Mirion Technologies: Earnings Compounder Backed By Strong Structural Tailwind

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Skip to contentHome page Seeking Alpha - Power to InvestorsOct. 13, 2025 1:10 AM ETMirion Technologies, Inc. (MIR) StockMIRValue Sights250 FollowersSummaryMirion Technologies is rated a buy, supported by strong nuclear power demand and a robust, recurring revenue model.The Paragon acquisition doubles MIR's SMR exposure, enhances its product portfolio, and strengthens its position in next-generation nuclear technology.MIR targets 30% EBITDA margins by 2028, driven by operating leverage, business mix shift, and operational restructuring.Valuation supports ~20% upside, with multi-decade nuclear tailwinds and Paragon integration providing clear growth visibility and margin expansion.Monty Rakusen/DigitalVision via Getty ImagesInvestment ActionI give a buy rating for Mirion Technologies (NYSE:MIR) as I see a long, structural growth runway ahead, driven by the global nuclear power demand. The combination of a powerful demand tailwind, a strong marketThis article was written byValue Sights250 FollowersI’m a fundamental, valuation-driven investor with a strong focus on identifying businesses that have the potential to scale over time and unlock massive terminal value. My investment approach centers around understanding the core economics of a business—its competitive moat, unit economics, reinvestment runway, and management quality—and how those factors translate into long-term free cash flow generation and shareholder value creation. I focus on fundamental research, and I tend to focus on sectors with strong secular tailwinds. Professionally, I am a self-educated investor that started this journey 10 years ago. Currently, I am managing my own funds, seeded from friends and family. My motivation for writing on Seeking Alpha is to share investment insights, and also at the same garner feedback from fellow investors in this site. My aim is to help readers focus on what truly drives long-term equity value. I believe good analysis should be both analytical and accessible, and I hope my work adds value to readers looking for high-quality, long-term investment opportunities.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For YouAbout MIR StockSymbolLast Price% Chg1D5D1M6M1Y5Y10YMarket CapRev Growth (YoY)Short InterestPrev. CloseMore on MIRRelated StocksSymbolLast Price% Chg--1D5D1M6M1Y5Y10YTrending AnalysisTrending NewsSeeking Alpha - Power to InvestorsPower to InvestorsFollow usDownload appContact usSubscription Support: 1-347-509-6837© 2025 Seeking AlphaTo ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.Is this happening to you frequently? Please report it on our feedback forum.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.