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
0
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.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
Nucor, NUE
BUY
Excellent management. Steel prices are rising. A great long term play.
PAST TOP PICK
(A Top Pick July 8/04. Up 16%.) Also pays a 5% dividend. A very well run company. When the steel cycle turns, their cash flow will actually increase. Would still buy.
HOLD
Had some good quarters which should continue. Fair market value is much higher than the current price, certainly into the mid $20's.
BUY
Believes the dividend is sustainable. One of the best managed companies in Canada. Done well given the increased commodity prices and benefited on the distribution side.
TOP PICK
Positive on the steel industry. 5% yield. A lot of cash flow. Multiple is very low.
BUY
Doing extremely well. Strong company. Very cheap stock. Use a stop/loss.
BUY
Likes steels. Demand certainly exceeds supply. Being driven by China.
TOP PICK
Likes the steel industry and feels there's one or two quarters of good earnings. 5.5% yield makes it a safe stock. Have been profitable quarter after quarter since 1997.
TOP PICK
Very shareholder friendly. Just increased their dividend by 50%. Earnings were very strong.
BUY
Metals are performing remarkably well. Profitability is very high.
TOP PICK
Pay a dividend. A lot of cash flow. Next quarter results will exceed estimates. Not his biggest upside, but a stock he doesn't worry about.
DON'T BUY
Metal distribution centers are very cyclical and, when metal prices are strong, they make a lot of money. Have high fixed costs so when demand weakens, they are not profitable at all. Easy money has been made. Trading at a pretty hefty multiple.
TOP PICK
Good dividend. Good investment at this point.
HOLD
Well-managed. Has had a good run. Would be tempted to take some money off the table as it continues to climb. Cyclical.
TOP PICK
Yield of 4.4%. Interesting, because they make more cash flow when the economy turns down by selling off their old inventory.
Showing 331 to 345 of 347 entries