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
BUY
High yield is sustainable for the foreseeable future. As a distributor, not a manufacturer, there is a lag relationship with respect to Russel's profits on inventory and hence balance sheets. Very conservatively managed company. A conservative way to be exposed to steel. Spot price on steels is vulnerable so could affect them down the road.
DON'T BUY
Has been reducing his holdings and taking profit. A very profitable company. Nice dividend yield. Getting near the higher end of where it should be trading. Doesn't expect a lot of upside in the near term.
BUY
Has a very big yield. Has been profitable every quarter for the last 5/6 years. Well diversified in the steel product. Trading cheap at 10 X earnings.
BUY
Very low P/E ratio because they had very exceptional earnings this year. Good dividend. Really good management.
HOLD
Not sure he would buy in this stage of the cycle.
BUY
In a real sweet spot. They warehouse fabricate steel for end users. Excellent management. Good yield of almost 5%.
BUY
Dividend of about 5% making it a safe way to play the steels.
HOLD
Steel is a good commodity. China's building of infrastructure is going to persist for some time. A well run company. 5% dividend.
STRONG BUY
Strong management. Very welll positioned here in the cycle with the steel market and distribution manufacturing. Extremely strong balance sheet. Expects a strong dividend growth.
PAST TOP PICK
(A Top Pick July 27/04. Up 16%.) Still likes. Yield of 5%. Feels that steel prices are going ot remain firm. PE of 4 X trailing earnings. Will be volatile.
BUY
An excellent company. Made a fabulous recovery under current management. Have paid down debt, preferreds and increased profits and dividends. A cyclical. Yielding 5.3%.
BUY
Has had a litle pull back, but would be comfortable owning it.
HOLD
Had a good run from mid '03 up to $13. Believes it was a little bit over bought. Should be more upside, possibly to $15, but you should consider clearing some of your profit.
BUY
A nice dividend yield. Well run company. If you believe in the cyclical story of steel, this is not a bad story. Smart management.
BUY ON WEAKNESS
Yields about 5%. A good stock.
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