QM · rank #16 · 2026-09-10
MRN
PARIS · EUR · $1.06B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +65.86% |
|---|---|
| ROE TTM Return on equity, trailing 12 months. | +1.8% |
| Profit margin Net profit margin, trailing 12 months. | +1.3% |
| Market cap (USD) Size filter: > $300M required (USD-equivalent). | $1.06B |
| Anchor (recent) Close on 2026-08-11 | $41.30 |
| Anchor (far) Close on 2025-08-11 | $24.90 |
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, providing high-performance components like fuses and thermal management solutions to the semiconductor, data center, and electric vehicle sectors.
Rationale
Strong price momentum (12-1 momentum of 0.6586) is fundamentally backed by a quality turnaround, as evidenced by H1 2026 sales outperformance and upgraded FY2026 guidance driven by secular demand in high-power electronics.
Material risks
- 1Dependency on major automotive OEMs like Ford and Leapmotor for EV fuse contracts, which risks future margin compression or the potential for these customers to develop in-house protection solutions.
- 2High exposure to cyclical capital expenditure cycles in the semiconductor and data center industries, leaving sales highly vulnerable to macro investment slowdowns.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.