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Mecanica Ceahlau S.A (MECF) Fair Value & Analysis

Industrials · RO · Market cap 23.6M RON

MC Mecanica Ceahlau S.A MECF · RO
Price0.0985 RON
Fair Value0.0212 RON
Upside-78.5%
Quality53/100
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Weak Growth
Loss-making · -26.5% net margin
Low debt · generates free cash flow
Trails peers (4/11)
Narrow moat 12/100
Evidence: Medium Range 0.0113 RON – 0.0212 RON Share as image

Fair value as of: Jul 31, 2026

From 7 valuation models · updated 10 days ago

Fair value updated Jul 31, 2026, revised from 0.0803 RON to 0.0212 RON (−73.6%) since Jun 26, 2026. Share price +27.1% over the past month.

A solid business, but screening 78% overvalued on our models.

What matters now

  • The price sits above even our optimistic bull case (0.0212 RON). The favourable scenario is already priced in.
  • Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
  • A fairly wide model range (0.0113 RON to 0.0212 RON) leaves room in how you read the outcome.
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Price vs Fair Value (5 years)

0.1430 RON 0.0770 RON Fair Value 0.0212 RON Feb 2021 Jun 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 31, 2026.

How to read this chart

60‑month range 0.0770 RON – 0.1430 RON · fair‑value band 0.0113 RON – 0.0212 RON · the 0.0985 RON price screens above the 0.0212 RON fair value. Dashed = 300-day average. As of Jul 31, 2026.

Full chart & analysis →

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Analysis

Mecanica Ceahlau S.A (MECF) currently trades at 0.0985 RON, while our model-based Fair Value estimate is 0.0212 RON, implying the stock looks roughly 78.5% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Mecanica Ceahlau S.A generated revenue of 15.0M RON at a net margin of -26.5%. Revenue declined 61.7% year over year. It earns a return on equity of -8.6%. Fundamentals as of Jul 31, 2026

Our scenario range runs from 0.0113 RON (bear case) to 0.0212 RON (bull case); at 0.0985 RON, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 15% below its 52-week high and 28% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at 12% fair-value upside, at -78%, MECF screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Model Bear Bear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull Bull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. Evidence
Highest evidence
Growth DCF 0.0600 RON 0.0700 RON 0.0800 RON 80
Rev-Margin DCF 0.0600 RON 0.0800 RON 0.1000 RON 74
NCAV (Graham) 0.1000 RON 0.1300 RON 0.2000 RON 50
All 7 models by family
DCF Models
FCF DCF 0.0600 RON 0.0600 RON 0.0800 RON 38
5Y Revenue Exit 0.0600 RON 0.0800 RON 0.1000 RON 39
10Y Revenue Exit 0.0600 RON 0.0700 RON 0.0800 RON 36
Multiples
EV/Revenue 0.0600 RON 0.0800 RON 0.1000 RON 43
Asset-Based
NCAV (Graham) 0.1000 RON 0.1300 RON 0.2000 RON 50
Growth DCF
Growth DCF 0.0600 RON 0.0700 RON 0.0800 RON 80
Rev-Margin DCF 0.0600 RON 0.0800 RON 0.1000 RON 74

Widest divergence: Asset-Based (0.1300 RON) versus DCF Models (0.0700 RON). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) 15.0M RON
Revenue growth (YoY) -61.7%
Net margin -26.5%
Return on equity -8.6%
Free cash flow 1.2M RON FY2025
Operating margin -67.5%
More key figures
EPS (TTM) -0.0200 RON

Figures from reported company fundamentals · as of Jul 31, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 53/100

Of which business quality 53 · Market factors (momentum, volatility) 37

Profitability 8
Margins and returns on capital today
Quality Growth 43
Are margins and returns improving?
Cashflow 37
Earnings quality: real cash, not paper profit
Fin. Strength 77
Balance sheet, leverage, solvency risk
Investment 99
Disciplined investing over empire-building
Low Volatility 50
Calm price path (market factor)
Momentum 27
Price trend over the last 3–12 months (market factor)
52W Momentum 39
Distance to the 52-week high (market factor)
Net Issuance 82
Buybacks instead of dilution

Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.

About the company

Mecanica Ceahlau S.A. produces and sells agricultural and forestry machinery in Romania and internationally. The company offers soil processing equipment, including ploughs, subsoilers, field cultivators, disc harrows, and seedbed cultivators; seeding and planting machines, such as seed drills and planters; and crop maintenance equipment comprising row crop …

Full company description

Mecanica Ceahlau S.A. produces and sells agricultural and forestry machinery in Romania and internationally. The company offers soil processing equipment, including ploughs, subsoilers, field cultivators, disc harrows, and seedbed cultivators; seeding and planting machines, such as seed drills and planters; and crop maintenance equipment comprising row crop cultivators and fertilizer spreaders. It also provides mowers, rakes, trailers, tractors, front loaders, and spare parts; and scarifiers, combinators, sowers for straw with skid or double disc coulters slingers, towed and borne sprayer equipment, atomizers, and balers. Mecanica Ceahlau S.A. was founded in 1921 and is headquartered in Piatra Neamt, Romania.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Mecanica Ceahlau S.A reported revenue of 19.5M RON in FY2025 versus 36.2M RON in FY2021, a compound −14.4%/yr. Reported net income was −2.9M RON in FY2025.

Growth Quality 12/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
19.5M RON
Latest YoY
−13.5%
Avg. growth/yr (3Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
−25.7%
Avg. growth/yr (5Y) Measures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump.
+0.7%
Revenue −14.4%/yr
FY21 36.2M RON
FY22 47.5M RON
FY23 28.8M RON
FY24 22.5M RON
FY25 19.5M RON
Net income
FY21 1.7M RON
FY22 1.7M RON
FY23 −3.9M RON
FY24 −6.4M RON
FY25 −2.9M RON

MECF screens 78% overvalued. Compare with Caterpillar Inc →

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Cite: Fair Value Calculator (2026). "Mecanica Ceahlau S.A Fair Value". https://www.fairvalue-calculator.com/stock/MECF

Peer Group

Farm & Heavy Construction Machinery · 148 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Quality Score 53 · Above median
Fair Value upside −80% · Bottom 25%
Return on assets -8% · Bottom 25%
Net margin (TTM) -27% · Bottom 25%
Operating margin (TTM) -68% · Bottom 25%
Revenue growth -62% · Bottom 25%

Valuation Multiples vs Farm & Heavy Construction Machinery median · lower = cheaper

P/B 0.11× · Cheaper than 75% of peers
P/S (TTM) 0.35× · Cheaper than 75% of peers
P/FCF 4.3× · Pricier than median

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

VALUE 0 · sector 22
FUTURE 0 · sector 30
PAST 0 · sector 32
HEALTH 100 · sector 93
DIVIDEND 0 · sector 40

VALUE 0: the price sits above our fair-value range.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

Similar stocks

10 more Farm & Heavy Construction Machinery stocks, each showing price versus our Fair Value estimate (as of Jul 31, 2026).

Stock Price Fair Value vs Fair Value
Caterpillar Inc CAT $952.41 $307.83 -68%
Deere & Company DE $597.24 $187.86 -69%
AB Volvo (publ), VOLVA kr 336.60 kr 288.08 -14%
PACCAR Inc PCAR $126.20 $94.80 -25%
Epiroc AB EPIA kr 251.90 kr 144.14 -43%
Exor N.V EXO €69.40 €219.41 +216%
Sany Heavy Industry Co 600031 ¥18.65 ¥20.84 +12%
XCMG Construction Machinery Co 000425 ¥8.39 ¥11.79 +41%
Sinotruk (Hong Kong) Limited 3808 HK$41.00 HK$53.51 +31%
Yutong Bus Co 600066 ¥32.29 ¥42.00 +30%

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Frequently asked questions

Is Mecanica Ceahlau S.A (MECF) overvalued or undervalued?
As of Jul 31, 2026, our model estimates a fair value of 0.0212 RON versus a price of 0.0985 RON, about −78% (overvalued).
What is the fair value of MECF?
Our model-based fair value for Mecanica Ceahlau S.A is 0.0212 RON (as of Jul 31, 2026), built from audited fundamentals. The current price is 0.0985 RON.
What is the quality score of MECF?
Mecanica Ceahlau S.A has a Quality Score of 53/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the revenue of Mecanica Ceahlau S.A (MECF)?
Mecanica Ceahlau S.A reported trailing-twelve-month revenue of about 15.0M RON (latest available figure, as of Jul 31, 2026).
What is the net profit margin of MECF?
The net profit margin of Mecanica Ceahlau S.A is about -26.5%, meaning it is currently running at a net loss. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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