Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MCR.WA
STRONG BUYREMOVEmcr Spolka Akcyjna · Industrials · Poland · $64M · Avg Vol: $7K/d
mcr Spolka Akcyjna is a Polish fire protection systems provider. While it may see minor tailwinds from European industrial nearshoring, it is too small and lacks the global scale and moat required for our concentrated portfolio.
COMPANY DESCRIPTION
mcr Spolka Akcyjna (Mercor S.A.) is a leading manufacturer of passive fire protection systems, specializing in smoke extraction, natural ventilation, and fire ventilation systems. The company holds a dominant market position in Central and Eastern Europe, driven by stringent European building safety regulations that mandate its products. Mercor operates a highly specialized business model with strong export channels, serving commercial and industrial infrastructure projects.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 137M | 173M | 149M | 140M | 0.8% |
| EPS | 0.53 | 0.74 | 0.88 | 0.29 | -18.1% |
| Shares | 16M | 16M | 16M | 16M | -0.2% |
| Debt | 32M | 26M | 24M | 28M | -4.7% |
| Equity | 51M | 59M | 62M | 60M | 5.4% |
| Op CF | 2M | 18M | 14M | 7M | 60.2% |
| Inv CF | -5M | -3M | -3M | -4M | — |
| Fin CF | 2M | -12M | -12M | -2M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Industrials, ranked by industry match, size, and score similarity. Cross-listings of MCR.WA are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MCR.WA | mcr Spolka Akcyjna(you) | $64M | 91 | STRONG BUY |
| SWG.WA | Seco/Warwick S.A. | $72M | 89 | STRONG BUY |
| FEE.WA | Feerum S.A. | $45M | 85 | STRONG BUY |
| INK.WA | Instal Kraków S.A. | $75M | 79 | BUY |
| VIN.WA | Gielda Praw Majatkowych Vindexus Spolka Akcyjna | $44M | 82 | STRONG BUY |
| MGT.WA | Mangata Holding S.A. | $131M | 94 | STRONG BUY |
| UNI.WA | UNIBEP S.A. | $127M | 86 | STRONG BUY |
| NVA.WA | P.A. Nova S.A. | $43M | 80 | STRONG BUY |
| MSZ.WA | Mostostal Zabrze S.A. | $126M | 84 | STRONG BUY |
| ELT.WA | Elektrotim S.A. | $165M | 93 | STRONG BUY |
Peer medians: ROE 7.3% · P/E 13.1x · Gross margin 16.6%