Ryerson Holding（RYZ）株式概要ライアーソン・ホールディング・コーポレーションは子会社とともに、米国内外で工業用金属を加工・販売している。 詳細RYZ ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長1/6過去の実績0/6財務の健全性3/6配当金1/6報酬当社が推定した公正価値より4.4%で取引されている 収益は年間18.55%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析過去1年間で株主の希薄化は大幅に進んだ 過去5年間で収益は年間42.7%減少しました。 利払いは収益で十分にカバーされない 2.69%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない すべてのリスクチェックを見るRYZ Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$27.8788.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-57m12b2016201920222025202620282031Revenue US$11.7bEarnings US$1.5bAdvancedSet Fair ValueView all narrativesRyerson Holding Corporation 競合他社Worthington SteelSymbol: NYSE:WSMarket cap: US$2.1bRamaco ResourcesSymbol: NasdaqGS:METCMarket cap: US$926.6mMetallusSymbol: NYSE:MTUSMarket cap: US$817.6mSunCoke EnergySymbol: NYSE:SXCMarket cap: US$752.6m価格と性能株価の高値、安値、推移の概要Ryerson Holding過去の株価現在の株価US$27.8752週高値US$30.9052週安値US$19.02ベータ1.661ヶ月の変化5.01%3ヶ月変化1.49%1年変化32.27%3年間の変化-18.01%5年間の変化66.59%IPOからの変化170.58%最新ニュースDeclared Dividend • May 11First quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th June 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time.ライブニュース • May 08Ryerson Holding Delivers US$1.57b Revenue and Profit in First Quarter After Olympic Steel MergerRyerson Holding reported Q1 2026 revenue of US$1.57b after completing its US$837.3m merger with Olympic Steel in February. The combined company returned to profitability with Q1 net income of US$4.5m and realized US$1m of merger-related synergies in the quarter. Management is targeting about US$120m in annual run-rate synergies by early 2028, while authorizing up to US$100m in share repurchases and declaring a quarterly dividend of US$0.1875 per share. For investors, the latest quarter highlights how quickly Ryerson is starting to integrate Olympic Steel. Revenue of US$1.57b and shipments of 656,000 tons reflect the larger footprint in North American metals service centers. The early US$1m of cost synergies provides a first datapoint against the long-term synergy target. The company is operating with total debt of US$907.7m and liquidity of US$618m as of March 31, which frames the balance sheet relative to its merger and capital return plans. The planned US$120m run-rate synergy target by early 2028 and the new US$100m buyback authorization through April 2028 indicate that management is focused on both integration and capital allocation. The ongoing quarterly dividend adds another return channel for shareholders. Ryerson’s Q2 2026 revenue projection of US$1.86b to US$1.93b gives a reference range for how management currently views demand and volume for the combined business in the near term.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.18 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.11 (up from US$0.18 loss in 1Q 2025). Revenue: US$1.57b (up 38% from 1Q 2025). Net income: US$4.50m (up US$10.1m from 1Q 2025). Profit margin: 0.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.お知らせ • Apr 10Ryerson Holding Corporation to Report Q1, 2026 Results on May 06, 2026Ryerson Holding Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Price Target Changed • Mar 25Price target decreased by 13% to US$27.00Down from US$31.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of US$21.37. Stock is down 9.2% over the past year. The company posted a net loss per share of US$1.76 last year.お知らせ • Mar 19Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026. Location: 227 w. monroe st., 27th floor, chicago, ilinois 60606, United States最新情報をもっと見るRecent updatesDeclared Dividend • May 11First quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th June 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time.ライブニュース • May 08Ryerson Holding Delivers US$1.57b Revenue and Profit in First Quarter After Olympic Steel MergerRyerson Holding reported Q1 2026 revenue of US$1.57b after completing its US$837.3m merger with Olympic Steel in February. The combined company returned to profitability with Q1 net income of US$4.5m and realized US$1m of merger-related synergies in the quarter. Management is targeting about US$120m in annual run-rate synergies by early 2028, while authorizing up to US$100m in share repurchases and declaring a quarterly dividend of US$0.1875 per share. For investors, the latest quarter highlights how quickly Ryerson is starting to integrate Olympic Steel. Revenue of US$1.57b and shipments of 656,000 tons reflect the larger footprint in North American metals service centers. The early US$1m of cost synergies provides a first datapoint against the long-term synergy target. The company is operating with total debt of US$907.7m and liquidity of US$618m as of March 31, which frames the balance sheet relative to its merger and capital return plans. The planned US$120m run-rate synergy target by early 2028 and the new US$100m buyback authorization through April 2028 indicate that management is focused on both integration and capital allocation. The ongoing quarterly dividend adds another return channel for shareholders. Ryerson’s Q2 2026 revenue projection of US$1.86b to US$1.93b gives a reference range for how management currently views demand and volume for the combined business in the near term.Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.18 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.11 (up from US$0.18 loss in 1Q 2025). Revenue: US$1.57b (up 38% from 1Q 2025). Net income: US$4.50m (up US$10.1m from 1Q 2025). Profit margin: 0.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.お知らせ • Apr 10Ryerson Holding Corporation to Report Q1, 2026 Results on May 06, 2026Ryerson Holding Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026Price Target Changed • Mar 25Price target decreased by 13% to US$27.00Down from US$31.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of US$21.37. Stock is down 9.2% over the past year. The company posted a net loss per share of US$1.76 last year.お知らせ • Mar 19Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026. Location: 227 w. monroe st., 27th floor, chicago, ilinois 60606, United StatesBuy Or Sell Opportunity • Mar 06Now 20% undervaluedOver the last 90 days, the stock has risen 4.6% to US$25.01. The fair value is estimated to be US$31.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making.Board Change • Mar 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Chairman of the Board Michael Siegal was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.New Risk • Feb 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 62% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 109% Earnings have declined by 29% per year over the past 5 years. Shareholders have been substantially diluted in the past year (62% increase in shares outstanding).Declared Dividend • Feb 20Fourth quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 5th March 2026 Payment date: 19th March 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (196% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time.お知らせ • Feb 14+ 2 more updatesRyerson Holding Corporation Declares a First Quarter Dividend, Payable on March 19, 2026On February 13, 2026, the Board of Ryerson Holding Corporation declared a first quarter dividend of $0.1875 per share of Ryerson Common Stock payable on March 19, 2026 to stockholders of record as of March 5, 2026.Recent Insider Transactions Derivative • Feb 04Executive VP & CFO notifies of intention to sell stockJames Claussen intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$30.00, it would amount to US$149k. Since March 2025, James has owned 79.26k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Jan 29Ryerson Holding Corporation to Report Q4, 2025 Results on Feb 19, 2026Ryerson Holding Corporation announced that they will report Q4, 2025 results After-Market on Feb 19, 2026Recent Insider Transactions Derivative • Jan 23President notifies of intention to sell stockEdward Lehner intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of January. If the sale is conducted around the recent share price of US$30.06, it would amount to US$1.8m. For the year to December 2019, Edward's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Edward has owned 653.23k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.分析記事 • Jan 11Is Ryerson Holding (NYSE:RYI) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Price Target Changed • Dec 16Price target increased by 8.3% to US$26.00Up from US$24.00, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$24.49. Stock is up 13% over the past year. The company posted a net loss per share of US$0.26 last year.分析記事 • Dec 15Ryerson Holding Corporation's (NYSE:RYI) Prospects Need A Boost To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 0.2x Ryerson Holding Corporation ( NYSE:RYI ) is a stock...Upcoming Dividend • Nov 27Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 04 December 2025. Payment date: 18 December 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.7%).分析記事 • Nov 03Ryerson Holding (NYSE:RYI) Is Due To Pay A Dividend Of $0.1875The board of Ryerson Holding Corporation ( NYSE:RYI ) has announced that it will pay a dividend on the 18th of...Declared Dividend • Oct 31Third quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th December 2025 Payment date: 18th December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (196% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.Seeking Alpha • Oct 30Steel Meets Steel: Ryerson's $6.5 Billion Merger With Olympic Offers Promise And PerilSummary Ryerson Holding Corporation will merge with Olympic Steel in an all-stock deal, creating a $6.5 billion revenue industry giant. RYI is paying a premium for ZEUS, but significant cost savings of $120 million annually are expected through operational synergies and asset optimization. Both companies face declining revenues, due to steel industry headwinds, making the merger a strategic move to weather challenging market conditions. Given economic uncertainty and execution risks, I rate both RYI and ZEUS as 'hold', but see substantial long-term upside if cost synergies are realized. Read the full article on Seeking AlphaReported Earnings • Oct 29Third quarter 2025 earnings released: US$0.46 loss per share (vs US$0.20 loss in 3Q 2024)Third quarter 2025 results: US$0.46 loss per share (further deteriorated from US$0.20 loss in 3Q 2024). Revenue: US$1.16b (up 3.1% from 3Q 2024). Net loss: US$14.8m (loss widened 124% from 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.お知らせ • Oct 29+ 3 more updatesRyerson and Olympic Steel Announce Executive ChangesRyerson Holding Corporation and Olympic Steel, Inc. announced that they have entered into a definitive agreement to merge. Michael D. Siegal, Executive Chairman of Olympic Steel's Board of Directors, will be appointed chairman of the Board of Directors ("Board") of the combined company, and Olympic Steel will also appoint three other mutually satisfactory directors to the combined 11-member Board. Eddie Lehner, President and Chief Executive Officer ("CEO") of Ryerson, will serve as CEO of the combined company, with Richard T. Marabito, CEO of Olympic Steel, serving as President and Chief Operating Officer.お知らせ • Oct 02Ryerson Holding Corporation to Report Q3, 2025 Results on Oct 28, 2025Ryerson Holding Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025Upcoming Dividend • Aug 28Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.8%).Declared Dividend • Aug 01Second quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th September 2025 Payment date: 18th September 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.New Risk • Jul 30New major risk - Revenue and earnings growthEarnings have declined by 7.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risks High level of debt (58% net debt to equity). Paying a dividend despite being loss-making.Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: US$0.06 (vs US$0.29 in 2Q 2024)Second quarter 2025 results: EPS: US$0.06 (down from US$0.29 in 2Q 2024). Revenue: US$1.17b (down 4.6% from 2Q 2024). Net income: US$1.90m (down 81% from 2Q 2024). Profit margin: 0.2% (down from 0.8% in 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.お知らせ • Jul 30+ 1 more updateRyerson Holding Corporation Declares Quarterly Cash Dividend, Payable on September 18, 2025On July 29, 2025, the Board of Directors of Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on September 18, 2025, to stockholders of record as of September 4, 2025.分析記事 • Jul 24Ryerson Holding's (NYSE:RYI) Returns On Capital Tell Us There Is Reason To Feel UneasyWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...お知らせ • Jul 22Ryerson Holding Corporation Announces Departure of John Orth as Executive Vice President Effective July 31, 2025Ryerson Holding Corporation announced that John Orth, Executive Vice President of Operations is leaving the Company and stepping down from all positions with the Company and its subsidiaries, effective July 31, 2025.お知らせ • Jul 03Ryerson Holding Corporation to Report Q2, 2025 Results on Jul 29, 2025Ryerson Holding Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025Upcoming Dividend • May 29Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 18 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.9%).Recent Insider Transactions • May 21Independent Chair of the Board recently bought US$225k worth of stockOn the 13th of May, Stephen Larson bought around 10k shares on-market at roughly US$22.50 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.Declared Dividend • May 04First quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 5th June 2025 Payment date: 18th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.分析記事 • May 02These 4 Measures Indicate That Ryerson Holding (NYSE:RYI) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Reported Earnings • May 01First quarter 2025 earnings released: US$0.18 loss per share (vs US$0.22 loss in 1Q 2024)First quarter 2025 results: US$0.18 loss per share (improved from US$0.22 loss in 1Q 2024). Revenue: US$1.14b (down 8.4% from 1Q 2024). Net loss: US$5.60m (loss narrowed 26% from 1Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.お知らせ • May 01Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on June 18, 2025On April 30, 2025, the Board of Directors of Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on June 18, 2025, to stockholders of record as of June 5, 2025.お知らせ • Apr 25Ryerson Holding Corporation Appoints Lt. Gen. Bruce T. Crawford, U.S. Army (Ret.), to the Board of DirectorsRyerson Holding Corporation announced the election of Lt. Gen. Bruce T. Crawford, U.S. Army (Ret.), to the Ryerson Board of Directors. Prior to joining Ryerson, General Crawford retired from the U.S. Army with the rank of Lieutenant General after serving for 34 years, culminating as the U.S. Army's Chief Information Officer and principal enterprise IT and cybersecurity policy advisor to the Secretary of the Army and the Army Chief of Staff. Before that, General Crawford served in various operational, strategic, and tactical positions in the U.S., Europe, the Pacific, and Southwest Asia. Following his transition from the Army, General Crawford served as the Chief of Innovation, Chair of the Digital Advisory Group, Director of the Global Digital Center of Excellence, and Senior Vice President for Strategic Development, Growth and Sales in the $5 billion government-focused Critical Mission Solutions division at Jacobs Solutions Inc., a provider of engineering, technical, professional, and construction services. General Crawford earned a Bachelor of Science in Electrical Engineering from South Carolina State University. He also holds a Master of Science in Administration from Central Michigan University, a Master of Science in National Resource Strategy from the National Defense University, and an Honorary Doctor of Public Service from South Carolina State University. General Crawford serves on the Board of Directors of Foundation Risk Partners, Comtech Telecommunications Corp, the George C. Marshall International Center, and the Executive Committee of AFCEA International. He previously served as a member of the Board of Directors of Avalara Inc.Recent Insider Transactions Derivative • Apr 06President exercised options and sold US$1.2m worth of stockOn the 31st of March, Edward Lehner exercised options to acquire 52k shares at no cost and sold these for an average price of US$22.96 per share. This trade did not impact their existing holding. For the year to December 2018, Edward's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Edward's direct individual holding has decreased from 603.23k shares to 593.23k. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Apr 03Ryerson Holding Corporation to Report Q1, 2025 Results on Apr 30, 2025Ryerson Holding Corporation announced that they will report Q1, 2025 results After-Market on Apr 30, 2025Recent Insider Transactions • Mar 07President recently sold US$248k worth of stockOn the 5th of March, Edward Lehner sold around 10k shares on-market at roughly US$24.79 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months.お知らせ • Mar 06Ryerson Holding Corporation, Annual General Meeting, Apr 17, 2025Ryerson Holding Corporation, Annual General Meeting, Apr 17, 2025.Recent Insider Transactions • Feb 27Executive VP & CFO recently sold US$152k worth of stockOn the 24th of February, James Claussen sold around 6k shares on-market at roughly US$25.30 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.分析記事 • Feb 26Ryerson Holding (NYSE:RYI) Is Due To Pay A Dividend Of $0.1875The board of Ryerson Holding Corporation ( NYSE:RYI ) has announced that it will pay a dividend of $0.1875 per share on...Recent Insider Transactions Derivative • Feb 25Executive VP & CFO notifies of intention to sell stockJames Claussen intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$25.30, it would amount to US$152k. Since June 2024, James has owned 64.79k shares directly. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 25Fourth quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 6th March 2025 Payment date: 20th March 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.Price Target Changed • Feb 24Price target increased by 8.7% to US$25.00Up from US$23.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$24.30. Stock is down 25% over the past year. The company posted a net loss per share of US$0.26 last year.Reported Earnings • Feb 21Full year 2024 earnings released: US$0.26 loss per share (vs US$4.17 profit in FY 2023)Full year 2024 results: US$0.26 loss per share (down from US$4.17 profit in FY 2023). Revenue: US$4.60b (down 10.0% from FY 2023). Net loss: US$8.60m (down 106% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.お知らせ • Feb 21+ 1 more updateRyerson Holding Corporation Declares Quarterly Cash Dividend, Payable on March 20, 2025On February 20, 2025, Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on March 20, 2025, to stockholders of record as of March 6, 2025. During the fourth quarter of 2024, Ryerson's quarterly dividend amounted to a cash return of approximately $6.0 million.分析記事 • Feb 11Ryerson Holding Corporation (NYSE:RYI) Stock Catapults 30% Though Its Price And Business Still Lag The IndustryRyerson Holding Corporation ( NYSE:RYI ) shareholders are no doubt pleased to see that the share price has bounced 30...分析記事 • Jan 29Is Ryerson Holding (NYSE:RYI) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Jan 17Ryerson Holding Corporation to Report Q4, 2024 Results on Feb 20, 2025Ryerson Holding Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025Price Target Changed • Jan 15Price target decreased by 8.0% to US$23.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of US$20.56. Stock is down 36% over the past year. The company posted earnings per share of US$4.17 last year.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$20.56, the stock trades at a trailing P/E ratio of 30.5x. Average forward P/E is 13x in the Metals and Mining industry in the US. Total loss to shareholders of 8.5% over the past three years.分析記事 • Dec 28Ryerson Holding Corporation's (NYSE:RYI) 27% Dip In Price Shows Sentiment Is Matching RevenuesRyerson Holding Corporation ( NYSE:RYI ) shares have had a horrible month, losing 27% after a relatively good period...Upcoming Dividend • Nov 29Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 05 December 2024. Payment date: 19 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.9%).Seeking Alpha • Nov 20Ryerson: Plenty Of Risks Despite Benefits From USA Tariffs, Downgrade To SellSummary Ryerson Holding faces industry contraction and declining average selling prices but has launched restructuring efforts and new investments to mitigate the impact and enhance future growth. New tariffs in Canada and the U.S. melt and pour requirement could positively influence Ryerson's financials by boosting demand and average selling prices. Despite positive restructuring and regulatory changes, my financial model shows limited upside potential, leading me to close my position, though many investors may hold. Risks include potential client resistance to price increases, economic cycles, and industry consolidation, which could affect Ryerson's future financial performance and stock price. Read the full article on Seeking AlphaRecent Insider Transactions Derivative • Nov 17Executive VP notifies of intention to sell stockMark Silver intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$24.00, it would amount to US$216k. Since March 2024, Mark's direct individual holding has increased from 103.37k shares to 116.66k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 14Insider recently sold US$113k worth of stockOn the 11th of November, Molly Kannan sold around 4k shares on-market at roughly US$26.05 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$640k more than they bought in the last 12 months.Recent Insider Transactions Derivative • Nov 13Insider notifies of intention to sell stockMolly Kannan intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$26.05, it would amount to US$113k. Since June 2024, Molly has owned 20.52k shares directly. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$26.12, the stock trades at a trailing P/E ratio of 38.7x. Average forward P/E is 13x in the Metals and Mining industry in the US. Total returns to shareholders of 1.8% over the past three years.分析記事 • Nov 04Ryerson Holding Corporation's (NYSE:RYI) Shares Lagging The Industry But So Is The BusinessYou may think that with a price-to-sales (or "P/S") ratio of 0.1x Ryerson Holding Corporation ( NYSE:RYI ) is a stock...Declared Dividend • Nov 01Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 5th December 2024 Payment date: 19th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (117% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 30% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.New Risk • Nov 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Dividend is not well covered by earnings (117% payout ratio). Profit margins are more than 30% lower than last year (0.5% net profit margin).Reported Earnings • Oct 30Third quarter 2024 earnings released: US$0.20 loss per share (vs US$1.02 profit in 3Q 2023)Third quarter 2024 results: US$0.20 loss per share (down from US$1.02 profit in 3Q 2023). Revenue: US$1.13b (down 9.6% from 3Q 2023). Net loss: US$6.60m (down 119% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Oct 30Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on December 19, 2024Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on December 19, 2024, to stockholders of record as of December 5, 2024, unchanged from the prior quarter. During the third quarter of 2024, Ryerson’s quarterly dividend amounted to a cash return of approximately $6.0 million.分析記事 • Oct 11Ryerson Holding (NYSE:RYI) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Oct 09Ryerson Holding Corporation to Report Q3, 2024 Results on Oct 29, 2024Ryerson Holding Corporation announced that they will report Q3, 2024 results After-Market on Oct 29, 2024分析記事 • Aug 22Ryerson Holding's (NYSE:RYI) Dividend Will Be $0.1875The board of Ryerson Holding Corporation ( NYSE:RYI ) has announced that it will pay a dividend of $0.1875 per share on...Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$19.52, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$14.46 per share.分析記事 • Aug 05Ryerson Holding (NYSE:RYI) Has Affirmed Its Dividend Of $0.1875Ryerson Holding Corporation's ( NYSE:RYI ) investors are due to receive a payment of $0.1875 per share on 19th of...Declared Dividend • Aug 02Second quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 5th September 2024 Payment date: 19th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 10% EPS decline seen over the last 5 years.お知らせ • Aug 01+ 2 more updatesRyerson Holding Corporation Provides Earnings Guidance for the Third Quarter of 2024Ryerson Holding Corporation provided earnings guidance for the third quarter of 2024. For the third quarter, the company anticipates net sales to be in the range of $1.12 billion to $1.16 billion, with average selling prices decreasing 3% to 5%. LIFO income in the third quarter of 2024 is expected to be $12 million. The company expects earnings per diluted share in the range of $0.01 to $0.10.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$0.29 (vs US$1.08 in 2Q 2023)Second quarter 2024 results: EPS: US$0.29 (down from US$1.08 in 2Q 2023). Revenue: US$1.23b (down 8.8% from 2Q 2023). Net income: US$9.90m (down 74% from 2Q 2023). Profit margin: 0.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the US are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$21.83, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.71 per share.分析記事 • Jul 15Ryerson Holding (NYSE:RYI) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Jul 04Ryerson Holding Corporation to Report Q2, 2024 Results on Jul 30, 2024Ryerson Holding Corporation announced that they will report Q2, 2024 results After-Market on Jul 30, 2024お知らせ • Jul 03+ 2 more updatesRyerson Holding Corporation(NYSE:RYI) dropped from Russell 3000 Growth IndexRyerson Holding Corporation(NYSE:RYI) dropped from Russell 3000 Growth Index分析記事 • Jun 05Does Ryerson Holding (NYSE:RYI) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • May 30Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.1%).Recent Insider Transactions • May 10Chief Operating Officer recently bought US$95k worth of stockOn the 2nd of May, Michael Burbach bought around 4k shares on-market at roughly US$23.75 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.分析記事 • May 07Ryerson Holding (NYSE:RYI) Has Affirmed Its Dividend Of $0.1875Ryerson Holding Corporation's ( NYSE:RYI ) investors are due to receive a payment of $0.1875 per share on 20th of June...Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to US$22.91, the stock trades at a trailing P/E ratio of 8.7x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.03 per share.Declared Dividend • May 03First quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 6th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.6% EPS decline seen over the last 5 years.お知らせ • May 03Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on June 20, 2024On April 30, 2024, Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on June 20, 2024, to stockholders of record as of June 6, 2024, unchanged from the prior quarter. During the first quarter of 2024, Ryerson paid a quarterly dividend in the amount of $0.1875 per share, amounting to a cash return of approximately $6.4 million.株主還元RYZUS Metals and MiningUS 市場7D10.9%4.6%1.3%1Y32.3%91.7%27.7%株主還元を見る業界別リターン: RYZ過去 1 年間で92.5 % の収益を上げたUS Metals and Mining業界を下回りました。リターン対市場: RYZ過去 1 年間で26.4 % の収益を上げたUS市場を上回りました。価格変動Is RYZ's price volatile compared to industry and market?RYZ volatilityRYZ Average Weekly Movement7.5%Metals and Mining Industry Average Movement9.6%Market Average Movement7.2%10% most volatile stocks in US Market16.6%10% least volatile stocks in US Market3.0%安定した株価: RYZ 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: RYZの 週次ボラティリティ ( 7% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト18424,300Eddie Lehnerwww.ryerson.comライアーソン・ホールディング・コーポレーションは子会社とともに、米国内外で工業用金属の加工・販売を行っている。同社は、炭素鋼、ステンレス鋼、合金鋼、アルミニウム、ニッケル、レッドメタルの製品を、コイル、薄板、丸棒、六角棒、角棒、平棒、板、構造用、管など様々な形状で提供している。加工サービスも提供している。同社は、商業輸送、加工・溶接、機械・設備、消費者製品、重機、気候、電力、機械工場などの業界にサービスを提供している。ライアーソン・ホールディング・コーポレーションは1842 年に設立され、イリノイ州シカゴに本社を置いている。もっと見るRyerson Holding Corporation 基礎のまとめRyerson Holding の収益と売上を時価総額と比較するとどうか。RYZ 基礎統計学時価総額US$1.42b収益（TTM）-US$46.30m売上高(TTM)US$5.00b0.3xP/Sレシオ-31.2xPER（株価収益率RYZ は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計RYZ 損益計算書（TTM）収益US$5.00b売上原価US$4.14b売上総利益US$866.60mその他の費用US$912.90m収益-US$46.30m直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）-0.89グロス・マージン17.32%純利益率-0.93%有利子負債／自己資本比率70.2%RYZ の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り-56%配当性向RYZ 配当は確実ですか？RYZ 配当履歴とベンチマークを見るRYZ 、いつまでに購入すれば配当金を受け取れますか？Ryerson Holding 配当日配当落ち日Jun 04 2026配当支払日Jun 18 2026配当落ちまでの日数7 days配当支払日までの日数21 daysRYZ 配当は確実ですか？RYZ 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 02:49終値2026/05/27 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ryerson Holding Corporation 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9 アナリスト機関Alexander Robert PearceBMO Capital Markets Equity ResearchPaul LutherBofA Global ResearchChristopher TerryDeutsche Bank6 その他のアナリストを表示
Declared Dividend • May 11First quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th June 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time.
ライブニュース • May 08Ryerson Holding Delivers US$1.57b Revenue and Profit in First Quarter After Olympic Steel MergerRyerson Holding reported Q1 2026 revenue of US$1.57b after completing its US$837.3m merger with Olympic Steel in February. The combined company returned to profitability with Q1 net income of US$4.5m and realized US$1m of merger-related synergies in the quarter. Management is targeting about US$120m in annual run-rate synergies by early 2028, while authorizing up to US$100m in share repurchases and declaring a quarterly dividend of US$0.1875 per share. For investors, the latest quarter highlights how quickly Ryerson is starting to integrate Olympic Steel. Revenue of US$1.57b and shipments of 656,000 tons reflect the larger footprint in North American metals service centers. The early US$1m of cost synergies provides a first datapoint against the long-term synergy target. The company is operating with total debt of US$907.7m and liquidity of US$618m as of March 31, which frames the balance sheet relative to its merger and capital return plans. The planned US$120m run-rate synergy target by early 2028 and the new US$100m buyback authorization through April 2028 indicate that management is focused on both integration and capital allocation. The ongoing quarterly dividend adds another return channel for shareholders. Ryerson’s Q2 2026 revenue projection of US$1.86b to US$1.93b gives a reference range for how management currently views demand and volume for the combined business in the near term.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.18 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.11 (up from US$0.18 loss in 1Q 2025). Revenue: US$1.57b (up 38% from 1Q 2025). Net income: US$4.50m (up US$10.1m from 1Q 2025). Profit margin: 0.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 10Ryerson Holding Corporation to Report Q1, 2026 Results on May 06, 2026Ryerson Holding Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Price Target Changed • Mar 25Price target decreased by 13% to US$27.00Down from US$31.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of US$21.37. Stock is down 9.2% over the past year. The company posted a net loss per share of US$1.76 last year.
お知らせ • Mar 19Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026. Location: 227 w. monroe st., 27th floor, chicago, ilinois 60606, United States
Declared Dividend • May 11First quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th June 2026 Payment date: 18th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time.
ライブニュース • May 08Ryerson Holding Delivers US$1.57b Revenue and Profit in First Quarter After Olympic Steel MergerRyerson Holding reported Q1 2026 revenue of US$1.57b after completing its US$837.3m merger with Olympic Steel in February. The combined company returned to profitability with Q1 net income of US$4.5m and realized US$1m of merger-related synergies in the quarter. Management is targeting about US$120m in annual run-rate synergies by early 2028, while authorizing up to US$100m in share repurchases and declaring a quarterly dividend of US$0.1875 per share. For investors, the latest quarter highlights how quickly Ryerson is starting to integrate Olympic Steel. Revenue of US$1.57b and shipments of 656,000 tons reflect the larger footprint in North American metals service centers. The early US$1m of cost synergies provides a first datapoint against the long-term synergy target. The company is operating with total debt of US$907.7m and liquidity of US$618m as of March 31, which frames the balance sheet relative to its merger and capital return plans. The planned US$120m run-rate synergy target by early 2028 and the new US$100m buyback authorization through April 2028 indicate that management is focused on both integration and capital allocation. The ongoing quarterly dividend adds another return channel for shareholders. Ryerson’s Q2 2026 revenue projection of US$1.86b to US$1.93b gives a reference range for how management currently views demand and volume for the combined business in the near term.
Reported Earnings • May 07First quarter 2026 earnings released: EPS: US$0.11 (vs US$0.18 loss in 1Q 2025)First quarter 2026 results: EPS: US$0.11 (up from US$0.18 loss in 1Q 2025). Revenue: US$1.57b (up 38% from 1Q 2025). Net income: US$4.50m (up US$10.1m from 1Q 2025). Profit margin: 0.3% (up from net loss in 1Q 2025). The move to profitability was driven by higher revenue. Revenue is forecast to grow 19% p.a. on average during the next 2 years, compared to a 7.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 110 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 10Ryerson Holding Corporation to Report Q1, 2026 Results on May 06, 2026Ryerson Holding Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
Price Target Changed • Mar 25Price target decreased by 13% to US$27.00Down from US$31.00, the current price target is provided by 1 analyst. New target price is 26% above last closing price of US$21.37. Stock is down 9.2% over the past year. The company posted a net loss per share of US$1.76 last year.
お知らせ • Mar 19Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026Ryerson Holding Corporation, Annual General Meeting, Apr 30, 2026. Location: 227 w. monroe st., 27th floor, chicago, ilinois 60606, United States
Buy Or Sell Opportunity • Mar 06Now 20% undervaluedOver the last 90 days, the stock has risen 4.6% to US$25.01. The fair value is estimated to be US$31.35, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Meanwhile, the company became loss making.
Board Change • Mar 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Chairman of the Board Michael Siegal was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
New Risk • Feb 25New major risk - Shareholder dilutionThe company's shareholders have been substantially diluted in the past year. Increase in shares outstanding: 62% This is considered a major risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (19% operating cash flow to total debt). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 109% Earnings have declined by 29% per year over the past 5 years. Shareholders have been substantially diluted in the past year (62% increase in shares outstanding).
Declared Dividend • Feb 20Fourth quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 5th March 2026 Payment date: 19th March 2026 Dividend yield will be 2.7%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (196% cash payout ratio). The dividend has increased by an average of 19% per year over the past 5 years and payments have been stable during that time.
お知らせ • Feb 14+ 2 more updatesRyerson Holding Corporation Declares a First Quarter Dividend, Payable on March 19, 2026On February 13, 2026, the Board of Ryerson Holding Corporation declared a first quarter dividend of $0.1875 per share of Ryerson Common Stock payable on March 19, 2026 to stockholders of record as of March 5, 2026.
Recent Insider Transactions Derivative • Feb 04Executive VP & CFO notifies of intention to sell stockJames Claussen intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$30.00, it would amount to US$149k. Since March 2025, James has owned 79.26k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Jan 29Ryerson Holding Corporation to Report Q4, 2025 Results on Feb 19, 2026Ryerson Holding Corporation announced that they will report Q4, 2025 results After-Market on Feb 19, 2026
Recent Insider Transactions Derivative • Jan 23President notifies of intention to sell stockEdward Lehner intends to sell 59k shares in the next 90 days after lodging an Intent To Sell Form on the 22nd of January. If the sale is conducted around the recent share price of US$30.06, it would amount to US$1.8m. For the year to December 2019, Edward's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, Edward has owned 653.23k shares directly. Company insiders have collectively sold US$2.8m more than they bought, via options and on-market transactions in the last 12 months.
分析記事 • Jan 11Is Ryerson Holding (NYSE:RYI) Using Debt In A Risky Way?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Price Target Changed • Dec 16Price target increased by 8.3% to US$26.00Up from US$24.00, the current price target is provided by 1 analyst. New target price is 6.2% above last closing price of US$24.49. Stock is up 13% over the past year. The company posted a net loss per share of US$0.26 last year.
分析記事 • Dec 15Ryerson Holding Corporation's (NYSE:RYI) Prospects Need A Boost To Lift SharesYou may think that with a price-to-sales (or "P/S") ratio of 0.2x Ryerson Holding Corporation ( NYSE:RYI ) is a stock...
Upcoming Dividend • Nov 27Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 04 December 2025. Payment date: 18 December 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.7%).
分析記事 • Nov 03Ryerson Holding (NYSE:RYI) Is Due To Pay A Dividend Of $0.1875The board of Ryerson Holding Corporation ( NYSE:RYI ) has announced that it will pay a dividend on the 18th of...
Declared Dividend • Oct 31Third quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th December 2025 Payment date: 18th December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (196% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.
Seeking Alpha • Oct 30Steel Meets Steel: Ryerson's $6.5 Billion Merger With Olympic Offers Promise And PerilSummary Ryerson Holding Corporation will merge with Olympic Steel in an all-stock deal, creating a $6.5 billion revenue industry giant. RYI is paying a premium for ZEUS, but significant cost savings of $120 million annually are expected through operational synergies and asset optimization. Both companies face declining revenues, due to steel industry headwinds, making the merger a strategic move to weather challenging market conditions. Given economic uncertainty and execution risks, I rate both RYI and ZEUS as 'hold', but see substantial long-term upside if cost synergies are realized. Read the full article on Seeking Alpha
Reported Earnings • Oct 29Third quarter 2025 earnings released: US$0.46 loss per share (vs US$0.20 loss in 3Q 2024)Third quarter 2025 results: US$0.46 loss per share (further deteriorated from US$0.20 loss in 3Q 2024). Revenue: US$1.16b (up 3.1% from 3Q 2024). Net loss: US$14.8m (loss widened 124% from 3Q 2024). Revenue is forecast to grow 6.1% p.a. on average during the next 2 years, compared to a 7.9% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 100 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 29+ 3 more updatesRyerson and Olympic Steel Announce Executive ChangesRyerson Holding Corporation and Olympic Steel, Inc. announced that they have entered into a definitive agreement to merge. Michael D. Siegal, Executive Chairman of Olympic Steel's Board of Directors, will be appointed chairman of the Board of Directors ("Board") of the combined company, and Olympic Steel will also appoint three other mutually satisfactory directors to the combined 11-member Board. Eddie Lehner, President and Chief Executive Officer ("CEO") of Ryerson, will serve as CEO of the combined company, with Richard T. Marabito, CEO of Olympic Steel, serving as President and Chief Operating Officer.
お知らせ • Oct 02Ryerson Holding Corporation to Report Q3, 2025 Results on Oct 28, 2025Ryerson Holding Corporation announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Oct 28, 2025
Upcoming Dividend • Aug 28Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 04 September 2025. Payment date: 18 September 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.3%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.8%).
Declared Dividend • Aug 01Second quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 4th September 2025 Payment date: 18th September 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (18% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.
New Risk • Jul 30New major risk - Revenue and earnings growthEarnings have declined by 7.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.8% per year over the past 5 years. Minor Risks High level of debt (58% net debt to equity). Paying a dividend despite being loss-making.
Reported Earnings • Jul 30Second quarter 2025 earnings released: EPS: US$0.06 (vs US$0.29 in 2Q 2024)Second quarter 2025 results: EPS: US$0.06 (down from US$0.29 in 2Q 2024). Revenue: US$1.17b (down 4.6% from 2Q 2024). Net income: US$1.90m (down 81% from 2Q 2024). Profit margin: 0.2% (down from 0.8% in 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 30+ 1 more updateRyerson Holding Corporation Declares Quarterly Cash Dividend, Payable on September 18, 2025On July 29, 2025, the Board of Directors of Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on September 18, 2025, to stockholders of record as of September 4, 2025.
分析記事 • Jul 24Ryerson Holding's (NYSE:RYI) Returns On Capital Tell Us There Is Reason To Feel UneasyWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
お知らせ • Jul 22Ryerson Holding Corporation Announces Departure of John Orth as Executive Vice President Effective July 31, 2025Ryerson Holding Corporation announced that John Orth, Executive Vice President of Operations is leaving the Company and stepping down from all positions with the Company and its subsidiaries, effective July 31, 2025.
お知らせ • Jul 03Ryerson Holding Corporation to Report Q2, 2025 Results on Jul 29, 2025Ryerson Holding Corporation announced that they will report Q2, 2025 results After-Market on Jul 29, 2025
Upcoming Dividend • May 29Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 05 June 2025. Payment date: 18 June 2025. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.6%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.9%).
Recent Insider Transactions • May 21Independent Chair of the Board recently bought US$225k worth of stockOn the 13th of May, Stephen Larson bought around 10k shares on-market at roughly US$22.50 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Stephen's only on-market trade for the last 12 months.
Declared Dividend • May 04First quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 5th June 2025 Payment date: 18th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (19% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.
分析記事 • May 02These 4 Measures Indicate That Ryerson Holding (NYSE:RYI) Is Using Debt ExtensivelyWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Reported Earnings • May 01First quarter 2025 earnings released: US$0.18 loss per share (vs US$0.22 loss in 1Q 2024)First quarter 2025 results: US$0.18 loss per share (improved from US$0.22 loss in 1Q 2024). Revenue: US$1.14b (down 8.4% from 1Q 2024). Net loss: US$5.60m (loss narrowed 26% from 1Q 2024). Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
お知らせ • May 01Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on June 18, 2025On April 30, 2025, the Board of Directors of Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on June 18, 2025, to stockholders of record as of June 5, 2025.
お知らせ • Apr 25Ryerson Holding Corporation Appoints Lt. Gen. Bruce T. Crawford, U.S. Army (Ret.), to the Board of DirectorsRyerson Holding Corporation announced the election of Lt. Gen. Bruce T. Crawford, U.S. Army (Ret.), to the Ryerson Board of Directors. Prior to joining Ryerson, General Crawford retired from the U.S. Army with the rank of Lieutenant General after serving for 34 years, culminating as the U.S. Army's Chief Information Officer and principal enterprise IT and cybersecurity policy advisor to the Secretary of the Army and the Army Chief of Staff. Before that, General Crawford served in various operational, strategic, and tactical positions in the U.S., Europe, the Pacific, and Southwest Asia. Following his transition from the Army, General Crawford served as the Chief of Innovation, Chair of the Digital Advisory Group, Director of the Global Digital Center of Excellence, and Senior Vice President for Strategic Development, Growth and Sales in the $5 billion government-focused Critical Mission Solutions division at Jacobs Solutions Inc., a provider of engineering, technical, professional, and construction services. General Crawford earned a Bachelor of Science in Electrical Engineering from South Carolina State University. He also holds a Master of Science in Administration from Central Michigan University, a Master of Science in National Resource Strategy from the National Defense University, and an Honorary Doctor of Public Service from South Carolina State University. General Crawford serves on the Board of Directors of Foundation Risk Partners, Comtech Telecommunications Corp, the George C. Marshall International Center, and the Executive Committee of AFCEA International. He previously served as a member of the Board of Directors of Avalara Inc.
Recent Insider Transactions Derivative • Apr 06President exercised options and sold US$1.2m worth of stockOn the 31st of March, Edward Lehner exercised options to acquire 52k shares at no cost and sold these for an average price of US$22.96 per share. This trade did not impact their existing holding. For the year to December 2018, Edward's total compensation was 24% salary and 76% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since June 2024, Edward's direct individual holding has decreased from 603.23k shares to 593.23k. Company insiders have collectively sold US$2.7m more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Apr 03Ryerson Holding Corporation to Report Q1, 2025 Results on Apr 30, 2025Ryerson Holding Corporation announced that they will report Q1, 2025 results After-Market on Apr 30, 2025
Recent Insider Transactions • Mar 07President recently sold US$248k worth of stockOn the 5th of March, Edward Lehner sold around 10k shares on-market at roughly US$24.79 per share. This transaction amounted to 1.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months.
お知らせ • Mar 06Ryerson Holding Corporation, Annual General Meeting, Apr 17, 2025Ryerson Holding Corporation, Annual General Meeting, Apr 17, 2025.
Recent Insider Transactions • Feb 27Executive VP & CFO recently sold US$152k worth of stockOn the 24th of February, James Claussen sold around 6k shares on-market at roughly US$25.30 per share. This transaction amounted to 9.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was James' only on-market trade for the last 12 months.
分析記事 • Feb 26Ryerson Holding (NYSE:RYI) Is Due To Pay A Dividend Of $0.1875The board of Ryerson Holding Corporation ( NYSE:RYI ) has announced that it will pay a dividend of $0.1875 per share on...
Recent Insider Transactions Derivative • Feb 25Executive VP & CFO notifies of intention to sell stockJames Claussen intends to sell 6k shares in the next 90 days after lodging an Intent To Sell Form on the 24th of February. If the sale is conducted around the recent share price of US$25.30, it would amount to US$152k. Since June 2024, James has owned 64.79k shares directly. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 25Fourth quarter dividend of US$0.19 announcedDividend of US$0.19 is the same as last year. Ex-date: 6th March 2025 Payment date: 20th March 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is well covered by cash flows (23% cash payout ratio). The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time.
Price Target Changed • Feb 24Price target increased by 8.7% to US$25.00Up from US$23.00, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of US$24.30. Stock is down 25% over the past year. The company posted a net loss per share of US$0.26 last year.
Reported Earnings • Feb 21Full year 2024 earnings released: US$0.26 loss per share (vs US$4.17 profit in FY 2023)Full year 2024 results: US$0.26 loss per share (down from US$4.17 profit in FY 2023). Revenue: US$4.60b (down 10.0% from FY 2023). Net loss: US$8.60m (down 106% from profit in FY 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 21+ 1 more updateRyerson Holding Corporation Declares Quarterly Cash Dividend, Payable on March 20, 2025On February 20, 2025, Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on March 20, 2025, to stockholders of record as of March 6, 2025. During the fourth quarter of 2024, Ryerson's quarterly dividend amounted to a cash return of approximately $6.0 million.
分析記事 • Feb 11Ryerson Holding Corporation (NYSE:RYI) Stock Catapults 30% Though Its Price And Business Still Lag The IndustryRyerson Holding Corporation ( NYSE:RYI ) shareholders are no doubt pleased to see that the share price has bounced 30...
分析記事 • Jan 29Is Ryerson Holding (NYSE:RYI) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Jan 17Ryerson Holding Corporation to Report Q4, 2024 Results on Feb 20, 2025Ryerson Holding Corporation announced that they will report Q4, 2024 results After-Market on Feb 20, 2025
Price Target Changed • Jan 15Price target decreased by 8.0% to US$23.00Down from US$25.00, the current price target is provided by 1 analyst. New target price is 12% above last closing price of US$20.56. Stock is down 36% over the past year. The company posted earnings per share of US$4.17 last year.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$20.56, the stock trades at a trailing P/E ratio of 30.5x. Average forward P/E is 13x in the Metals and Mining industry in the US. Total loss to shareholders of 8.5% over the past three years.
分析記事 • Dec 28Ryerson Holding Corporation's (NYSE:RYI) 27% Dip In Price Shows Sentiment Is Matching RevenuesRyerson Holding Corporation ( NYSE:RYI ) shares have had a horrible month, losing 27% after a relatively good period...
Upcoming Dividend • Nov 29Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 05 December 2024. Payment date: 19 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of American dividend payers (4.2%). Higher than average of industry peers (1.9%).
Seeking Alpha • Nov 20Ryerson: Plenty Of Risks Despite Benefits From USA Tariffs, Downgrade To SellSummary Ryerson Holding faces industry contraction and declining average selling prices but has launched restructuring efforts and new investments to mitigate the impact and enhance future growth. New tariffs in Canada and the U.S. melt and pour requirement could positively influence Ryerson's financials by boosting demand and average selling prices. Despite positive restructuring and regulatory changes, my financial model shows limited upside potential, leading me to close my position, though many investors may hold. Risks include potential client resistance to price increases, economic cycles, and industry consolidation, which could affect Ryerson's future financial performance and stock price. Read the full article on Seeking Alpha
Recent Insider Transactions Derivative • Nov 17Executive VP notifies of intention to sell stockMark Silver intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 15th of November. If the sale is conducted around the recent share price of US$24.00, it would amount to US$216k. Since March 2024, Mark's direct individual holding has increased from 103.37k shares to 116.66k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 14Insider recently sold US$113k worth of stockOn the 11th of November, Molly Kannan sold around 4k shares on-market at roughly US$26.05 per share. This transaction amounted to 21% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$640k more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Nov 13Insider notifies of intention to sell stockMolly Kannan intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 11th of November. If the sale is conducted around the recent share price of US$26.05, it would amount to US$113k. Since June 2024, Molly has owned 20.52k shares directly. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.
Valuation Update With 7 Day Price Move • Nov 06Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$26.12, the stock trades at a trailing P/E ratio of 38.7x. Average forward P/E is 13x in the Metals and Mining industry in the US. Total returns to shareholders of 1.8% over the past three years.
分析記事 • Nov 04Ryerson Holding Corporation's (NYSE:RYI) Shares Lagging The Industry But So Is The BusinessYou may think that with a price-to-sales (or "P/S") ratio of 0.1x Ryerson Holding Corporation ( NYSE:RYI ) is a stock...
Declared Dividend • Nov 01Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 5th December 2024 Payment date: 19th December 2024 Dividend yield will be 3.5%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is not covered by earnings (117% earnings payout ratio). However, it is well covered by cash flows (24% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 30% to bring the payout ratio under control. However, EPS has declined by 15% over the last 5 years so the company would need to reverse this trend.
New Risk • Nov 01New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 1.8x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Dividend is not well covered by earnings (117% payout ratio). Profit margins are more than 30% lower than last year (0.5% net profit margin).
Reported Earnings • Oct 30Third quarter 2024 earnings released: US$0.20 loss per share (vs US$1.02 profit in 3Q 2023)Third quarter 2024 results: US$0.20 loss per share (down from US$1.02 profit in 3Q 2023). Revenue: US$1.13b (down 9.6% from 3Q 2023). Net loss: US$6.60m (down 119% from profit in 3Q 2023). Revenue is forecast to stay flat during the next 2 years compared to a 5.6% growth forecast for the Metals and Mining industry in the US. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 30Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on December 19, 2024Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on December 19, 2024, to stockholders of record as of December 5, 2024, unchanged from the prior quarter. During the third quarter of 2024, Ryerson’s quarterly dividend amounted to a cash return of approximately $6.0 million.
分析記事 • Oct 11Ryerson Holding (NYSE:RYI) Has A Somewhat Strained Balance SheetSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Oct 09Ryerson Holding Corporation to Report Q3, 2024 Results on Oct 29, 2024Ryerson Holding Corporation announced that they will report Q3, 2024 results After-Market on Oct 29, 2024
分析記事 • Aug 22Ryerson Holding's (NYSE:RYI) Dividend Will Be $0.1875The board of Ryerson Holding Corporation ( NYSE:RYI ) has announced that it will pay a dividend of $0.1875 per share on...
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to US$19.52, the stock trades at a trailing P/E ratio of 10.3x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 5.6% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$14.46 per share.
分析記事 • Aug 05Ryerson Holding (NYSE:RYI) Has Affirmed Its Dividend Of $0.1875Ryerson Holding Corporation's ( NYSE:RYI ) investors are due to receive a payment of $0.1875 per share on 19th of...
Declared Dividend • Aug 02Second quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 5th September 2024 Payment date: 19th September 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (45% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 55% to shift the payout ratio to a potentially unsustainable range, which is more than the 10% EPS decline seen over the last 5 years.
お知らせ • Aug 01+ 2 more updatesRyerson Holding Corporation Provides Earnings Guidance for the Third Quarter of 2024Ryerson Holding Corporation provided earnings guidance for the third quarter of 2024. For the third quarter, the company anticipates net sales to be in the range of $1.12 billion to $1.16 billion, with average selling prices decreasing 3% to 5%. LIFO income in the third quarter of 2024 is expected to be $12 million. The company expects earnings per diluted share in the range of $0.01 to $0.10.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$0.29 (vs US$1.08 in 2Q 2023)Second quarter 2024 results: EPS: US$0.29 (down from US$1.08 in 2Q 2023). Revenue: US$1.23b (down 8.8% from 2Q 2023). Net income: US$9.90m (down 74% from 2Q 2023). Profit margin: 0.8% (down from 2.8% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 1.6% p.a. on average during the next 2 years, while revenues in the Metals and Mining industry in the US are expected to grow by 5.2%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Jul 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$21.83, the stock trades at a trailing P/E ratio of 8.3x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.71 per share.
分析記事 • Jul 15Ryerson Holding (NYSE:RYI) Will Be Hoping To Turn Its Returns On Capital AroundIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Jul 04Ryerson Holding Corporation to Report Q2, 2024 Results on Jul 30, 2024Ryerson Holding Corporation announced that they will report Q2, 2024 results After-Market on Jul 30, 2024
お知らせ • Jul 03+ 2 more updatesRyerson Holding Corporation(NYSE:RYI) dropped from Russell 3000 Growth IndexRyerson Holding Corporation(NYSE:RYI) dropped from Russell 3000 Growth Index
分析記事 • Jun 05Does Ryerson Holding (NYSE:RYI) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • May 30Upcoming dividend of US$0.19 per shareEligible shareholders must have bought the stock before 06 June 2024. Payment date: 20 June 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (2.1%).
Recent Insider Transactions • May 10Chief Operating Officer recently bought US$95k worth of stockOn the 2nd of May, Michael Burbach bought around 4k shares on-market at roughly US$23.75 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Michael's only on-market trade for the last 12 months.
分析記事 • May 07Ryerson Holding (NYSE:RYI) Has Affirmed Its Dividend Of $0.1875Ryerson Holding Corporation's ( NYSE:RYI ) investors are due to receive a payment of $0.1875 per share on 20th of June...
Valuation Update With 7 Day Price Move • May 07Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to US$22.91, the stock trades at a trailing P/E ratio of 8.7x. Average forward P/E is 12x in the Metals and Mining industry in the US. Total returns to shareholders of 43% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$12.03 per share.
Declared Dividend • May 03First quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 6th June 2024 Payment date: 20th June 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 33% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 69% to shift the payout ratio to a potentially unsustainable range, which is more than the 4.6% EPS decline seen over the last 5 years.
お知らせ • May 03Ryerson Holding Corporation Declares Quarterly Cash Dividend, Payable on June 20, 2024On April 30, 2024, Ryerson Holding Corporation declared a quarterly cash dividend of $0.1875 per share of common stock, payable on June 20, 2024, to stockholders of record as of June 6, 2024, unchanged from the prior quarter. During the first quarter of 2024, Ryerson paid a quarterly dividend in the amount of $0.1875 per share, amounting to a cash return of approximately $6.4 million.
