Mersen S.A.

ENXTPA:MRN Voorraadrapport

Marktkapitalisatie: €942.7m

Mersen Toekomstige groei

Future criteriumcontroles 3/6

Mersen zal naar verwachting groeien in winst en omzet met respectievelijk 40.6% en 4.9% per jaar. De winst per aandeel zal naar verwachting groeien met 40.4% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 9% zijn.

Belangrijke informatie

40.6%

Groei van de winst

40.44%

Groei van de winst per aandeel

Electrical winstgroei13.8%
Inkomstengroei4.9%
Toekomstig rendement op eigen vermogen8.95%
Dekking van analisten

Low

Laatst bijgewerkt22 May 2026

Recente toekomstige groei-updates

Analyseartikel 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...
Analyseartikel 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...

Recent updates

Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Analyseartikel 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...
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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).
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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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Nieuw narratief 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.
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel 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...
Analyseartikel Mar 25

Mersen's (EPA:MRN) Shareholders Will Receive A Bigger Dividend Than Last Year

Mersen SA's ( EPA:MRN ) dividend will be increasing to €1.00 on 7th of July. This takes the dividend yield from 3.0% to...
Analyseartikel Mar 23

Mersen SA's (EPA:MRN) Intrinsic Value Is Potentially 90% Above Its Share Price

In this article we are going to estimate the intrinsic value of Mersen SA ( EPA:MRN ) by estimating the company's...

Winst- en omzetgroeiprognoses

ENXTPA:MRN - Toekomstschattingen van analisten en financiële gegevens uit het verleden (EUR Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20281,37480831693
12/31/20271,29871641605
12/31/20261,22456381345
12/31/20251,1861443186N/A
9/30/20251,2083231202N/A
6/30/20251,2304919218N/A
3/31/20251,23754-2206N/A
12/31/20241,24459-23194N/A
9/30/20241,23568-19194N/A
6/30/20241,22777-15195N/A
3/31/20241,21979-11187N/A
12/31/20231,21182-8179N/A
9/30/20231,20579-1159N/A
6/30/20231,198776139N/A
3/31/20231,157724122N/A
12/31/20221,115682106N/A
9/30/20221,05566-891N/A
6/30/202299664-1976N/A
3/31/202295959396N/A
12/31/20219235424117N/A
9/30/20218952649131N/A
6/30/2021868-374144N/A
3/31/2021858-771138N/A
12/31/2020847-1269133N/A
6/30/20208974157132N/A
3/31/20209234955127N/A
12/31/20199505753123N/A
6/30/201993261N/A100N/A
3/31/201990559N/A95N/A
12/31/201887957N/A91N/A
9/30/201885451N/A79N/A
6/30/201883046N/A66N/A
3/31/201882042N/A65N/A
12/31/201780937N/A64N/A
9/30/201779525N/A66N/A
6/30/201778113N/A68N/A
3/31/201777010N/A74N/A
12/31/20167597N/A81N/A
9/30/20167604N/A77N/A
6/30/20167612N/A73N/A
3/31/20167643N/A60N/A
12/31/20157685N/A47N/A
9/30/201576313N/A51N/A
6/30/201575820N/A55N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei MRN ( 40.6% per jaar) ligt boven de spaarquote ( 2.5% ).

Winst versus markt: De winst van MRN ( 40.6% per jaar) zal naar verwachting sneller groeien dan de French markt ( 12.4% per jaar).

Hoge groeiwinsten: De winst van MRN zal naar verwachting de komende 3 jaar aanzienlijk groeien.

Omzet versus markt: De omzet van MRN ( 4.9% per jaar) zal naar verwachting langzamer groeien dan de markt French ( 5.6% per jaar).

Hoge groei-inkomsten: De omzet van MRN ( 4.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.


Groeiprognoses winst per aandeel


Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen MRN zal naar verwachting over 3 jaar laag zijn ( 9 %).


Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/22 14:25
Aandelenkoers aan het einde van de dag2026/05/22 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Mersen S.A. wordt gevolgd door 17 analisten. 5 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Arindam BasuBarclays
Rupesh MadlaniBarclays
Thomas JunghannsBerenberg