DA Davidson initiates Mayville Engineering stock with buy rating

Published 17/06/2025, 13:26
DA Davidson initiates Mayville Engineering stock with buy rating

DA Davidson initiated coverage on Mayville Engineering (NYSE:MEC) with a buy rating and a $23.00 price target on Tuesday, representing a 53% upside from the current price of $14.97. According to InvestingPro analysis, the stock appears undervalued based on its Fair Value assessment. The research firm cited the company’s leadership position in fabricating truck and machinery components.

The firm noted that Mayville Engineering has established itself as "the clear leader in its industry," with recent acquisitions further extending this advantage. With a market cap of $306.3 million and strong financial health metrics according to InvestingPro, including a healthy current ratio of 1.67, DA Davidson highlighted the company’s portfolio of highly-engineered, single-source contracts that have been carefully composed.

Recent implementation of a new business system, combined with merger and acquisition activity, supports a higher margin profile throughout the business cycle, according to the research firm. These changes are expected to begin showing up in the company’s financial results, with InvestingPro data showing management’s commitment through aggressive share buybacks. Get access to 8 more exclusive ProTips and comprehensive analysis with an InvestingPro subscription.

DA Davidson expressed optimism about Mayville Engineering’s prospects as challenging end markets begin to inflect upward. The firm specifically focuses on the company’s fabrication of a wide range of truck and machinery components.

The $23 price target represents potential upside for Mayville Engineering shares, which have been positioned by DA Davidson as a recommended stock based on the company’s recent operational improvements and market leadership.

In other recent news, Mayville Engineering Company (MEC) has announced plans to acquire Accu-Fab, LLC for $140.5 million. This acquisition, expected to close in the third quarter of 2025, aims to enhance MEC’s operations in high-growth markets. Accu-Fab’s financial performance in 2024 included net sales of approximately $61 million and an Adjusted EBITDA of $14 million. MEC anticipates that the acquisition will contribute $28 to $32 million in net sales and $6 to $8 million in Adjusted EBITDA for 2025.

In its Q1 2025 earnings report, MEC revealed an earnings per share (EPS) of $0.04, which fell short of the projected $0.07. However, the company’s revenue slightly surpassed expectations, reaching $135 million compared to the forecasted $134.52 million. Despite the earnings miss, MEC maintained its full-year guidance, projecting net sales between $560 million and $590 million. The company also aims for adjusted EBITDA between $60 million and $66 million for the year.

MEC has been targeting new business wins of $100 million for 2025, with $35 to $40 million already secured by April. The company’s strategic focus includes data centers and electrical infrastructure expansion. Additionally, MEC’s acquisition of Accu-Fab is expected to bring about annual revenue synergies of $3 to $5 million over the next two years. The integration of Accu-Fab is anticipated to improve MEC’s EBITDA margins and adjusted earnings per share.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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