WallStSmart

ArcelorMittal SA ADR (MT)vsCompanhia Siderurgica Nacional ADR (SID)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ArcelorMittal SA ADR generates 39% more annual revenue ($62.01B vs $44.49B). MT leads profitability with a 4.7% profit margin vs -4.5%. SID appears more attractively valued with a PEG of 0.32. SID earns a higher WallStSmart Score of 57/100 (C).

MT

Buy

51

out of 100

Grade: C-

Growth: 2.7Profit: 4.0Value: 7.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.37

SID

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 3.0Value: 6.7Quality: 4.0
Piotroski: 6/9Altman Z: 0.72

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MT5 strengths · Avg: 8.4/10
Market CapQuality
$50.42B9/10

Large-cap with strong market position

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.668/10

Growing faster than its price suggests

P/E RatioValuation
17.4x8/10

Attractively priced relative to earnings

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

SID3 strengths · Avg: 10.0/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

EPS GrowthGrowth
3321.0%10/10

Earnings expanding 3321.0% YoY

Areas to Watch

MT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Operating MarginProfitability
4.9%3/10

Operating margin of 4.9%

SID4 concerns · Avg: 2.5/10
Market CapQuality
$1.62B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.9%3/10

Operating margin of 2.9%

Return on EquityProfitability
-15.5%2/10

ROE of -15.5% — below average capital efficiency

Revenue GrowthGrowth
-2.8%2/10

Revenue declined 2.8%

Comparative Analysis Report

WallStSmart Research

Bull Case : MT

The strongest argument for MT centers on Market Cap, Debt/Equity, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.

Bull Case : SID

The strongest argument for SID centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.32 suggests the stock is reasonably priced for its growth.

Bear Case : MT

The primary concerns for MT are Revenue Growth, Return on Equity, Profit Margin. Thin 4.7% margins leave little buffer for downturns.

Bear Case : SID

The primary concerns for SID are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 4.01 is elevated, increasing financial risk.

Key Dynamics to Monitor

MT profiles as a value stock while SID is a turnaround play — different risk/reward profiles.

MT carries more volatility with a beta of 1.73 — expect wider price swings.

MT is growing revenue faster at 4.5% — sustainability is the question.

MT generates stronger free cash flow (-1.3B), providing more financial flexibility.

Bottom Line

SID scores higher overall (57/100 vs 51/100). 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.

Companhia Siderurgica Nacional ADR

BASIC MATERIALS · STEEL · USA

Companhia Siderurgica Nacional (SID) is a premier integrated steel producer in Brazil, significantly influencing the Latin American steel sector. The company supplies a broad range of high-quality steel products, including flat and long steel, which are essential for diverse industries such as construction, automotive, and manufacturing. With a commitment to innovation and sustainability, SID is focused on optimizing operational efficiency while minimizing its environmental footprint. Leveraging its substantial production capacity and pursuing strategic expansion opportunities, SID is strategically positioned to meet the growing global demand for steel, thereby strengthening its competitive edge in the market.

Visit Website →

Want to dig deeper into these stocks?