WallStSmart

ArcelorMittal SA ADR (MT)vsReliance Steel & Aluminum Co (RS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ArcelorMittal SA ADR generates 329% more annual revenue ($61.35B vs $14.29B). RS leads profitability with a 5.2% profit margin vs 5.1%. MT appears more attractively valued with a PEG of 0.66. MT earns a higher WallStSmart Score of 62/100 (C+).

MT

Buy

62

out of 100

Grade: C+

Growth: 5.3Profit: 5.0Value: 10.0Quality: 5.8
Piotroski: 5/9Altman Z: 2.44

RS

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 5.5Value: 9.3Quality: 8.5
Piotroski: 3/9Altman Z: 4.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

MTUndervalued (+65.3%)

Margin of Safety

+65.3%

Fair Value

$192.35

Current Price

$47.76

$144.59 discount

UndervaluedFair: $192.35Overvalued
RSUndervalued (+15.5%)

Margin of Safety

+15.5%

Fair Value

$426.32

Current Price

$290.56

$135.76 discount

UndervaluedFair: $426.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MT5 strengths · Avg: 8.8/10
P/E RatioValuation
11.6x10/10

Attractively priced relative to earnings

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

PEG RatioValuation
0.668/10

Growing faster than its price suggests

EPS GrowthGrowth
32.8%8/10

Earnings expanding 32.8% YoY

Free Cash FlowQuality
$1.75B8/10

Generating 1.7B in free cash flow

RS3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
4.4110/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

MT4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
1.7%4/10

1.7% revenue growth

Return on EquityProfitability
6.0%3/10

ROE of 6.0% — below average capital efficiency

Profit MarginProfitability
5.1%3/10

5.1% margin — thin

Operating MarginProfitability
-5.1%1/10

Operating margin of -5.1%

RS3 concerns · Avg: 3.3/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MT

The strongest argument for MT centers on P/E Ratio, Price/Book, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.

Bull Case : RS

The strongest argument for RS centers on Altman Z-Score, Debt/Equity, Price/Book. Revenue growth of 11.9% demonstrates continued momentum.

Bear Case : MT

The primary concerns for MT are Revenue Growth, Return on Equity, Profit Margin.

Bear Case : RS

The primary concerns for RS are PEG Ratio, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

MT carries more volatility with a beta of 1.67 — expect wider price swings.

RS is growing revenue faster at 11.9% — sustainability is the question.

MT generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor STEEL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MT scores higher overall (62/100 vs 59/100). RS offers better value entry with a 15.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

ArcelorMittal SA ADR

BASIC MATERIALS · STEEL · USA

ArcelorMittal owns and operates steelmaking and mining facilities in Europe, North and South America, Asia and Africa. The company is headquartered in Luxembourg City, Luxembourg.

Reliance Steel & Aluminum Co

BASIC MATERIALS · STEEL · USA

Reliance Steel & Aluminum Co. is a metal service center company. The company is headquartered in Los Angeles, California.

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