WallStSmart

Gerdau SA ADR (GGB)vsTeck Resources Ltd Class B (TECK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Gerdau SA ADR generates 458% more annual revenue ($69.20B vs $12.41B). TECK leads profitability with a 14.9% profit margin vs 2.4%. TECK appears more attractively valued with a PEG of 5.47. TECK earns a higher WallStSmart Score of 73/100 (B).

GGB

Hold

42

out of 100

Grade: D

Growth: 2.0Profit: 5.0Value: 6.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.93

TECK

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.0Value: 4.7Quality: 6.8
Piotroski: 7/9Altman Z: 1.93
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GGBUndervalued (+89.2%)

Margin of Safety

+89.2%

Fair Value

$40.35

Current Price

$4.43

$35.92 discount

UndervaluedFair: $40.35Overvalued
TECKUndervalued (+9.1%)

Margin of Safety

+9.1%

Fair Value

$66.42

Current Price

$56.24

$10.18 discount

UndervaluedFair: $66.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GGB1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

TECK4 strengths · Avg: 9.5/10
Operating MarginProfitability
39.8%10/10

Strong operational efficiency at 39.8%

Revenue GrowthGrowth
72.2%10/10

Revenue surging 72.2% year-over-year

EPS GrowthGrowth
128.8%10/10

Earnings expanding 128.8% YoY

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Areas to Watch

GGB4 concerns · Avg: 3.3/10
P/E RatioValuation
26.1x4/10

Moderate valuation

Return on EquityProfitability
3.1%3/10

ROE of 3.1% — below average capital efficiency

Profit MarginProfitability
2.4%3/10

2.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

TECK3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.934/10

Grey zone — moderate risk

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
5.472/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : GGB

The strongest argument for GGB centers on Price/Book.

Bull Case : TECK

The strongest argument for TECK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 72.2% demonstrates continued momentum.

Bear Case : GGB

The primary concerns for GGB are P/E Ratio, Return on Equity, Profit Margin. Thin 2.4% margins leave little buffer for downturns.

Bear Case : TECK

The primary concerns for TECK are Altman Z-Score, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

GGB profiles as a value stock while TECK is a growth play — different risk/reward profiles.

TECK carries more volatility with a beta of 1.56 — expect wider price swings.

TECK is growing revenue faster at 72.2% — sustainability is the question.

TECK generates stronger free cash flow (344M), providing more financial flexibility.

Bottom Line

TECK scores higher overall (73/100 vs 42/100) and 72.2% revenue growth. GGB offers better value entry with a 89.2% margin of safety. Both earn "Strong 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.

Gerdau SA ADR

BASIC MATERIALS · STEEL · USA

Gerdau SA is a leading Brazilian steel manufacturer and a prominent player in the Americas’ long steel segment, notably recognized through its American Depositary Receipts (ADRs). The company excels in producing a diverse range of steel products, serving critical industries such as construction, automotive, and manufacturing. Gerdau is committed to innovation and sustainability, employing advanced technologies to optimize operations and reduce environmental impact. With its robust operational network and focus on quality, Gerdau is strategically positioned to capitalize on emerging growth opportunities within the global steel industry.

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Teck Resources Ltd Class B

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Teck Resources Limited is dedicated to exploring, acquiring, developing and producing natural resources in Asia, Europe and North America. The company is headquartered in Vancouver, Canada.

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