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The information under the headings Trustees Discussion and Analysis of Financial Condition and Results of Operations, The Trust Estate, Leasehold Royalties, and Land Trust and Fee Royalties in the Annual Report of the Trustees of Mesabi Trust for the fiscal year ended January 31, 2026, filed as Exhibit 13 to this Form 10-K (the Annual Report ) is incorporated herein by reference. (b) Financial …
$23.92
$0.48 (-1.99%)
Live · 05:19 PM
Revenue grew 331.3%, still solid.
Even for strong businesses, today's 18x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
18.2x earnings. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$21M
▲ +331.3% YoY
Net Income (TTM)
$17M
▲ +391.3% YoY
Op. Margin
—
ROIC
—
Cash Flow & Balance Sheet
FCF
N/A
Op. Cash Flow (TTM)
$19M
▲ +543.1% YoY
Net Debt
-$23M
Net Cash Position
Cash & Equiv.
$23M
5Y CAGR: +25.2%
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At a P/E of 18.2, Mesabi Trust (MSB)'s valuation is best read against its own history, its peers, and the growth its price implies. A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in .
On quality, Mesabi Trust scores 19/100 on Intrinsiqq's quality scorecard (a lower-quality business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. It currently yields about 29.4%; see dividend safety for coverage and history. All figures are computed from SEC filings; read the full methodology. This is analysis, not investment advice.
Mesabi Trust scores 19 out of 100 on Intrinsiqq's quality score, a weighted blend of 3 metrics each scored 0 to 100, which makes it a lower-quality business on these measures. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from SEC filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Yes, Mesabi Trust pays a regular dividend of about $7.02 per share per year (typically in quarterly installments), a yield of roughly 29.4% at the current price. That is a payout ratio of about 535.2% of earnings, so the dividend is stretched at this level. A low headline yield is not the same as a weak dividend: what matters is how well earnings and free cash flow cover the payout and whether it is growing, not the percentage alone. For MSB's full payout history, growth streak and dividend-safety score, see the dividends tab.
That depends on valuation and quality together, not either alone. you should weigh MSB's valuation and scores 19/100 on quality (lower-quality). It also yields about 29.4%. A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from SEC filings, not investment advice.