Cleveland-Cliffs' vertical integration is a key strength, but the stock underperforms peers and steel indexes, down 23% YTD despite favorable tariffs. Profitability and revenue growth are major ...
Gerdau has nearly 50% of North America’s EBITDA, making it uniquely positioned to benefit from new tariffs on steel and aluminum. The stock trades at 4.79x EV/EBITDA vs. 10.2x the peer average, ...
(Reuters) - The Luxembourg-based steel group Aperam said on Thursday it would explore potential exemptions from announced U.S. tariffs, along with its U.S. customers. The long-term impact of the ...