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Mesabi Trust (MSB) Stock Fundamental Analysis & AI Rating 2026

MSB NYSE Mineral Royalty Traders NY CIK: 0000065172
Updated This Month • Analysis: Apr 2, 2026 • SEC Data: 2025-10-31
📅 Next earnings: Apr 23, 2026 (in 7 days) • TBD ET • All earnings →
Combined AI Rating
HOLD
54% Confidence
STRONG AGREEMENT
HOLD
45% Conf
HOLD
62% Conf

📊 MSB Key Takeaways

Revenue: $13.9M
Net Margin: 80.0%
Free Cash Flow: $10.0M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.00
AI Rating: HOLD with 45% confidence
Mesabi Trust (MSB) receives a HOLD rating with 54% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $13.9M, net profit margin of 80.0%, and return on equity (ROE) of 52.8%, Mesabi Trust demonstrates mixed fundamentals in the Materials sector. Below is our complete MSB stock analysis for 2026.

Is Mesabi Trust (MSB) a Good Investment?

Claude

Mesabi Trust exhibits exceptional profitability metrics with 80% net margins, 52.8% ROE, and strong free cash flow generation, but the extreme 4,942.9% revenue growth appears anomalous and raises data quality concerns. The business model as a mineral royalty trader with minimal debt and substantial cash reserves is fundamentally sound, yet the volatile growth trajectory and lack of insider activity warrant caution until growth sustainability is clarified.

ChatGPT

Mesabi Trust shows exceptional profitability and cash generation with an asset-light, debt-free balance sheet, evidenced by an ~80% net margin, strong ROE/ROA, and robust free cash flow. However, revenue is highly volatile and dependent on third-party iron ore production and pricing, making growth quality uneven and less predictable. On fundamentals, the entity is financially sound but concentrated and cyclical, meriting a balanced stance.

Why Buy Mesabi Trust Stock? MSB Key Strengths

Claude
  • + Exceptional net profit margin of 80% demonstrates pricing power and operational efficiency
  • + Strong return on equity (52.8%) and return on assets (42.9%) indicate effective capital deployment
  • + Robust balance sheet with 23.2M in cash, zero long-term debt, and 0.00x debt-to-equity ratio
  • + Free cash flow of 10.0M with 71.6% FCF margin shows high-quality earnings conversion
ChatGPT
  • + Ultra-high margins and returns (asset-light royalty model)
  • + Debt-free with substantial cash relative to assets
  • + Strong free cash flow with minimal operating needs

MSB Stock Risks: Mesabi Trust Investment Risks

Claude
  • ! Extreme 4,942.9% year-over-year revenue growth is unsustainable and suggests potential data anomaly or one-time event requiring clarification
  • ! Zero insider trading activity in last 90 days may indicate limited management confidence in current valuations
  • ! Limited operational metrics available (no EBITDA, gross/operating margins, capex) obscures business visibility and operating leverage
  • ! As a mineral royalty trust with cyclical commodity exposure, revenues are vulnerable to commodity price fluctuations and macroeconomic headwinds
ChatGPT
  • ! High exposure to iron ore prices and volumes
  • ! Counterparty and single-asset/operator concentration risk
  • ! Potential production shutdowns, depletion, or contract changes

Key Metrics to Watch

Claude
  • * Revenue sustainability and growth normalization in subsequent quarters to validate the current run rate
  • * Operating cash flow consistency and capital allocation decisions given high free cash flow generation
  • * Commodity price trends (iron ore, taconite) impacting royalty revenues
  • * Distribution/dividend payout ratio and capital return policy to shareholders
ChatGPT
  • * Royalty revenue and operating cash flow trend
  • * Underlying production/shipment volumes from the lessee

Mesabi Trust (MSB) Financial Metrics & Key Ratios

Revenue
$13.9M
Net Income
$11.1M
EPS (Diluted)
$0.00
Free Cash Flow
$10.0M
Total Assets
$26.0M
Cash Position
$23.2M

💡 AI Analyst Insight

The 71.6% 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.

MSB Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin 80.0%
ROE 52.8%
ROA 42.9%
FCF Margin 71.6%

MSB vs Materials Sector: How Mesabi Trust Compares

How Mesabi Trust compares to Materials sector averages

Net Margin
MSB 80.0%
vs
Sector Avg 10.0%
MSB Sector
ROE
MSB 52.8%
vs
Sector Avg 14.0%
MSB Sector
Current Ratio
MSB 0.0x
vs
Sector Avg 1.6x
MSB Sector
Debt/Equity
MSB 0.0x
vs
Sector Avg 0.6x
MSB Sector

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

Is Mesabi Trust Stock Overvalued? MSB Valuation Analysis 2026

Based on fundamental analysis, Mesabi Trust appears fundamentally strong relative to the Materials sector in 2026.

Return on Equity
52.8%
Sector avg: 14%
Net Profit Margin
80.0%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

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.

Mesabi Trust Balance Sheet: MSB Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
18.9%
Interest Coverage
N/A
Long-term Debt
N/A

MSB Revenue & Earnings Growth: 5-Year Financial Trend

MSB 5-year financial data: Year 2021: Revenue $47.3M, Net Income $45.6M, EPS $3.47. Year 2022: Revenue $71.5M, Net Income $30.1M, EPS $2.29. Year 2023: Revenue $71.5M, Net Income $23.4M, EPS $1.78. Year 2024: Revenue $71.5M, Net Income $68.8M, EPS $5.24. Year 2025: Revenue $98.6M, Net Income $19.0M, EPS $1.45.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Mesabi Trust's revenue has grown significantly by 108% over the 5-year period, indicating strong business expansion. The most recent EPS of $1.45 reflects profitable operations.

MSB 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
71.6%
Free cash flow / Revenue

MSB Quarterly Earnings & Performance

Quarterly financial performance data for Mesabi Trust including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $3.6M $2.8M $0.21
Q2 2026 $5.6M $4.7M $0.36
Q1 2026 $4.7M $3.5M $0.27
Q3 2025 $4.9M $4.1M $0.31
Q2 2025 $6.5M $5.4M $0.41
Q1 2025 $1.8M $1.0M $0.08
Q3 2024 $84.7K -$413.7K $-0.03
Q2 2024 -$4.4M -$4.9M $-0.37

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

Mesabi Trust Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$10.0M
Cash generated from operations
Dividends Paid
$87.0M
Returned to shareholders

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

Access official SEC EDGAR filings for Mesabi Trust (CIK: 0000065172)

📋 Recent SEC Filings

Date Form Document Action
Apr 14, 2026 8-K msb-20260414x8k.htm View →
Feb 3, 2026 8-K msb-20260130x8k.htm View →
Jan 16, 2026 8-K msb-20260116x8k.htm View →
Dec 12, 2025 10-Q msb-20251031x10q.htm View →
Oct 31, 2025 8-K msb-20251030x8k.htm View →

Frequently Asked Questions about MSB

What is the AI rating for MSB?

Mesabi Trust (MSB) has a Combined AI Rating of HOLD from Claude (HOLD) and ChatGPT (HOLD) with 54% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MSB's key strengths?

Claude: Exceptional net profit margin of 80% demonstrates pricing power and operational efficiency. Strong return on equity (52.8%) and return on assets (42.9%) indicate effective capital deployment. ChatGPT: Ultra-high margins and returns (asset-light royalty model). Debt-free with substantial cash relative to assets.

What are the risks of investing in MSB?

Claude: Extreme 4,942.9% year-over-year revenue growth is unsustainable and suggests potential data anomaly or one-time event requiring clarification. Zero insider trading activity in last 90 days may indicate limited management confidence in current valuations. ChatGPT: High exposure to iron ore prices and volumes. Counterparty and single-asset/operator concentration risk.

What is MSB's revenue and growth?

Mesabi Trust reported revenue of $13.9M.

Does MSB pay dividends?

Mesabi Trust pays dividends, with $87.0M distributed to shareholders in the trailing twelve months.

Where can I find MSB SEC filings?

Official SEC filings for Mesabi Trust (CIK: 0000065172) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MSB's EPS?

Mesabi Trust has a diluted EPS of $0.00.

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 MSB a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Mesabi Trust has a HOLD rating with 54% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MSB stock overvalued or undervalued?

Valuation metrics for MSB: ROE of 52.8% (sector avg: 14%), net margin of 80.0% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy MSB stock in 2026?

Our dual AI analysis gives Mesabi Trust a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is MSB's free cash flow?

Mesabi Trust's operating cash flow is $10.0M, with capital expenditures of N/A. FCF margin is 71.6%.

How does MSB compare to other Materials stocks?

Vs Materials sector averages: Net margin 80.0% (avg: 10%), ROE 52.8% (avg: 14%), current ratio N/A (avg: 1.6).

Why is MSB's return on equity (ROE) so high?

Mesabi Trust has a return on equity of 52.8%, significantly above the Materials sector average of 14%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 80.0% net margin.

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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: Apr 2, 2026 | Data as of: 2025-10-31 | Powered by Claude AI