QM · rank #16 · 2026-07-20
MRN
PARIS · EUR · $1.02B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +119.28% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +1.5% |
| Profit margin Net profit margin, trailing 12 months. | +1.2% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $1.02B |
| Anchor (recent) Close on 2026-06-19 | $42.20 |
| Anchor (far) Close on 2025-06-20 | $19.24 |
The AI research card
Independent qualitative review of each pick before the order is placed. On the rare day the research service is unavailable, the paper book trades on the quant ranking alone and no card appears here.
Summary
Mersen SA is a global industrial specialist in electrical power and advanced materials, supplying critical power distribution, protection, and thermal management solutions to semiconductor, data center, rail, and aerospace markets [RECENT_DEVELOPMENTS, BUSINESS_STATUS].
Rationale
The stock's robust 12-month momentum of 1.1928 is fundamentally backed by Mersen's return to 3.1% organic sales growth and a doubling of quarterly results to €10 million in Q1 2026, driven by strong Electrical Power activity in North America [RECENT_DEVELOPMENTS].
Material risks
- 1Key customers in the SiC semiconductor, data center, or energy storage sectors internalizing their electrical distribution and advanced material capabilities [TOP_RISKS].
- 2Sustained weakness and demand deterioration in the cyclical solar and chemical end markets, which continue to drag down the Advanced Materials segment [BUSINESS_STATUS, TOP_RISKS].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.