The analyst recommends Mensch und Maschine, a German software company, as a buy due to its attractive dividend yield of over 3%, which is historically high for the company. The company exhibits strong, dynamic dividend growth and is expected to see margin expansion as Autodesk shifts its sales model to commission-based. Despite a P/E ratio of 29, it's considered undervalued compared to its historical average of 33-34, with significant projected earnings growth.
“Die Aktie ist momentan mit einem KGV von 29 etwas günstiger als im langfristigen 10 Jahreschnitt.”