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MER.TO (MER) Fair Value & Analysis

Energy · CA · Market cap C$1.3B (≈ $973M) · ISIN CA5889141019

What is MER.TO really worth?

MT MER.TO MER · TO
PriceC$2.22
Fair ValueC$1.45
Upside−34.5%
Quality43/100

Below-average quality, and trading another 53% above our fair value of C$1.45.

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Strengths

generates free cash flow

Risks

!Weak Growth
!Loss-making · -20.9% net margin
!Mixed vs. peers (7/12)
!Narrow moat 35/100
!Evidence only medium, so the estimate is less certain

For context

·9.32% dividend yield
Evidence: Medium Range C$1.11 – C$1.87

Fair value as of: Aug 20, 2026

From 16 valuation models · updated 16 days ago

Share price +11.6% over the past month.

What runs behind every stock

69 individual criteria per stock, every one traceable See the method →

What matters now

  • The price sits above even our optimistic bull case (C$1.87). The favourable scenario is already priced in.
  • Weak quality (43/100) and above fair value at the same time, the margin of safety is missing on both counts.

Price vs Fair Value (5 years)

C$2.76 C$0.9203 Fair Value C$1.45 Jun 2021 Sep 2026

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Aug 20, 2026.

How to read this chart

60‑month range C$0.9203 – C$2.76 · fair‑value band C$1.11 – C$1.87 · the C$2.22 price screens above the C$1.45 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Aug 20, 2026.

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Analysis

MER.TO (MER) currently trades at C$2.22, while our model-based Fair Value estimate is C$1.45, implying the stock looks roughly 52.7% overvalued today. The Quality Score stands at 43/100 (below-average quality), in the Energy sector. Bull case: the DCF Models group reads highest at a median of C$4.16 per share, and 10 of the 16 models we run sit above the C$2.22 price. Bear case: the Asset-Based group reads lowest at C$0.7600, and 6 of the 16 models stay below the price. Evidence for this calculation is medium.

Over the trailing twelve months, MER.TO generated revenue of C$598M at a net margin of −20.9%. Revenue grew 49.6% year over year. It earns a return on equity of −15.4%. Net debt stands at C$162M. Fundamentals as of Aug 20, 2026

Our scenario range runs from C$1.11 (bear case) to C$1.87 (bull case); at C$2.22, 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 12% below its 52-week high and 53% above its 52-week low, currently above its 200-day average. For context, the median of 10 Energy peers we cover trades at −35% fair-value upside, at −35%, MER screens cheaper than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted, family-balanced 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. Every input is real reported data, nothing guessed.

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
EPV C$0.8600 C$0.9400 C$1.01 70
FCF DCF C$4.80 C$6.56 C$8.81 69
Growth DCF C$4.86 C$6.43 C$8.33 67
All 16 models by family
DCF Models
FCF DCF C$4.80 C$6.56 C$8.81 69
Owner Earnings C$2.80 C$3.78 C$5.04 65
5Y Revenue Exit C$2.61 C$3.19 C$3.85 62
5Y EBITDA Exit C$3.94 C$5.61 C$7.46 63
10Y Revenue Exit C$3.47 C$4.16 C$4.93 57
10Y EBITDA Exit C$4.26 C$5.66 C$7.38 58
Earnings-Based
EPV C$0.8600 C$0.9400 C$1.01 70
Dividend Discount
Gordon GGM C$1.17 C$1.63 C$2.06 60
DDM Multi-Stage C$1.17 C$1.58 C$1.98 56
Multiples
EV/EBIT C$1.74 C$2.23 C$2.72 63
EV/EBITDA C$3.78 C$4.95 C$6.12 64
EV/Revenue C$1.14 C$1.52 C$1.90 52
Asset-Based
NCAV (Graham) C$0.5700 C$0.7600 C$1.13 51
Growth DCF
Growth DCF C$4.86 C$6.43 C$8.33 67
Rev-Margin DCF C$2.61 C$3.18 C$3.76 62
Economic Profit
ROIC Compounder C$0.8600 C$0.9400 C$1.01 61

Widest divergence: DCF Models (C$4.16) versus Asset-Based (C$0.7600). Highest evidence: EPV (70).

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Key figures & financial health

P/S ratio 2.25 TTM
EPS (TTM) C$−0.3100
Dividend yield 9.3%
Net margin −5.6% FY2025
Return on equity −15.4% TTM
Return on assets (EBIT) −3.5% avg 5y
More key figures
Profitability
Operating margin 24.6% TTM
Growth
Revenue (TTM) C$598M TTM
Revenue growth (YoY) +49.6%
Balance sheet & cash flow
Free cash flow C$339M FY2025
Net debt C$162M FY2025 · ≈ 0.5 yrs of FCF

Figures from reported company fundamentals · as of Aug 20, 2026. TTM = trailing twelve months.

Quality Score breakdown

Overall quality 43/100

Of which business quality 46 · Market factors (momentum, volatility) 64

Profitability 8
Margins and returns on capital today
Quality Growth 67
Are margins and returns improving?
Cashflow 100
Earnings quality: real cash, not paper profit
Fin. Strength 37
Balance sheet, leverage, solvency risk
Investment 67
Disciplined investing over empire-building
Low Volatility 75
Calm price path (market factor)
Momentum 51
Price trend over the last 3–12 months (market factor)
52W Momentum 72
Distance to the 52-week high (market factor)
Net Issuance 0
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.

All values are scores from 0 to 100 (100 = best against fixed, research-based bands), not percentages. The three market factors (momentum, 52-week proximity, low volatility) are displayed but carry zero weight in the headline number: market sentiment is not a business property.

About the company

Meren Energy Inc., together with its subsidiaries, operates as an oil and gas exploration and production company in Nigeria, Namibia, South Africa, and Equatorial Guinea. The company holds interests in producing and development assets in deepwater Nigeria. It also has a portfolio of development and exploration assets in the west and south of Africa.

Full company description

Meren Energy Inc., together with its subsidiaries, operates as an oil and gas exploration and production company in Nigeria, Namibia, South Africa, and Equatorial Guinea. The company holds interests in producing and development assets in deepwater Nigeria. It also has a portfolio of development and exploration assets in the west and south of Africa. Meren Energy Inc. was formerly known as Africa Oil Corp. and changed its name to Meren Energy Inc. in May 2025. The company was incorporated in 1993 and is based in Vancouver, Canada.

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

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

MER.TO reported revenue of $570M in FY2025 versus $0 in FY2022. Reported net income was −$32.2M in FY2025.

Growth Quality 12/100
Revenue growth is weak, negative or inconsistent.
Latest Revenue (FY 2025)
C$570M
Value creation/yr We only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed
Revenue
FY22 $0
FY23 $0
FY24 $0
FY25 $570M
Net income
FY21 $191M
FY22 −$60.3M
FY23 $87.1K
FY24 −$279K
FY25 −$32.2M

MER screens 53% overvalued. Compare with CNOOC Limited →

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Cite: Fair Value Calculator (2026). "MER.TO Fair Value". https://www.fairvalue-calculator.com/stock/MER

Peer Group

Oil & Gas E&P · 296 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 43 · Below median
Fair Value upside −35% · Below median
Return on assets 4% · Above median
Net margin (TTM) −21% · Bottom 25%
Operating margin (TTM) 25% · Above median
Revenue growth 50% · Top 25%
Dividend yield (TTM) 9.3% · Top 25%

Valuation Multiples vs Oil & Gas E&P median · lower = cheaper

P/B 1.27× · Pricier than median
P/S (TTM) 1.63× · Cheaper than median
P/FCF 2.9× · Cheaper than 75% of peers
EV/EBITDA 2.1× · Cheaper than 75% of peers

Strength profile in five axes (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.

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE0 · sector 9
FUTURE100 · sector 7
PAST0 · sector 9
HEALTH0 · sector 87
DIVIDEND100 · sector 70

VALUE 0: the price sits above our fair-value range.

Insider activity: 30/100

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

Oil & gas

Similar stocks

10 more Oil & Gas E&P stocks, each showing price versus our Fair Value estimate (as of Aug 20, 2026).

Stock Price Fair Value vs Fair Value
CNOOC Limited 600938 ¥32.85 ¥32.55 −1%
ConocoPhillips explores for, COP $130.35 $90.15 −31%
Canadian Natural Resources Limited CNQ C$69.03 C$44.78 −35%
EOG Resources, Inc EOG $143.35 $132.20 −8%
Occidental Petroleum Corporation OXY $59.17 $30.06 −49%
Diamondback Energy, Inc FANG $200.52 $105.24 −48%
Devon Energy Corporation DVN $47.35 $27.06 −43%
Woodside Energy Group WDS A$32.55 A$20.71 −36%
EQT Corporation EQT $54.57 $42.85 −21%
Texas Pacific Land Corporation TPL $366.50 $77.26 −79%

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Frequently asked questions

Is MER.TO (MER) overvalued or undervalued?
As of Aug 20, 2026, our model estimates a fair value of C$1.45 versus a price of C$2.22, about −35% upside (overvalued).
What is the fair value of MER?
Our model-based fair value for MER.TO is C$1.45 (as of Aug 20, 2026), built from audited fundamentals. The current price: C$2.22.
What is the quality score of MER?
MER.TO has a Quality Score of 43/100. 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 MER.TO (MER)?
MER.TO reported trailing-twelve-month revenue of about C$598M (latest available figure, as of Aug 20, 2026).
What is the net profit margin of MER?
The net profit margin of MER.TO is about −20.9%, meaning it is currently running at a net loss. Based on the latest reported figures.
Does MER.TO pay a dividend?
MER.TO currently shows a dividend yield of about 9.32% relative to its recent price (as of Aug 20, 2026).
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