Mersen (MRN) 주식 개요
메르센은 프랑스, 북미, 기타 유럽, 아시아 태평양 및 전 세계에서 전력 제품 및 첨단 소재를 제조 및 판매하는 기업입니다. 자세히 보기
MRN Community Fair Values
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Analyst Price Targets
Mersen S.A. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | €38.44 |
| 52주 최고가 | €45.36 |
| 52주 최저가 | €20.35 |
| 베타 | 1.62 |
| 1개월 변동 | -6.06% |
| 3개월 변동 | -13.81% |
| 1년 변동 | 62.19% |
| 3년 변동 | -1.44% |
| 5년 변동 | 15.44% |
| IPO 이후 변동 | 207.82% |
최근 뉴스 및 업데이트
내러티브 업데이트 • Sep 03
MRN: Future EV Fuse Wins And Acquisition Optionality Will Support Upside
Mersen’s updated analyst price target has shifted from about €41.80 to roughly €47.20. Analysts cite the recent upgrade to Buy and the higher €50 price target from Berenberg, following the first half results beat, as key support for the reassessment.
내러티브 업데이트 • Aug 17
MRN: Fair View Maintained As New E Mobility Wins Support Outlook
Analysts have raised their price target for Mersen to €39, up from €29, citing recent Street research that has turned more positive on the stock following the first half results beat and a higher external target of €50 from €48. What's in the News for Mersen Mersen is actively seeking acquisitions, with management highlighting interest in bolt-on deals across Europe, North America and Asia (excluding China), as stated during the Mersen 2026 Half Year Results call.내러티브 업데이트 • Aug 03
MRN: Future EV Fuse Contracts Will Support But Not Transform Outlook
Mersen’s analyst price target has been raised from €48 to €50, with analysts citing a stronger view on the stock following its first half results beat. What’s in the News for Mersen Mersen announced selection to supply fuses for electric and hybrid vehicles manufactured by Ford and Leapmotor, representing a potential cumulative revenue of approximately €10 million.Recent updates
내러티브 업데이트 • Sep 03
MRN: Future EV Fuse Wins And Acquisition Optionality Will Support Upside
Mersen’s updated analyst price target has shifted from about €41.80 to roughly €47.20. Analysts cite the recent upgrade to Buy and the higher €50 price target from Berenberg, following the first half results beat, as key support for the reassessment.내러티브 업데이트 • Aug 17
MRN: Fair View Maintained As New E Mobility Wins Support Outlook
Analysts have raised their price target for Mersen to €39, up from €29, citing recent Street research that has turned more positive on the stock following the first half results beat and a higher external target of €50 from €48. What's in the News for Mersen Mersen is actively seeking acquisitions, with management highlighting interest in bolt-on deals across Europe, North America and Asia (excluding China), as stated during the Mersen 2026 Half Year Results call.내러티브 업데이트 • Aug 03
MRN: Future EV Fuse Contracts Will Support But Not Transform Outlook
Mersen’s analyst price target has been raised from €48 to €50, with analysts citing a stronger view on the stock following its first half results beat. What’s in the News for Mersen Mersen announced selection to supply fuses for electric and hybrid vehicles manufactured by Ford and Leapmotor, representing a potential cumulative revenue of approximately €10 million.
내러티브 업데이트 • Jul 15
MRN: Ultra High Purity Graphite Demand Will Support A Future Rerating
Analysts have raised their price target on Mersen from €40.00 to €53.00, citing updated assumptions for fair value, discount rate, revenue growth, profit margins and future P/E as the key drivers of the change. What’s in the News for Mersen Mersen is identified as a key participant in the global ultra-high-purity graphite market.내러티브 업데이트 • Jul 01
MRN: Future Nuclear And Lithium Contracts Will Support But Not Transform Outlook
Mersen’s analyst price target has been revised from about €32.80 to €41.80. Analysts cite updated assumptions on discount rate, revenue growth, profit margin and future P/E expectations as the main drivers of the change.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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).분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...분석 기사 • 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...주주 수익률
| MRN | FR Electrical | FR 시장 | |
|---|---|---|---|
| 7D | 1.9% | 1.1% | -1.4% |
| 1Y | 62.2% | 19.9% | -0.5% |
수익률 대 산업: MRN은 지난 1년 동안 19.9%의 수익을 기록한 French Electrical 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: MRN은 지난 1년 동안 -0.5%를 기록한 French 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| MRN volatility | |
|---|---|
| MRN Average Weekly Movement | 6.9% |
| Electrical Industry Average Movement | 4.7% |
| Market Average Movement | 4.3% |
| 10% most volatile stocks in FR Market | 8.9% |
| 10% least volatile stocks in FR Market | 2.1% |
안정적인 주가: MRN의 주가는 지난 3개월 동안 French 시장보다 변동성이 컸습니다.
시간에 따른 변동성: MRN의 주간 변동성(7%)은 지난 1년 동안 안정적이었지만 French 종목 중 상위 75%보다 높습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1889 | 7,575 | Salvador Lamas | www.mersen.com |
메르센은 프랑스, 북미, 기타 유럽 지역, 아시아 태평양 및 전 세계에서 전력 제품과 첨단 소재를 제조 및 판매하는 기업입니다. 이 회사는 첨단 소재(AM) 및 전력(EP) 부문을 통해 운영됩니다. 이 회사는 퓨즈, 퓨즈 홀더 및 시스템, 서지 보호, 배전 블록, 액세서리, IEC 퓨즈 스위치 단로기, 저전압 스위치, 고전력 스위치, 커패시터, 레일용 전력 전송, 냉각, 버스 바, 등방성 및 압출 흑연, 흑연 버스팅 디스크, 열교환기는 물론 PTFE 벨로우즈, 파이프 및 피팅 제품 및 솔루션을 제공합니다.
Mersen S.A. 기초 지표 요약
| MRN 기초 통계 | |
|---|---|
| 시가총액 | €934.26m |
| 순이익 (TTM) | €15.60m |
| 매출 (TTM) | €1.19b |
59.9x
주가수익비율(P/E)0.8x
주가매출비율(P/S)MRN는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| MRN 손익계산서 (TTM) | |
|---|---|
| 매출 | €1.19b |
| 매출원가 | €832.00m |
| 총이익 | €355.50m |
| 기타 비용 | €339.90m |
| 순이익 | €15.60m |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.64 |
| 총이익률 | 29.94% |
| 순이익률 | 1.31% |
| 부채/자본 비율 | 56.3% |
MRN의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
2.3%
현재 배당 수익률140%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/13 23:32 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Mersen S.A.는 17명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Arindam Basu | Barclays |
| Rupesh Madlani | Barclays |
| Thomas Junghanns | Berenberg |