Mersen S.A.

Report azionario ENXTPA:MRN

Capitalizzazione di mercato: €910.8m

Mersen Crescita futura

Criteri Future verificati 3/6

Mersen prevede che gli utili e i ricavi cresceranno rispettivamente di 40.6% e 4.9% all'anno. Si prevede che l'EPS crescerà di 40.4% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 9% in 3 anni.

Informazioni chiave

40.6%

Tasso di crescita degli utili

40.44%

Tasso di crescita dell'EPS

Electrical crescita degli utili13.8%
Tasso di crescita dei ricavi4.9%
Rendimento futuro del capitale proprio8.95%
Copertura analitica

Low

Ultimo aggiornamento22 May 2026

Aggiornamenti recenti sulla crescita futura

Articolo di analisi 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...
Articolo di analisi 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

Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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.
Articolo di analisi 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...
Aggiornamento della narrazione 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.
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Aggiornamento della narrazione 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).
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
User avatar
Nuova narrazione 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.
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...
Articolo di analisi 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...

Previsioni di crescita degli utili e dei ricavi

ENXTPA:MRN - Stime future degli analisti e dati finanziari passati (EUR Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
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

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di MRN ( 40.6% all'anno) è superiore al tasso di risparmio ( 2.5% ).

Guadagni vs Mercato: Si prevede che gli utili di MRN ( 40.6% all'anno) cresceranno più rapidamente del mercato French ( 12.4% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di MRN cresceranno in modo significativo nei prossimi 3 anni.

Ricavi vs Mercato: Si prevede che il fatturato di MRN ( 4.9% all'anno) crescerà più lentamente rispetto al mercato French ( 5.6% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di MRN ( 4.9% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di MRN sarà basso tra 3 anni ( 9 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/22 21:33
Prezzo dell'azione a fine giornata2026/05/22 00:00
Utili2025/12/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Mersen S.A. è coperta da 17 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Arindam BasuBarclays
Rupesh MadlaniBarclays
Thomas JunghannsBerenberg