A Look At McEwen (MUX) Valuation After Golden Lake Deal And Fed Rate Cut Optimism

Simply Wall St.02-15

AdvertisementWhy McEwen is back on investors’ radar Growing interest in gold miners, as some investors position for possible Federal Reserve rate cuts, has put McEwen (MUX) under a brighter spotlight,...

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See our latest analysis for McEwen. McEwen’s recent Golden Lake deal comes on top of strong share price momentum, with a 30 day share price return of 14.83%, a 90 day share price return of 49.04%, and a 1 year total shareholder return of 247.43%, pointing to powerful, recently accelerating performance. If this surge in McEwen has you looking beyond a single miner, it could be a good moment to scan other opportunities in the sector through our 21 elite gold producer stocks. With McEwen trading at US$25.71 against an analyst price target of US$27.30, and an intrinsic value estimate that sits slightly above the market, investors now have to ask: is this a fresh opportunity, or is expected future growth already reflected in the current price? Most Popular Narrative: 5.8% Undervalued With McEwen last closing at $25.71 against a narrative fair value of $27.30, the most followed thesis sees a modest gap between price and potential, built on specific project milestones rather than broad sector hopes.  The spin out and potential IPO of McEwen Copper, supported by progress on regulatory approvals (RIGI) and robust market interest, could unlock higher equity value and provide additional liquidity for balance sheet flexibility and future growth initiatives.  Read the complete narrative. Read the complete narrative. Curious what kind of revenue build, margin shift, and future earnings multiple are baked into that fair value line? The projections rest on aggressive growth, a sharp profitability swing, and a valuation multiple that looks very different from where McEwen trades today. The full narrative lays out the exact path analysts think gets the company there. Result: Fair Value of $27.30 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, that fair value story can quickly unravel if permitting drags on key projects or if new capital raises dilute existing shareholders more than expected. Find out about the key risks to this McEwen narrative. Another angle: what the sales multiple is saying That 5.8% gap between the $27.30 fair value and the $25.71 share price paints McEwen as modestly undervalued. Yet on a P/S of 8.4x, the stock sits well above the US Metals and Mining average of 2.6x and a fair ratio of 2.9x, which points to valuation risk if expectations cool. See what the numbers say about this price — find out in our valuation breakdown. NYSE:MUX P/S Ratio as at Feb 2026 Build Your Own McEwen Narrative If you see the numbers differently or prefer to test your own assumptions, you can build a custom McEwen story in just a few minutes: Do it your way. A good starting point is our analysis highlighting 1 key reward investors are optimistic about regarding McEwen. Ready to hunt for more investment ideas? If McEwen has sharpened your interest, do not stop at one stock. Use this momentum to scan for other focused ideas that match your style.  Target overlooked potential with our screener containing 23 high quality undiscovered gems that highlight companies many investors are not watching yet. Prioritise peace of mind by checking out 85 resilient stocks with low risk scores that score well on resilience and downside control. Focus on financial strength through the solid balance sheet and fundamentals stocks screener (44 results) to see companies with robust fundamentals supporting their operations.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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