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Mersen S.A.Informe acción ENXTPA:MRN

Capitalización bursátil €771.6m
Precio de las acciones
€31.92
€28.37
12.5% sobrevalorado descuento intrínseco
1Y69.4%
7D13.3%
Valor de la cartera
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Mersen S.A.

Informe acción ENXTPA:MRN

Capitalización de mercado: €771.6m

Mersen (MRN) Resumen de Acciones

Mersen S.A. fabrica y vende productos de energía eléctrica y materiales avanzados en Francia, Norteamérica, resto de Europa, Asia-Pacífico e internacionalmente. Saber más

Análisis fundamental de MRN
Puntuación del snowflake
Valoración2/6
Crecimiento futuro3/6
Rendimiento pasado1/6
Salud financiera5/6
Dividendos3/6

MRN Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Community Contributor
US$3.87FV 1.0% sobrevalorado descuento intrínseco
30972.3%Revenue growth p.a.
149
0
0
4
9d ago

Competidores de Mersen S.A.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Mersen
Precios históricos de las acciones
Precio actual de la acción€31.92
Máximo en las últimas 52 semanas€31.94
Mínimo de 52 semanas€19.10
Beta1.39
Cambio en 1 mes43.78%
Variación en 3 meses23.48%
Cambio de 1 año69.43%
Variación en 3 años-12.91%
Variación en 5 años10.83%
Variación desde la OPV155.61%

Noticias y actualizaciones recientes

Recent updates

MRN: Nuclear Graphite Contracts Will Support Fundamentals While Shares Remain Overvalued

Analysts have kept their price target for Mersen steady at €24.0, reflecting broadly unchanged assumptions on fair value, modest adjustments to the discount rate and growth inputs, and a slightly lower future P/E expectation. What's in the News Mersen and Terra Innovatum Global reported successful production of a graphite reactor core prototype for Terra Innovatum’s SOLO first of a kind reactor, supporting manufacturing readiness and validating reactor system integration with nuclear grade graphite materials (Key Developments).

MRN: Share Buybacks And Nuclear Contracts Will Support Balanced Long Term Outlook

Analysts have kept their €24.00 price target on Mersen unchanged, pointing to updated assumptions for a lower discount rate, slightly higher revenue growth and profit margin, and a modestly lower future P/E multiple as key inputs behind the maintained valuation view. What's in the News Mersen SA has commenced a share repurchase program authorized by shareholders, allowing buybacks of up to €122.09 million.

Mersen's (EPA:MRN) Soft Earnings Don't Show The Whole Picture

Apr 07
Mersen's (EPA:MRN) Soft Earnings Don't Show The Whole Picture

MRN: Nuclear Graphite Orders And 2029 Outlook Will Support Balanced Prospects

Analysts have trimmed their price target on Mersen from €25.00 to €24.00, citing updated assumptions that include a lower profit margin outlook and a slightly higher future P/E multiple. What's in the News Mersen issued earnings guidance for 2026, indicating expected sales growth in line with its medium term objectives, and provided guidance for 2029.

MRN: Nuclear Graphite Orders Will Offset Index Removal Risk

Analysts have kept their price target for Mersen steady at €25.00, citing only slight adjustments to long term assumptions for the discount rate, revenue growth, profit margins, and future P/E that together do not materially change their view on the stock's valuation. What's in the News Terra Innovatum Global N.V. placed its first procurement order with Mersen for nuclear grade graphite, securing a key long lead material for the planned SOLO reactor deployment targeted for 2027 (Key Developments).

MRN: Defense Graphite Contract Will Not Offset Index Removal Risk

Analysts have kept their price target for Mersen unchanged at €25.00, indicating that only minor adjustments in assumptions around discount rate, revenue growth, profit margin, and future P/E do not materially alter their overall view. What's in the News Mersen was removed as an index constituent, indicating a change in its inclusion status within at least one tracked index (Key Developments).

MRN: Future Defense And EV Contracts Will Support A Balanced Outlook

Narrative Update on Mersen Analysts have lifted their fair value estimate for Mersen from €22.00 to €25.00, reflecting updated assumptions for revenue growth, profit margins and a higher future P/E multiple. What's in the News Mersen was removed from an unspecified equity index as an index constituent drop, which can affect how some passive funds are exposed to the stock (Key Developments).

An Intrinsic Calculation For Mersen S.A. (EPA:MRN) Suggests It's 41% Undervalued

Sep 20
An Intrinsic Calculation For Mersen S.A. (EPA:MRN) Suggests It's 41% Undervalued

Earnings Update: Here's Why Analysts Just Lifted Their Mersen S.A. (EPA:MRN) Price Target To €28.03

Aug 03
Earnings Update: Here's Why Analysts Just Lifted Their Mersen S.A. (EPA:MRN) Price Target To €28.03

Mersen (EPA:MRN) Takes On Some Risk With Its Use Of Debt

Jun 28
Mersen (EPA:MRN) Takes On Some Risk With Its Use Of Debt

Mersen (EPA:MRN) Has Announced That Its Dividend Will Be Reduced To €0.90

May 20
Mersen (EPA:MRN) Has Announced That Its Dividend Will Be Reduced To €0.90

It's A Story Of Risk Vs Reward With Mersen S.A. (EPA:MRN)

May 14
It's A Story Of Risk Vs Reward With Mersen S.A. (EPA:MRN)

Some Investors May Be Willing To Look Past Mersen's (EPA:MRN) Soft Earnings

Apr 17
Some Investors May Be Willing To Look Past Mersen's (EPA:MRN) Soft Earnings

Mersen (EPA:MRN) Has Announced That Its Dividend Will Be Reduced To €0.90

Apr 11
Mersen (EPA:MRN) Has Announced That Its Dividend Will Be Reduced To €0.90
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Focus On SiC And EV Segments Will Expand Electric Vehicle Market Presence

Strategic acquisitions and investments in North America and the EV market aim to expand Mersen's market reach and diversify revenue streams.

Analysts Have Made A Financial Statement On Mersen S.A.'s (EPA:MRN) Full-Year Report

Mar 16
Analysts Have Made A Financial Statement On Mersen S.A.'s (EPA:MRN) Full-Year Report

Is Mersen S.A. (EPA:MRN) Trading At A 48% Discount?

Mar 08
Is Mersen S.A. (EPA:MRN) Trading At A 48% Discount?

Return Trends At Mersen (EPA:MRN) Aren't Appealing

Dec 09
Return Trends At Mersen (EPA:MRN) Aren't Appealing

Not Many Are Piling Into Mersen S.A. (EPA:MRN) Stock Yet As It Plummets 25%

Oct 29
Not Many Are Piling Into Mersen S.A. (EPA:MRN) Stock Yet As It Plummets 25%

Is Now The Time To Look At Buying Mersen S.A. (EPA:MRN)?

Oct 12
Is Now The Time To Look At Buying Mersen S.A. (EPA:MRN)?

These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Extensively

Sep 05
These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Extensively

Mersen S.A. (EPA:MRN) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Aug 02
Mersen S.A. (EPA:MRN) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This Year

Little Excitement Around Mersen S.A.'s (EPA:MRN) Earnings

Jul 05
Little Excitement Around Mersen S.A.'s (EPA:MRN) Earnings

Here's Why Mersen (EPA:MRN) Has A Meaningful Debt Burden

Apr 18
Here's Why Mersen (EPA:MRN) Has A Meaningful Debt Burden

Additional Considerations Required While Assessing Mersen's (EPA:MRN) Strong Earnings

Mar 27
Additional Considerations Required While Assessing Mersen's (EPA:MRN) Strong Earnings

What Does Mersen S.A.'s (EPA:MRN) Share Price Indicate?

Jan 04
What Does Mersen S.A.'s (EPA:MRN) Share Price Indicate?

Mersen's (EPA:MRN) Returns Have Hit A Wall

Dec 15
Mersen's (EPA:MRN) Returns Have Hit A Wall

These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Reasonably Well

Sep 15
These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Reasonably Well

Return Trends At Mersen (EPA:MRN) Aren't Appealing

Jun 15
Return Trends At Mersen (EPA:MRN) Aren't Appealing

Mersen's (EPA:MRN) Dividend Will Be Increased To €1.25

May 31
Mersen's (EPA:MRN) Dividend Will Be Increased To €1.25

Mersen (EPA:MRN) Is Paying Out A Larger Dividend Than Last Year

May 17
Mersen (EPA:MRN) Is Paying Out A Larger Dividend Than Last Year

These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Reasonably Well

Apr 26
These 4 Measures Indicate That Mersen (EPA:MRN) Is Using Debt Reasonably Well

Mersen's (EPA:MRN) Shareholders Will Receive A Bigger Dividend Than Last Year

Apr 08
Mersen's (EPA:MRN) Shareholders Will Receive A Bigger Dividend Than Last Year

What Is Mersen S.A.'s (EPA:MRN) Share Price Doing?

Feb 07
What Is Mersen S.A.'s (EPA:MRN) Share Price Doing?

A Look At The Fair Value Of Mersen S.A. (EPA:MRN)

Jan 10
A Look At The Fair Value Of Mersen S.A. (EPA:MRN)

Is It Time To Consider Buying Mersen S.A. (EPA:MRN)?

Oct 28
Is It Time To Consider Buying Mersen S.A. (EPA:MRN)?

Mersen (EPA:MRN) Is Looking To Continue Growing Its Returns On Capital

Jul 28
Mersen (EPA:MRN) Is Looking To Continue Growing Its Returns On Capital

Why Mersen SA (EPA:MRN) Could Be Worth Watching

Apr 09
Why Mersen SA (EPA:MRN) Could Be Worth Watching

Mersen's (EPA:MRN) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 25
Mersen's (EPA:MRN) Shareholders Will Receive A Bigger Dividend Than Last Year

Mersen SA's (EPA:MRN) Intrinsic Value Is Potentially 90% Above Its Share Price

Mar 23
Mersen SA's (EPA:MRN) Intrinsic Value Is Potentially 90% Above Its Share Price

Mersen (EPA:MRN) Hasn't Managed To Accelerate Its Returns

Jan 25
Mersen (EPA:MRN) Hasn't Managed To Accelerate Its Returns

Rentabilidad de los accionistas

MRNFR ElectricalMercado FR
7D13.3%-0.3%-1.2%
1Y69.4%37.6%1.2%

Rentabilidad vs. Industria: MRN superó a la industria French Electrical, que obtuvo un rendimiento del 37.6% el año pasado.

Rentabilidad vs. Mercado: MRN superó al mercado French, que obtuvo un rendimiento del 1.2% el año pasado.

Volatilidad de los precios

Is MRN's price volatile compared to industry and market?
MRN volatility
MRN Average Weekly Movement6.2%
Electrical Industry Average Movement5.6%
Market Average Movement5.3%
10% most volatile stocks in FR Market10.3%
10% least volatile stocks in FR Market2.9%

Precio estable de las acciones: MRN no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado French.

Volatilidad a lo largo del tiempo: La volatilidad semanal de MRN (6%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
18897,153Luc Themelinwww.mersen.com

Mersen S.A. fabrica y vende productos de energía eléctrica y materiales avanzados en Francia, Norteamérica, resto de Europa, Asia-Pacífico e internacionalmente. Opera a través de los segmentos Advanced Materials (AM) y Electrical Power (EP). La empresa ofrece fusibles, portafusibles y sistemas, protección contra sobretensiones, bloques de distribución de energía, accesorios, seccionadores de interruptores con fusibles IEC, interruptores de baja tensión, interruptores de alta potencia, condensadores, transferencia de energía para ferrocarril, refrigeración, barra colectora, grafito isostático y extruido, discos de ruptura de grafito e intercambiadores de calor, así como fuelles, tuberías y productos y soluciones de conexión de PTFE.

Resumen de fundamentos de Mersen S.A.

¿Cómo se comparan los beneficios e ingresos de Mersen con su capitalización de mercado?
Estadísticas fundamentales de MRN
Capitalización bursátil€771.57m
Beneficios(TTM)€14.10m
Ingresos (TTM)€1.19b
54.7x
Ratio precio-beneficio (PE)
0.7x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de MRN
Ingresos€1.19b
Coste de los ingresos€834.70m
Beneficio bruto€351.70m
Otros gastos€337.60m
Beneficios€14.10m

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

Jul 30, 2026

Beneficios por acción (BPA)0.58
Margen bruto29.64%
Margen de beneficio neto1.19%
Ratio deuda/patrimonio59.1%

¿Cómo se ha desempeñado MRN a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

2.8%
Rentabilidad actual por dividendo
155%
Ratio de pagos
¿Cuándo hay que comprar MRN para recibir un próximo dividendo?
fechas de dividendos de Mersen
Fecha ex dividendoJul 07 2026
Fecha de pago de dividendosJul 09 2026
Días hasta ex dividendo67 days
Días hasta la fecha de pago de dividendos69 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 00:08
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Mersen S.A. está cubierta por 17 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Arindam BasuBarclays
Rupesh MadlaniBarclays
Thomas JunghannsBerenberg