TSE:RUS

Russel Metals (RUS.TO)

62.07
-1.88 (2.94%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
253 watching
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Investor Insights
star iconJun 5, 2026, 12:00 am

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

Russel Metals (RUS-T) is capturing attention as it benefits from the ongoing shift towards hard assets and significant infrastructure development in Canada. Experts note its solid history and reputation for navigating economic downturns with resilience, despite a past dividend cut. The company boasts a decent dividend yield exceeding 4% and has showcased improving cash flow and balance sheet conditions, although tariff uncertainties pose potential risks. Analysts highlight its expanded presence in the U.S., which mitigates tariff impacts, and praise its management and capital allocation strategies. Price targets suggest there's further upside potential as the stock nears critical resistance levels.

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Consensus
Positive
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Valuation
Fair Value
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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.
HOLD
A great company and very well run. Rather than buying things, it is paying more money out to the shareholders.
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