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

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Russel Metals (RUS.TO)

72.97

+0.74 (1.02%)

as of Aug 26, 2026, 8:00:00 pm Market Open.

250 watching

Investor Insights

Aug 26, 2026, 12:00 am

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

Russel Metals (RUS-T) has garnered attention from various experts due to its strong positioning in the steel distribution market across both the U.S. and Canada. The company is perceived as somewhat insulated from steel tariffs thanks to its significant U.S. operations and recent acquisitions aimed at bolstering these capabilities. Analysts note the ongoing trends in hard asset investment and Canadian infrastructure growth as favorable for the company. Financially, Russel Metals offers a reasonable dividend yield over 4% and a solid balance sheet, although there are concerns regarding potential tariff impacts and economic sensitivity. The stock has shown a positive trajectory, with various experts suggesting strategic entry points for investment based on technical chart analysis and overall market conditions.

Consensus

Positive

Valuation

Fair Value

Similar

Nucor, NUE

TOP PICK

Steel producer. Payout ratio is 49%. Sales and earnings are up, ahead of analyst expectations. Yield is 4.65%. (Analysts’ price target is $33.04)

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.

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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.

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