Отрасли
Steel
Вся аналитика по отрасли Steel — 2 материалов.
42/100
64Buffett
Steel Dynamics Deep Dive: An Excellent EAF Steelmaker, but the Market Already Prices It as a Quality Compounder
One of the leading U.S. EAF (electric-arc-furnace) steelmakers; an internal scrap loop plus buyback discipline builds a systematic advantage, but at 26.85x P/E it already sits near the S&P 500 and its 3.7% earnings yield trails the 10Y Treasury—a good company at a bad price, with an ideal buy at $120-150.
41/100
58Buffett
Nucor Corporation Investment Research Report
U.S. electric-arc-furnace steel leader; Q1 2026 net income attributable to shareholders rebounded to $743 million; at $240 the stock is already near the optimistic range, with an ideal buy at $140–175; a good company in a bad industry.