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
0
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
TOP PICK
Has a high dividend yield of approximately 4%. They will likely increase the dividend in the next year. Very shareholder friendly. A leader in their industry. Low P/E. Selling at about 8 X Price/Earnings ratio which gives a lot of downside protection.
TOP PICK
Feels that steel has legs, particularly a company like this that is in distribution and well diversified in all sectors. No debt. A dividend of close to 5%.
DON'T BUY
Low P/E and high yield because it is a cyclical industry. Stark did much better than he expected over the last year. Looks a little expensive now.
BUY
Really good management. Good return on equity. Had an enormous jump in profits last year.
BUY
Had a significant move around June/05 at $14 and ran up to $22. There is no top formation so it is likely there are higher targets to come. Keep an eye on $20 which would be a danger signal.
DON'T BUY
Wouldn’t go after this one right now. Has very high profitability, but there’s deterioration in that profitability and it seems to be coming from operating sources.
TOP PICK
They've raised the dividend 4 or 5 times in the last 18 months. Very cheap at 6 X forward earnings. Generates cash. What he really likes is that in a down cycle, they generate more cash.
TOP PICK
A very cheap stock at around 7 X trailing earnings, 9 X forcast earnings. Dividend yield of over 5%. As a value investor, this is very inexpensive and pays you while you wait.
WEAK BUY
Not a bad place to be if you want cyclical exposure because you get 5% yield. Doesn't have as much exposure to the commodity as other steel companies, so a much safer place to be. As you get nearer the end of the cycle, There's less attraction for it. Prefers Algoma (AGA-T).
HOLD
Involved in service centres, the energy market (tubular steel) and distribution. Have had a great year. Expects it will continue, but appreciation on the stock has gone up from $11/12 to above $18. Doesn't think there's a whole lot more left in it, but probably a few dollars. If you own, consider taking some profit.
DON'T BUY
Basically at its high yet its first 6 months results were down substantially. Always sceptical of this scenario. Made a lot of money when the price of steel was high, but don't think they will be able to make it any more.
WEAK BUY
Had some nice inventory gains as metal prices were going up. Very low P/E around 8 X's. Because of the extra dividends they paid out, the yield is one of the highest on the TSX. A cyclical stock, so a slowdown will affect them. Be cautious.
BUY
Loves this stock. It's the only steel stock that she did not sell. Has a fabulous yield. Incredibly good management.
DON'T BUY
Stock has done tremendously well, but there are different reasons why. The acquisition of the Montreal company has synergies. The trend in steel has reversed. You could see them losing money on inventories because the steel market is not as busy. Money has already been made and it is probably too late now.
SELL
All the steel companies had a tremendous run and then steel prices started to drop. Looks like a cheap stock, but the earnings are very volatile.
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