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Mersen S.A.ENXTPA:MRN 주식 보고서

시가총액 €1.0b
주가
€42.46
€24
76.9% 고평가 내재 할인율
1Y106.1%
7D-3.0%
1D
포트폴리오 가치
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Mersen S.A.

ENXTPA:MRN 주식 리포트

시가총액: €1.0b

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 펀더멘털 분석
스노우플레이크 점수
가치 평가0/6
미래 성장3/6
과거 실적1/6
재무 건전성5/6
배당3/6

MRN Community Fair Values

Create Narrative

See what 39 others think this stock is worth. Follow their fair value or set your own to get alerts.

Mersen S.A. 경쟁사

가격 이력 및 성과

Mersen 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가€42.46
52주 최고가€44.94
52주 최저가€19.90
베타1.62
1개월 변동24.22%
3개월 변동66.51%
1년 변동106.12%
3년 변동3.69%
5년 변동30.65%
IPO 이후 변동240.01%

최근 뉴스 및 업데이트

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.

Recent updates

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...
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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...
분석 기사 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...
분석 기사 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...
분석 기사 Apr 09

Why Mersen SA (EPA:MRN) Could Be Worth Watching

While Mersen SA ( EPA:MRN ) might not be the most widely known stock at the moment, it saw a double-digit share price...

주주 수익률

MRNFR ElectricalFR 시장
7D-3.0%-8.0%0.3%
1Y106.1%18.4%1.8%

수익률 대 산업: MRN은 지난 1년 동안 18.4%의 수익을 기록한 French Electrical 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: MRN은 지난 1년 동안 1.8%를 기록한 French 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is MRN's price volatile compared to industry and market?
MRN volatility
MRN Average Weekly Movement6.6%
Electrical Industry Average Movement5.3%
Market Average Movement5.2%
10% most volatile stocks in FR Market11.0%
10% least volatile stocks in FR Market2.7%

안정적인 주가: MRN는 지난 3개월 동안 French 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: MRN의 주간 변동성(7%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
18897,153Salvador Lamaswww.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

Mersen의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
MRN 기초 통계
시가총액€1.03b
순이익 (TTM)€14.10m
매출 (TTM)€1.19b
72.8x
주가수익비율(P/E)
0.9x
주가매출비율(P/S)

MRN는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
MRN 손익계산서 (TTM)
매출€1.19b
매출원가€834.70m
총이익€351.70m
기타 비용€337.60m
순이익€14.10m

최근 보고된 실적

Dec 31, 2025

다음 실적 발표일

Jul 30, 2026

주당순이익(EPS)0.58
총이익률29.64%
순이익률1.19%
부채/자본 비율59.1%

MRN의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.1%
현재 배당 수익률
155%
배당 성향

MRN는 안정적으로 배당을 지급합니까?

MRN 배당 기록 및 벤치마크 보기
다가오는 배당을 받으려면 언제까지 MRN를 매수해야 하나요?
Mersen 배당 일정
배당락일Jul 07 2026
배당 지급일Jul 09 2026
배당락일까지 남은 일수27 days
배당 지급일까지 남은 일수29 days

MRN는 안정적으로 배당을 지급합니까?

MRN 배당 기록 및 벤치마크 보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/09 06:26
종가2026/06/09 00:00
수익2025/12/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 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.

분석가기관
Arindam BasuBarclays
Rupesh MadlaniBarclays
Thomas JunghannsBerenberg