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Mesabi Trust (MSB) Fundamental Analysis & AI Grade 2026

MSB NYSE Mineral Royalty Traders NY CIK: 0000065172
Updated This Month • Analysis: Jun 13, 2026 • SEC Data: 2026-04-30
Combined AI Grade
A
64% Confidence
AGREEMENT
A
65% Conf
B
62% Conf

📊 MSB Key Takeaways

Revenue: $2.2M
Net Margin: 48.4%
Free Cash Flow: $533.7K
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.00
AI Grade: A with 65% confidence
Mesabi Trust (MSB) receives a A fundamental grade with 64% confidence from our AI analysis based on SEC 10-K filings. With revenue of $2.2M, net profit margin of 48.4%, and return on equity (ROE) of 5.9%, Mesabi Trust demonstrates strong 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 fortress-like balance sheet fundamentals with zero debt, 93% of assets in cash, and a 48.4% net margin, indicating strong financial stability. However, the 4943% revenue growth contrasts sharply with flat earnings growth, raising concerns about growth quality and the sustainability of commodity-linked royalty income in this cyclical business.

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.

Mesabi Trust Key Strengths (MSB)

Claude
  • + Fortress balance sheet with $20.3M cash (93% of assets) and zero debt; exceptional financial stability
  • + Strong net margin of 48.4% demonstrates operational efficiency and pricing power in royalty extraction
  • + Positive free cash flow of $533.7K with 23.8% FCF margin; self-funding operations without external financing
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
  • ! Severe earnings quality concern: 4943% revenue growth yet net income flat YoY ($1.1M both periods) suggests lower-margin business mix or one-time revenue events
  • ! Commodity-linked business model (mineral royalties) creates cyclical earnings risk with high sensitivity to metal prices and mining activity
  • ! Significant data gaps (no gross/operating margins, current ratio, or interest coverage) and only 18 metrics available prevent comprehensive operational assessment
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
  • * Net income growth trajectory in next 2-3 quarters to validate sustainability of revenue expansion
  • * Operating cash flow stability and cash conversion quality given flat earnings amid high revenue
  • * Iron ore and commodities prices affecting royalty volumes and realized rates
ChatGPT
  • * Royalty revenue and operating cash flow trend
  • * Underlying production/shipment volumes from the lessee

Mesabi Trust (MSB) Financial Metrics & Key Ratios

Revenue
$2.2M
Net Income
$1.1M
EPS (Diluted)
$0.00
Free Cash Flow
$533.7K
Total Assets
$21.9M
Cash Position
$20.3M

💡 AI Analyst Insight

The 23.8% 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 48.4%
ROE 5.9%
ROA 5.0%
FCF Margin 23.8%

MSB vs Materials Sector: How Mesabi Trust Compares

How Mesabi Trust compares to Materials sector averages

Net Margin
MSB 48.4%
vs
Sector Avg 10.0%
MSB Sector
ROE
MSB 5.9%
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 has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
5.9%
Sector avg: 14%
Net Profit Margin
48.4%
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
16.3%
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
23.8%
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
Q1 2027 $2.2M $1.1M $0.08
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

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
$533.7K
Cash generated from operations
Dividends Paid
$3.4M
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
Jun 12, 2026 10-Q msb-20260430x10q.htm View →
May 4, 2026 8-K msb-20260430x8k.htm View →
Apr 22, 2026 10-K msb-20260131x10k.htm View →
Apr 14, 2026 8-K msb-20260414x8k.htm View →
Feb 3, 2026 8-K msb-20260130x8k.htm View →

Frequently Asked Questions about MSB

What is the AI rating for MSB?

Mesabi Trust (MSB) has a Combined AI Grade of A from Claude (A) and ChatGPT (B) with 64% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MSB's key strengths?

Claude: Fortress balance sheet with $20.3M cash (93% of assets) and zero debt; exceptional financial stability. Strong net margin of 48.4% demonstrates operational efficiency and pricing power in royalty extraction. 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: Severe earnings quality concern: 4943% revenue growth yet net income flat YoY ($1.1M both periods) suggests lower-margin business mix or one-time revenue events. Commodity-linked business model (mineral royalties) creates cyclical earnings risk with high sensitivity to metal prices and mining activity. 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 $2.2M.

Does MSB pay dividends?

Mesabi Trust pays dividends, with $3.4M 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 grade reflects both perspectives for balanced insights.

What is MSB's fundamental grade?

Based on our AI fundamental analysis in June 2026, Mesabi Trust has a A grade with 64% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is MSB stock overvalued or undervalued?

Valuation metrics for MSB: ROE of 5.9% (sector avg: 14%), net margin of 48.4% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

What is MSB's AI grade for 2026?

Our dual AI analysis gives Mesabi Trust a combined A grade 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 $533.7K, with capital expenditures of N/A. FCF margin is 23.8%.

How does MSB compare to other Materials stocks?

Vs Materials sector averages: Net margin 48.4% (avg: 10%), ROE 5.9% (avg: 14%), current ratio N/A (avg: 1.6).

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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: Jun 13, 2026 | Data as of: 2026-04-30 | Powered by Claude AI