United States Steel Corporation

NYSE:X 株式レポート

時価総額：US$12.4b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

United States Steel 将来の成長

Future 基準チェック /36

United States Steel利益と収益がそれぞれ年間67.7%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6% 43.8%なると予測されています。

主要情報

67.7%

収益成長率

43.82%

EPS成長率

Metals and Mining 収益成長10.8%
収益成長率5.0%
将来の株主資本利益率6.01%
アナリストカバレッジ

Good

最終更新日09 Jun 2025

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jun 03

United States Steel: Nippon $14B Deal Is Wrapped In Politics

Summary United States Steel Corporation's recent attention is driven by political drama, not operational strength, with the Nippon Steel deal at the center of the narrative. Financials remain weak: declining margins, rising net debt, and an insignificant dividend make the company's fundamentals unattractive for long-term investors. The potential Nippon partnership is highly politicized, with evolving terms and significant uncertainty; news flow, not fundamentals, now drives the stock price. I see no reason to buy X stock on fundamentals; this is a speculative trade hinging on unpredictable political developments and deal approval. Read the full article on Seeking Alpha
Seeking Alpha • Mar 19

United States Steel's Fragile Valuation Hints At A Possible 90% Wipeout

Summary United States Steel Corporation is facing litigation over a likely-to-fail merger, which could lead to bankruptcy unless tariffs increase. The company's fundamentals are deteriorating, and it faces significant headwinds in the current market environment. Tariffs on steel are unlikely to rise as the market expects, exacerbating the company's financial challenges. The article explains why bankruptcy is probable and why the fundamentals continue to worsen for United States Steel Corporation. Read the full article on Seeking Alpha
Seeking Alpha • Feb 11

United States Steel: Stay Out Of The Mess

Summary U.S. Steel Corporation's stock is influenced by political decisions, including tariffs and the Nippon takeover, creating uncertainty in its competitive positioning. Trump's new tariffs on steel imports may temporarily boost domestic steelmakers' capacity utilization but could strain local consumers and lead to foreign retaliation. Nippon's proposed takeover of U.S. Steel remains speculative, with a potential shift to a minority investment leaving shareholders uncertain about the deal's future. U.S. Steel's financial performance is in a cyclical decline, with increased net debt and questionable valuation metrics, making it prudent to stay away until uncertainties resolve. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

United States Steel Represents A Great Risk To Reward Prospect At Current Pricing

Summary Despite the blocked Nippon Steel acquisition, United States Steel remains a strong buy due to its attractive valuation and potential for significant free cash flow. The company's strategic investments, particularly in the Big River 2 facility, position it well for future growth and modernization. Legal challenges and potential new suitors add uncertainty, but the company’s fundamentals and market position remain solid. Positive outlooks in the construction and automotive sectors, along with potential tariff benefits, support a bullish stance on United States Steel. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

U.S. Steel's Long-Term Survival Is Uncertain Without Capital Infusion

Summary The Biden administration officially blocked U.S. Steel's merger with Nippon, a decision that the incoming Trump administration is expected to uphold. U.S. Steel faces significant financial challenges, including low steel prices, high labor costs, and outdated mills, requiring a massive capital infusion for modernization. With construction slipping and vehicle production lackluster, I expect steel prices will fall in 2025 while production costs will continue to rise. U.S. Steel is quickly losing the cash reserve it built around 2022 as its income falls on lower prices and it spends more on capital investments. To secure a globally competitive position like Nucor, I believe U.S. Steel requires far more capital than it will likely earn through profits. Without intervention, this could potentially limit its long-term survival potential. Read the full article on Seeking Alpha
Seeking Alpha • Dec 24

United States Steel: Recovery Might Be Around The Corner

Summary The steel market has struggled in 2024, but easing monetary policies and signs of recovery in construction suggest a potential bottoming out. United States Steel Corporation faces valuation concerns despite potential buyout deals, with shares appearing overvalued even if 2025 recovers to 2023 levels. The Nippon Steel buyout bid faces significant hurdles, including national security concerns and political opposition, making Cleveland-Cliffs a more likely domestic contender. Given the uncertainties and potential downside risks, I maintain a hold rating on X, with a slight possibility of a lucrative deal with Nippon Steel. Read the full article on Seeking Alpha
Seeking Alpha • Dec 03

United States Steel's Plunge Represents A Great Buying Opportunity

Summary Shares of United States Steel fell over 8% due to President-elect Trump's opposition to Nippon Steel's acquisition, but the stock remains a strong buy. Despite political opposition, the favorable risk-reward scenario and potential for significant upside justify maintaining a strong buy rating for United States Steel. If the deal is approved, investors could see a 46% upside; even if it falls through, shares are undervalued and should recover. Tariffs and potential bids from other companies like Cleveland-Cliffs add further bullish prospects for United States Steel, reinforcing the strong buy recommendation. Read the full article on Seeking Alpha
Seeking Alpha • Sep 25

United States Steel: Revenue Headwinds, Political Risk Make Shares Overvalued

Summary U.S. Steel faces significant revenue and cash flow challenges, with a notable decline in sales and a substantial free cash flow burn. Political risks and bipartisan opposition are complicating the merger with Nippon Steel, potentially leading to a share price drop if the deal collapses. Despite financial struggles, US Steel has over $4.2 billion in liquidity and no major debt maturities until the end of 2026. I rate U.S. Steel stock a hold, considering potential acquisition by Cleveland-Cliffs and attractive pricing of U.S. Steel debt for investors. Read the full article on Seeking Alpha
Seeking Alpha • Sep 04

United States Steel: Buying With Both Hands As Shares Plunge

Summary United States Steel Corporation remains a “strong buy” despite political risks potentially blocking its acquisition by Nippon Steel, presenting an attractive risk-reward opportunity. Recent political opposition from both parties, including statements from Kamala Harris and Donald Trump, has increased uncertainty around the Nippon Steel acquisition. The biggest blow involving President Joe Biden is particularly problematic, but it also opens the door to an opportunity for shareholders. United States Steel's recent financial performance shows declines in revenue and profits, but shares remain attractively priced compared to similar firms. If the deal fails, downside is probably severely limited and potential upside from the acquisition or other bidders makes this a favorable risk-reward prospect. Read the full article on Seeking Alpha
Seeking Alpha • Jun 17

U.S. Steel: Focus On Falling Steel Prices Instead Of The Most Likely Dead Buyout

Summary The $55 cash per share Nippon deal to buy U.S. Steel Corp. is most likely dead, with an announcement expected in October. Spot steel prices have dropped in the current quarter. The value of U.S. Steel Corp. stock as an independent company is much lower than the current stock price. Read the full article on Seeking Alpha
Seeking Alpha • Apr 18

U.S. Steel: Staying Positive

Summary President Biden claims that U.S. Steel will remain American-owned, denting U.S. Steel's exit strategy. U.S. Steel's shareholders have approved Nippon's takeover bid, but headwinds from the public sector and civil society have emerged. Despite the growing uncertainty, we think enough local bidders exist for U.S. Steel to secure a premium-on-market price sale. Key metrics suggest U.S. Steel stock is undervalued on a standalone basis, adding a floor to a failed takeover. We maintain our Buy rating. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

United States Steel Offers Investors A Phenomenal Opportunity On Merger Worries

Summary United States Steel Corporation shares have declined 22.6% from their 52-week high amid scrutiny over its acquisition by Nippon Steel. Antitrust concerns and a national security review pose challenges to the completion of the deal. Despite potential risks, I believe there is a limited downside and see United States Steel stock as a strong buy due to its attractive valuation. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

US Steel Merger Faces Bipartisan Political Backlash

Summary Nippon Steel has agreed to buy US Steel for $55 per share, offering significant upside potential and downside risk. The Biden administration's antitrust focus has led to increased media attention on merger failures, which has impacted the deal's success, with Trump pledging to block the deal if he wins. US Steel's weak financial position and declining steel demand may make a merger necessary for its profitability, but political and labor concerns may hinder the deal. X is trading near the midpoint of its acquisition price target and its pre-deal range, a fair price given the reasonable uncertainty surrounding the deal. Should the Nippon deal fail, I would not necessarily bet Cleveland-Cliffs will bid as high as Nippon and may step away due to the FTC's strong antitrust focus today. Read the full article on Seeking Alpha
Seeking Alpha • Feb 05

U.S. Steel May Have To Face The Music

Summary US Steel is being acquired by Nippon Steel for $15 billion, but the deal is facing pushback due to antitrust concerns. CEO Lourenco Goncalves of Cleveland Cliffs may come back to the table with a much more modest offer at a lower valuation if the Nippon deal were to falter. The macro outlook for the steel industry appears mixed as the IRA, Infrastructure Bill, and the CHIPS Act are each expected to begin funding in 2024. Read the full article on Seeking Alpha
Seeking Alpha • Jan 16

United States Steel: Excellent Speculative Opportunity, Though Not The Best Investment

Summary United Steel Corporation is a major global steel company, with 79% of its revenue coming from the US and 21% from Europe. Nippon has offered to purchase X at $55.0 per share, a 40% premium over the closing price on the announcement day. Financially, X is sound with $3.22 billion cash, $3.8 billion long-term debt, and $4.35 billion total debt. The company has lower margins and returns compared to CLF and NUE. X trades at attractive multiples: 0.6 EV/Sales, 5.3 EV/EBITDA, 1.1 P/TBV. I consider X a speculative bet, however, not as a long-term position. I prefer NUE and Nippon. Read the full article on Seeking Alpha
Seeking Alpha • Dec 14

United States Steel: Iron Hot As Rumors Of A Buyout Fuel The Flames Of Speculation

Summary United States Steel Corporation is receiving multiple bids valuing the company at over $40 per share, representing a premium of about 23% compared to the initial offer made by Cleveland-Cliffs. ArcelorMittal is rumored to be offering an all-cash deal with a bid of up to $45 per share, a 38.3% premium over Cleveland-Cliffs' initial offer. Steel Dynamics is also a top contender, with high profitability and the ability to generate significant synergies from United States Steel's assets, making this potential tie-up interesting. Read the full article on Seeking Alpha
Seeking Alpha • Dec 08

U.S. Steel: Additional Upside In Store

Summary United States Steel Corporation is currently an acquisition target with multiple interested parties, which could potentially lead to a buyout or hostile takeover. Cleveland-Cliffs previously offered a 43% premium to U.S. Steel's market capitalization, but the offer was rejected. In our view, any concluded acquisition will be at a premium. Be careful of legal processes and anti-competitive issues that may arise if an acquisition announcement occurs as they may impact U.S. Steel's stock price. Aside from its takeover talks, U.S. Steel has robust fundamentals driven by its tubular business. Additionally, U.S. Steel's Mini Mill unit is expected to prosper after a recent CapEx cycle. Our residual income model deems U.S. Steel's stock undervalued. However, be careful of looking at the fundamentals in isolation because technical indicators are in risky territory. Read the full article on Seeking Alpha
Seeking Alpha • Nov 02

U.S. Steel Is A Buy In Light Of Megatrends, M&A, And Strategic Investments

Summary United States Steel is an interesting cyclical stock due to its position as one of America's oldest and largest steel companies. The company's strategic alignment with the Inflation Reduction Act and investments in sustainable steel production position it for potential growth. X is actively exploring potential takeover opportunities, adding an extra layer to the bull case. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:X - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202717,0219811,157N/A3
12/31/202617,1767819561,6608
12/31/202516,1913002879425
3/31/202515,20797-1,433573N/A
12/31/202415,640384-1,368919N/A
9/30/202416,275393-1,3191,100N/A
6/30/202416,853573-8421,652N/A
3/31/202417,743867-5851,891N/A
12/31/202318,053895-4762,100N/A
9/30/202318,2471,149-1042,466N/A
6/30/202319,0191,3402612,723N/A
3/31/202320,3011,8417552,915N/A
12/31/202221,0652,5241,7363,505N/A
9/30/202222,3493,4192,6944,235N/A
6/30/202223,1104,9313,4244,663N/A
3/31/202221,8454,9653,6744,750N/A
12/31/202120,2754,1743,2274,090N/A
9/30/202117,2153,1542,2982,892N/A
6/30/202113,5919181,0491,603N/A
3/31/202110,657-683-188391N/A
12/31/20209,741-1,165-587138N/A
9/30/202010,003-1,882-728137N/A
6/30/202010,732-1,732-1,125-46N/A
3/31/202012,186-1,075-721511N/A
12/31/201912,937-630-570682N/A
9/30/201913,804630-721612N/A
6/30/201914,4641,005-2371,011N/A
3/31/201914,5281,151-291,066N/A
12/31/201814,1781,115N/A938N/A
9/30/201813,620682N/A1,002N/A
6/30/201813,139538N/A876N/A
3/31/201812,674585N/A862N/A
12/31/201712,250387N/A826N/A
9/30/201711,767123N/A697N/A
6/30/201711,20527N/A661N/A
3/31/201710,645-280N/A483N/A
12/31/201610,261-440N/A754N/A
9/30/201610,183-1,468N/A686N/A
6/30/201610,327-1,692N/A521N/A
3/31/201610,643-1,907N/A399N/A
12/31/201511,574-1,642N/A360N/A
9/30/201513,074-234N/A559N/A
6/30/201514,831-268N/A351N/A
3/31/201516,331-25N/A1,056N/A
12/31/201417,507102N/A1,553N/A
9/30/201417,704124N/A1,240N/A
6/30/201417,248-1,460N/A1,383N/A

アナリストによる今後の成長予測

収入対貯蓄率: Xの予測収益成長率 (年間67.7% ) は 貯蓄率 ( 2.9% ) を上回っています。

収益対市場: Xの収益 ( 67.7% ) はUS市場 ( 17.1% ) よりも速いペースで成長すると予測されています。

高成長収益: Xの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: Xの収益 ( 5% ) US市場 ( 13.3% ) よりも低い成長が予測されています。

高い収益成長: Xの収益 ( 5% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: Xの 自己資本利益率 は、3年後には低くなると予測されています ( 6 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2025/06/17 13:50
終値2025/06/17 00:00
収益2025/03/31
年間収益2024/12/31

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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

United States Steel Corporation 8 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。22

アナリスト機関
David ColemanArgus Research Company
David GaglianoBarclays
Paretosh MisraBerenberg