← Back to All US Stocks

Mercury General Corp. (MCY) Stock Fundamental Analysis & AI Rating 2026

MCY NYSE Fire, Marine & Casualty Insurance CA CIK: 0000064996
Updated This Month • Analysis: May 8, 2026 • SEC Data: 2026-03-31
Combined AI Rating
HOLD
65% Confidence
N/A
HOLD
65% Conf
Pending
Analysis scheduled

📊 MCY Key Takeaways

Revenue: $1.5B
Net Margin: 12.4%
Free Cash Flow: $308.8M
Current Ratio: N/A
Debt/Equity: 0.22x
EPS: $3.44
AI Rating: HOLD with 65% confidence
Mercury General Corp. (MCY) receives a HOLD rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $1.5B, net profit margin of 12.4%, and return on equity (ROE) of 7.4%, Mercury General Corp. demonstrates mixed fundamentals in the Finance sector. Below is our complete MCY stock analysis for 2026.

Is Mercury General Corp. (MCY) a Good Investment?

Claude

Mercury General demonstrates solid financial health with conservative leverage (0.22x debt/equity), strong free cash flow generation ($308.8M, 20.1% margin), and excellent interest coverage (30.3x). However, the anomalous 20144.8% revenue growth combined with flat net income YoY raises quality-of-earnings concerns and obscures underlying business performance. Modest ROE of 7.4% and unclear growth drivers warrant a cautious stance until earnings clarity improves.

Why Buy Mercury General Corp. Stock? MCY Key Strengths

Claude
  • + Fortress balance sheet with 0.22x debt/equity and $1.4B cash position
  • + Exceptional free cash flow generation of $308.8M with 20.1% FCF margin
  • + Strong interest coverage ratio of 30.3x indicates minimal financial stress
  • + Solid operating margins of 15.3% and net margins of 12.4% for insurance sector
  • + 15.6% EPS growth demonstrates shareholder value creation through buybacks

MCY Stock Risks: Mercury General Corp. Investment Risks

Claude
  • ! Highly suspicious 20144.8% revenue growth contradicted by flat net income suggests data anomaly or major accounting event requiring clarification
  • ! Low ROE of 7.4% indicates modest returns on shareholder capital relative to quality insurers
  • ! Earnings growth disconnect from revenue explosion raises material concerns about earnings quality and sustainability
  • ! Absence of earnings growth alongside revenue surge suggests pricing/mix pressures or one-time items may be masking operational trends

Key Metrics to Watch

Claude
  • * Reconciliation of revenue growth driver versus flat net income trend
  • * Return on equity trajectory and sustainability above 7% threshold
  • * Operating cash flow consistency and free cash flow conversion quality

Mercury General Corp. (MCY) Financial Metrics & Key Ratios

Revenue
$1.5B
Net Income
$190.4M
EPS (Diluted)
$3.44
Free Cash Flow
$308.8M
Total Assets
$9.9B
Cash Position
$1.4B

💡 AI Analyst Insight

The 20.1% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

MCY Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 15.3%
Net Margin 12.4%
ROE 7.4%
ROA 1.9%
FCF Margin 20.1%

MCY vs Finance Sector: How Mercury General Corp. Compares

How Mercury General Corp. compares to Finance sector averages

Net Margin
MCY 12.4%
vs
Sector Avg 25.0%
MCY Sector
ROE
MCY 7.4%
vs
Sector Avg 12.0%
MCY Sector
Current Ratio
MCY 0.0x
vs
Sector Avg 1.2x
MCY Sector
Debt/Equity
MCY 0.2x
vs
Sector Avg 2.0x
MCY Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Mercury General Corp. Stock Overvalued? MCY Valuation Analysis 2026

Based on fundamental analysis, Mercury General Corp. has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
7.4%
Sector avg: 12%
Net Profit Margin
12.4%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Mercury General Corp. Balance Sheet: MCY Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.22x
Debt/Assets
73.8%
Interest Coverage
30.32x
Long-term Debt
$575.0M

MCY Revenue & Earnings Growth: 5-Year Financial Trend

MCY 5-year financial data: Year 2021: Revenue $20.2M, Net Income $320.1M, EPS $5.78. Year 2022: Revenue $20.2M, Net Income $374.6M, EPS $6.77. Year 2023: Revenue $20.8M, Net Income $247.9M, EPS $4.48. Year 2024: Revenue $25.2M, Net Income -$512.7M, EPS $-9.26. Year 2025: Revenue $29.6M, Net Income $96.3M, EPS $1.74.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Mercury General Corp.'s revenue has grown significantly by 47% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.74 reflects profitable operations.

MCY Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
20.1%
Free cash flow / Revenue

MCY Quarterly Earnings & Performance

Quarterly financial performance data for Mercury General Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $7.0M -$108.3M $-1.96
Q3 2025 $6.4M $230.9M $4.17
Q2 2025 $6.0M $58.1M $1.05
Q1 2025 $5.7M $73.5M $1.33
Q3 2024 $5.2M -$8.2M $-0.15
Q2 2024 $5.0M -$41.5M $-0.75
Q1 2024 $4.8M -$45.3M $-0.82
Q3 2023 $4.5M -$8.2M $-0.15

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Mercury General Corp. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$325.6M
Cash generated from operations
Capital Expenditures
$16.8M
Investment in assets
Dividends Paid
$70.3M
Returned to shareholders

MCY SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Mercury General Corp. (CIK: 0000064996)

📋 Recent SEC Filings

Date Form Document Action
May 14, 2026 8-K mcy-20260513.htm View →
May 5, 2026 10-Q mcy-20260331.htm View →
May 5, 2026 8-K d480814d8k.htm View →
Apr 22, 2026 4 xslF345X06/ownership.xml View →
Apr 22, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about MCY

What is the AI rating for MCY?

Mercury General Corp. (MCY) has an AI rating of HOLD with 65% confidence, based on fundamental analysis of SEC EDGAR filings.

What are MCY's key strengths?

Claude: Fortress balance sheet with 0.22x debt/equity and $1.4B cash position. Exceptional free cash flow generation of $308.8M with 20.1% FCF margin.

What are the risks of investing in MCY?

Claude: Highly suspicious 20144.8% revenue growth contradicted by flat net income suggests data anomaly or major accounting event requiring clarification. Low ROE of 7.4% indicates modest returns on shareholder capital relative to quality insurers.

What is MCY's revenue and growth?

Mercury General Corp. reported revenue of $1.5B.

Does MCY pay dividends?

Mercury General Corp. pays dividends, with $70.3M distributed to shareholders in the trailing twelve months.

Where can I find MCY SEC filings?

Official SEC filings for Mercury General Corp. (CIK: 0000064996) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MCY's EPS?

Mercury General Corp. has a diluted EPS of $3.44.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MCY a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Mercury General Corp. has a HOLD rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MCY stock overvalued or undervalued?

Valuation metrics for MCY: ROE of 7.4% (sector avg: 12%), net margin of 12.4% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy MCY stock in 2026?

Our dual AI analysis gives Mercury General Corp. a combined HOLD rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MCY's free cash flow?

Mercury General Corp.'s operating cash flow is $325.6M, with capital expenditures of $16.8M. FCF margin is 20.1%.

How does MCY compare to other Finance stocks?

Vs Finance sector averages: Net margin 12.4% (avg: 25%), ROE 7.4% (avg: 12%), current ratio N/A (avg: 1.2).

Top Rated Stocks
AAPL 92% MSFT 92% FAST 92% DT 92% DECK 92% DAVEW 92% ANET 88% RDDT 88% KNSL 88% MGRE 88%
Sector: All Finance Stocks →
Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 8, 2026 | Data as of: 2026-03-31 | Powered by Claude AI