WallStSmart

Mesabi Trust (MSB)vsArcelorMittal SA ADR (MT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ArcelorMittal SA ADR generates 412342% more annual revenue ($62.01B vs $15.04M). MSB leads profitability with a 75.3% profit margin vs 4.7%. MT trades at a lower P/E of 16.6x. MT earns a higher WallStSmart Score of 51/100 (C-).

MSB

Hold

45

out of 100

Grade: D

Growth: 4.7Profit: 10.0Value: 5.3Quality: 6.0
Piotroski: 3/9

MT

Buy

51

out of 100

Grade: C-

Growth: 2.7Profit: 4.0Value: 7.7Quality: 7.0
Piotroski: 5/9Altman Z: 2.37

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MSB3 strengths · Avg: 10.0/10
Return on EquityProfitability
68.0%10/10

Every $100 of equity generates 68 in profit

Profit MarginProfitability
75.3%10/10

Keeps 75 of every $100 in revenue as profit

Operating MarginProfitability
48.4%10/10

Strong operational efficiency at 48.4%

MT4 strengths · Avg: 8.8/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Debt/EquityHealth
0.259/10

Conservative balance sheet, low leverage

P/E RatioValuation
16.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

MSB4 concerns · Avg: 3.5/10
P/E RatioValuation
29.9x4/10

Moderate valuation

Price/BookValuation
17.9x4/10

Trading at 17.9x book value

Market CapQuality
$337.84M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

MT4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Return on EquityProfitability
5.3%3/10

ROE of 5.3% — below average capital efficiency

Profit MarginProfitability
4.7%3/10

4.7% margin — thin

Operating MarginProfitability
4.9%3/10

Operating margin of 4.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : MSB

The strongest argument for MSB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 75.3% and operating margin at 48.4%.

Bull Case : MT

The strongest argument for MT centers on PEG Ratio, Debt/Equity, P/E Ratio. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bear Case : MSB

The primary concerns for MSB are P/E Ratio, Price/Book, Market Cap.

Bear Case : MT

The primary concerns for MT are Revenue Growth, Return on Equity, Profit Margin. Thin 4.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

MSB profiles as a declining stock while MT is a value play — different risk/reward profiles.

MT carries more volatility with a beta of 1.74 — expect wider price swings.

MT is growing revenue faster at 4.5% — sustainability is the question.

MSB generates stronger free cash flow (533,667), providing more financial flexibility.

Bottom Line

MT scores higher overall (51/100 vs 45/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Mesabi Trust

BASIC MATERIALS · STEEL · USA

Mesabi Trust, a royalty trust, is in the iron ore mining business in the United States. The company is headquartered in New York, New York.

ArcelorMittal SA ADR

BASIC MATERIALS · STEEL · USA

ArcelorMittal owns and operates steelmaking and mining facilities in Europe, North and South America, Asia and Africa. The company is headquartered in Luxembourg City, Luxembourg.

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