Mercanto Holdings (MUSH) Fair Value & Analysis
Healthcare · CA · Market cap C$6.7M
Fair value as of: Jul 29, 2026
From 6 valuation models · updated 13 days ago
Share price −17.9% over the past month.
A solid business, but screening 48% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case (C$0.0800). The favourable scenario is already priced in.
- The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.
- Solid but not exceptional quality (53/100) and above fair value, neither a clear bargain nor a standout compounder.
- A fairly wide model range (C$0.0400 to C$0.0800) leaves room in how you read the outcome.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 29, 2026.
How to read this chart
60‑month range C$0.0200 – C$0.3050 · fair‑value band C$0.0400 – C$0.0800 · the C$0.1150 price screens above the C$0.0600 fair value. Dashed = 300-day average. As of Jul 29, 2026.
Analysis
Mercanto Holdings (MUSH) currently trades at C$0.1150, while our model-based Fair Value estimate is C$0.0600, implying the stock looks roughly 47.8% overvalued today. The Quality Score stands at 53/100 (solid quality), in the Healthcare 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: low).
Over the trailing twelve months, Mercanto Holdings generated revenue of C$4.2M at a net margin of -5.3%. Revenue grew 130.4% year over year. It earns a return on equity of -57.1%. Fundamentals as of Jul 29, 2026
Our scenario range runs from C$0.0400 (bear case) to C$0.0800 (bull case); at C$0.1150, 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 32% below its 52-week high and 130% above its 52-week low, currently below its 200-day average. For context, the median of 10 Healthcare peers we cover trades at -49% fair-value upside, at -48%, MUSH 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.
All 6 models by family
Widest divergence: DCF Models (C$0.0800) versus Multiples (C$0.0600). Highest evidence: Growth DCF (72).
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Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 29, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 55 · Market factors (momentum, volatility) 51
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
Mercanto Holdings Inc. operates in cannabis and wellness industries in Canada and the United States. It engages in the production and sale of cannabis-based products and beverages. The company was formerly known as The Good Shroom Co Inc. and changed its name to Mercanto Holdings Inc. in February 2025. Mercanto Holdings Inc.
Full company description
Mercanto Holdings Inc. operates in cannabis and wellness industries in Canada and the United States. It engages in the production and sale of cannabis-based products and beverages. The company was formerly known as The Good Shroom Co Inc. and changed its name to Mercanto Holdings Inc. in February 2025. Mercanto Holdings Inc. is headquartered in Québec, Canada.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Mercanto Holdings reported revenue of C$3.0M in FY2025 versus C$242K in FY2021, a compound +87.6%/yr. Reported net income was −C$412K in FY2025.
MUSH screens 48% overvalued. Compare with Jiangsu Hengrui Pharmaceuticals Co →
Peer Group
Drug Manufacturers - Specialty & Generic · 621 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.
Valuation Multiples vs Drug Manufacturers - Specialty & Generic median · lower = cheaper
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: 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.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Drug Manufacturers - Specialty & Generic stocks, each showing price versus our Fair Value estimate (as of Jul 29, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Jiangsu Hengrui Pharmaceuticals Co 600276 | ¥53.19 | ¥25.94 | -51% |
| Sun Pharmaceutical Industries Limited SUNPHARMA | ₹1,933 | ₹989.50 | -49% |
| Divi's Laboratories Limited DIVISLAB | ₹7,316 | ₹1,943 | -73% |
| Torrent Pharmaceuticals Limited TORNTPHARM | ₹4,763 | ₹1,329 | -72% |
| PharmaEssentia Corporation 6446 | 1,285 TWD | 221.01 TWD | -83% |
| Cipla Limited CIPLA | ₹1,439 | ₹1,001 | -30% |
| Zydus Lifesciences Limited ZYDUSLIFE | ₹1,151 | ₹703.32 | -39% |
| Lupin Limited LUPIN | ₹2,443 | ₹2,477 | +1% |
| Mankind Pharma Limited MANKIND | ₹2,484 | ₹983.11 | -60% |
| Dr. Reddy's Laboratories Limited DRREDDY | ₹1,211 | ₹874.79 | -28% |
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Frequently asked questions
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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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