Update shared on 13 Nov 2025
Fair value Decreased 2.38%Narrative Update on Metallus
Analysts have lowered their price target for Metallus from $21.00 to $20.50, citing more conservative growth and profit margin forecasts for the company.
What's in the News
- Members of United Steelworkers (USW) Local 1123 voted not to ratify the tentative labor agreement with Metallus. The company has extended the current labor contract by 90 days until January 29, 2026, allowing negotiations to continue. Operations will remain normal during this extension. (Key Developments)
- A tentative four-year contract agreement had been previously reached between Metallus and USW Local 1123, with the vote date to be determined by the union. The contract covers about 1,200 bargaining employees in Canton, Ohio. (Key Developments)
- The labor agreement originally set to expire on September 29, 2025, was extended until October 15, 2025, as both Metallus and USW Local 1123 continued negotiations to reach a mutually acceptable deal. (Key Developments)
Valuation Changes
- Consensus Analyst Price Target has decreased slightly, moving from $21.00 to $20.50 per share.
- The Discount Rate has risen moderately, increasing from 7.42% to 8.02%.
- The Revenue Growth forecast has fallen significantly, dropping from 15.24% to 11.70%.
- The Net Profit Margin estimate has declined sharply, from 14.33% to 7.75%.
- The projected Future P/E ratio has increased substantially, rising from 4.40x to 8.24x.
Disclaimer
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