QM · rank #18 · 2026-09-11
MRN
PARIS · EUR · $1.06B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +65.53% |
|---|---|
| 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 2026-08-12 | $41.88 |
| Anchor (far) Close on 2025-08-12 | $25.30 |
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 specialist in electrical power and advanced materials, providing engineered electrical protection and thermal management components for electric vehicles, data centers, and semiconductor manufacturing.
Rationale
The strong momentum signal of 0.6553 is validated by Mersen's raised full-year 2026 guidance, robust Q2 organic sales growth of 4.6%, and major EV fuse supply contracts with Ford and Leapmotor [1].
Material risks
- 1High customer concentration and dependency on large OEMs who could renegotiate contract terms, switch suppliers, or eventually develop EV protection components in-house [1].
- 2High sensitivity to cyclical capital expenditure slowdowns or investment cancellations across the semiconductor, data center, and automotive sectors [1].
AI verdict council
Each pick is reviewed independently by 3 models before any order. 2 of 3 voted to proceed.