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MRC Global Inc.NYSE:MRC 株式レポート

時価総額 US$1.2b
株価
US$13.78
US$15.67
12.0% 割安 内在価値ディスカウント
1Y-4.6%
7D-1.2%
1D
ポートフォリオ価値
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MRC Global Inc.

NYSE:MRC 株式レポート

時価総額:US$1.2b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

MRC Global(MRC)株式概要

MRC Global Inc.は子会社を通じて、パイプ、バルブ、継手、その他のインフラ製品およびサービスを米国内外で販売している。 詳細

MRC ファンダメンタル分析
スノーフレーク・スコア
評価2/6
将来の成長2/6
過去の実績2/6
財務の健全性4/6
配当金0/6

MRC Community Fair Values

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MRC Global Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要MRC Global
過去の株価
現在の株価US$13.78
52週高値US$15.59
52週安値US$9.23
ベータ1.49
1ヶ月の変化-8.32%
3ヶ月変化-1.64%
1年変化-4.57%
3年間の変化27.47%
5年間の変化183.54%
IPOからの変化-34.51%

最新ニュース

Recent updates

Seeking Alpha Jun 28

MRC Global And DNOW Tie The Knot

Summary MRC Global and DNOW are merging in an all-stock deal, creating a $3 billion enterprise with significant synergy potential and attractive valuations. Despite MRC Global's recent revenue and cash flow declines, DNOW is fairly compensated with a larger ownership stake due to its stronger balance sheet and performance. The merger offers $70 million in annual cost synergies by year three, enhancing EBITDA and cash flow, though realization of these synergies carries execution risk. Both stocks are rated a soft ‘buy’, with MRC Global offering a slight arbitrage opportunity for optimistic investors as the deal's implied price gap remains. Read the full article on Seeking Alpha
分析記事 Feb 22

Returns At MRC Global (NYSE:MRC) Are On The Way Up

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 Jan 06

Is Now An Opportune Moment To Examine MRC Global Inc. (NYSE:MRC)?

MRC Global Inc. ( NYSE:MRC ), might not be a large cap stock, but it received a lot of attention from a substantial...
Seeking Alpha Dec 20

MRC Global: Improvements For This Structural Underperformer

Summary MRC Global Inc. has struggled with a long-term underperformance, weak organic growth, and past debt, leading to disappointing returns for investors. Despite recent positive actions like balance sheet improvements and strategic divestitures, the company's long-term track record remains a concern. The company has simplified its capital structure by buying back preferred stock and selling underperforming Canadian operations to enhance growth and margins. While the valuation appears reasonable, I remain cautious but optimistic about potential structural improvements and will closely follow MRC Global's progress into 2025. Read the full article on Seeking Alpha
分析記事 Nov 24

Does MRC Global (NYSE:MRC) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
User avatar
新しいナラティブ Sep 15

Calculated Expansion And Operational Efficiency Set To Propel Growth Amidst Market Challenges

Expansion into ExxonMobil's operations and focus on cash generation signify potential for increased revenue, margins, and strong financial health.
分析記事 Jul 15

Does MRC Global (NYSE:MRC) Have A Healthy Balance Sheet?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Jun 30

The Return Trends At MRC Global (NYSE:MRC) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 Jun 08

Sentiment Still Eluding MRC Global Inc. (NYSE:MRC)

With a price-to-earnings (or "P/E") ratio of 14.3x MRC Global Inc. ( NYSE:MRC ) may be sending bullish signals at the...
分析記事 May 21

MRC Global (NYSE:MRC) Is Posting Promising Earnings But The Good News Doesn’t Stop There

MRC Global Inc. ( NYSE:MRC ) announced a healthy earnings result recently, and the market rewarded it with a strong...
分析記事 May 12

MRC Global Inc. Just Beat EPS By 15%: Here's What Analysts Think Will Happen Next

A week ago, MRC Global Inc. ( NYSE:MRC ) came out with a strong set of quarterly numbers that could potentially lead to...
Seeking Alpha Mar 20

MRC Global: Gas Demand From The Housing Market, Multi-Year Agreements, And Cheap

Summary MRC Global reports better-than-expected earnings and expects growth in 2024. The company has a diversified business model with many products and clients. Net sales growth drivers include multi-year programs with gas utility customers and gas demand from the housing market. Read the full article on Seeking Alpha
分析記事 Feb 15

The Return Trends At MRC Global (NYSE:MRC) Look Promising

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Feb 08

Alluvial Capital - MRC Global: Continued M&A Unfeasible Given Ongoing Litigation Risks

Summary MRC has an unimpressive track record as a public company and some unhappy owners, and for those reasons I believe the company will be sold. MRC wants to refinance a loan but Cornell Capital has blocked its efforts to date. MRC’s expressed strategy of continued mergers and acquisitions is unfeasible given the risks of ongoing litigation with Cornell Capital and MRC’s high cost of capital. Read the full article on Seeking Alpha
分析記事 Nov 11

These 4 Measures Indicate That MRC Global (NYSE:MRC) Is Using Debt Reasonably Well

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Nov 01

MRC Global: Exploring A Potential Sale Of The Company

Summary MRC Global is evaluating a potential sale of the company, which could unlock value for shareholders. Recent results showed weakness in the gas utilities segment, but the medium and long-term outlook for the business remains strong. The valuation of MRC Global suggests a potential upside of 30-60% for shareholders, even if a near-term sale does not happen. Read the full article on Seeking Alpha
分析記事 Aug 09

These 4 Measures Indicate That MRC Global (NYSE:MRC) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jul 28

MRC Global Stock Seems Too Cheap To Ignore

Summary MRC Global Inc. (MRC) is a $943-million market cap Houston-based company that distributes pipes, valves, fittings, and infrastructure products to the gas utility, energy, and industrial sectors. In Q1 FY2023, MRC saw a strong performance, with consolidated revenue of $885 million and operating income of $57 million rising by 19.3% and 96.6% YoY, respectively. I think the market may underestimate growth forecasts after FY2023, which is a recovery year for MRC, considering all available growth drivers. With an implied P/E of 6.17x and an EPS growth rate of 14.61% for FY2024, MRC looks strongly undervalued to me. I think MRC stock is a "Buy" at its current price levels despite potential macro headwinds. Read the full article on Seeking Alpha
分析記事 Jul 07

MRC Global (NYSE:MRC) Shareholders Will Want The ROCE Trajectory To Continue

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
分析記事 Apr 10

Is MRC Global (NYSE:MRC) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 Mar 13

The Return Trends At MRC Global (NYSE:MRC) Look Promising

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Seeking Alpha Feb 13

MRC Global GAAP EPS of $0.18 beats by $0.03, revenue of $869M misses by $3.17M

MRC Global press release (NYSE:MRC): Q4 GAAP EPS of $0.18 beats by $0.03. Revenue of $869M (+26.7% Y/Y) misses by $3.17M.
分析記事 Dec 10

Is MRC Global (NYSE:MRC) A Risky Investment?

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Nov 10

MRC Global (NYSE:MRC) Shareholders Will Want The ROCE Trajectory To Continue

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha Oct 15

MRC Global: Not There Yet

Summary MRC Global has fallen alongside the broader market in recent months, even though financial performance data has been encouraging. Shares look attractively priced at this point in time, but this doesn't mean the company makes for a great prospect. Despite falling, MRC stock isn't cheap enough to warrant serious consideration when you factor in the uncertainty of the industry it's in. Sometimes, what looks like a value stock may in fact just be a mediocre business that deserves to trade at a low price. One telltale sign of this is that, even though shares are already priced at a low level, the company's stock will still move more or less in tandem with a broader market. A great example of this can be seen when looking at MRC Global (MRC), a global distributor of pipes, valves, and fittings dedicated to the diversified energy, industrial, and gas utility end markets. The company also provides a variety of other offerings like oilfield supplies, valve automation equipment, measurement instrumentation, and more. Over the past few years, financial performance for the company has been rather volatile, even if you ignore the pandemic year of 2020. This helps to explain why shares of the company, despite trading on the cheap from a valuation perspective, are as cheap as they are today. Though shares are starting to look tempting after having declined recently, investors should still demand to see additional stability before considering this anything other than a 'hold' prospect. A solid call The last time I wrote an article about MRC Global was back in March of this year. In that article, I talked about how the company had struggled over the prior few years, even though it was also true that financial performance in 2021 marked something of a turnaround for the enterprise. I found myself impressed by how cheap shares were. But at the same time, I felt that the instability of the company and likely volatility moving forward made the pricing of the stock appropriate. This led me to rate the firm a 'hold', reflecting my belief at that time that the stock should more or less match the returns of what the broader market achieves moving forward. So far, that call has proven to be pretty solid. While the S&P 500 is down by 18.6%, shares of MRC Global have dropped by 18.5%. Author - SEC EDGAR Data Interestingly, this market-matching performance occurred at a time when fundamental performance for the company has been quite strong. Consider results for the first half of the 2022 fiscal year. These two quarters are the only quarters for which new data is available compared to when I last wrote about the business. During that time, sales came in at $1.59 billion. That's 22.8% higher than the $1.30 billion generated the same time one year earlier. Although revenue in the international operations of the company dropped by 10%, this was made up for with a 28% increase in revenue from the U.S. market and a 34% rise associated with sales from Canada. Although the percentage increase in Canada was far larger, the company generates just 5.2% of its sales from that country. So the real attention should be on the US where the company gets 84% of its revenue from. This increase, management said, which driven by robust performance in the gas utilities sector driven by the full implementation of a new customer contract, increased activity levels, and the continued execution of the company's customer integrity upgrade programs. Similar execution of its smart meter programs also aided the firm's top line growth, as did stronger seasonal demand for its services. The company also benefited from downstream, industrial, and energy transition sector sales rising thanks to increased renewable biofuels projects and additional work associated with the refining and chemicals customers on its books. Upstream production sales, meanwhile, also increased nicely, driven by higher customer spending for additional well completions, while midstream pipeline sales improved thanks to new gathering and processing infrastructure and as a result of increased well completion activities. This strong performance brought with it improved profitability. The company went from generating a net loss of $11 million in the first half of 2021 to a net profit of $18 million the same time this year. Yes, operating cash flow did worsen, falling from $47 million to negative $63 million. But if we adjust for changes in working capital, it would have risen from $47 million to $91 million. And over that same window of time, we saw EBITDA nearly double from $60 million to $113 million. Author - SEC EDGAR Data For those wondering about a potential weakening in the space, it's worth noting that performance in the second quarter was stronger than in the first quarter on a year-over-year basis. Revenue of $848 million came in 23.6% higher than the $686 million generated in the second quarter of 2021. Net income rose from negative $2 million to positive $8 million. We saw operating cash flow drop from $23 million to negative $50 million. But if we adjust for changes in working capital, it would have nearly doubled from $30 million to $55 million. And finally, we saw EBITDA increase from $36 million to $65 million. When it comes to 2022 is a whole, management has some pretty high hopes. Driven in large part by a surge in investments associated with the oil and gas space, with US well completions already up 26.3% while rig counts have risen by 32.3%, revenue is now forecasted to be $3.3 billion for the year. In addition to being 24% higher than what the company achieved in 2021, it would also represent an improvement over the $3.1 billion in revenue the company previously anticipated. Meanwhile, EBITDA is now forecasted to be around $230 million. This is 58% higher than what the company generated last year and compares favorably to the prior expected guidance of $200 million. No guidance was given when it came to other profitability metrics. But if we assume that adjusted operating cash flow will increase at the same rate that EBITDA is expected to, then we should get a reading of $126.4 million.
Seeking Alpha Sep 16

Morguard renews buyback program

Morguard (MRBCF) to make a normal course issuer bid through the facilities of the TSX and/or alternative Canadian trading systems. The notice provides that the company may, during the twelve-month period commencing September 22, 2022 and ending September 21, 2023 purchase up to 554,788 shares in total, being ~5% of shares. Company purchased 5,000 shares for cancellation during the last twelve months at an average cost per share of $122.36.
分析記事 Aug 29

Is MRC Global (NYSE:MRC) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jul 25

MRC Global (NYSE:MRC) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...
分析記事 May 15

These 4 Measures Indicate That MRC Global (NYSE:MRC) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...

株主還元

MRCUS Trade DistributorsUS 市場
7D-1.2%1.3%1.6%
1Y-4.6%21.7%28.2%

業界別リターン: MRC過去 1 年間で21.7 % の収益を上げたUS Trade Distributors業界を下回りました。

リターン対市場: MRCは、過去 1 年間で28.2 % のリターンを上げたUS市場を下回りました。

価格変動

Is MRC's price volatile compared to industry and market?
MRC volatility
MRC Average Weekly Movement5.0%
Trade Distributors Industry Average Movement7.3%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

安定した株価: MRC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: MRCの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
19212,500Rob Saltielwww.mrcglobal.com

MRC Global Inc.は子会社を通じて、パイプ、バルブ、継手、その他のインフラ製品およびサービスを米国内外で販売している。ボールバルブ、バタフライバルブ、ゲートバルブ、グローブバルブ、チェックバルブ、ダイヤフラムバルブ、ニードルバルブ、プラグバルブ、その他ライニング耐食配管システム、コントロールバルブ、バルブオートメーション、トップワークコンポーネントなどの製品、バルブ制御拡張、溶接、ハイドロテスト、塗装、コーティング、X線検査、アクチュエーションアッセンブリーなどのバルブ改造サービスを提供している。また、炭素溶接継手、フランジ、配管部品から成る炭素鋼継手とフランジ、ステンレス鋼、合金、耐食パイプ、チューブ、継手、フランジ、炭素ラインパイプも提供している。さらに、ライザー、メーター、ポリエチレン管・継手、その他各種部品・工業用品を含む天然ガス配給製品、高密度ポリエチレン管・継手・ロッドなどの油田・工業用品・完成設備、タンクや分離器などの特殊生産設備も提供している。さらに、同社はファストトラックの名称で様々なサービスを提供している。同社の製品は、高圧、高温・低温、高腐食性・高研磨性環境などの過酷な運転条件で使用される機器の建設、メンテナンス、修理、オーバーホールに使用されている。以前はMcJunkin Red Man Holding Corporationとして知られていたが、2012年1月にMRC Global Inc.に社名変更した。は1921年に設立され、テキサス州ヒューストンに本社を置いている。

MRC Global Inc. 基礎のまとめ

MRC Global の収益と売上を時価総額と比較するとどうか。
MRC 基礎統計学
時価総額US$1.18b
収益(TTM)US$32.00m
売上高(TTM)US$2.95b
36.6x
PER(株価収益率
0.4x
P/Sレシオ

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
MRC 損益計算書(TTM)
収益US$0
売上原価US$0
売上総利益US$0
その他の費用US$0
収益US$0

直近の収益報告

Sep 30, 2025

次回決算日

該当なし

一株当たり利益(EPS)0.38
グロス・マージン19.86%
純利益率1.09%
有利子負債/自己資本比率83.8%

MRC の長期的なパフォーマンスは?

過去の実績と比較を見る

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2025/11/05 01:23
終値2025/11/05 00:00
収益2025/09/30
年間収益2024/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

MRC Global Inc. 3 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。21

アナリスト機関
David MantheyBaird
James WestBarclays
Douglas BeckerBenchmark Company