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Company Analysis

Mesabi Trust MSB

A comprehensive view of key metrics, scores, and financial health for Mesabi Trust

Overview of Mesabi Trust

MSB NYQ
Basic Materials Steel Small Cap
Mesabi Trust (MSB), is a Small Cap company, in the Steel industry, last closed at $31.59, about 87.8% overvalued vs fair value, +18.5% 1Y return, placing in the top 10% of its sector.
$31.59
-1.25%
As of March 13, 2026
Previous close • Vol 90d: 52.3%
52-Week Range
Market Cap
$425.09M
Enterprise Value
$403.86M
Overall Score
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Top Beats

Quick Facts

Website https://mesabi-trust.com
HQ New York, NY
Fiscal year Jan 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$4
$4
$4
Current: $31.59 -88% vs base

Engine Room Money Flow™

Small Cap

Commodities & Mining - Where revenue goes and how value is created

Flow Steps
Revenue
None
15.2%%
Gross Profit
$25.2M
15.4%%
Operating Income
$20.6M
11.3%%
EBITDA
None
11.3%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Commodities & Mining

Quality & Reliability Indicators

Cash Conversion Ratio
1.01x
Excellent

Free cash flow relative to net income

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Owner's Pocket - Capital Allocation

Total Returned to Shareholders

Combined dividends, buybacks, and debt reduction

$17.7M
18.9% of FCF

Where It Leaks

Cash Flow Health healthy
Strong cash conversion with minimal leakage across profit-to-cash-to-value chain.
0
Active Leaks
0/0
Improving
0
High Impact
0
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Mesabi Trust's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
71
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
70
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Generic Industrial / Default vs Industry Peers 88% Coverage
Trade-Off Triangle Visualization A ternary plot showing MSB's balance between Growth (32.0%), Profitability (49.2%), and Safety (18.8%). Growth 32% Safety 19% Profitability 49%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

63th percentile vs peers
64
Key Signals
Rev Growth YoY 15.2% 90p EPS Growth YoY 3.91 93p EPS CAGR 3Y 10.7% 96p TSR 27.9% 30p Revenue CAGR 3Y -28.9% 2p
Strengths
  • Rev Growth Yoy in top 20% of peers (15.2%, 90th percentile)
  • Eps Growth Yoy in top 20% of peers (3.91, 93th percentile)
  • Eps Cagr 3Y in top 20% of peers (10.7%, 96th percentile)
  • Superior capital returns - 3 return metrics above peer median
Risks

No significant risks identified for this axis.

Profitability

97th percentile vs peers
98
Key Signals
Strengths
Risks
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Safety

37th percentile vs peers
38
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Mesabi Trust.

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$3.86
- - -
-87.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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