WallStSmart

Carpenter Technology Corporation (CRS)vsRyerson Holding Corp (RYI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ryerson Holding Corp generates 55% more annual revenue ($4.57B vs $2.94B). CRS leads profitability with a 14.8% profit margin vs -1.2%. RYI appears more attractively valued with a PEG of 0.35. CRS earns a higher WallStSmart Score of 63/100 (C+).

CRS

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 8.7Quality: 9.0
Piotroski: 4/9Altman Z: 3.16

RYI

Hold

46

out of 100

Grade: D+

Growth: 3.3Profit: 2.0Value: 6.7Quality: 7.5
Piotroski: 4/9Altman Z: 2.82
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRSUndervalued (+14.4%)

Margin of Safety

+14.4%

Fair Value

$431.96

Current Price

$406.64

$25.32 discount

UndervaluedFair: $431.96Overvalued

Intrinsic value data unavailable for RYI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRS4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.1610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
21.1%8/10

Strong operational efficiency at 21.1%

EPS GrowthGrowth
25.9%8/10

Earnings expanding 25.9% YoY

RYI2 strengths · Avg: 10.0/10
PEG RatioValuation
0.3510/10

Growing faster than its price suggests

Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Areas to Watch

CRS3 concerns · Avg: 3.3/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

Price/BookValuation
10.2x4/10

Trading at 10.2x book value

P/E RatioValuation
43.3x2/10

Premium valuation, high expectations priced in

RYI4 concerns · Avg: 2.5/10
Market CapQuality
$907.09M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.083/10

Elevated debt levels

Return on EquityProfitability
-6.9%2/10

ROE of -6.9% — below average capital efficiency

EPS GrowthGrowth
-79.6%2/10

Earnings declined 79.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : CRS

The strongest argument for CRS centers on Altman Z-Score, Return on Equity, Operating Margin.

Bull Case : RYI

The strongest argument for RYI centers on PEG Ratio, Price/Book. PEG of 0.35 suggests the stock is reasonably priced for its growth.

Bear Case : CRS

The primary concerns for CRS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 43.3x leaves little room for execution misses.

Bear Case : RYI

The primary concerns for RYI are Market Cap, Debt/Equity, Return on Equity.

Key Dynamics to Monitor

CRS profiles as a value stock while RYI is a turnaround play — different risk/reward profiles.

RYI carries more volatility with a beta of 1.59 — expect wider price swings.

RYI is growing revenue faster at 9.7% — sustainability is the question.

RYI generates stronger free cash flow (92M), providing more financial flexibility.

Bottom Line

CRS scores higher overall (63/100 vs 46/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Carpenter Technology Corporation

INDUSTRIALS · METAL FABRICATION · USA

Carpenter Technology Corporation manufactures, manufactures and distributes specialty metals worldwide. The company is headquartered in Philadelphia, Pennsylvania.

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Ryerson Holding Corp

INDUSTRIALS · METAL FABRICATION · USA

Ryerson Holding Corporation processes and distributes industrial metals in the United States, Canada, Mexico and China. The company is headquartered in Chicago, Illinois.

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