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Cleveland-Cliffs Community
NYSE:CLF Community
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Cleveland-Cliffs
AN
AnalystHighTarget
Consensus Narrative from 10 Analysts
US Infrastructure And Reshoring Will Fuel Green Steel Demand
Key Takeaways Increased domestic demand, trade protections, and integration of Stelco are expected to drive higher margins and operational efficiencies. Investments in green steel and a resilient U.S.-centric supply chain position the company for strong value-added growth and cash flow stability.
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US$17.00
FV
53.5% undervalued
intrinsic discount
6.59%
Revenue growth p.a.
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2 days ago
author updated this narrative
Cleveland-Cliffs
AN
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
Tariffs And Stelco Acquisition Will Strengthen Future Competitive Position In Steel Industry
Key Takeaways Tariffs on steel imports are poised to benefit Cleveland-Cliffs, enhancing domestic demand and boosting revenues and earnings. Debt reduction and cost structure improvements aim to enhance financial flexibility, margins, and profitability.
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US$11.21
FV
29.4% undervalued
intrinsic discount
5.15%
Revenue growth p.a.
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3 days ago
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Your Valuation for
CLF
CLF
Cleveland-Cliffs
Your Fair Value
US$
Current Price
US$7.91
75.4% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-754m
25b
2015
2018
2021
2024
2025
2027
2030
Revenue US$24.7b
Earnings US$2.3b
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