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Mayville Engineering Company Inc. (MEC) — RQD Stock Rating Cockpit

$15.02 -0.60% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $14.98

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.

📊 Historical Track Record Warning: Scores below 50 (39/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows →

ROARABLE D- • RED ALERT Cap $385.3M

📤 Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card

⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on MEC Below — or Connect Your Own ChatGPT / Claude

🤖 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 2026-11-02, 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 $385.3M). 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 #350 in composite RQD confidence.

✓ Pre-computed one-to-many AI Quant brief

🤖 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 $266.9M) and PKOH (Park-Ohio Holdings Corp.) posts a D+ grade (53/100 RQD, P/E 27.4x, ROIC 15.6%, cap $652.1M). Among the 5-stock peer group, OFLX leads on earnings multiple (18.0x) while OFLX leads on capital efficiency (43.2% ROIC).

✓ Pre-computed one-to-many AI Quant brief

🤖 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.

✓ Pre-computed one-to-many AI Quant brief

🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).

INTERACTIVE SCENARIO DECK:

🛡️ Portfolio Crash X-Ray

EXT / AFTER-HRS: $14.97 (-0.30%)🧬 Disciplined Float (-0.40% YoY Shares)⚙️ Cash Engine: 11/20 (D+) • 4.9% FCF Margin

Verify 90D Bucket Audit →

📊 Historical Track Record Warning: Scores below 50 (39/100 · D-) historically underperformed SPY in 71% of rolling 90-day windows (-7.6% avg 90D alpha vs SPY • 29.0% hit rate).

Audit Bucket Track Record →

RQD QUANT TACHOMETERRED ALERT • D-

2-of-3 JEV AI Jury Bearish Warning

Cash

SEC

Whale

Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- · Rk D-

Each axis scored 0–20

12M PRICE TARGET CONE-8.5% Base Target

WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for MEC)Realized 20D OHLCV Swing Band: ±12.4%

Deterministic 5-Pillar Attribution (39/100 Composite)

🔍 WHY MEC SCORES 39/100 (D-) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag

▲ #1 Bullish Driver: Cash Engine Quality+11/20 pts (28% of score)

SEC XBRL FY 2025 (10-K): 4.9% FCF Margin ($26.9M FCF) & 9.9% Gross Margin

▲ #2 Bullish Driver: Insider Conviction & Share Dilution+9/20 pts (23% of score)

SEC Form 4 / 13F Thermometer: 45% Net Buy • Disciplined Float (-0.40% YoY Shares)

▼ #1 Drag / Risk Factor: Whale & Options Positioning5/20 pts (-15 pt drag)

Put hedging (50% put share) caps near-term gamma upside (-15 pts vs max)

📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current

Q1 (-3Q)

Grade D$15.06-7.4% Next Q

Q2 (-2Q)

Grade D$13.94-6% Next Q

Q3 (-1Q)

Grade D$13.10+14.7% Next Q

Current

Grade D-$15.02-7.6% Hist 90D α

Trajectory: D (47) → D- (39)Full Audit →

⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

⚔️ Adversarial Opposing Case: What Could Spark a MEC Turnaround Squeeze

Gideon Ashmere Forensic Desk →

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.

🚀 Contrarian Squeeze Trigger #1

Established market leader in Industrials with deep daily trading liquidity.

🚀 Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($16.71) and Max Pain ($15.77) forces dealer call-delta covering toward $40.70.

🚀 Contrarian Squeeze Trigger #3

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.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $MEC• $2.4M Crowd Pool • Kalshi / Polymarket Composite

Contract: “MEC Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”

YES 39%NO 61%Trade / Inspect Odds →

RSI-14 MOMENTUMNEUTRAL RANGE

48.730 Oversold · 70 Hot

ALTMAN-Z SHIELDWATCH ZONE (1.8–3.0)

1.91>3.0 Fortress Safe

PIOTROSKI F-SCOREWEAK QUALITY (1–4)

4 / 99-Pt Accounting

52-WEEK LASER RANGE10% OF RANGE

L: $12$15.02H: $39

1. Money & Cash Health● MIXED

Are profits real cash in the bank?

Decent core business (10% profit margin), though cash flow growth is moderate rather than explosive right now.

Factor Grade: D+RQD 11 / 20

2. Big Money & Insiders● TRIMMING

Are whales & executives buying or selling?

Insiders and big institutional desks have been trimming shares rather than stepping up to buy.

Factor Grade: D-RQD 14 / 40

3. Hidden Risks & Market Weather● WARNING

SEC fine-print scan & interest-rate fit

High sensitivity to tight interest rates or new risk warnings added to recent SEC annual filings.

Factor Grade: D-RQD 14 / 40

MULTI-MODEL JEV QUANT JURY DELIBERATION

2-of-3 JEV AI Jury Bearish Warning on MEC

Cash & Moat Bull AI

ROIC & Free Cash Flow Model

NEUTRAL (55)

-1.3% ROIC with 9.9% gross margin and 6.99% FCF yield.

SEC Forensic Auditor AI

10-K Accruals & Altman-Z Guard

BEARISH (35)

Altman-Z 1.91 and Piotroski 4/9 pass balance-sheet audit.

Whale & Macro Hawk AI

Options Skew, 13F & Fed NetLiq

BEARISH (35)

14/40 institutional & smart-money positioning score with 7/20 macro alignment.

Bull Case: Why Buyers Like MEC

✓Established market leader in Industrials with deep daily trading liquidity.

Bear Case: What Could Go Wrong

!Company executives have done more routine share selling than personal cash buying lately.
!Sensitive to high interest rates and tighter Federal Reserve market liquidity.
!Recent SEC filings added new risk-factor disclosures that warrant keeping an eye on margins.

ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

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

RQD INSIDER CLUB WAITLIST$49/YR PLANNED

Want Custom AI PineScript / Python Indicators & Priority Rating-Change Alerts?

Join Founding VIP Waitlist (No Card Required) →$100K Arena

MEC // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -32.19%▲ RESISTANCE BREAKOUT

2026-11-02O $14.76H $15.11L $14.76C $15.02VOL 398.7K

RES: $14.61SUP: $11.93SMA50: $16.71SMA200: $22.63

PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

MEC Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

🦋 MEC Butterfly Map → + Track MEC →

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)

8.0%/yr Implied 5Y Growth

vs. -6.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on MEC today. View full Setup Ledger →

🦋 Documented & Second-Order Butterfly Connections Open Graph →

No direct multi-tier Butterfly edges indexed yet for MEC. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video

🎬 No recent verified company-specific video clip queued for MEC today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →

DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK

📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (MEC)

Industrials Rank #350 of 485 ⚔️ OFLX vs MEC Full Matrix →

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 #350 by composite RQD confidence (39/100, grade D-) and #311 by equity capitalization ($385.3M). 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%	$385.3M	Benchmark Subject
OFLX Omega Flex Inc.	C+	67/100	18.0x	60.0%	43.2%	-0.38%	$266.9M	/oflx-vs-mec →
PKOH Park-Ohio Holdings Corp.	D+	53/100	27.4x	17.0%	15.6%	-4.13%	$652.1M	/pkoh-vs-mec →
BOOM DMC Global Inc.	D+	52/100	—	22.2%	0.0%	+10.26%	$174.2M	/boom-vs-mec →
AMRO Amaero Inc.	D	50/100	—	—	—	-3.81%	$137.8M	/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 0001766368

In 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 ENABLED

Is MEC stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

How does MEC compare to OFLX and PKOH in the Industrials sector?

What are the biggest fundamental strengths and SEC risk factors for MEC?

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 -10.11% below its 50-day simple moving average ($16.71) and -33.63% below its 200-day simple moving average ($22.63). Across its 52-week range of $12.41 to $38.76, MEC sits at the 9.9% percentile with a 14-day RSI of 48.7 (NEUTRAL RANGE) and an implied next-earnings move of ±12.4% ($13.16 to $16.88).

MEC Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS • SEC EDGAR × CBOE × FRED

Should I buy, hold, or sell MEC stock right now?

Mayville Engineering Company Inc. (MEC) currently earns a Roarable Rating of D- (Sell — SELL) with 39/100 RQD Confidence. Stretched risk/reward at current multiples (-1% return on capital) under elevated 10-year interest-rate pressure.

What is MEC's 12-month price target and RQD AI Jury consensus?

MEC's 12-month base price target is $13.74 (range $10.72 to $40.7), backed by transparent SEC XBRL cash-flow, Form 4 insider, and CBOE options flow analysis.

Direct Sub-Reports: MEC RQD Cockpit MEC 12M Forecast MEC Earnings & Move MEC Dividends & DRIP MEC Insiders & 13F MEC Whale Options MEC Profit Sankey MEC News & Why

ROARABLE RATING BRIEF • RQD 39/100 (D-) ✓ STAGE-C NUMBER FIREWALL VERIFIED

MEC — Mayville Engineering Company Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5

As of: 2026-11-02T15:37:19Z

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

💬 Jump to MEC Debate Forum (3) ↓

🟡 MARKET WIRE Yahoo Finance • 12h ago

What Makes Mayville Engineering (MEC) an Attractive Opportunity?

Yahoo Finance report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Seeking Alpha • 15h ago

Mayville Engineering Company: Why We Reestablished A Position In Q3

Seeking Alpha report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stocktwits • 18h ago

MEC: Mayville Engineering Company Inc Latest Stock Price, Analysis, News and Trading Ideas

Stocktwits report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 21h ago

Third-quarter results are due after market close Nov. 3; Mayville Engineering's call follows Nov. 4.

Stock Titan report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Yahoo Finance • 1d ago

Mayville Engineering (MEC) Q3 earnings: what to expect

Yahoo Finance report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔴 RISK WATCH StockStory • 1d ago

3 Stocks Under $50 We Find Risky

StockStory report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Traders Daily • 1d ago

Trading the Move, Not the Narrative: (MEC) Edition

Stock Traders Daily report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🟡 MARKET WIRE Stock Titan • 1d ago

BlackRock reports ownership above 5% in Mayville Engineering (MEC).

Stock Titan report covering Mayville Engineering Company Inc. (MEC) market action, institutional positioning, and fundamental catalysts.

Read Full Source ↗

🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE 3 Active Posts & Replies

MEC Bull vs. Bear Conversation Board — What's Your Call at $15.02?

🐂 33% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON MEC 🐻 67% BEARISH CONVICTION

RO RoarDesk_Moderator Roarable Research Desk 🐻 BEARISH 🎯 Target: $13.30 (-12.0%)

📌 Pinned Debate

🔥 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.

MU MultipleCompression Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $12.39 (-18.0%)

Spot @ $15.11

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.

MI MidwestValue Verified K Arena Trader 🐂 BULLISH 🎯 Target: $18.28 (+21.0%)

Spot @ $15.11

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.