Myers Industries, Inc.

Myers Industries, Inc.

MYEยทNYSE

$23.08

-1.1%
Consumer CyclicalPackaging & Containers

Myers Industries, Inc. engages in distribution of tire service supplies in Ohio. It operates through The Material Handling and Distribution segments. The Material Handling segment offers pallets, small parts bins, bulk shipping containers, OEM parts, storage, organization, and custom plastic products; injection molded, rotationally molded or blow molded products, consumer fuel containers and tanks for water, fuel, and waste handling. It serves industrial manufacturing, food processing, retail/wholesale products distribution, agriculture, automotive, recreational, and marine vehicles, healthcare, appliance, bakery, electronics, textiles, consumer markets, and other markets under Akro-Mils, Jamco, Buckhorn, Ameri-Kart, Scepter, Elkhart Plastics, and Trilogy Plastics brands directly, as well as through distributors. The Distribution segment engages in the distribution of tools, equipment, and supplies for tire, wheel, and undervehicle service on passenger, heavy truck, and off-road vehicles; and manufacture and sale of tire repair materials and custom rubber products, as well as reflective highway marking tapes. This segment serves retail and truck tire dealers, commercial auto and truck fleets, auto dealers, general service and repair centers, tire re-treaders, truck stop operations, and government agencies. The company was founded in 1933 and is headquartered in Akron, Ohio.

At a Glance

Live Snapshot
Market Cap$866.82M
EPS0.9300
P/E Ratio24.82
Earnings Date07/30/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 24.8).

Valuation inputs: P/E 24.8, earnings yield +4.0%, momentum -1.1%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is acceptable (ROE +11.9%, ROIC +9.1%).

Profitability stack: net margin +4.2%, ROE +11.9%, ROIC +9.1%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +65.4%, momentum -1.1%, net margin +4.2%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Myers Industries, Inc. Market vs Earnings Trajectory

MYE ยท NYSE

Loading price and EPS data...

Myers Industries, Inc.

Myers Industries, Inc. Fair Value Envelope

MYE ยท NYSE

Our analysis suggests that MYE has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $23.08, this represents a potential HIDDEN relative to our calculated worth for Myers Industries, Inc..

Intrinsic Value
Current Price: $23.08
3Y-44.0%
5Y-10.0%
10Y+3000.0%
3Y-8.0%
5Y+62.0%
10Y+48.0%
3Y-42.0%
5Y-5.0%
10Y+3204.0%
3Y+19.0%
5Y+87.0%
10Y+157.0%
3Y+39.0%
5Y+103.0%
10Y+217.0%
3Y+57.0%
5Y+113.0%
10Y+123.0%
Myers Industries, Inc.

Myers Industries, Inc. Profit Bridge

MYE ยท NYSE
Revenue825.74M
Cost of Goods Sold (564.99M)
Gross Profit260.75M
Operating Expenses (175.43M)
Operating Income85.32M
Interest Expense (29.42M)
Other Income/Expense-40.19M
Pretax Income45.13M
Income Tax (10.21M)
Net Income34.93M
Net Income
34.93M

Profitability Analysis

Gross Margin

31.6%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

10.3%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

4.2%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

22.6%

Moderate tax rate typical for most corporations. Represents standard tax burden on profits.

Profitability Insight

Room for improvement: Moderate profitability with opportunities to enhance margins through better cost management or pricing strategy.

31.58%
Gross Profit Margin
-2%
3Y-
5Y-6.0%
10Y+7.0%
10.33%
Operating Profit Margin
94%
3Y+11.0%
5Y-2.0%
10Y+257.0%
4.23%
Net Profit Margin
391%
3Y-37.0%
5Y-41.0%
10Y+2133.0%
11.87%
Return on Equity
357%
3Y-49.0%
5Y-39.0%
10Y+945.0%
4.10%
Return on Assets
390%
3Y-63.0%
5Y-55.0%
10Y+1382.0%
9.12%
Return on Invested Capital
185%
3Y-42.0%
5Y-32.0%
10Y+794.0%
MYE

Myers Industries, Inc. Cash Conversion Engine

MYE ยท NYSE
Net Income34.93M
Depreciation & Amortization39.28M
Stock-Based Compensation3.54M
Change in Working Capital4.99M
Others827.00K
Capital Expenditures-19.55M
Free Cash Flow67.21M

Cash Flow Quality Analysis

FCF Conversion Rate

192.4%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

22.5%

Moderate capital requirements typical of many stable businesses. Healthy balance between reinvestment and cash generation.

FCF Growth Trend

+22.5%

Strong FCF growth demonstrates improving cash generation and business momentum. Positive signal for sustainability.

Working Capital Impact

+$4.99M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Exceptional cash generation: High-quality earnings converting to growing free cash flow. The company demonstrates strong pricing power, efficient operations, and disciplined capital allocation.

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Myers Industries, Inc. Funding & Solvency Profile

MYE ยท NYSE
Cash & Cash Equivalents44.59M
Net Receivables106.97M
Inventory65.35M
Other Current Assets83.13M
Total Current Assets300 M
Property, Plant & Equipment145.24M
Goodwill & Intangible Assets383.91M
Long-Term Investments0.00
Other Non-Current Assets7.56M
Total Non-Current Assets153 M
Total Assets
836.73M

Financial Health Analysis

Current Ratio

1.65x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

1.90x

Elevated leverage. Debt exceeds equity, which amplifies both gains and risks. Monitor debt servicing ability.

Working Capital

118 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

36% Current

Capital-intensive business with significant long-term investments in property, equipment, or intangibles.

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Myers Industries, Inc. Street Expectations Map

MYE ยท NYSE

Wall Street analysts project that MYE stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 26.00, with estimates ranging from a low of 26.00 to a high of 26.00.

Lowest Target
26.00
12.65%
Consensus Target
26.00
12.65%
Highest Target
26.00
12.65%

The consensus 1-year price target stands at 26.00, with estimates ranging from a low of 26.00 to a high of 26.00.

Analyst Consensus Analysis

Upside Potential

+12.7%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Myers Industries, Inc. Insider Positioning

MYE ยท NYSE

During the last 12 months, insiders have purchased $156K worth of MYE shares, with no selling activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

9.0K

156.00K

Sold

0

0.00

Net Activity

+156K

+$156K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
LH

Ludwig Helmuth

Director

5.0K sharesโ€ข1 transactions

$86K

2
RS

Rutty Samantha

Officer: Evp And Cfo

3.0K sharesโ€ข1 transactions

$53K

3
BYD

Bright Yvette Dapremont

Director

1.0K sharesโ€ข1 transactions

$17K

Top Sellers

No selling activity

Insider Activity Analysis

Net Insider Sentiment

Bullish

Strong bullish signal with $156K net buying. Insiders are aggressively accumulating shares, suggesting significant confidence in future prospects.

Buy/Sell Ratio

โˆž:1

Perfect buy/sell ratio. Only buying activity with zero sellingโ€”the most bullish possible insider signal.

Insider Participation

High Buying

3 insider buyers vs. 0 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Compelling insider conviction: The combination of strong buy/sell ratio and multiple buyers suggests insiders see attractive risk/reward. Consider this alongside fundamental analysis for confirmation.

0.00%
Dividend Yield
-100%
3Y-100.0%
5Y-100.0%
10Y-100.0%
ย 

mye Dividend History

MYE
10Y CAGR +0%
Latest $0.135
Annual $0.675
Stable dividend payments
Last Period: +0%