Mersen S.A.

Report azionario ENXTPA:MRN

Capitalizzazione di mercato: €1.0b

Mersen Performance degli utili passati

Criteri Il passato verificati 1/6

Mersen ha registrato una crescita degli utili a un tasso medio annuo di 14.1%, mentre il settore Electrical ha registrato utili in crescita a un tasso medio annuo di 12.3%. I ricavi sono stati in crescita a un tasso medio annuo di 7.9%. Il ritorno sul capitale proprio di Mersen è 1.6% e ha margini netti di 1.2%.

Informazioni chiave

14.12%

Tasso di crescita degli utili

11.62%

Tasso di crescita dell'EPS

Electrical Crescita del settore9.86%
Tasso di crescita dei ricavi7.94%
Rendimento del capitale proprio1.59%
Margine netto1.19%
Prossimo aggiornamento sugli utili30 Jul 2026

Aggiornamenti sulle prestazioni recenti

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...
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...

Recent updates

Aggiornamento della narrazione Jun 17

MRN: Nuclear Contracts Will Support Fundamentals While Share Price Remains Stretched

Analysts have raised their fair value estimate for Mersen from €24.0 to €29.0, citing updated assumptions on revenue growth, profit margins, discount rate and future P/E as key drivers of the higher price target. What’s in the News for Mersen Mersen announced a multi million euro contract with Vulcan Energy to supply an Eco&FLEX unit for the Lionheart Project in Frankfurt, supporting lithium hydroxide production for electric vehicle batteries and recovery of chlorine and energy from the process.
Aggiornamento della narrazione Jun 03

MRN: Future Nuclear And Lithium Contracts Will Not Justify Current Optimism

Analysts have lifted their price target on Mersen to €32.80 from €28.37, reflecting updated assumptions that include adjusted fair value, a slightly lower discount rate, revised revenue growth and profit margin expectations, and a higher future P/E multiple. What's in the News Mersen announced a multi million euro contract with Vulcan Energy to supply an Eco&FLEX unit for the Lionheart Project in Frankfurt, supporting lithium hydroxide production for electric vehicle batteries and enabling chlorine and energy recovery.
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...
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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...

Ripartizione dei ricavi e delle spese

Come Mersen guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

ENXTPA:MRN Ricavi, spese e utili (EUR Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Dec 251,186142400
30 Sep 251,208322410
30 Jun 251,230492430
31 Mar 251,237542490
31 Dec 241,244592540
30 Sep 241,235682550
30 Jun 241,227772550
31 Mar 241,219792510
31 Dec 231,211822460
30 Sep 231,205792440
30 Jun 231,198772420
31 Mar 231,157722330
31 Dec 221,115682240
30 Sep 221,055662150
30 Jun 22996642070
31 Mar 22959592010
31 Dec 21923541950
30 Sep 21895261890
30 Jun 21868-31820
31 Mar 21858-71810
31 Dec 20847-121800
30 Jun 20897411920
31 Mar 20923491940
31 Dec 19950571960
30 Jun 19932611950
31 Mar 19905591920
31 Dec 18879571900
30 Sep 18854511850
30 Jun 18830461810
31 Mar 18820421800
31 Dec 17809371790
30 Sep 17795251780
30 Jun 17781131760
31 Mar 17770101740
31 Dec 1675971720
30 Sep 1676041720
30 Jun 1676121710
31 Mar 1676431720
31 Dec 1576851720
30 Sep 15763131690

Guadagni di qualità: MRN ha un grande una tantum perdita di €52.8M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st December, 2025.

Margine di profitto in crescita: Gli attuali margini di profitto netti di MRN (1.2%) sono inferiori rispetto allo scorso anno (4.7%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: MRN è diventata redditizia negli ultimi 5 anni, aumentando i guadagni del 14.1% all'anno.

Accelerare la crescita: MRN ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.

Guadagni vs Settore: MRN ha avuto una crescita negativa degli utili ( -76.1% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Electrical ( -5.6% ).


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 1.6% ) di MRN è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/01 18:19
Prezzo dell'azione a fine giornata2026/07/01 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; disponiamo inoltre di guide su come utilizzare i nostri report e di 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