Russel Metals (RUS.TO) Buy, Sell or Hold

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Russel Metals (RUS.TO)

62.07

-1.88 (2.94%)

as of Jun 5, 2026, 8:00:00 pm Market Open.

253 watching

Investor Insights

Jun 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.

Consensus

Positive

Valuation

Fair Value

Similar

Nucor, NUE

PAST TOP PICK

(A Top Pick Dec 13/19, Up 6%) A steady business. It's a volume business. It's ridden through Covid with confidence and is set up very well to supply steel to the US in the coming 6 months. There'll be a surge in steel demand.

BUY

Likes it quite a bit. Hurt by trade war and Covid. In the energy patch, which hurts. Dividend is reasonable and reasonably safe. Balance sheet is intact. Early stage recovery name. Acquirer of mom and pop shops. Risky area, economically sensitive. Favourable risk/reward right here, right now.

TOP PICK

A stable cyclical business. They distribute steel throughout North America. A volume business. A great business with stable dividend that is inexpensive right now. (Analysts’ price target is $20.25)

WATCH

He took profits when this hit $30. Russel supplies shale drillers in the States, an industry that's been decimated. Now, they're supplying manufacturers, but this industry is uncertain. The dividend is solid ad are the managers, so he continues to watch it and would like to return to it. He's waiting.

WAIT

He doesn't like the base metals yet. The price of copper as a barometer hasn't shown any movement. He has to see what will happen with the global economy. Once copper rises above $3.00, he would start looking into it more.

DON'T BUY

The chart shows a long-term downtrend, though it's trying to make a new uptrend. He likes RUS for paying a dividend, but if it breaks below $20 there will be more downside.

WEAK BUY

It has cut its dividend in previous cycles. They got hit in trade wars. The dividend is good and the cash flow is and good and he thinks it is a well managed company, but you have to commit to an expanding economy to own a lot.

BUY

A cyclical that is a reasonably priced industrial. He holds it primarily for the dividend with a 43% payout ratio. There are no issues with the balance sheet and it trades at 11 times earnings and 7 times EBITDA versus the market at 14 times. Price momentum could be better, but the valuation is compelling enough to own it. Yield 6.7%

TOP PICK

We've been in an industrial recession through the summer and fall. They do steel distribution. Not competitive and the stock was hit due to the recession. In NA, if business gets better, the stock will go up. A 6% dividend. (Analysts’ price target is $23.67)

HOLD

A name that is getting sold off for tax losses. There are challenges and the balance sheet is okay. The good news is that the company stays steel prices are bottoming as are rig counts. It is extraordinarily cheap at these levels. He thinks they will still be able to maintain dividends. If you believe we are not going into a recession, this would be a good buy.

BUY ON WEAKNESS

It is a unique company. He expects their earnings to drop but they are counter cyclical because they harvest their inventory in parts of the cycle so their cash flow actually goes up quite high then. The dividend is quite safe. You have to look at cash flow over a 10 year period. Below $20 is probably not a bad entry point.

COMMENT

A cyclical business, though RUS has survived many down cycles. Well-managed company. Be prepared for the dividend to be cut in tough times and to rise when it's good.

BUY

A better valuation than US Steel. He prefers it. The 7.64% dividend is very attractive in this space. For an RRSP, RUS pays good income.

BUY ON WEAKNESS

He just bought it, because the stock has hit lows and is paying over a 7% yield. They just did a small acquisition in the U.S. They have experience maintaining their dividend through all phases of the economic cycle. Strong management. A great time to enter a cyclical business like this, but add on weakness.

BUY ON WEAKNESS

Average down? They just had earnings, which are down substantially. Blame it on tariffs and lower demand though RUS insists they have steady demand. The stock is cheap now. The balance sheet is fine, but a name like this is not very liquid. Yes, you can add at $18, today's level. When you average down, remember that stocks exagerrate either way, up and down.

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Russel Metals (RUS.TO)