Mercer International Inc (DE:AEZ)
FRANKFURT:AEZ
AEZ Stock Chart & Stats
€0.89
€0.05(0.80%)
At close: 4:00 PM EST
€0.89
€0.05(0.80%)
Day’s Range― - ―
52-Week Range€0.65 - €3.82
Previous CloseN/A
Volume0.00
Average Volume (3M)824.00
Market Cap
€51.91M
Enterprise Value€1.60B
Total Cash (Recent Filing)€84.54M
Total Debt (Recent Filing)€1.62B
Price to Earnings (P/E)―
Beta1.14
Next Earnings
Jul 30, 2026EPS Estimate
-0.49Next Dividend Ex-DateN/A
Dividend YieldN/A
Share Statistics
EPS (TTM)-7.89
Shares Outstanding66,982,506
10 Day Avg. Volume400
30 Day Avg. Volume824
Financial Highlights & Ratios
PEG Ratio>-0.01
Price to Book (P/B)1.95
Price to Sales (P/S)0.07
P/FCF Ratio-1.66
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
€0.87Price Target Upside-2.63% Downside
Rating ConsensusModerate Sell
Number of Analyst Covering3
EPS Forecast (FY)-2.04
Revenue Forecast (FY)€1.73B
Bulls Say, Bears Say
Bulls Say
Cost Reduction Program ProgressExecution of the One Goal One Hundred program has delivered ~$41M of structural cost and reliability gains toward a $100M target by end‑2026. Durable cost savings improve ongoing margins, reduce break‑even volumes and support cash generation even if commodity prices remain weak.
Mass Timber Backlog And DiversificationRapid mass timber growth and a $171M backlog (~60% hyperscalers) diversifies revenue away from commodity pulp and lumber cycles into multi‑year, higher‑visibility projects. Hyperscaler customers and advance payments materially strengthen predictable cash flows and reduce revenue cyclicality.
Energy And By‑product MonetizationSignificant electricity sales and higher realized power prices convert mill by‑products into recurring revenue and margin support. Monetizing bioenergy and residues is a durable structural advantage that cushions pulp/lumber price swings and enhances asset cash conversion.
Bears Say
High Leverage And Negative EquityVery high net debt (~$1.62B) and slightly negative equity materially reduce financial flexibility. This structural balance sheet weakness increases refinancing and solvency risk, limits the firm's ability to fund capex or absorb further commodity downturns without external financing or asset sales.
Negative And Inconsistent Cash GenerationTTM operating cash flow and free cash flow are deeply negative, reflecting ongoing cash burn despite prior-cycle improvements. Structural inconsistency in cash generation undermines ability to service debt, invest in growth, and sustain dividends without recurring refinancing or covenant concessions.
Covenant Waiver And Tighter Lender ControlsThe German revolver waiver adds near‑term runway but imposes enduring operational restraints: usage caps, minimum liquidity, restricted distributions, added security and higher margins. Those covenant terms raise the probability of future default triggers and constrain strategic and capital allocation flexibility.
Mercer International News
AEZ FAQ
What was Mercer International Inc’s price range in the past 12 months?
Mercer International Inc lowest stock price was €0.65 and its highest was €3.82 in the past 12 months.
What is Mercer International Inc’s market cap?
Mercer International Inc’s market cap is €51.91M.
When is Mercer International Inc’s upcoming earnings report date?
Mercer International Inc’s upcoming earnings report date is Jul 30, 2026 which is in 44 days.
How were Mercer International Inc’s earnings last quarter?
Mercer International Inc released its earnings results on May 07, 2026. The company reported -€0.67 earnings per share for the quarter, missing the consensus estimate of -€0.666 by -€0.004.
Is Mercer International Inc overvalued?
According to Wall Street analysts Mercer International Inc’s price is currently Overvalued.
Does Mercer International Inc pay dividends?
Mercer International Inc does not currently pay dividends.
What is Mercer International Inc’s EPS estimate?
Mercer International Inc’s EPS estimate is -0.49.
How many shares outstanding does Mercer International Inc have?
Mercer International Inc has 66,982,506 shares outstanding.
What happened to Mercer International Inc’s price movement after its last earnings report?
Mercer International Inc reported an EPS of -€0.67 in its last earnings report, missing expectations of -€0.666. Following the earnings report the stock price went down -11.23%.
Which hedge fund is a major shareholder of Mercer International Inc?
Currently, no hedge funds are holding shares in DE:AEZ
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Mercer International Stock Smart Score
Underperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Sell
Average Price Target:
€0.87 (-2.63% Downside)
€0.87 (-2.63% Downside)
Insider Transactions
Bought Shares
Worth €805.4K over
the Last 3 Months
the Last 3 Months
Technicals
SMA
Negative
20 days / 200 days
Momentum
-54.86%
12-Months-Change
Fundamentals
Return on Equity
-242.96%
Trailing 12-Months
Asset Growth
-15.94%
Trailing 12-Months
Company Description
Mercer International Inc
Mercer International Inc. (MERC) is a global manufacturer primarily engaged in the production and marketing of northern bleached softwood kraft (NBSK) pulp. Its pulp products are distributed internationally, reaching markets in Europe, the United States, Asia, and other regions. The company's operations are divided into two main segments: Pulp and Wood Products. Beyond pulp, Mercer also plays a role in sustainable energy, generating and supplying green electricity derived from its biomass cogeneration power plants to various third-party utility providers. Furthermore, the company is involved in the manufacturing, distribution, and sale of lumber and other valuable wood residuals. The primary feedstocks for its NBSK pulp production include wood chips, pulp logs, and sawlogs. Its carbon-neutral or "green" energy is generated using sustainable bio-fuels such as black liquor and wood waste. Additionally, Mercer produces tall oil, which serves as both a chemical additive and a green energy source. Mercer's pulp is a key ingredient for manufacturers of tissue, specialty paper, printing and writing paper, and other paper products. Its lumber goods reach a diverse customer base, including distributors, construction firms, secondary manufacturers, retail yards, and home centers. Established in 1968, Mercer International Inc. maintains its corporate headquarters in Vancouver, Canada.
AEZ Company Deck
AEZ Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Neutral
The call presents a mixed picture: there are clear operational and strategic positives including a sizable quarter-over-quarter improvement in operating EBITDA, meaningful progress against the One Goal One Hundred cost initiative (realizing ~$41M), strong mass timber growth with a $171M backlog, and successful lender/bondholder engagement (waiver and >80% consent). Offsetting these positives are material near-term challenges: a consolidated net loss and $22M inventory impairment, a covenant breach with the German revolver now classified as noncurrent, a $201M reduction in aggregate liquidity, sustained fiber cost inflation (roughly +10% vs Q4) that pressures margins, a negative Solid Wood EBITDA, and ongoing market demand weakness that may require further supply rationalization. Management expects some stabilization in Q2 (fiber costs stabilizing, modest working capital reduction) but acknowledges ongoing macro and trade uncertainties. Overall the call balances significant operational progress and strategic actions against meaningful financial and market headwinds.View all DE:AEZ earnings summariesAEZ Stock 12 Month Forecast
Average Price Target
€0.87
▼(-2.63% Downside)
Technical Analysis
Options Prices
Currently, No data available
---