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Methanex Corporation (MEOH)

POSITIVE
Basic MaterialsChemicalsCanada

Fundamental

67

Price

$57.55

Market Cap

$4.51B

Part 1 · What the company is worth

Overview

Methanex Corporation engages in the production and sale of methanol and ammonia in Asia Pacific, North America, Europe, and South America. It also owns and leases in-region storage and terminal facilities. The company serves chemical and petrochemical producers. Methanex Corporation was incorporated in 1968 and is headquartered in Vancouver, Canada.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

No editorial profile for this company yet

No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$4.27B

Trailing 12 months (through 6/30/2026)

Net Income

$88M

Trailing 12 months (through 6/30/2026)

Free Cash Flow

$709M

Total Equity

$2.57B

Total Liabilities

$3.13B

Current Ratio

2.07

Interest Coverage

-

Debt/EBITDA

2.80

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

CyclicalFairly Valued

Fair Value

$64.00

Current Price

$57.55

Margin of Safety

+10.1%

Fair Value Range

$41.60 - $86.40

Estimation Methods

Analyst price target:$70.00
Discounted cash flow (DCF):Not applicable to this type of company
Earnings multiple (P/E):$7.04
Graham growth formula:Not applicable to this type of company
Earnings power value (EPV):$83.48
Justified P/B:Not applicable to this type of company
Dividend discount (Gordon):Not applicable to this type of company
P/FFO, funds from operations:Not applicable to this type of company
Mid-cycle earnings:Not enough data to compute it
Revenue multiple:Not applicable to this type of company
Analyst Consensus:Strong Buy (11B / 3H / 0S)
Last Earnings Surprise:-5.83%

Valuation Metrics

P/E Ratio

66.30

ROE

6.1%

P/B Ratio

1.76

P/FCF

6.36

Gross Margin

31.2%

ROIC

22.0%

Profitability Radar

Value Creation (Economic Moat)

ROIC

22.0%

WACC

5.2%

ROIC − WACC

+16.8 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamental Analysis Criteria

Passed (12)

  • ROIC 22.0%
  • Gross Margin 31.2%
  • P/FCF 6.36
  • P/B Ratio 1.76
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • DCF valuation (Undervalued)
  • Revenue Growth 5Y 6.3%
  • Analyst Consensus 79% Buy
  • Earnings Quality (OCF/NI) 12.46

Failed (6)

  • Price CAGR 3.21%
  • CapEx intensity
  • ROE 3.5%
  • Earnings Surprise avg -60.1%
  • Net Margin Trend 2.2% vs 4.4%
  • Piotroski F-Score 2/9

Unavailable (9)

  • EPS data insufficient
  • Dividend Payout NaN%
  • Operating Margin NaN%
  • Interest Coverage
  • Return on Tangible Assets
  • Low reliance on intangibles
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)

Piotroski F-Score

2/9

Serious financial concerns

score
criteria

Earnings Quality

12.46

High quality: earnings backed by cash

Share Dilution

-

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. Richard W. SumnerPresident, CEO & Director50
Mr. Dean RichardsonSenior VP of Finance & CFO-
Mr. Kevin M. MaloneySenior Vice President of Corporate Development-
Ms. Karine DelbarreSenior Vice President of Global Marketing & Logistics-
Mr. Gustavo ParraSenior Vice President of Manufacturing-
Mr. Robert B. Winslow C.F.A.Vice President of Investor Relations-
Mr. Kevin PriceSenior VP, General Counsel & Corporate Secretary-
Mr. Greg MackieVP of Human Resources-
Mr. Bradley W. BoydSenior Vice President of Corporate Resources-
Mr. Mark AllardSenior Vice President of Low Carbon Solutions-

Audit Risk

2

Board Risk

3

Compensation Risk

7

Shareholder Rights Risk

7

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for MEOH, sourced from Markets Gazette.

  • 3/11/2026POSITIVE
    One Investor Bet $3 Million on Methanex Last Quarter. The Stock has Surged 30% This Year

    Methanex Corporation, a global methanol supplier, has seen its stock surge 30% year-to-date. The company's integrated production and logistics network serves industrial customers worldwide. One significant investor placed a $3 million bet on Methanex last quarter, signaling strong conviction. This performance suggests robust demand for methanol and effective operational execution by the company, potentially indicating a positive outlook for its industrial chemical products and a favorable market environment for its commodity.

  • 3/6/2026NEUTRAL
    Methanex (MEOH) Q4 2025 Earnings Call Transcript

    Methanex Corporation is scheduled to hold its Fourth Quarter 2025 Earnings Conference Call on March 6, 2026, at 5:00 PM ET. The company will discuss its financial and operational results for the quarter. While the transcript itself is not available, the announcement of an earnings call is a routine event for publicly traded companies. Investors will be looking for key financial metrics, future guidance, and management's commentary on market conditions impacting methanol production and sales.

via Markets Gazette