Yahoo Finance report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Why MEC Stock slipped -0.60% Today — RQD Quant Desk Flash
Mayville Engineering Company Inc. (MEC) carries a Roarable Rating of D- (Sell) with 39/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is MEC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Mayville Engineering Company Inc. (NYSE: MEC) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 39/100 at a spot price of $15.02 (-0.60% 1D, market cap $383.0M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 7/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 9/20. Across 485 tracked Industrials issuers, MEC ranks #340 in composite RQD confidence.
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does MEC compare to OFLX and PKOH in the Industrials sector?
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Within the Industrials sector (Industrial Specialties), MEC carries a Roarable D- (39/100 RQD), trailing P/E of N/A, gross margin of 9.9%, and ROIC of -1.3%. By comparison, OFLX (Omega Flex Inc.) holds a C+ grade (67/100 RQD, P/E 18.0x, ROIC 43.2%, cap $265.9M) and PKOH (Park-Ohio Holdings Corp.) posts a D grade (50/100 RQD, P/E 27.4x, ROIC 15.6%, cap $625.1M). Among the 5-stock peer group, OFLX leads on earnings multiple (18.0x) while OFLX leads on capital efficiency (43.2% ROIC).
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for MEC?
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Per MEC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001766368), Mayville Engineering Company Inc. generated $546.5M in revenue (-6.0% YoY), -$8.1M in net income, and $26.9M in free cash flow against $563.6M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
SEC XBRL FY 2025 (10-K): 4.9% FCF Margin ($26.9M FCF) & 9.9% Gross Margin
SEC Form 4 / 13F Thermometer: 45% Net Buy • Disciplined Float (-0.40% YoY Shares)
Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)
⚔️ Adversarial Opposing Case: What Could Spark a MEC Turnaround Squeeze
While MEC currently carries a cautious 39/100 (D-) rating due to Whale & Options Positioning (5/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
Established market leader in Industrials with deep daily trading liquidity.
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($16.59) and Max Pain ($15.77) forces dealer call-delta covering toward $40.70.
Forensic Repair Trigger: Halting share dilution (Disciplined Float (-0.40% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
Why MEC Stock slipped -0.60% Today — RQD Quant Desk Flash
Mayville Engineering Company Inc. (MEC) slipped -0.60% to $15.02, trading at 10% of its 52-week range ($12.41 – $38.76). Stretched risk/reward at current multiples (-1% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 10% of its 52-week range ($12.41 – $38.76) with RSI-14 at 47.9 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±11.8% around $15.02 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D- (Sell) backed by 9.9% gross margin and $26.9M annual free cash flow.
Seeking Alpha report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
StockStory report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
We initiated a position in 908 Devices, a maker of portable chemical detection instruments used by hazmat teams, law enforcement, firefighters, and the military.
The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say ni
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring MEC)
- ✓Walkthrough of MEC's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
MEC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
vs. -6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
No active Ellis Vennor swing setup published on MEC today. View full Setup Ledger →
No direct multi-tier Butterfly edges indexed yet for MEC. Explore sector supply chains on /butterfly.
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (MEC)
1. Head-to-Head Industrials Peer Comparison (MEC vs. OFLX, PKOH, BOOM, AMRO)
Industry: Industrial Specialties (55 Tracked Issuers)Across 485 tracked Industrials securities in the Roarable RQD universe, Mayville Engineering Company Inc. (MEC) ranks #340 by composite RQD confidence (39/100, grade D-) and #311 by equity capitalization ($383.0M). Within this direct 5-issuer industry benchmark cohort, OFLX leads on earnings valuation at 18.0x trailing P/E, while OFLX leads on capital efficiency and profitability with 43.2% ROIC and 60.0% gross margin. OFLX currently holds the highest overall quantitative score in the immediate peer group at 67/100 (C+) compared with MEC at 39/100 (D-).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| MEC
ACTIVE
Mayville Engineering Company Inc. | D- | 39/100 | — | 9.9% | -1.3% | -0.60% | $383.0M | Benchmark Subject |
| OFLX Omega Flex Inc. | C+ | 67/100 | 18.0x | 60.0% | 43.2% | -0.38% | $265.9M | /oflx-vs-mec → |
| PKOH Park-Ohio Holdings Corp. | D | 50/100 | 27.4x | 17.0% | 15.6% | -4.13% | $625.1M | /pkoh-vs-mec → |
| BOOM DMC Global Inc. | D | 51/100 | — | 22.2% | 0.0% | +10.26% | $192.1M | /boom-vs-mec → |
| AMRO Amaero Inc. | D | 49/100 | — | — | — | -3.81% | $132.5M | /amro-vs-mec → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0001766368In its most recent audited fiscal period (FY2025, filed 2025-12-31), Mayville Engineering Company Inc. (MEC) reported GAAP revenue of $546.5M (-6.0% vs. FY2024 revenue of $581.6M , and -7.1% cumulative change since FY2023) , GAAP net income of -$8.1M, operating cash flow of $38.6M, and free cash flow of $26.9M (-65.4% YoY). On the balance sheet, MEC closed FY2025 with $563.6M in total assets against $0 in total debt (Altman Z-Score: 1.91, Piotroski F-Score: 4/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $546.5M | -$8.1M | $38.6M | $26.9M | $563.6M | — |
| FY2024 (FY) | 2024-12-31 | $581.6M | $26.0M | $89.8M | $77.7M | $445.6M | — |
| FY2023 (FY) | 2023-12-31 | $588.4M | $7.8M | $40.4M | $40.4M | — | — |
3. MEC Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs MEC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Mayville Engineering Company Inc. (NYSE: MEC) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 39/100 at a spot price of $15.02 (-0.60% 1D, market cap $383.0M). Pillar breakdown: Fundamental Cash Engine 11/20, Institutional 13F & Options Flow 5/20, Executive Insider Alignment 7/20, FRED Macro Regime Fit 7/20, and SEC Balance-Sheet Forensics 9/20. Across 485 tracked Industrials issuers, MEC ranks #340 in composite RQD confidence.
How does MEC compare to OFLX and PKOH in the Industrials sector?
Within the Industrials sector (Industrial Specialties), MEC carries a Roarable D- (39/100 RQD), trailing P/E of N/A, gross margin of 9.9%, and ROIC of -1.3%. By comparison, OFLX (Omega Flex Inc.) holds a C+ grade (67/100 RQD, P/E 18.0x, ROIC 43.2%, cap $265.9M) and PKOH (Park-Ohio Holdings Corp.) posts a D grade (50/100 RQD, P/E 27.4x, ROIC 15.6%, cap $625.1M). Among the 5-stock peer group, OFLX leads on earnings multiple (18.0x) while OFLX leads on capital efficiency (43.2% ROIC).
What are the biggest fundamental strengths and SEC risk factors for MEC?
Per MEC's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001766368), Mayville Engineering Company Inc. generated $546.5M in revenue (-6.0% YoY), -$8.1M in net income, and $26.9M in free cash flow against $563.6M in total assets and $0 in total debt. Key quantitative strengths: Established market leader in Industrials with deep daily trading liquidity.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.
Where is MEC trading relative to its 50-day, 200-day, and 52-week technical levels?
MEC last traded at $15.02 (-0.60% on volume of 468,173 shares), positioning the stock -9.46% below its 50-day simple moving average ($16.59) and -33.57% below its 200-day simple moving average ($22.61). Across its 52-week range of $12.41 to $38.76, MEC sits at the 9.9% percentile with a 14-day RSI of 47.9 (NEUTRAL RANGE) and an implied next-earnings move of ±11.8% ($13.25 to $16.79).
MEC Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is MEC stock moving today?
Why MEC Stock slipped -0.60% Today — RQD Quant Desk Flash. Stretched risk/reward at current multiples (-1% return on capital) under elevated 10-year interest-rate pressure.
MEC — Mayville Engineering Company Inc.: What the Facts Mean to a Prospective Investor
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD Score is 39, graded D-, with a verdict of "Roarable Sell — Vulnerable Balance Sheet & Flow" (per the Roarable RQD rating). The five pillars are:
- Fundamental Cash Engine: 11 / 20. Per the Roarable RQD rating, this pillar reflects ROIC of -1.3% and an FCF yield of 6.99%. Negative ROIC means the company is currently not earning a return above zero on invested capital, which weakens the case that incremental capital is compounding value. The FCF yield is the main offsetting positive in this pillar.
- Whale / 13F Flow: 5 / 20. Per the Roarable RQD rating, this pillar covers institutional accumulation and options positioning. Its low score indicates weak institutional support in the scoring model. The underlying 13F holdings data is not provided in the source data.
- Insider Conviction: 9 / 20. Per the Roarable RQD rating, this pillar covers SEC Form 4 and Congressional PTR cluster flow. The score is weak, and the underlying transaction detail is not provided in the source data.
- Macro Regime Fit: 7 / 20. Per the Roarable RQD rating, beta is 1.0 and sector sensitivity is weighed here. A beta of 1.0 means the stock is modeled to move in line with the broader market, offering no defensive cushion or amplified-upside characteristic on this metric.
- Forensic Balance Sheet: 7 / 20. Per the Roarable RQD rating, the Altman Z-Score is 1.91, the Piotroski F-Score is 4/9, and Debt/Equity is 0.5. An Altman Z near the low end of the distress range and a Piotroski score below the midpoint point to a fragile balance sheet, even though leverage on a debt-to-equity basis is moderate.
Investor implications: The score is driven by weak returns on capital and weak signals across institutional, insider, and balance-sheet pillars. Upside drivers in the data are limited to the positive FCF yield and the stock's recent price action (+2.37% on the day, per market data). Valuation tradeoffs are difficult to assess because P/E, forward P/E, and EV/EBITDA are not available in source data; the trailing net margin of -1.5% means earnings-based valuation cannot be anchored from the provided figures. The most important second-order risk is that the balance sheet has limited cushion if operating performance does not recover.
Business
Mayville Engineering Company Inc. (MEC) is listed on the NYSE and classified in the Industrials sector, Industrial Specialties industry (per the company profile). The source data does not describe its products, customers, or revenue model. Revenue of $546.5M in FY 2025 is reported in the SEC financials, but the mix of end markets and customers is not available in source data.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| FY 2025 | $546.5M | $-3.8M | $-8.1M | N/A | $26.9M | $1.5M | N/A |
| FY 2024 | $581.6M | $44.6M | $26.0M | N/A | $77.7M | $0.2M | N/A |
| FY 2023 | $588.4M | $20.2M | $7.8M | N/A | $40.4M | N/A | N/A |
Per the SEC financials, revenue declined from $588.4M (FY 2023) to $581.6M (FY 2024) to $546.5M (FY 2025), and the company moved from operating income of $44.6M in FY 2024 to an operating loss of $-3.8M in FY 2025. Per the market data, gross margin is 9.9%, operating margin -0.7%, net margin -1.5%, and ROIC -1.3%. Per the Roarable RQD rating, the Altman Z-Score is 1.91 and the Piotroski F-Score is 4/9, with Debt/Equity of 0.5. Reported cash is $1.5M at FY 2025 year-end.
Recent Catalysts & News Wire Analysis
Per the recent news wire, the items are:
- A Yahoo Finance report, "What Makes Mayville Engineering (MEC) an Attractive Opportunity?" (YELLOW, Market Wire).
- A Seeking Alpha report on re-establishing a position in Q3 (YELLOW, Market Wire).
- A Stocktwits quote and analysis page (YELLOW, Market Wire).
- A Stock Titan report stating that third-quarter results are due after market close Nov. 3 with the call following Nov. 4 (YELLOW, Market Wire). This is the nearest scheduled catalyst.
- A Yahoo Finance Q3 earnings preview (YELLOW, Market Wire).
- A StockStory report titled "3 Stocks Under $50 We Find Risky" (RED, Risk Watch).
The Butterfly Supply-Chain Graph reports no supply-chain links and no proprietary signals (sector Industrials, industry Industrial Specialties). The news wire contains no quantified catalysts beyond the earnings schedule.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, supply_chain is "NONE," with no butterfly links. Upstream and downstream dependencies, sector correlations, and second-order bottlenecks are not available in source data. The one identified sector context is Industrials / Industrial Specialties, and the broader market sensitivity is captured by beta of 1.0 (per market data).
Open Questions
- What are the company's primary products, end markets, and customer concentration? The source data describes sector and exchange only.
- What drove the swing from FY 2024 operating income of $44.6M to FY 2025 operating loss of $-3.8M, and is the Q3 report due Nov. 3 expected to show recovery?
- What are total debt and EPS figures? Debt and EPS are N/A across all reported periods.
- What is the composition of institutional holdings and recent insider or 13F transactions behind the low whale and insider pillar scores?
- Does reported FY 2025 cash of $1.5M, with FCF of $26.9M, indicate the company is funding obligations internally, and what is its debt maturity profile?
MEC Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Mayville Engineering Company Inc. (MEC) • Click "Debate This Headline" to argue it in the Roar Pit below
Yahoo Finance report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Seeking Alpha report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stocktwits report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Yahoo Finance report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
StockStory report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stock Traders Daily report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
Stock Titan report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.
MEC Bull vs. Bear Conversation Board — What's Your Call at $15.02?
🔥 Official Bull vs. Bear Debate: Is MEC (D- • RQD 39/100) a Buy at $15.11?
Welcome to the MEC (Mayville Engineering Company Inc.) Roar Pit. Current RQD Composite is 39/100 (Roarable Sell — Vulnerable Balance Sheet & Flow) in Industrial Specialties. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
Pump the brakes on MEC — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on MEC, but look at what you are paying: current EV/EBITDA multiples with 9.9% gross margins. Unless Mayville Engineering Company Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
MEC cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on MEC, the market is fixating on short-term headline noise in Industrial Specialties and ignoring the balance sheet and cash flow trajectory. At $15.11 (52-wk range $12.41 - $38.76), any beat on forward guidance forces shorts and underweight funds to chase.