Framework Journal · one stock, one dated entry

Recorded 2025-12-31 · Permanent

Mobia Medical Inc MOBI

An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.

In plain words · Mobia Medical, Inc.

The label
Unlabelled

read at $12.15

Mobia Medical Inc sits unlabelled at $12.15. The next dated read will name it.

PHINPOOPSC
  • PHPhase · no phase label on file yet
  • INInsiders · no filings inside 60 days, left as found
  • POPositioning · no disclosures inside 60 days, left as found
  • OPOptions · no verdict drawn today, left as found
  • SCScreen · does not pass the values gate
  • edge confirmed
  • edge broken
  • edge forming

Each arm is one independent read. Conviction is not a single call, it is how many edges converge.

The investor read · the season, not the day

As held on the ledger · 2025-12-31
PhaseUnlabelled
Price$12.15
ValuationN/A trailing · -5.60 forward price to earnings
Values screenFAIL · score 70.0
BetaN/A

The opportunity · what the numbers say it is worth

Read at
$12.15
N/A P/E · -5.60 fwd
Our fair value
$17.50
44% discount
Analyst target (avg)
$17.50
+44% to current
Target low $15.00Analyst target rangeTarget high $19.00
▲ current $12.15 · | average target

Price history & projections · where it has been, where the models see it going

$19.6$15.5$11.4TODAY1m agoPROJECTIONAnalyst high$19.00 +47%Analyst avg$17.50 +35%Our fair value$17.50 +35%Conservative$15.00 +16%

The valuation journey · where the price sits against fair value and the Street

Current
$12.15
you are here
Conservative
$15.00
+23%
Analyst avg
$17.50
+44%
Our fair value
$17.50
+44%
Analyst high
$19.00
+56%

Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.

Reading the gap · Both our model and the analysts see meaningful upside from here.

Revenue growth113.30%
Profit margin-139.35%
Debt to equity409.26
Analyst consensusStrong Buy · 4 covering

Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.

The values screen, explained · five checks, plain English

Does not pass. Accounts receivable

  • Business activity Its core business isn't built on prohibited lines — no gambling, alcohol, tobacco, weapons, or interest-based lending. Pass
  • Debt load Interest-bearing debt is just 17.5% of its assets, well under the one-third ceiling — it does not run on borrowed money. Pass
  • Interest-bearing cash Cash held in interest-bearing accounts and securities is 0.0% of assets, under the one-third limit. Pass
  • Receivables Money owed to the company is 79.0% of assets, above the 49% limit. Fail
  • Revenue purity Only 0.0% of revenue comes from non-compliant sources — under the 5% line. Pass

Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.

The business, in plain words · what the numbers mean

The fundamentals · plain-English read
Forward P/E-5.6x
Revenue growth113.3%
growing very fast
Profit margin-139.3%
currently unprofitable
Debt to equity4.09
heavy leverage — higher risk if revenue softens
Current ratio6.06
comfortably covers its short-term bills
Market cap$404M
Employees167

The risks · The things to watch: it's a small-cap, so the share price can swing harder than the market; it carries a real debt load, which raises the stakes if revenue slips.

Plain-English interpretation of our own screen data. Analysis, not advice.

Related securities · others in MOBI's space worth a look

Screened names in the same industry · explore each on its own page.

The trader read · the latest dated commentary

No dated commentary on file for MOBI yet. When the desk writes one, it will appear here with its date, and it will stay.

The insider ledger · Form 4 filings, as filed

Most recent filings · MOBI
DateInsiderTitleTypeSharesValue
2026-05-11 Green Park & Golf Ventures - Houston, LLC 10% Purchase 60,537 $0
2026-05-11 Green Park & Golf Ventures Ii, LLC 10% Purchase 33,333 $12
2026-05-11 Green Park & Golf Ventures Ii, LLC 10% Purchase 81,000 $0

Public filings, recorded as found. The full tape lives at Insider Intelligence.

The political ledger · congressional disclosures

Disclosures naming MOBI
DatePoliticianPartyTypeAmount
7 Feb2025 Tim Walberg Republican buy 15K–50K
27 Mar2026 Alan Armstrong Republican sell 15K–50K
2026-04-17 Bill Keating Democrat Purchase 1K–15K
16 Jun2026 Matt Van Epps Republican sell 1K–15K
15 May2026 Ro Khanna Democrat sell 15K–50K

What holding actually paid · price plus dividends

If $1,000 had been placed · historical, not a promise
PeriodPrice thenPrice returnDivs per share$1,000 becameTotal return
1 month $12.00 +8.0% · $1,080 +8.0%

Historical returns from market close data. Past performance does not guarantee future results.

This entry now belongs to the ledger. Whatever MOBI does next, these words stay.

Mobia Medical Inc · MOBI · Unlabelled · $12.15
Recorded 2025-12-31 · before the outcome · scored mechanically

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