QM · rank #18 · 2026-10-26
MRN
PARIS · EUR · $1.03B (USD)
The exact numbers the algorithm saw.
| Momentum 12-1 Return from 12 months ago to 1 month ago. | +62.13% |
|---|---|
| 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). | $1.03B |
| Anchor (recent) Close on 2026-09-25 | $41.02 |
| Anchor (far) Close on 2025-09-26 | $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 designs and manufactures electrical protection components, power-management hardware, and specialty graphite materials for data centers, power grids, and semiconductor applications.
Rationale
Strong 12-month momentum (0.6213) is supported by raised 2026 guidance of 4%–6% organic sales growth and 16.0%–16.5% EBITDA margin, driven by 11.1% Electrical Power growth from data centers and electrical distribution.
Material risks
- 1Prolonged demand weakness, customer delivery reductions, and contract renegotiations in SiC semiconductors and Chinese solar markets could exacerbate Advanced Materials segment headwinds.
- 2High working-capital absorption (€44.6 million in H1 2026) and elevated net debt (€400 million, 2.3x leverage) constrain free cash flow conversion during broader industrial or semiconductor spending slowdowns.
AI verdict council
Each pick is reviewed independently by 3 models before any order. 1 of 3 voted to proceed.