WallStSmart

Companhia Siderurgica Nacional ADR (SID)vsTeck Resources Ltd Class B (TECK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Companhia Siderurgica Nacional ADR generates 261% more annual revenue ($44.80B vs $12.41B). TECK leads profitability with a 14.9% profit margin vs -4.5%. SID appears more attractively valued with a PEG of 0.32. TECK earns a higher WallStSmart Score of 73/100 (B).

SID

Buy

57

out of 100

Grade: C

Growth: 4.7Profit: 3.0Value: 6.7Quality: 3.5
Piotroski: 4/9Altman Z: 0.87

TECK

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 6.0Value: 4.7Quality: 6.8
Piotroski: 7/9Altman Z: 1.93
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for SID.

TECKUndervalued (+9.1%)

Margin of Safety

+9.1%

Fair Value

$66.42

Current Price

$62.01

$4.41 discount

UndervaluedFair: $66.42Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

SID3 strengths · Avg: 10.0/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

Price/BookValuation
0.7x10/10

Reasonable price relative to book value

EPS GrowthGrowth
3321.0%10/10

Earnings expanding 3321.0% YoY

TECK4 strengths · Avg: 9.5/10
Operating MarginProfitability
39.8%10/10

Strong operational efficiency at 39.8%

Revenue GrowthGrowth
72.2%10/10

Revenue surging 72.2% year-over-year

EPS GrowthGrowth
128.8%10/10

Earnings expanding 128.8% YoY

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

Areas to Watch

SID4 concerns · Avg: 2.5/10
Market CapQuality
$1.72B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.9%3/10

Operating margin of 4.9%

Return on EquityProfitability
-9.7%2/10

ROE of -9.7% — below average capital efficiency

Revenue GrowthGrowth
-5.2%2/10

Revenue declined 5.2%

TECK3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.934/10

Grey zone — moderate risk

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

PEG RatioValuation
5.472/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : SID

The strongest argument for SID centers on PEG Ratio, Price/Book, EPS Growth. PEG of 0.32 suggests the stock is reasonably priced for its growth.

Bull Case : TECK

The strongest argument for TECK centers on Operating Margin, Revenue Growth, EPS Growth. Revenue growth of 72.2% demonstrates continued momentum.

Bear Case : SID

The primary concerns for SID are Market Cap, Operating Margin, Return on Equity. Debt-to-equity of 3.76 is elevated, increasing financial risk.

Bear Case : TECK

The primary concerns for TECK are Altman Z-Score, Return on Equity, PEG Ratio.

Key Dynamics to Monitor

SID profiles as a turnaround stock while TECK is a growth play — different risk/reward profiles.

TECK carries more volatility with a beta of 1.57 — expect wider price swings.

TECK is growing revenue faster at 72.2% — sustainability is the question.

TECK generates stronger free cash flow (344M), providing more financial flexibility.

Bottom Line

TECK scores higher overall (73/100 vs 57/100) and 72.2% revenue growth. Both earn "Strong 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.

Companhia Siderurgica Nacional ADR

BASIC MATERIALS · STEEL · USA

Companhia Siderurgica Nacional (SID) stands as a prominent integrated steel producer in Brazil, significantly shaping the Latin American steel landscape. The company supplies a wide array of steel products, incorporating both flat and long steel, which serve critical industries such as construction, automotive, and manufacturing. Committed to innovation and sustainability, SID prioritizes operational efficiency while striving to minimize its environmental footprint. Leveraging its substantial production capabilities and a strategic focus on growth through mergers and acquisitions, SID is poised to benefit from increasing steel demand across domestic and international markets, thereby strengthening its competitive position.

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Teck Resources Ltd Class B

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Teck Resources Limited is dedicated to exploring, acquiring, developing and producing natural resources in Asia, Europe and North America. The company is headquartered in Vancouver, Canada.

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