TSE:RUS

Russel Metals (RUS.TO)

70.25
-0.52 (0.73%)
as of Aug 6, 2026, 8:00:00 pm Market Open.
250 watching
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Investor Insights
star iconAug 6, 2026, 12:00 am

This summary was created by AI, based on 5 opinions in the last 12 months.

Russel Metals (RUS-T) is garnering attention from experts for its solid performance and strategic advantages, particularly its cross-border business operations in Canada and the U.S. The company's expansion, notably through acquisitions, has fortified its position against steel tariffs that typically impact the industry. With a decent dividend yield exceeding 4%, and a reputation for managing inventory effectively with minimal capital risk, it has remained resilient even through economic downturns. Analysts recognize its attractive valuation and potential for growth, particularly related to infrastructure projects in both countries. The overall sentiment suggests that while the share price is currently extended, there are opportunities for buying at strategic levels, indicating a cautious, yet optimistic outlook.

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Consensus
Positive
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Valuation
Fair Value
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CST, CST
COMMENT
Pays out a high percentage of its earnings in dividends. Has the ability to make more acquisitions. They are in a cyclical business, so if there is a downturn in the economy and a softening in demand for steel products, the dividend may not be secure.
COMMENT
Hitting heavy resistance at about 2 X its book value. His FMV is 2.5 to 3 X the current price.
TOP PICK
Fabricator and tubular steel. More cash than debt on the balance sheet. Trades at 10 X earnings. 6% yield. Takeover candidate.
HOLD
Good dividend and appears to be relatively safe. Can't see any incentives for buying this today.
HOLD
Would look at this as a bit of a trade. Very good dividend. Outlook for the steel industry is mixed. You want to own this one in a bullish economic cycle. Very good operators.
HOLD
Very attractive dividend yield. One of the better managed companies in Canada.
DON'T BUY
Pays a high dividends because people don't think the earnings are sustainable. Cyclically sensitive. Auto-parts industry is facing difficult times.
DON'T BUY
Steel warehousing and distributing. Generates a lot of cash. A cyclical business and in an economic turndown they may not be able to pay the big dividend.
DON'T BUY
If you want something beyond the next year or two, this is a good pick. Less cyclical than a lot of the steel businesses. Steel prices are coming down dramatically. Expect the stock will go down in the next year,
HOLD
Metal distributor in such material as rebar, etc. Does very well when the building environment is strong. Has been a very good stock and has been on his radar screen but easy money has been made. Very well managed company.
COMMENT
His measure of its fair market value potential is huge. Its weakness is that it is pressing against its Price to Book level, which historically has been a difficult hurdle for it.
BUY
Where they play in the steel sector makes them a lot less cyclical. Cash flow shows a pretty stable business. Undervalued long-term. Great dividend.
PAST TOP PICK
(A Top Pick Nov 3/05. Up 39%.) A well-run company that is paying out a lot of dividends. Their working capital management is great. Inventory turns are spectacular. One of the cheapest stocks on the TSX.
DON'T BUY
5% yield, which has helped, hold the price up. Timing wise, not the best entry point.
PAST TOP PICK
(A Top Pick Nov 2/05. Up 50.8%.) The dividend yield of 5.7%. Whenever they have earnings, the return it in the form of dividends. Excellent management.
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