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
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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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WEAK BUY
Has a P/E around 10. A deep cyclical based on steel. Earnings would drop id if sgteel prices drop. Nice yield.
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.
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