/E	36.6	39.7	13.2	8.4	7.5	12.3	10.2	13.9	8.6	10.5	10.6
P/EBIT	-261.8	64.7	9.0	6.4	5.5	9.9	7.8	8.9	7.6	6.1	5.8
What You Get
Rev Chg Q	�	-102.4%	1,228.5%	-0.7%	7.2%	8.3%	16.3%	16.8%	22.4%	4.4%	8.0%
Rev Chg LTM	�	-84.8%	89.0%	2.2%	10.0%	12.5%	21.1%	7.4%	23.5%	10.0%	6.7%
Rev Chg 3Y Avg	�	125.8%	221.9%	1.2%	10.1%	6.9%	23.5%	-0.7%	29.8%	0.2%	7.5%
FCF/Rev 3Y Avg	�	101.2%	76.2%	62.2%	58.8%	57.1%	54.7%	50.8%	38.4%	29.0%	20.7%

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 21%, alpha of 9.1%, and sharpe of 0.94

Latest Trefis Analyses

	Title	Topic
0	DASHBOARDS
1	How Low Can M3-Brigade Acquisition V Stock Really Go?	Return

	Title
0	ARTICLES
1	How Low Can M3-Brigade Acquisition V Stock Really Go?

Trade Ideas

Select past ideas related to MBAV. For more, see Trefis Trade Ideas.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
HLNE_9302025_Dip_Buyer_FCFYield	09302025	HLNE	Hamilton Lane	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-14.4%	-14.4%	-14.4%
CNS_9302025_Dip_Buyer_ValueBuy	09302025	CNS	Cohen & Steers	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	5.9%	5.9%	-1.6%
JKHY_9262025_Monopoly_xInd_xCD_Getting_Cheaper	09262025	JKHY	Jack Henry & Associates	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	0.3%	0.3%	-2.1%
FDS_9192025_Monopoly_xInd_xCD_Getting_Cheaper	09192025	FDS	FactSet Research Systems	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-7.7%	-7.7%	-7.7%
IBKR_9052025_Quality_Momentum_RoomToRun_10%	09052025	IBKR	Interactive Brokers	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	15.0%	15.0%	0.0%

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
HLNE_9302025_Dip_Buyer_FCFYield	09302025	HLNE	Hamilton Lane	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	-14.4%	-14.4%	-14.4%
CNS_9302025_Dip_Buyer_ValueBuy	09302025	CNS	Cohen & Steers	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	5.9%	5.9%	-1.6%
JKHY_9262025_Monopoly_xInd_xCD_Getting_Cheaper	09262025	JKHY	Jack Henry & Associates	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	0.3%	0.3%	-2.1%
FDS_9192025_Monopoly_xInd_xCD_Getting_Cheaper	09192025	FDS	FactSet Research Systems	Monopoly	MY \| Getting CheaperMonopoly-Like with P/S Decline Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple	-7.7%	-7.7%	-7.7%
IBKR_9052025_Quality_Momentum_RoomToRun_10%	09052025	IBKR	Interactive Brokers	Quality	Q \| Momentum \| UpsideQuality Stocks with Momentum and Upside Buying quality stocks with strong momentum but still having room to run	15.0%	15.0%	0.0%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GH	Guardant Health	27.9%	202.5%
2	GCI	Gannett	27.7%	3.8%
3	FORM	FormFactor	24.2%	34.7%
4	VIAV	Viavi Solutions	22.3%	69.3%
5	GSAT	Globalstar	22.2%	63.5%
6	MTSR	Metsera	22.1%	63729900.0%
7	PRM	Perimeter Solutions	21.1%	102.3%
8	CHRW	C.H. Robinson Worldwide	19.7%	52.6%
9	INSM	Insmed	16.3%	181.3%
10	CAH	Cardinal Health	15.4%	62.8%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	FMC	FMC	-46.5%	-66.6%
2	APLS	Apellis Pharmaceuticals	-31.0%	-35.0%
3	THRY	Thryv	-30.2%	-44.8%
4	SFM	Sprouts Farmers Market	-26.1%	-39.2%
5	IART	Integra Lifesciences	-23.5%	-47.9%
6	ITRI	Itron	-21.1%	0.4%
7	WOLF	Wolfspeed	-18.2%
8	CMG	Chipotle Mexican Grill	-18.2%	-46.1%
9	CI	Cigna	-17.4%	-9.2%
10	EME	EMCOR	-16.6%	43.0%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	INBX	Inhibrx Biosciences	176.8%	409.8%
2	PUMP	ProPetro	71.2%	16.2%
3	RNA	Avidity Biosciences	43.5%	139.6%
4	DYN	Dyne Therapeutics	42.8%	-0.0%
5	GCI	Gannett	39.3%	3.8%
6	FORM	FormFactor	38.3%	34.7%
7	MBX	MBX Biosciences	35.1%	18.2%
8	BBNX	Beta Bionics	33.8%
9	GH	Guardant Health	33.3%	202.5%
10	LUMN	Lumen Technologies	32.7%	94.7%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	PMI	Picard Medical	-75.2%	5106.3%
2	LRN	Stride	-56.1%	-35.8%
3	NTLA	Intellia Therapeutics	-52.6%	5.2%
4	FMC	FMC	-48.7%	-66.6%
5	FI	Fiserv	-47.4%	-68.3%
6	VRNS	Varonis Systems	-43.8%	-21.2%
7	THRY	Thryv	-33.4%	-44.8%
8	NFE	New Fortress Energy	-30.5%	-91.9%
9	AKBA	Akebia Therapeutics	-29.5%	10.5%
10	UAMY	United States Antimony	-28.9%	371.2%

1 Month Top Gainers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PRAX	Praxis Precision Medicines	279.1%	161.2%
2	INBX	Inhibrx Biosciences	131.0%	409.8%
3	PUMP	ProPetro	99.6%	16.2%
4	DYN	Dyne Therapeutics	88.4%	-0.0%
5	VICR	Vicor	85.4%	89.2%
6	CELC	Celcuity	74.6%	503.2%
7	GLUE	Monte Rosa Therapeutics	73.5%	87.5%
8	NVTS	Navitas Semiconductor	72.1%	251.8%
9	LUMN	Lumen Technologies	70.3%	94.7%
10	BALY	Ballys	63.4%	4.1%

1 Month Top Losers

#	Ticker	Company	1M Rtn	YTD Rtn
1	PMI	Picard Medical	-62.9%	5106.3%
2	LRN	Stride	-53.8%	-35.8%
3	FMC	FMC	-51.0%	-66.6%
4	FI	Fiserv	-48.3%	-68.3%
5	NFE	New Fortress Energy	-43.6%	-91.9%
6	VG	Venture Global	-41.7%
7	OGN	Organon	-40.2%	-55.0%
8	VRNS	Varonis Systems	-39.5%	-21.2%
9	ITGR	Integer	-38.5%	-52.2%
10	LENZ	LENZ Therapeutics	-37.9%	5.5%

Recent Active Movers

1 Day Top Gainers

#	Ticker	Company	1D Rtn	YTD Rtn
1	GH	Guardant Health	27.9%	202.5%
2	GCI	Gannett	27.7%	3.8%
3	FORM	FormFactor	24.2%	34.7%
4	VIAV	Viavi Solutions	22.3%	69.3%
5	GSAT	Globalstar	22.2%	63.5%
6	MTSR	Metsera	22.1%	63729900.0%
7	PRM	Perimeter Solutions	21.1%	102.3%
8	CHRW	C.H. Robinson Worldwide	19.7%	52.6%
9	INSM	Insmed	16.3%	181.3%
10	CAH	Cardinal Health	15.4%	62.8%

1 Day Top Losers

#	Ticker	Company	1D Rtn	YTD Rtn
1	FMC	FMC	-46.5%	-66.6%
2	APLS	Apellis Pharmaceuticals	-31.0%	-35.0%
3	THRY	Thryv	-30.2%	-44.8%
4	SFM	Sprouts Farmers Market	-26.1%	-39.2%
5	IART	Integra Lifesciences	-23.5%	-47.9%
6	ITRI	Itron	-21.1%	0.4%
7	WOLF	Wolfspeed	-18.2%
8	CMG	Chipotle Mexican Grill	-18.2%	-46.1%
9	CI	Cigna	-17.4%	-9.2%
10	EME	EMCOR	-16.6%	43.0%

1 Week Top Gainers

#	Ticker	Company	1W Rtn	YTD Rtn
1	INBX	Inhibrx Biosciences	176.8%	409.8%
2	PUMP	ProPetro	71.2%	16.2%
3	RNA	Avidity Biosciences	43.5%	139.6%
4	DYN	Dyne Therapeutics	42.8%	-0.0%
5	GCI	Gannett	39.3%	3.8%
6	FORM	FormFactor	38.3%	34.7%
7	MBX	MBX Biosciences	35.1%	18.2%
8	BBNX	Beta Bionics	33.8%
9	GH	Guardant Health	33.3%	202.5%
10	LUMN	Lumen Technologies	32.7%	94.7%

1 Week Top Losers

#	Ticker	Company	1W Rtn	YTD Rtn
1	PMI	Picard Medical	-75.2%	5106.3%
2	LRN	Stride	-56.1%	-35.8%
3	NTLA	Intellia Therapeutics	-52.6%	5.2%
4	FMC	FMC	-48.7%	-66.6%
5	FI	Fiserv	-47.4%	-68.3%
6	VRNS	Varonis Systems	-43.8%	-21.2%
7	THRY	Thryv	-33.4%	-44.8%
8	NFE	New Fortress Energy	-30.5%	-91.9%
9	AKBA	Akebia Therapeutics	-29.5%	10.5%
10	UAMY	United States Antimony	-28.9%	371.2%

Peer Comparisons for M3-Brigade Acquisition V

Financials

	MBAV	BCAR	AEXA	BACC	BRR	CCCX	Median
Name	M3-Briga.	D Boral .	American.	Blue Acq.	Columbus.	Churchil.
Mkt Price	10.56	10.05	11.48	10.06	10.21	17.86	10.39
Mkt Cap	0.4	-	-	-	-	-	0.4
Rev LTM	0	-	-	-	-	0	0
Op Inc LTM	-1	-	-	-	-	-0	-1
FCF LTM	-1	-	-	-	-	-1	-1
FCF 3Y Avg	-	-	-	-	-	-	-
CFO LTM	-1	-	-	-	-	-1	-1
CFO 3Y Avg	-	-	-	-	-	-	-

Growth & Margins

	MBAV	BCAR	AEXA	BACC	BRR	CCCX	Median
Name	M3-Briga.	D Boral .	American.	Blue Acq.	Columbus.	Churchil.
Rev Chg LTM	-	-	-	-	-	-	-
Rev Chg 3Y Avg	-	-	-	-	-	-	-
Rev Chg Q	-	-	-	-	-	-	-
QoQ Delta Rev Chg LTM	-	-	-	-	-	-	-
Op Mgn LTM	-	-	-	-	-	-	-
Op Mgn 3Y Avg	-	-	-	-	-	-	-
QoQ Delta Op Mgn LTM	-	-	-	-	-	-	-
CFO/Rev LTM	-	-	-	-	-	-	-
CFO/Rev 3Y Avg	-	-	-	-	-	-	-
FCF/Rev LTM	-	-	-	-	-	-	-
FCF/Rev 3Y Avg	-	-	-	-	-	-	-

Valuation

	MBAV	BCAR	AEXA	BACC	BRR	CCCX	Median
Name	M3-Briga.	D Boral .	American.	Blue Acq.	Columbus.	Churchil.
Mkt Cap	0.4	-	-	-	-	-	0.4
P/S	-	-	-	-	-	-	-
P/EBIT	-261.8	-	-	-	-	-	-261.8
P/E	36.6	-	-	-	-	-	36.6
P/CFO	-639.5	-	-	-	-	-	-639.5
Total Yield	2.7%	-	-	-	-	-	2.7%
Dividend Yield	0.0%	-	-	-	-	-	0.0%
FCF Yield 3Y Avg	-	-	-	-	-	-	-
D/E	0.0	-	-	-	-	-	0.0
Net D/E	-0.0	-	-	-	-	-	-0.0

Returns

	MBAV	BCAR	AEXA	BACC	BRR	CCCX	Median
Name	M3-Briga.	D Boral .	American.	Blue Acq.	Columbus.	Churchil.
1M Rtn	0.1%	1.2%	5.0%	0.6%	0.9%	38.9%	1.0%
3M Rtn	-0.4%	-	-	-	-1.6%	76.0%	-0.4%
6M Rtn	2.3%	-	-	-	-	-	2.3%
12M Rtn	5.4%	-	-	-	-	-	5.4%
3Y Rtn	-	-	-	-	-	-	-
1M Excs Rtn	-1.8%	-0.4%	3.5%	-1.1%	-0.8%	36.9%	-0.6%
3M Excs Rtn	-9.6%	-	-	-	-10.2%	66.8%	-9.6%
6M Excs Rtn	-19.4%	-	-	-	-	-	-19.4%
12M Excs Rtn	-11.8%	-	-	-	-	-	-11.8%
3Y Excs Rtn	-	-	-	-	-	-	-

Financials

Annual
Quarterly

$ Mil \| FY: null/null	LTM
Period End	6/30/2025
Filing Date	8/14/2025
Key Financials
Total Revenue	0
Net Income	10
EPS	0.31
Growth Rates
Total Revenue Growth	-
Net Income Growth	-
Margins
Net Income Margin	-
Cash & Debt
Total Cash	1
Total Debt	0
Net Debt / (Cash)	-0
Cash Flows
Net Cash from Operations	-1
Free Cash from Operations	-1
Returns to Shareholders
Dividends	0
Share Repurchases	-0

$ Mil \| FY: null/null	2025Q2	2025Q1
Period End	6/30/2025	3/31/2025
Filing Date	8/14/2025	5/13/2025
Key Financials Quarterly
Total Revenue	0	0
Net Income	2	3
EPS	0.06	0.08
Key Financials TTM
Total Revenue TTM	0	0
Net Income TTM	10	8
Growth Rates Quarterly
Total Revenue Growth	-	-
Net Income Growth	6600.9%	-
Margins Quarterly
Net Income Margin	-	-
Cash & Debt
Total Cash	1	1
Total Debt	0	0
Net Debt / (Cash)	-0	-1
Cash Flows Quarterly
FCF from Operations	-0	-0
Cash Flows TTM
FCF from Operations TTM	-1	-1
Returns to Shareholders Quarterly
Dividends	0	0
Share Repurchases	-0	-0
Return on Invested Capital (ROIC) Quarterly
ROIC	-1.2%	-0.2%
Return on Invested Capital (ROIC) TTM
ROIC TTM	-0.5%	-0.2%

Price Behavior

Price Behavior

Market Price	$10.56
Market Cap ($ Bil)	0.4
First Trading Date	08/01/2024
Distance from 52W High	-22.0%
	50 Days	200 Days
DMA Price	$10.28	$10.28
DMA Trend	indeterminate	indeterminate
Distance from DMA	2.8%	2.8%
	3M	1YR
Volatility	3.6%	22.0%
Downside Capture	0.67	-14.52
Upside Capture	-1.39	-5.61
Correlation (SPY)	4.8%	1.7%

MBAV Betas & Captures as of 9/30/2025

	1M	2M	3M	6M	1Y	3Y
Beta	0.02	-0.05	-0.09	0.02	0.01	0.05
Up Beta	0.18	-0.09	-0.03	0.14	0.12	0.12
Down Beta	0.39	0.21	-0.58	0.07	0.05	0.14
Up Capture	-5%	-9%	-17%	-11%	-4%	-0%
Bmk +ve Days	13	23	35	74	144	420
Stock +ve Days	10	17	26	55	95	96
Down Capture	-7%	-10%	36%	-39%	-25%	-16%
Bmk -ve Days	8	19	29	52	107	330
Stock -ve Days	8	18	28	41	61	61

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Short Interest

Short Interest: As Of Date	10152025
Short Interest: Shares Quantity	16,174
Short Interest: % Change Since 9302025	-3.1%
Average Daily Volume	211,201
Days-to-Cover Short Interest	1
Basic Shares Quantity	35,937,500
Short % of Basic Shares	0.0%

Returns Analyses

	Title
0	How Low Can M3-Brigade Acquisition V Stock Really Go?

SEC Filings

Expand for More

Report Date	Filing Date	Filing
6302025	8142025	10-Q 6/30/2025
3312025	5132025	10-Q 3/31/2025
12312024	3282025	10-K 12/31/2024
9302024	11132024	10-Q 9/30/2024
6302024	9112024	10-Q 6/30/2024

Insider Activity

Expand for More

Industry Resources

Financials Resources

Federal Reserve Economic Data

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

Prefer one of these to Trefis? Tell us why.

M3-Brigade Acquisition V (MBAV)

Market Price (10/31/2025): $10.56 | Market Cap: $379.5 MilSector: Financials | Industry: Multi-Sector Holdings

M3-Brigade Acquisition V (MBAV)

Market Price (10/31/2025): $10.56Market Cap: $379.5 MilSector: FinancialsIndustry: Multi-Sector Holdings

Market Valuation & Key Metrics

MBAV Stock

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About M3-Brigade Acquisition V (MBAV)

Interactive Breakdown

Better Bets than M3-Brigade Acquisition V (MBAV)

Latest Trefis Analyses

Trade Ideas

Recent Active Movers

1 Day Top Gainers

1 Day Top Losers

1 Week Top Gainers

1 Week Top Losers

1 Month Top Gainers

1 Month Top Losers

Recent Active Movers

1 Day Top Gainers

1 Day Top Losers

1 Week Top Gainers

1 Week Top Losers

More From Trefis

Research & Analysis

Invest in Strategies

Wealth Management

Peer Comparisons for M3-Brigade Acquisition V

Financials

Growth & Margins

Valuation

Returns

Comparison Analyses

FDIC Bank Data

Bank Capital

Bank Deposits

Bank Assets

Bank Loans

Financials

Segment Financials

Price Behavior

Short Interest

Returns Analyses

Earnings Returns History

SEC Filings

Insider Activity

Industry Resources

External Quote Links

Market Price (10/31/2025): $10.56 | Market Cap: $379.5 Mil
Sector: Financials | Industry: Multi-Sector Holdings

Market Price (10/31/2025): $10.56
Market Cap: $379.5 Mil
Sector: Financials
Industry: Multi-Sector Holdings