WallStSmart

Nucor Corp (NUE)vsReliance Steel & Aluminum Co (RS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Nucor Corp generates 127% more annual revenue ($32.49B vs $14.29B). NUE leads profitability with a 5.4% profit margin vs 5.2%. RS appears more attractively valued with a PEG of 2.29. RS earns a higher WallStSmart Score of 59/100 (C).

NUE

Buy

59

out of 100

Grade: C

Growth: 6.0Profit: 5.5Value: 7.3Quality: 8.5
Piotroski: 4/9Altman Z: 3.72

RS

Buy

59

out of 100

Grade: C

Growth: 5.3Profit: 5.5Value: 9.3Quality: 8.5
Piotroski: 3/9Altman Z: 4.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NUEUndervalued (+44.8%)

Margin of Safety

+44.8%

Fair Value

$351.94

Current Price

$158.58

$193.36 discount

UndervaluedFair: $351.94Overvalued
RSUndervalued (+15.5%)

Margin of Safety

+15.5%

Fair Value

$426.32

Current Price

$290.56

$135.76 discount

UndervaluedFair: $426.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NUE3 strengths · Avg: 8.7/10
Altman Z-ScoreHealth
3.7210/10

Safe zone — low bankruptcy risk

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
34.2%8/10

Earnings expanding 34.2% YoY

RS3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
4.4110/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.289/10

Conservative balance sheet, low leverage

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Areas to Watch

NUE3 concerns · Avg: 2.3/10
Profit MarginProfitability
5.4%3/10

5.4% margin — thin

PEG RatioValuation
5.212/10

Expensive relative to growth rate

Free Cash FlowQuality
$-3.00M2/10

Negative free cash flow — burning cash

RS3 concerns · Avg: 3.3/10
PEG RatioValuation
2.294/10

Expensive relative to growth rate

Profit MarginProfitability
5.2%3/10

5.2% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : NUE

The strongest argument for NUE centers on Altman Z-Score, Price/Book, EPS Growth.

Bull Case : RS

The strongest argument for RS centers on Altman Z-Score, Debt/Equity, Price/Book. Revenue growth of 11.9% demonstrates continued momentum.

Bear Case : NUE

The primary concerns for NUE are Profit Margin, PEG Ratio, Free Cash Flow.

Bear Case : RS

The primary concerns for RS are PEG Ratio, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

NUE carries more volatility with a beta of 1.77 — expect wider price swings.

RS is growing revenue faster at 11.9% — sustainability is the question.

RS generates stronger free cash flow (203M), providing more financial flexibility.

Monitor STEEL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

NUE scores higher overall (59/100 vs 59/100). RS offers better value entry with a 15.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Nucor Corp

BASIC MATERIALS · STEEL · USA

Nucor Corporation is a producer of steel and related products based in Charlotte, North Carolina.

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Reliance Steel & Aluminum Co

BASIC MATERIALS · STEEL · USA

Reliance Steel & Aluminum Co. is a metal service center company. The company is headquartered in Los Angeles, California.

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