Mersen（CBE）株式概要メルセンS.A.は、フランス、北米、その他のヨーロッパ諸国、アジア太平洋地域、および国際的に電力製品および先端材料を製造・販売している。 詳細CBE ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長4/6過去の実績1/6財務の健全性4/6配当金3/6報酬当社が推定した公正価値より22.7%で取引されている 収益は年間42.63%増加すると予測されています アナリストらは、株価が26.6%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている 財務結果に影響を与える大きな一時的項目 利益率(1.3%)は昨年より低い(4%) 2.41%の配当は利益で十分にカバーされていない +1 さらなるリスクすべてのリスクチェックを見るCBE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW464,325 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA464,325 investors already sharing narrativesYour Fair Value€Current Price€37.3616.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-3m2b2016201920222025202620282031Revenue €1.6bEarnings €21.7mAdvancedSet Fair ValueView all narrativesMersen S.A. 競合他社ASTA Energy SolutionsSymbol: XTRA:1ASTMarket cap: €825.8mPFISTERER HoldingSymbol: XTRA:PFSEMarket cap: €1.3bHelios SolarSymbol: XTRA:HE8Market cap: €148.2mPlejdSymbol: DB:3CAMarket cap: €10.4b価格と性能株価の高値、安値、推移の概要Mersen過去の株価現在の株価€37.3652週高値€44.5852週安値€20.40ベータ1.621ヶ月の変化2.52%3ヶ月変化-0.85%1年変化53.11%3年間の変化-9.98%5年間の変化15.31%IPOからの変化4.94%最新ニュースBuy Or Sell Opportunity • Aug 20Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €37.96. The fair value is estimated to be €48.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 444% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 7.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.36 per share.Reported Earnings • Aug 04First half 2026 earnings released: EPS: €1.27 (vs €1.21 in 1H 2025)First half 2026 results: EPS: €1.27 (up from €1.21 in 1H 2025). Revenue: €611.5m (flat on 1H 2025). Net income: €30.8m (up 5.1% from 1H 2025). Profit margin: 5.0% (up from 4.8% in 1H 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has remained flat, which means it is well ahead of earnings.New Risk • Jul 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (155% payout ratio). Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Buy Or Sell Opportunity • Jul 17Now 21% undervaluedOver the last 90 days, the stock has risen 35% to €36.14. The fair value is estimated to be €46.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.Upcoming Dividend • Jun 30Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 07 July 2026. Payment date: 09 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.6%).最新情報をもっと見るRecent updatesBuy Or Sell Opportunity • Aug 20Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €37.96. The fair value is estimated to be €48.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 444% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 7.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.36 per share.Reported Earnings • Aug 04First half 2026 earnings released: EPS: €1.27 (vs €1.21 in 1H 2025)First half 2026 results: EPS: €1.27 (up from €1.21 in 1H 2025). Revenue: €611.5m (flat on 1H 2025). Net income: €30.8m (up 5.1% from 1H 2025). Profit margin: 5.0% (up from 4.8% in 1H 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has remained flat, which means it is well ahead of earnings.New Risk • Jul 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (155% payout ratio). Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).Buy Or Sell Opportunity • Jul 17Now 21% undervaluedOver the last 90 days, the stock has risen 35% to €36.14. The fair value is estimated to be €46.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.Upcoming Dividend • Jun 30Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 07 July 2026. Payment date: 09 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €41.26, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 29x in the Electrical industry in Germany. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.93 per share.Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Florence Lambert was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 16Terra Innovatum Global N.V. and Mersen Achieve Graphite Prototype Manufacturing and Validation Milestone to Support First Deployment of Solo Micro-ReactorTerra Innovatum Global N.V. and Mersen announced the successful production of a graphite reactor core prototype marking an important step in manufacturing readiness for its FOAK reactor deployment. The milestone highlights the companies’ collaboration in advancing next-generation nuclear technologies. It demonstrates also Terra Innovatum’s progress in converting supply chain preparation into manufacturing execution as it advances toward FOAK deployment and NOAK commercialization. The milestone builds on Terra Innovatum’s previously announced agreement with Mersen securing nuclear-grade graphite and procurement of critical materials required for SOLO FOAK deployment targeted for 2027 and NOAK commercialization beginning in 2028. Leveraging Mersen’s expertise in nuclear-grade materials, the companies successfully produced a graphite prototype (i.e. an engineering prototype) to support SOLO FOAK development. The graphite engineering prototype has been successfully manufactured to required tolerances, validating reactor system integration and readiness for scalable, serialized production. The development of this graphite engineering prototype represents a meaningful technical milestone in the realization of the SOLO reactor core. These components are designed to host critical systems and core elements that influence thermal performance, and overall system reliability. This work also establishes the procedures and quality standards required for repeatable manufacturing and scalable deployment. SOLO will offer a wide range of versatile applications, providing CO2-free, behind-the-meter, and off-grid power solutions for data centers, mini-grids serving remote towns and villages, and large-scale industrial operations in hard-to-abate sectors like cement production, oil and gas, steel manufacturing, and mining. It also has the ability to supply heat for industrial applications and other specialized processes, including water treatment, desalination and co-generation. Thanks to its modular design, SOLO can easily scale to deliver up to 1GW or more of CO2-free power with a minimal footprint, making it an ideal solution for rapidly replacing fossil fuel-based thermal plants. Beyond electricity and heat generation, SOLO can also contribute to critical applications in the medical sector by producing radioisotopes essential for oncology research and cancer treatment.お知らせ • Apr 07Mersen S.A., Annual General Meeting, May 12, 2026Mersen S.A., Annual General Meeting, May 12, 2026. Location: 112 avenue kleber, paris Franceお知らせ • Mar 20Mersen S.A. announces Annual dividend, payable on July 09, 2026Mersen S.A. announced Annual dividend of EUR 0.9000 per share payable on July 09, 2026, ex-date on July 07, 2026 and record date on July 08, 2026.お知らせ • Nov 26+ 1 more updateMersen S.A. to Report First Half, 2026 Results on Jul 30, 2026Mersen S.A. announced that they will report first half, 2026 results on Jul 30, 2026お知らせ • Apr 08Mersen S.A. announces Annual dividend, payable on July 09, 2025Mersen S.A. announced Annual dividend of EUR 0.9000 per share payable on July 09, 2025, ex-date on July 07, 2025 and record date on July 08, 2025.お知らせ • Mar 14Mersen S.A., Annual General Meeting, May 16, 2025Mersen S.A., Annual General Meeting, May 16, 2025.お知らせ • Dec 10+ 1 more updateMersen S.A. to Report Fiscal Year 2024 Results on Mar 13, 2025Mersen S.A. announced that they will report fiscal year 2024 results on Mar 13, 2025お知らせ • Oct 23Mersen S.A. to Report Fiscal Year 2024 Results on Jan 29, 2025Mersen S.A. announced that they will report fiscal year 2024 results After-Market on Jan 29, 2025Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €23.85, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electrical industry in Germany. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.41 per share.Reported Earnings • Jul 31First half 2024 earnings releasedFirst half 2024 results: Revenue: €624.0m (up 2.7% from 1H 2023). Net income: €38.9m (down 11% from 1H 2023). Profit margin: 6.2% (down from 7.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electrical industry in Germany.Declared Dividend • Mar 31Dividend of €1.25 announcedShareholders will receive a dividend of €1.25. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.21b (up 8.6% from FY 2022). Net income: €81.6m (up 21% from FY 2022). Profit margin: 6.7% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electrical industry in Germany.お知らせ • Feb 06Mersen S.A., Annual General Meeting, May 16, 2024Mersen S.A., Annual General Meeting, May 16, 2024, at 10:00 Central European Standard Time. Location: Trinity Tower Auditorium 1 Place de la Défense, 92400 Courbevoie, France Courbevoie FranceBoard Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Representative Director Emmanuel Blot was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 09Mersen S.A. to Report First Half, 2024 Results on Jul 30, 2024Mersen S.A. announced that they will report first half, 2024 results on Jul 30, 2024お知らせ • Sep 08Mersen S.A. to Report Fiscal Year 2023 Results on Mar 13, 2024Mersen S.A. announced that they will report fiscal year 2023 results Pre-Market on Mar 13, 2024Reported Earnings • Jul 31First half 2023 earnings released: EPS: €1.96 (vs €1.62 in 1H 2022)First half 2023 results: EPS: €1.96 (up from €1.62 in 1H 2022). Revenue: €607.7m (up 16% from 1H 2022). Net income: €43.9m (up 25% from 1H 2022). Profit margin: 7.2% (up from 6.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 14x cash flows per share). Shareholders have been diluted in the past year (17% increase in shares outstanding).Upcoming Dividend • Jun 27Upcoming dividend of €1.25 per share at 3.2% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%).Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.11b (up 21% from FY 2021). Net income: €67.7m (up 24% from FY 2021). Profit margin: 6.1% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in Germany.お知らせ • Nov 21+ 2 more updatesMersen S.A. to Report First Half, 2023 Results on Jul 28, 2023Mersen S.A. announced that they will report first half, 2023 results on Jul 28, 2023Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €25.5m from profit in 1H 2021). Profit margin: (down from 5.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 16% growth forecast for the industry in Germany.Upcoming Dividend • Jun 28Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 05 July 2022. Payment date: 07 July 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.1%).Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Mar 17Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €922.8m (up 8.9% from FY 2020). Net income: €54.4m (up €66.4m from FY 2020). Profit margin: 5.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.1%, compared to a 16% growth forecast for the industry in Germany.Reported Earnings • Aug 02First half 2021 earnings released: EPS €1.23 (vs €0.79 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €450.9m (up 4.9% from 1H 2020). Net income: €25.5m (up 56% from 1H 2020). Profit margin: 5.7% (up from 3.8% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 29Upcoming dividend of €0.65 per shareEligible shareholders must have bought the stock before 06 July 2021. Payment date: 08 July 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.5%).Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €847.2m (down 11% from FY 2019). Net loss: €12.0m (down 121% from profit in FY 2019).Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 4.6%, compared to a 15% growth forecast for the Electrical industry in Germany.Is New 90 Day High Low • Feb 24New 90-day high: €29.40The company is up 15% from its price of €25.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.29 per share.お知らせ • Feb 17Mersen SA (ENXTPA:MRN) acquired 50% stake in Fusetech Elektrotechnikai Alkatresz Gyarto Es Kereskedelmi Korlatolt Felelossegu Tarsasag from Hager Uk Limited for approximately €4 million.Mersen SA (ENXTPA:MRN) acquired 50% stake in Fusetech Elektrotechnikai Alkatresz Gyarto Es Kereskedelmi Korlatolt Felelossegu Tarsasag from Hager Uk Limited for approximately €4 million on February 15, 2021. The consideration is of approximately €4 million, excluding any future earn-out payments. Post completion, Mersen SA gains full control of Fusetech. Mersen SA (ENXTPA:MRN) completed the acquisition of 50% stake in Fusetech Elektrotechnikai Alkatresz Gyarto Es Kereskedelmi Korlatolt Felelossegu Tarsasag from Hager Uk Limited on February 15, 2021.Is New 90 Day High Low • Feb 06New 90-day high: €26.55The company is up 13% from its price of €23.55 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.41 per share.Is New 90 Day High Low • Jan 11New 90-day high: €26.20The company is up 1.0% from its price of €25.90 on 13 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.80 per share.お知らせ • Nov 05+ 2 more updatesMersen SA to Report Fiscal Year 2020 Results on Mar 11, 2021Mersen SA announced that they will report fiscal year 2020 results at 9:00 AM, Romance Standard Time on Mar 11, 2021Is New 90 Day High Low • Nov 01New 90-day low: €20.85The company is down 8.0% from its price of €22.55 on 03 August 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.44 per share.Valuation Update With 7 Day Price Move • Oct 31Market pulls back on stock over the past weekAfter last week's 17% share price decline to €20.85, the stock is trading at a trailing P/E ratio of 11.3x, down from the previous P/E ratio of 13.5x. This compares to an average P/E of 29x in the Electrical industry in Germany. Total return to shareholders over the past three years is a loss of 44%.お知らせ • Jul 30Mersen S.A. (ENXTPA:MRN) completed the acquisition of Gab Neumann GmbH from a family.Mersen S.A. (ENXTPA:MRN) signed a binding agreement to acquire Gab Neumann GmbH from a family on November 28, 2019. Post the acquisition, GAB Neumann's existing management and its entire team in Maulburg, Germany will continue to run and expand its business. GAB Neumann will become Mersen Group's competence center for the annular-groove technology and silicon carbide heat exchangers. Gab Neumann becomes part of the Advanced Materials segment of the Mersen Group. The transaction is subject to the approval of the German anti-trust authorities and expected to be finalized in early 2020. Heiko Wiechers, Andreas Lohbeck, Kai-Guido Schic, Carsten Domke, Rolf Hempel, Martin Mohr and Kai-Oliver Giesa of CMS Hasche Sigle PG v. RA u. STB mbH acted as legal advisors for Mersen. Mersen S.A. (ENXTPA:MRN) completed the acquisition of Gab Neumann GmbH from a family on February 28, 2020.株主還元CBEDE ElectricalDE 市場7D-8.2%-3.8%-0.6%1Y53.1%54.1%2.7%株主還元を見る業界別リターン: CBE過去 1 年間で54.1 % のリターンをもたらしたGerman Electrical業界と一致しました。リターン対市場: CBE過去 1 年間で2.7 % の収益を上げたGerman市場を上回りました。価格変動Is CBE's price volatile compared to industry and market?CBE volatilityCBE Average Weekly Movement7.5%Electrical Industry Average Movement7.3%Market Average Movement5.1%10% most volatile stocks in DE Market12.9%10% least volatile stocks in DE Market2.6%安定した株価: CBEの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: CBEの weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18897,575Salvador Lamaswww.mersen.comメルセンS A.は、フランス、北米、その他のヨーロッパ、アジア太平洋地域、および国際的に電力製品および先端材料を製造・販売している。先端材料（AM）セグメントと電力（EP）セグメントを通じて事業を展開している。ヒューズ、ヒューズホルダーおよびシステム、サージ保護、配電ブロック、アクセサリー、IECヒューズスイッチディスコネクター、低電圧スイッチ、ハイパワースイッチ、コンデンサー、鉄道用電力移送、冷却、バスバー、等方性グラファイトおよび押出グラファイト、グラファイトバーストディスク、熱交換器、PTFEベローズ、パイプ、継手製品およびソリューションを提供している。また、エンジニアリングパネル、カーボンブラシ、ブラシホルダー、カーボン断熱材、SSiC、カーボン・カーボンコンポジット、プロセス技術、スリップリング、耐食材料、EV・バッテリー用直流保護、ブラシギアアッセンブリーハウジング、信号・電力伝送システム、集塵機、工業用集電装置、パワースタック、カラム、リアクター、圧力容器の製品とソリューションも提供している。さらに、オンサイト・メンテナンス、モーター・メンテナンス、シミュレーション・ツール、風力サービス、プロセス産業やエネルギー生産ソリューションのためのトレーニングも提供している。半導体、電気自動車、蓄電池、太陽光、風力、鉄道・地下鉄、航空宇宙、化学、建築・インフラ、電力生産・送電・配電、エネルギー変換、エネルギー、プロセス産業、その他様々な市場にサービスを提供している。以前はGroupe Carb/one Lorraine SAとして知られ、2010年5月にMersen S.A.に社名を変更した。メルセンS.A.は1889年に設立され、フランスのクールボワに本社を置いている。もっと見るMersen S.A. 基礎のまとめMersen の収益と売上を時価総額と比較するとどうか。CBE 基礎統計学時価総額€912.88m収益（TTM）€15.60m売上高(TTM)€1.19b58.1xPER（株価収益率0.8xP/SレシオCBE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計CBE 損益計算書（TTM）収益€1.19b売上原価€832.00m売上総利益€355.50mその他の費用€339.90m収益€15.60m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）0.64グロス・マージン29.94%純利益率1.31%有利子負債／自己資本比率56.3%CBE の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り140%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/21 07:35終値2026/08/21 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Mersen S.A. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Arindam BasuBarclaysRupesh MadlaniBarclaysThomas JunghannsBerenberg14 その他のアナリストを表示
Buy Or Sell Opportunity • Aug 20Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €37.96. The fair value is estimated to be €48.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 444% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 7.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.36 per share.
Reported Earnings • Aug 04First half 2026 earnings released: EPS: €1.27 (vs €1.21 in 1H 2025)First half 2026 results: EPS: €1.27 (up from €1.21 in 1H 2025). Revenue: €611.5m (flat on 1H 2025). Net income: €30.8m (up 5.1% from 1H 2025). Profit margin: 5.0% (up from 4.8% in 1H 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
New Risk • Jul 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (155% payout ratio). Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Buy Or Sell Opportunity • Jul 17Now 21% undervaluedOver the last 90 days, the stock has risen 35% to €36.14. The fair value is estimated to be €46.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.
Upcoming Dividend • Jun 30Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 07 July 2026. Payment date: 09 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.6%).
Buy Or Sell Opportunity • Aug 20Now 22% undervaluedThe stock has been flat over the last 90 days, currently trading at €37.96. The fair value is estimated to be €48.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 50%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 444% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €40.10, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Electrical industry in Germany. Total returns to shareholders of 7.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.36 per share.
Reported Earnings • Aug 04First half 2026 earnings released: EPS: €1.27 (vs €1.21 in 1H 2025)First half 2026 results: EPS: €1.27 (up from €1.21 in 1H 2025). Revenue: €611.5m (flat on 1H 2025). Net income: €30.8m (up 5.1% from 1H 2025). Profit margin: 5.0% (up from 4.8% in 1H 2025). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
New Risk • Jul 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (48% net debt to equity). Dividend is not well covered by earnings (155% payout ratio). Share price has been volatile over the past 3 months (7.8% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Buy Or Sell Opportunity • Jul 17Now 21% undervaluedOver the last 90 days, the stock has risen 35% to €36.14. The fair value is estimated to be €46.00, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 31%. For the next 3 years, revenue is forecast to grow by 5.7% per annum. Earnings are also forecast to grow by 40% per annum over the same time period.
Upcoming Dividend • Jun 30Upcoming dividend of €0.90 per shareEligible shareholders must have bought the stock before 07 July 2026. Payment date: 09 July 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • May 28Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €41.26, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 29x in the Electrical industry in Germany. Total returns to shareholders of 30% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.93 per share.
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Director Florence Lambert was the last independent director to join the board, commencing their role in 2026. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 16Terra Innovatum Global N.V. and Mersen Achieve Graphite Prototype Manufacturing and Validation Milestone to Support First Deployment of Solo Micro-ReactorTerra Innovatum Global N.V. and Mersen announced the successful production of a graphite reactor core prototype marking an important step in manufacturing readiness for its FOAK reactor deployment. The milestone highlights the companies’ collaboration in advancing next-generation nuclear technologies. It demonstrates also Terra Innovatum’s progress in converting supply chain preparation into manufacturing execution as it advances toward FOAK deployment and NOAK commercialization. The milestone builds on Terra Innovatum’s previously announced agreement with Mersen securing nuclear-grade graphite and procurement of critical materials required for SOLO FOAK deployment targeted for 2027 and NOAK commercialization beginning in 2028. Leveraging Mersen’s expertise in nuclear-grade materials, the companies successfully produced a graphite prototype (i.e. an engineering prototype) to support SOLO FOAK development. The graphite engineering prototype has been successfully manufactured to required tolerances, validating reactor system integration and readiness for scalable, serialized production. The development of this graphite engineering prototype represents a meaningful technical milestone in the realization of the SOLO reactor core. These components are designed to host critical systems and core elements that influence thermal performance, and overall system reliability. This work also establishes the procedures and quality standards required for repeatable manufacturing and scalable deployment. SOLO will offer a wide range of versatile applications, providing CO2-free, behind-the-meter, and off-grid power solutions for data centers, mini-grids serving remote towns and villages, and large-scale industrial operations in hard-to-abate sectors like cement production, oil and gas, steel manufacturing, and mining. It also has the ability to supply heat for industrial applications and other specialized processes, including water treatment, desalination and co-generation. Thanks to its modular design, SOLO can easily scale to deliver up to 1GW or more of CO2-free power with a minimal footprint, making it an ideal solution for rapidly replacing fossil fuel-based thermal plants. Beyond electricity and heat generation, SOLO can also contribute to critical applications in the medical sector by producing radioisotopes essential for oncology research and cancer treatment.
お知らせ • Apr 07Mersen S.A., Annual General Meeting, May 12, 2026Mersen S.A., Annual General Meeting, May 12, 2026. Location: 112 avenue kleber, paris France
お知らせ • Mar 20Mersen S.A. announces Annual dividend, payable on July 09, 2026Mersen S.A. announced Annual dividend of EUR 0.9000 per share payable on July 09, 2026, ex-date on July 07, 2026 and record date on July 08, 2026.
お知らせ • Nov 26+ 1 more updateMersen S.A. to Report First Half, 2026 Results on Jul 30, 2026Mersen S.A. announced that they will report first half, 2026 results on Jul 30, 2026
お知らせ • Apr 08Mersen S.A. announces Annual dividend, payable on July 09, 2025Mersen S.A. announced Annual dividend of EUR 0.9000 per share payable on July 09, 2025, ex-date on July 07, 2025 and record date on July 08, 2025.
お知らせ • Mar 14Mersen S.A., Annual General Meeting, May 16, 2025Mersen S.A., Annual General Meeting, May 16, 2025.
お知らせ • Dec 10+ 1 more updateMersen S.A. to Report Fiscal Year 2024 Results on Mar 13, 2025Mersen S.A. announced that they will report fiscal year 2024 results on Mar 13, 2025
お知らせ • Oct 23Mersen S.A. to Report Fiscal Year 2024 Results on Jan 29, 2025Mersen S.A. announced that they will report fiscal year 2024 results After-Market on Jan 29, 2025
Valuation Update With 7 Day Price Move • Oct 15Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €23.85, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Electrical industry in Germany. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.41 per share.
Reported Earnings • Jul 31First half 2024 earnings releasedFirst half 2024 results: Revenue: €624.0m (up 2.7% from 1H 2023). Net income: €38.9m (down 11% from 1H 2023). Profit margin: 6.2% (down from 7.2% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electrical industry in Germany.
Declared Dividend • Mar 31Dividend of €1.25 announcedShareholders will receive a dividend of €1.25. Ex-date: 2nd July 2024 Payment date: 4th July 2024 Dividend yield will be 3.4%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (36% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 11% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Mar 14Full year 2023 earnings releasedFull year 2023 results: Revenue: €1.21b (up 8.6% from FY 2022). Net income: €81.6m (up 21% from FY 2022). Profit margin: 6.7% (up from 6.1% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Electrical industry in Germany.
お知らせ • Feb 06Mersen S.A., Annual General Meeting, May 16, 2024Mersen S.A., Annual General Meeting, May 16, 2024, at 10:00 Central European Standard Time. Location: Trinity Tower Auditorium 1 Place de la Défense, 92400 Courbevoie, France Courbevoie France
Board Change • Dec 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 1 highly experienced director. Representative Director Emmanuel Blot was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 09Mersen S.A. to Report First Half, 2024 Results on Jul 30, 2024Mersen S.A. announced that they will report first half, 2024 results on Jul 30, 2024
お知らせ • Sep 08Mersen S.A. to Report Fiscal Year 2023 Results on Mar 13, 2024Mersen S.A. announced that they will report fiscal year 2023 results Pre-Market on Mar 13, 2024
Reported Earnings • Jul 31First half 2023 earnings released: EPS: €1.96 (vs €1.62 in 1H 2022)First half 2023 results: EPS: €1.96 (up from €1.62 in 1H 2022). Revenue: €607.7m (up 16% from 1H 2022). Net income: €43.9m (up 25% from 1H 2022). Profit margin: 7.2% (up from 6.7% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
New Risk • Jul 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 14x cash flows per share). Shareholders have been diluted in the past year (17% increase in shares outstanding).
Upcoming Dividend • Jun 27Upcoming dividend of €1.25 per share at 3.2% yieldEligible shareholders must have bought the stock before 04 July 2023. Payment date: 06 July 2023. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%).
Reported Earnings • Mar 17Full year 2022 earnings releasedFull year 2022 results: Revenue: €1.11b (up 21% from FY 2021). Net income: €67.7m (up 24% from FY 2021). Profit margin: 6.1% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Electrical industry in Germany.
お知らせ • Nov 21+ 2 more updatesMersen S.A. to Report First Half, 2023 Results on Jul 28, 2023Mersen S.A. announced that they will report first half, 2023 results on Jul 28, 2023
Board Change • Nov 16Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First half 2022 earnings releasedFirst half 2022 results: Revenue: (down 100% from 1H 2021). Net income: (down €25.5m from profit in 1H 2021). Profit margin: (down from 5.7% in 1H 2021). The decrease in margin was driven by lower expenses. Over the next year, revenue is forecast to grow 6.0%, compared to a 16% growth forecast for the industry in Germany.
Upcoming Dividend • Jun 28Upcoming dividend of €1.00 per shareEligible shareholders must have bought the stock before 05 July 2022. Payment date: 07 July 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.1%).
Board Change • Jun 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. CEO & Director Luc Themelin was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Mar 17Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: €922.8m (up 8.9% from FY 2020). Net income: €54.4m (up €66.4m from FY 2020). Profit margin: 5.9% (up from net loss in FY 2020). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 6.1%, compared to a 16% growth forecast for the industry in Germany.
Reported Earnings • Aug 02First half 2021 earnings released: EPS €1.23 (vs €0.79 in 1H 2020)The company reported a strong first half result with improved earnings, revenues and profit margins. First half 2021 results: Revenue: €450.9m (up 4.9% from 1H 2020). Net income: €25.5m (up 56% from 1H 2020). Profit margin: 5.7% (up from 3.8% in 1H 2020). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 29Upcoming dividend of €0.65 per shareEligible shareholders must have bought the stock before 06 July 2021. Payment date: 08 July 2021. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.5%).
Reported Earnings • Mar 13Full year 2020 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: €847.2m (down 11% from FY 2019). Net loss: €12.0m (down 121% from profit in FY 2019).
Analyst Estimate Surprise Post Earnings • Mar 13Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Over the next year, revenue is forecast to grow 4.6%, compared to a 15% growth forecast for the Electrical industry in Germany.
Is New 90 Day High Low • Feb 24New 90-day high: €29.40The company is up 15% from its price of €25.50 on 25 November 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.29 per share.
お知らせ • Feb 17Mersen SA (ENXTPA:MRN) acquired 50% stake in Fusetech Elektrotechnikai Alkatresz Gyarto Es Kereskedelmi Korlatolt Felelossegu Tarsasag from Hager Uk Limited for approximately €4 million.Mersen SA (ENXTPA:MRN) acquired 50% stake in Fusetech Elektrotechnikai Alkatresz Gyarto Es Kereskedelmi Korlatolt Felelossegu Tarsasag from Hager Uk Limited for approximately €4 million on February 15, 2021. The consideration is of approximately €4 million, excluding any future earn-out payments. Post completion, Mersen SA gains full control of Fusetech. Mersen SA (ENXTPA:MRN) completed the acquisition of 50% stake in Fusetech Elektrotechnikai Alkatresz Gyarto Es Kereskedelmi Korlatolt Felelossegu Tarsasag from Hager Uk Limited on February 15, 2021.
Is New 90 Day High Low • Feb 06New 90-day high: €26.55The company is up 13% from its price of €23.55 on 06 November 2020. The German market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 43% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.41 per share.
Is New 90 Day High Low • Jan 11New 90-day high: €26.20The company is up 1.0% from its price of €25.90 on 13 October 2020. The German market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 40% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €8.80 per share.
お知らせ • Nov 05+ 2 more updatesMersen SA to Report Fiscal Year 2020 Results on Mar 11, 2021Mersen SA announced that they will report fiscal year 2020 results at 9:00 AM, Romance Standard Time on Mar 11, 2021
Is New 90 Day High Low • Nov 01New 90-day low: €20.85The company is down 8.0% from its price of €22.55 on 03 August 2020. The German market is down 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electrical industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €9.44 per share.
Valuation Update With 7 Day Price Move • Oct 31Market pulls back on stock over the past weekAfter last week's 17% share price decline to €20.85, the stock is trading at a trailing P/E ratio of 11.3x, down from the previous P/E ratio of 13.5x. This compares to an average P/E of 29x in the Electrical industry in Germany. Total return to shareholders over the past three years is a loss of 44%.
お知らせ • Jul 30Mersen S.A. (ENXTPA:MRN) completed the acquisition of Gab Neumann GmbH from a family.Mersen S.A. (ENXTPA:MRN) signed a binding agreement to acquire Gab Neumann GmbH from a family on November 28, 2019. Post the acquisition, GAB Neumann's existing management and its entire team in Maulburg, Germany will continue to run and expand its business. GAB Neumann will become Mersen Group's competence center for the annular-groove technology and silicon carbide heat exchangers. Gab Neumann becomes part of the Advanced Materials segment of the Mersen Group. The transaction is subject to the approval of the German anti-trust authorities and expected to be finalized in early 2020. Heiko Wiechers, Andreas Lohbeck, Kai-Guido Schic, Carsten Domke, Rolf Hempel, Martin Mohr and Kai-Oliver Giesa of CMS Hasche Sigle PG v. RA u. STB mbH acted as legal advisors for Mersen. Mersen S.A. (ENXTPA:MRN) completed the acquisition of Gab Neumann GmbH from a family on February 28, 2020.
