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Russel Metals Inc. (RUS $40.62)
- $40.62 P/E (TTM): 15.32X Cap: $2.27B
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Q: RUS has proven it continues to operate as a going concern through highly stressed markets (2008, 2020) and can be highly leveraged to industrial steel consumption. CDN has several major 'Nation Building' projects that will kick off in 2026/2027 and take years to complete. (Ports, LNG, Pipelines, Ships) Tariffs on CDN steel mean CDN should have excess steel to be consumed in these domestic projects.

Does this thesis make sense to you? IF the thesis plays out - would you expect outsized growth in RUS relative to other alternates?

Thanks for your continues great service!

Glenn

Asked by Glenn on August 15, 2025

5i Research Answer:

We think the thesis makes sense and on top of it, the continued trend of onshoring should...

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