Myers Industries
MYE on NYSE. Myers Industries sells containers, pallets, and tools to manufacturers, farms, and repair shops. Market value $1.2bn.
Price checks use the past 12 months to June 2026. Quality checks use five annual reports, the latest for the year to December 2025.
Should I look at this?
Worth a closer look
Why it could be worth it
What to watch out for
Nothing stood out in the numbers we check.
This is not advice. Check the numbers below.
For every $100 of what the whole company costs, it produced $7.66 of spare cash in the past 12 months. A savings account pays about $4.
You pay 15.7 years of operating profit for the business. The average large US company costs around 18.
Each dollar kept in the business earns 13 cents a year. Above 10 is good.
Quality score: 87 of 100. Price score: 76 of 100. Our list needs 70 on quality and 60 on price.
$31.83 a share, 105% above its 1-year low
Over the past year the price has ranged from $15.54 to $37.45.
Dividend: 1.7% a year
Paid every year for at least 5 years
Prices from Tuesday’s close (6 October).
Five years of cash, in billions
| Revenue | |||||
| Revenue | $761m | $900m | $813m | $836m | $826m |
| Operating margin | |||||
| Operating margin | 6.5% | 9.3% | 8.9% | 5.3% | 9.0% |
| Debt to equity | |||||
| Debt to equity | 0.48 | 0.40 | 0.23 | 1.38 | 1.20 |
| Shares outstanding | |||||
| Shares outstanding | 0.04bn | 0.04bn | 0.04bn | 0.04bn | 0.04bn |
Health checks
- Free cash flow positive5 of 5 years
- Accounting looks honest (Beneish)Nothing unusual
- Financial strength (Piotroski)6 of 9
- Profit backed by cash (accruals)Yes
- Debt1.20× equity
- Revenue growth, five yearsStrong, 10.1% a year
- Buying back its own sharesRoughly flat
The quarter to June 2026
How the business did, compared with the same quarter a year earlier.
- Sales: $179 million last quarter, up 10% on a year ago.
- Profit: $20 million, up 106% on a year ago.
- Spare cash over the past 12 months: $92 million, up from $57 million.
- 1% more shares than a year ago. Each share owns a bit less of the company.
- Debt is $272 million more than cash, down from $338 million a year ago.
- Sales grew on a year ago in each of the last 4 quarters.
| Quarter to | Amount |
|---|---|
| September 2024 | $205m |
| December 2024 | $204m |
| March 2025 | $162m |
| June 2025 | $163m |
| September 2025 | $205m |
| December 2025 | $204m |
| March 2026 | $165m |
| June 2026 | $179m |
| Quarter to | Amount |
|---|---|
| September 2024 | -$11m |
| December 2024 | $4m |
| March 2025 | $7m |
| June 2025 | $10m |
| September 2025 | $7m |
| December 2025 | $11m |
| March 2026 | -$2m |
| June 2026 | $20m |
From the company's quarterly reports to the SEC.
Dates
- Next results (estimated)
- n/a
- Last annual report (10-K)
- 5 March 2026
- Next quarterly (estimated, 10-Q)
- 29 October 2026
Who owns it
8 long-term investors we follow own it, up from 6 last quarter. 197 funds in all.
- GAMCO InvestorsMario Gabelli
- Value
- $119m
- Share of fund
- 1.1%
- LSV Asset ManagementJosef Lakonishok
- Value
- $16m
- Share of fund
- <0.1%
| Fund | Value | Share of that fund | Change |
|---|---|---|---|
| GAMCO InvestorsMario Gabelli | $119m | 1.1% | |
| Pzena Investment ManagementRichard Pzena | $28m | <0.1% | Cut |
| LSV Asset ManagementJosef Lakonishok | $16m | <0.1% | |
| Hotchkis & WileyHotchkis & Wiley team | $16m | <0.1% | Cut |
| Royce & AssociatesChuck Royce | $14m | 0.1% | Added |
| Boston PartnersBoston Partners team | $10m | <0.1% | Added |
| Gotham Asset ManagementJoel Greenblatt | $345,226 | <0.1% | New |
| Barrow HanleyBarrow Hanley team | $5,296 | <0.1% | New |
Largest holders overall
- GAMCO Investors$119m
- BlackRock$104mAdded
- Advisory Research$66mAdded
- Capital World Investors$63mAdded
- Vanguard Capital Management$59m
- Dimensional Fund Advisors LP$58mAdded
- Gabelli Funds$51mCut
- Allspring Global Investments Holdings$48mCut
- FMR$45mAdded
- Geode Capital Management$41mAdded
From 13F filings for the quarter ended 30 June 2026.
Big holders and activists
3 investors own more than 5%.
- GAMCO Asset Management Inc.Passive investorat least 8.8%(filed with 8 related holders)Since 31 July 2026
What they said
The Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the…
Read the filing - BlackRock, Inc.Passive investor7.0%Since 31 March 2025
- Vanguard Capital ManagementPassive investor5.0%Since 31 March 2026
- Allspring Global Investments Holdings, LLCPassive investorSold down below 5%Since 30 June 2026
- The Vanguard GroupPassive investorSold down below 5%Since 13 March 2026
| Holder | Stake | Since | |
|---|---|---|---|
GAMCO Asset Management Inc. Passive investor | at least 8.8% (filed with 8 related holders) | 31 July 2026 | What they saidThe Reporting Persons file the long form Schedule 13D pursuant to Section 13d-1 of the Securities Exchange Act of 1934 (the "Act") even though they may be technically eligible to file the short form Schedule G. Because the Reporting Persons may regularly communicate with the… Read the filing |
BlackRock, Inc. Passive investor | 7.0% | 31 March 2025 | |
Vanguard Capital Management Passive investor | 5.0% | 31 March 2026 | |
Allspring Global Investments Holdings, LLC Passive investor | Sold down below 5% | 30 June 2026 | |
The Vanguard Group Passive investor | Sold down below 5% | 13 March 2026 |
From Schedule 13D and 13G filings: anyone owning more than 5% must file one.
What insiders did
In the last 12 months, 3 insiders bought $156,000 of shares on the open market.
- Rutty SamanthaEVP and CFOBought
- Date
- 14 November 2025
- Shares
- 3,000
- Price
- $17.50
- Value
- $52,500
- Bright Yvette DapremontDirectorBought
- Date
- 3 November 2025
- Shares
- 1,000
- Price
- $17.45
- Value
- $17,450
- Ludwig HelmuthDirectorBought
- Date
- 3 November 2025
- Shares
- 5,000
- Price
- $17.21
- Value
- $86,050
| Date | Who | Did | Shares | Price | Value |
|---|---|---|---|---|---|
| 14 November 2025 | Rutty Samantha EVP and CFO | Bought | 3,000 | $17.50 | $52,500 |
| 3 November 2025 | Bright Yvette Dapremont Director | Bought | 1,000 | $17.45 | $17,450 |
| 3 November 2025 | Ludwig Helmuth Director | Bought | 5,000 | $17.21 | $86,050 |
From Form 4 filings: insiders must report trades in their own company's shares within two days.
Warning signs in its filings
Problems the company itself reported to the SEC, in its own words.
None of the warning signs we check for were found.
We look for five warning signs: doubt it can keep going, weak checks on its own accounts, a notice that its past accounts can't be relied on, a change of auditor, and one customer bringing in a big share of sales. We don't check lawsuits, investigations or debt yet.
We checked the auditor's report, internal controls, restatement notices, auditor changes and big customers in the 10-K filed 5 Mar 2026, plus the 10-Q filed 30 Jul 2026 and 4 later 8-Ks.
A 10-K is the yearly report every US company files with the SEC. An 8-K is a short notice of a big event.
What could go wrong
Cheap for a reason is the question the numbers cannot answer.
Whether the price already reflects the risks is what the deep dive is for.
The deep dive
Everything above is arithmetic on public filings. The deep dive reads the last ten years of annual reports, the proxy statements, and the earnings calls, then argues the case the way Buffett, Klarman, and Hohn would, and checks every claim against the source.
- What the business is worth, as a range, and the margin of safety at today’s price
- Prices to start buying, buy, and buy hard
- The three things that would make this a mistake
- Every number footnoted to the filing it came from
Your first deep dive is free.
Not advice. Numbers on this page come from SEC filings and are updated each night; prices are updated again after the US market closes. The five-year figures are rounded.