Mersen S.A.

Informe acción ENXTPA:MRN

Capitalización de mercado: €942.7m

Mersen Crecimiento futuro

Future controles de criterios 3/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Mersen de 40.6% y 4.9% por año respectivamente. Se prevé que el BPA crezca en un 40.4% al año. Se espera que la rentabilidad financiera sea de 9% en 3 años.

Información clave

40.6%

Tasa de crecimiento de los beneficios

40.44%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Electrical13.8%
Tasa de crecimiento de los ingresos4.9%
Rentabilidad financiera futura8.95%
Cobertura de analistas

Low

Última actualización22 May 2026

Actualizaciones recientes sobre el crecimiento futuro

Artículo de análisis Aug 03

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

Shareholders of Mersen S.A. ( EPA:MRN ) will be pleased this week, given that the stock price is up 12% to €24.60...
Artículo de análisis Mar 16

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

It's been a sad week for Mersen S.A. ( EPA:MRN ), who've watched their investment drop 15% to €19.54 in the week since...

Recent updates

Actualización de narrativa May 13

MRN: Future Nuclear Graphite Orders Will Support A Rerating Narrative

Analysts have raised their price target on Mersen from €34.20 to €40.00. This change reflects updated assumptions for revenue growth, profit margins and future P/E multiples in their valuation work.
Actualización de narrativa Apr 25

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).
Actualización de narrativa Apr 11

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.
Artículo de análisis Apr 07

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

Mersen S.A.'s ( EPA:MRN ) earnings announcement last week didn't impress shareholders. While the headline numbers were...
Actualización de narrativa Mar 27

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.
Actualización de narrativa Mar 12

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).
Actualización de narrativa Feb 25

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).
Actualización de narrativa Feb 10

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).
Artículo de análisis Sep 20

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Mersen fair value estimate is €43.26 Mersen's €25.55 share...
Artículo de análisis Aug 03

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

Shareholders of Mersen S.A. ( EPA:MRN ) will be pleased this week, given that the stock price is up 12% to €24.60...
Artículo de análisis Jun 28

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

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Artículo de análisis May 20

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

Mersen S.A. ( EPA:MRN ) has announced that on 9th of July, it will be paying a dividend of€0.90, which a reduction from...
Artículo de análisis May 14

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

When close to half the companies in France have price-to-earnings ratios (or "P/E's") above 16x, you may consider...
Artículo de análisis Apr 17

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

Soft earnings didn't appear to concern Mersen S.A.'s ( EPA:MRN ) shareholders over the last week. We did some digging...
Artículo de análisis Apr 11

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

Mersen S.A. ( EPA:MRN ) is reducing its dividend from last year's comparable payment to €0.90 on the 9th of July. This...
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Nueva narrativa Mar 16

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.
Artículo de análisis Mar 16

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

It's been a sad week for Mersen S.A. ( EPA:MRN ), who've watched their investment drop 15% to €19.54 in the week since...
Artículo de análisis Mar 08

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

Key Insights Using the 2 Stage Free Cash Flow to Equity, Mersen fair value estimate is €44.14 Mersen is estimated to be...
Artículo de análisis Dec 09

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
Artículo de análisis Oct 29

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

To the annoyance of some shareholders, Mersen S.A. ( EPA:MRN ) shares are down a considerable 25% in the last month...
Artículo de análisis Oct 12

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

Mersen S.A. ( EPA:MRN ), might not be a large cap stock, but it saw significant share price movement during recent...
Artículo de análisis Sep 05

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Aug 02

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

Shareholders might have noticed that Mersen S.A. ( EPA:MRN ) filed its half-year result this time last week. The early...
Artículo de análisis Jul 05

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

Mersen S.A.'s ( EPA:MRN ) price-to-earnings (or "P/E") ratio of 10.2x might make it look like a buy right now compared...
Artículo de análisis Apr 18

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

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Artículo de análisis Mar 27

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

Mersen S.A.'s ( EPA:MRN ) robust earnings report didn't manage to move the market for its stock. Our analysis suggests...
Artículo de análisis Jan 04

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

Mersen S.A. ( EPA:MRN ), is not the largest company out there, but it saw a decent share price growth of 11% on the...
Artículo de análisis Dec 15

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

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
Artículo de análisis Sep 15

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jun 15

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

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Amongst other things, we'll want to...
Artículo de análisis May 31

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

The board of Mersen S.A. ( EPA:MRN ) has announced that it will be paying its dividend of €1.25 on the 6th of July, an...
Artículo de análisis May 17

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

Mersen S.A. ( EPA:MRN ) has announced that it will be increasing its dividend from last year's comparable payment on...
Artículo de análisis Apr 26

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

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Apr 08

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

Mersen S.A. ( EPA:MRN ) has announced that it will be increasing its dividend from last year's comparable payment on...
Artículo de análisis Feb 07

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

Mersen S.A. ( EPA:MRN ), might not be a large cap stock, but it received a lot of attention from a substantial price...
Artículo de análisis Jan 10

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

Key Insights Mersen's estimated fair value is €34.7 based on 2 Stage Free Cash Flow to Equity Current share price of...
Artículo de análisis Oct 28

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

Mersen S.A. ( EPA:MRN ), might not be a large cap stock, but it led the ENXTPA gainers with a relatively large price...
Artículo de análisis Jul 28

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

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'll want...
Artículo de análisis Apr 09

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

While Mersen SA ( EPA:MRN ) might not be the most widely known stock at the moment, it saw a double-digit share price...
Artículo de análisis Mar 25

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

Mersen SA's ( EPA:MRN ) dividend will be increasing to €1.00 on 7th of July. This takes the dividend yield from 3.0% to...
Artículo de análisis Mar 23

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

In this article we are going to estimate the intrinsic value of Mersen SA ( EPA:MRN ) by estimating the company's...

Previsiones de crecimiento de beneficios e ingresos

ENXTPA:MRN - Estimaciones futuras de los analistas y datos financieros pasados (EUR Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/20281,37480831693
12/31/20271,29871641605
12/31/20261,22456381345
12/31/20251,1861443186N/A
9/30/20251,2083231202N/A
6/30/20251,2304919218N/A
3/31/20251,23754-2206N/A
12/31/20241,24459-23194N/A
9/30/20241,23568-19194N/A
6/30/20241,22777-15195N/A
3/31/20241,21979-11187N/A
12/31/20231,21182-8179N/A
9/30/20231,20579-1159N/A
6/30/20231,198776139N/A
3/31/20231,157724122N/A
12/31/20221,115682106N/A
9/30/20221,05566-891N/A
6/30/202299664-1976N/A
3/31/202295959396N/A
12/31/20219235424117N/A
9/30/20218952649131N/A
6/30/2021868-374144N/A
3/31/2021858-771138N/A
12/31/2020847-1269133N/A
6/30/20208974157132N/A
3/31/20209234955127N/A
12/31/20199505753123N/A
6/30/201993261N/A100N/A
3/31/201990559N/A95N/A
12/31/201887957N/A91N/A
9/30/201885451N/A79N/A
6/30/201883046N/A66N/A
3/31/201882042N/A65N/A
12/31/201780937N/A64N/A
9/30/201779525N/A66N/A
6/30/201778113N/A68N/A
3/31/201777010N/A74N/A
12/31/20167597N/A81N/A
9/30/20167604N/A77N/A
6/30/20167612N/A73N/A
3/31/20167643N/A60N/A
12/31/20157685N/A47N/A
9/30/201576313N/A51N/A
6/30/201575820N/A55N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (40.6% al año) de MRN es superior a la tasa de ahorro (2.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (40.6% al año) de MRN crezcan más rápidamente que el mercado French (12.4% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de MRN crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (4.9% al año) de MRN crezcan más despacio que el mercado de French (5.6% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.9% al año) de MRN crezcan más despacio que 20% al año.


Previsiones de crecimiento de los beneficios por acción


Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de MRN sea baja dentro de 3 años (9%).


Descubre empresas en crecimiento

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/22 15:13
Precio de las acciones al final del día2026/05/22 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. 5 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