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MCY

BULLISH
$95.65 Live
Mercury General Corporation · NYSE
Target $110.0 (+15.0%)
$54.0 52W Range $100.06

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 30, 2026
Market cap
$5.3B
P/E
9.79
ROE
24.8%
Profit margin
9.0%
Debt/Equity
0.24
Dividend yield
1.33%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
MCY exhibits a strong recovery profile, transitioning from significant losses in 2022-2023 to explosive earnings growth (100.9% YoY). While the Piotroski F-Score of 4/9 indicates stable but not strong financial health, the company's valuation is highly attractive, trading almost exactly at its Graham Number ($97.95) and significantly below its growth-based intrinsic value ($288.21). Strong ROE (24.8%) and a low P/E ratio (9.79) suggest the market has not yet fully priced in the recent earnings acceleration.

Key Strengths

Explosive earnings growth (100.9% YoY) and consistent earnings beats
Attractive valuation with a P/E of 9.79 and P/S of 0.88
Strong Return on Equity (ROE) of 24.80%
Conservative leverage with a Debt/Equity ratio of 0.24
Significant upside potential relative to growth-based intrinsic value

Key Risks

Low current ratio (0.56) indicating potential short-term liquidity pressure
Low dividend strength (25/100) and yield (1.33%)
High volatility in historical quarterly earnings (swinging from losses to massive gains)
Limited analyst coverage (only 1 analyst providing a target)
Technical trend score (10/100) suggests bearish momentum despite price gains
AI Fair Value Estimate
Based on comprehensive analysis
$115.0
+20.2% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
66
Strong
Value
90
Future
85
Past
60
Health
55
Dividend
40
AI Verdict
Strong Value Recovery
Key drivers: Earnings acceleration, Low P/E relative to growth, Strong ROE
Confidence
80%
Value
90/100

Ref P/E 9.79, PEG 1.11, Graham Number $97.95

Positives
  • Price is near Graham Number
  • P/E is well below sector average
  • PEG ratio of 1.11 is reasonable
Watchpoints
  • Price/Book is slightly elevated at 2.19
Future
85/100

Ref Growth rates and Earnings surprises

Positives
  • 100%+ earnings growth
  • Double-digit revenue growth (14.1%)
  • Strong quarterly surprise track record
Watchpoints
  • Recent Q/Q EPS growth slight dip (-5.2%)
Past
60/100

Ref Historical earnings progression

Positives
  • Successful turnaround from 2023 losses
  • Strong 1Y price performance (+73%)
Watchpoints
  • History of significant quarterly earnings misses in 2022-2023
Health
55/100

Ref Piotroski F-Score 4/9, Debt/Equity 0.24

Positives
  • Very low Debt/Equity (0.24)
Watchpoints
  • Piotroski F-Score of 4/9 is only 'Stable'
  • Current ratio (0.56) is below 1.0
Dividend
40/100

Ref Yield 1.33%, Payout 13%

Positives
  • Very low payout ratio (13%) ensures sustainability
Watchpoints
  • Low yield (1.33%)
  • Low overall dividend strength score

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$95.65
Analyst Target
$110.0
Upside/Downside
+15.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for MCY and closest competitors.

Updated 2026-04-29
MCY
Mercury General Corporation
Primary
5Y
+80.8%
3Y
+239.3%
1Y
+73.0%
6M
+25.1%
1M
+8.9%
1W
-0.6%
AUB
Atlantic Union Bankshares Corporation
Peer
5Y
+14.1%
3Y
+29.3%
1Y
+52.3%
6M
+11.7%
1M
+7.3%
1W
-2.1%
HAS
HA Sustainable Infrastructure Capital, Inc.
Peer
5Y
-3.9%
3Y
+75.4%
1Y
+72.5%
6M
+49.0%
1M
+16.3%
1W
+2.7%
ASB
Associated Banc-Corp
Peer
5Y
+58.3%
3Y
+79.1%
1Y
+38.4%
6M
+12.5%
1M
+12.5%
1W
+0.9%
AX
Axos Financial, Inc.
Peer
5Y
+123.1%
3Y
+117.6%
1Y
+29.3%
6M
+8.3%
1M
+3.2%
1W
-2.9%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
9.79
Forward P/E
11.96
PEG Ratio
1.11
P/B Ratio
2.19
P/S Ratio
0.88
EV/Revenue
0.71
EV/EBITDA
5.54
Market Cap
$5.3B

Profitability

Profit margins and return metrics

Profit Margin 9.03%
Operating Margin 16.66%
Gross Margin 18.63%
ROE 24.8%
ROA 4.82%

Growth

Revenue and earnings growth rates

Revenue Growth +14.1%
Earnings Growth +100.9%
Q/Q Revenue Growth +12.41%
Q/Q Earnings Growth +100.4%

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.24
Low debt
Current Ratio
0.56
Weak
Quick Ratio
0.52
Poor
Cash/Share
$29.84

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue
$1.5B
Net Margin
13.2%
Total Assets
$9.6B
Liabilities
$7.1B
Equity
$2.4B
Debt/Equity
2.96x
Operating CF
$0.3B
CapEx
$-0.0B
Free Cash Flow
$0.3B
FCF Yield
95%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-05-05
$N/A
2026-02-17
$3.66
+43.0% surprise
2025-11-04
$3.86
+79.5% surprise
2025-07-29
$2.67
+105.4% surprise

Financial Services Sector Comparison

Comparing MCY against 900 companies in the Financial Services sector (146 bullish, 386 neutral, 368 bearish)
P/E Ratio
9.79
This Stock
vs
34.62
Sector Avg
-71.7% (Discount)
Return on Equity (ROE)
24.8%
This Stock
vs
0.0%
Sector Avg
+869119.8% (Excellent)
Profit Margin
9.03%
This Stock
vs
91.87%
Sector Avg
-90.2% (Weaker)
Debt to Equity
0.24
This Stock
vs
1.3
Sector Avg
-81.4% (Less Debt)
Revenue Growth
14.1%
This Stock
vs
34.34%
Sector Avg
-58.9% (Slower)
Current Ratio
0.56
This Stock
vs
3.02
Sector Avg
-81.6% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

TIRADOR GABRIEL
Chief Executive Officer
Stock Award
2026-02-20
4,348 shares
GRAVES CHRISTOPHER W
Chief Investment Officer
Stock Award
2026-02-20
979 shares
STALICK THEODORE R
Chief Financial Officer
Stock Award
2026-02-20
1,426 shares
PETRO RANDALL R
Officer
Stock Award
2026-02-20
689 shares
JOSEPH VICTOR GEORGE
President
Stock Award
2026-02-20
1,318 shares
THOMPSON ERIK DAHL
Officer
Stock Award
2026-02-20
535 shares
SCHROEDER JEFFREY MICHAEL
Officer
Stock Award
2026-02-20
811 shares
BUTLER KELLY LYNN
Officer
Stock Award
2026-02-20
649 shares
GIBBS KATELYN MARIE
Officer
Stock Award
2026-02-20
649 shares
RIBISI MARK ALLAN
Officer
Stock Award
2026-02-20
811 shares
PANG WEI
Chief Technology Officer
Stock Award
2026-02-20
1,136 shares
ZHANG XIMENG SIMON
Officer
Stock Award
2026-02-20
811 shares
COLBY NICHOLAS VINCENT
Officer
Stock Award
2026-02-20
689 shares
BRAUNEGG GEORGE GWYER
Director
Buy
2025-12-10
552 shares · $49,912
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

DEF 14A
DEF 14A
2026-03-31

MCY filed a Definitive Proxy Statement (DEF 14A) on March 31, 2026, providing shareholders with necessary information to vote on corporate matters at the upcoming annual meeting.

10-K
10-K
2026-02-17

MCY filed its 10-K on February 17, 2026, which includes comprehensive disclosures regarding its business operations, financial condition, and market risks. The filing provides detailed analysis within the Management’s Discussion and Analysis and Financial Statements sections, while specifically addressing risk factors and cybersecurity threats.

8-K
8-K
2026-02-17

Mercury General Corporation filed an 8-K on February 17, 2026, likely to announce its year-end financial results.

10-Q
10-Q
2025-11-04

MCY's 10-Q filing dated November 4, 2025, indicates significant financial distress, specifically noting defaults upon senior securities and the use of unregistered equity sales. These factors suggest critical liquidity risks and potential solvency issues that investors should closely monitor.

8-K
8-K
2025-11-04

Mercury General Corporation (MCY) filed a Form 8-K on November 4, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-07-29

Mercury Systems, Inc. filed an 8-K likely reporting its quarterly financial results.

10-Q
10-Q
2025-07-29

MCY's 10-Q filing dated July 29, 2025, highlights critical risk areas, specifically noting defaults upon senior securities and unregistered sales of equity securities. These disclosures indicate significant credit and liquidity risks that may impact the company's financial stability.

8-K
8-K
2025-05-15

Mercury Systems, Inc. announced its first-quarter financial results.

10-Q
10-Q
2025-05-06

MCY's 10-Q filing dated May 6, 2025, indicates significant financial distress, specifically noting defaults upon senior securities and the occurrence of unregistered sales of equity securities. These factors, alongside the detailed risk disclosures in Item 1A, suggest substantial liquidity and solvency risks for investors.

8-K
8-K
2025-05-06

Mercury General Corporation filed an 8-K on May 6, 2025, likely to announce its first-quarter financial results.

DEF 14A
DEF 14A
2025-04-01
10-K
10-K
2025-02-11
8-K
8-K
2025-02-11
8-K
8-K
2025-01-21
8-K
8-K
2025-01-10
Data sourced from SEC EDGAR. AI summaries generated automatically.

Past News Coverage

Recent headlines mentioning MCY from our newsroom.

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