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Mermeren Kombinat AD (MERKO) Fair Value & Analysis

Basic Materials · GR · Market cap €156M

MK Mermeren Kombinat AD MERKO · AT
Price€26.40
Fair Value€22.77
Upside-13.8%
Quality72/100
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Mixed Growth
Highly profitable · 45.4% net margin
Low debt · generates free cash flow
Mixed vs. peers (8/14)
Wide moat 94/100
Evidence: High Range €15.80 – €44.11 Share as image

Fair value as of: Jul 18, 2026

From 23 valuation models · updated 23 days ago

Share price −12.6% over the past month.

A solid business, but screening 14% overvalued on our models.

What matters now

  • The model range is unusually wide (€15.80 to €44.11). The outcome hinges heavily on assumptions, so read the point estimate with caution.
  • Our model range runs from €15.80 (bear) to €44.11 (bull), base €22.77. The closer the price sits to the lower half, the larger the margin of safety.
  • Quality 72/100 (solid quality) with high evidence: the data supports the verdict.
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Price vs Fair Value (5 years)

€51.07 €26.40 Fair Value €22.77 Mar 2021 Aug 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range €26.40 – €51.07 · fair‑value band €15.80 – €44.11 · the €26.40 price screens above the €22.77 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 18, 2026.

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Analysis

Mermeren Kombinat AD (MERKO) currently trades at €26.40, while our model-based Fair Value estimate is €22.77, implying the stock looks roughly 13.8% overvalued today. The Quality Score stands at 72/100 (solid quality), in the Basic Materials 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: high).

Over the trailing twelve months, Mermeren Kombinat AD generated revenue of €30.2M at a net margin of 45.4%. Revenue declined 7.2% year over year. It earns a return on equity of 39.3%. The stock trades on a trailing P/E of 11.3. Fundamentals as of Jul 18, 2026

Our scenario range runs from €15.80 (bear case) to €44.11 (bull case); at €26.40, the current price sits within 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 33% below its 52-week high, currently below its 200-day average. For context, the median of 10 Basic Materials peers we cover trades at -34% fair-value upside, at -14%, MERKO screens cheaper 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 €10.56 €13.09 €15.83 80
Residual Income €14.17 €19.87 €109.96 76
Rev-Margin DCF €8.33 €11.45 €14.77 74
All 23 models by family
DCF Models
FCF DCF €10.41 €13.17 €16.27 38
Owner Earnings €18.62 €23.61 €29.21 31
5Y Revenue Exit €8.33 €11.24 €14.68 39
5Y EBITDA Exit €17.28 €26.85 €37.38 41
5Y P/E Exit €20.99 €33.31 €45.38 38
10Y Revenue Exit €9.07 €11.55 €14.39 36
10Y EBITDA Exit €13.97 €20.48 €28.27 37
10Y P/E Exit €15.93 €24.18 €33.17 35
Earnings-Based
Graham-Dodd €18.23 €38.12 €48.23 54
PEG = 1.0 €5.67 €8.10 €10.53 46
EPV €11.14 €12.45 €13.51 59
Multiples
P/E Multiple €34.19 €45.59 €56.98 63
P/S Multiple €7.32 €9.76 €12.20 58
P/B Multiple €18.56 €24.75 €30.93 55
EV/EBIT €32.28 €42.96 €53.64 53
EV/EBITDA €26.56 €35.33 €44.11 54
EV/Revenue €7.07 €10.00 €12.93 43
Asset-Based
NCAV (Graham) €4.12 €5.53 €8.25 50
Growth DCF
Growth DCF €10.56 €13.09 €15.83 80
Rev-Margin DCF €8.33 €11.45 €14.77 74
Economic Profit
Residual Income €14.17 €19.87 €109.96 76
ROIC Compounder €11.33 €12.99 €14.57 72
Growth Earnings
Growth-Adj P/E €25.39 €36.27 €47.15 68

Widest divergence: Growth Earnings (€36.27) versus Asset-Based (€5.53). Highest evidence: Growth DCF (80).

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Key figures & financial health

Revenue (TTM) €30.2M
Revenue growth (YoY) -7.2%
Net margin 45.4%
Return on equity 39.3%
Free cash flow €6.2M FY2025
P/E ratio 11.3
More key figures
Operating margin 37.4%
EPS (TTM) €2.93
EPS growth (YoY) -56.6%

Figures from reported company fundamentals · as of Jul 18, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 72/100

Of which business quality 69 · Market factors (momentum, volatility) 29

Profitability 86
Margins and returns on capital today
Quality Growth 6
Are margins and returns improving?
Cashflow 63
Earnings quality: real cash, not paper profit
Fin. Strength 84
Balance sheet, leverage, solvency risk
Investment 82
Disciplined investing over empire-building
Low Volatility 73
Calm price path (market factor)
Momentum 16
Price trend over the last 3–12 months (market factor)
52W Momentum 1
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

Mermeren Kombinat AD engages in mining, processing, and distribution of marble and decorative stones in North Macedonia, China, Greece, Balkan region, and internationally. It operates through Quarry and Factory segments. The company operates quarries located to the northeast of the city of Prilep.

Full company description

Mermeren Kombinat AD engages in mining, processing, and distribution of marble and decorative stones in North Macedonia, China, Greece, Balkan region, and internationally. It operates through Quarry and Factory segments. The company operates quarries located to the northeast of the city of Prilep. Its products are used in various projects, including mosques, hotels, palaces, commercial and residential buildings, villas, and artworks under the brand SIVEC. The company was founded in 1946 and is headquartered in Prilep, North Macedonia. Mermeren Kombinat AD is a subsidiary of Dolit Investments A.E.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Mermeren Kombinat AD reported revenue of €30.5M in FY2025 versus €30.1M in FY2021, a compound +0.3%/yr. Reported net income was €12.6M in FY2025, compounding −4.0%/yr from FY2021.

Growth Quality 68/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Latest Revenue (FY 2025)
€30.5M
Latest YoY
−3.7%
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.
+0.1%
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.
+6.6%
Avg. growth/yr (11Y) 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.
+4.4%
Revenue +0.3%/yr
FY21 €30.1M
FY22 €30.4M
FY23 €28.8M
FY24 €31.7M
FY25 €30.5M
Net income −4.0%/yr
FY21 €14.8M
FY22 €14.0M
FY23 €13.5M
FY24 €14.9M
FY25 €12.6M

MERKO screens 14% overvalued. Compare with BHP Group →

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Cite: Fair Value Calculator (2026). "Mermeren Kombinat AD Fair Value". https://www.fairvalue-calculator.com/stock/MERKO

Peer Group

Other Industrial Metals & Mining · 475 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 72 · Top 25%
Fair Value upside −14% · Above median
Return on equity (TTM) 39% · Top 25%
Return on assets 19% · Top 25%
Net margin (TTM) 45% · Top 25%
Operating margin (TTM) 37% · Top 25%
Revenue growth -7% · Below median
Dividend yield (TTM) 0.0% · Bottom 25%
Debt / equity 0.04× · Lower than median

Valuation Multiples vs Other Industrial Metals & Mining median · lower = cheaper

P/E (TTM) 11.3× · Cheaper than median
P/B 4.65× · Pricier than 75% of peers
P/S (TTM) 5.95× · Pricier than median
P/FCF 29.0× · Pricier than 75% of peers
EV/EBITDA 10.3× · 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 15 · sector 0
FUTURE 0 · sector 23
PAST 100 · sector 0
HEALTH 98 · sector 96
DIVIDEND 0 · sector 21

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 Other Industrial Metals & Mining stocks, each showing price versus our Fair Value estimate (as of Jul 18, 2026).

Stock Price Fair Value vs Fair Value
BHP Group BHPN 1,425 MXN 942.42 MXN -34%
Rio Tinto Group RIO A$164.89 A$81.76 -50%
Grupo México, S.A. GMEXICOB 199.23 MXN 187.72 MXN -6%
Vale S.A VALE $14.19 $9.14 -36%
Saudi Arabian Mining Company 1211 58.05 SAR 33.87 SAR -42%
CMOC Group 603993 ¥18.20 ¥16.15 -11%
Fortescue Ltd FMG A$18.47 A$18.62 +1%
China Tungsten And Hightech Materials Co 000657 ¥74.71 ¥9.55 -87%
Hindustan Zinc Limited HINDZINC ₹521.95 ₹576.80 +11%
China Northern Rare Earth (Group) High-Tech Co 600111 ¥39.56 ¥10.59 -73%

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Frequently asked questions

Is Mermeren Kombinat AD (MERKO) overvalued or undervalued?
As of Jul 18, 2026, our model estimates a fair value of €22.77 versus a price of €26.40, about −14% (overvalued).
What is the fair value of MERKO?
Our model-based fair value for Mermeren Kombinat AD is €22.77 (as of Jul 18, 2026), built from audited fundamentals. The current price is €26.40.
What is the quality score of MERKO?
Mermeren Kombinat AD has a Quality Score of 72/100. 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 Mermeren Kombinat AD (MERKO)?
Mermeren Kombinat AD reported trailing-twelve-month revenue of about €30.2M (latest available figure, as of Jul 18, 2026).
What is the net profit margin of MERKO?
The net profit margin of Mermeren Kombinat AD is about 45.4%, meaning it keeps roughly 45.4% of revenue as net income. 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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