Added to YB: 2025-07-01
Pitch date: 2025-06-28
STLD [bullish]
Steel Dynamics, Inc.
+30.02%
current return
Author Info
Stock Pitckers Journey is the retired Director and COO of the Prudent Bear Funds. Sign up for the newsletter.
Company Info
Steel Dynamics, Inc., together with its subsidiaries, operates as a steel producer and metal recycler in the United States.
Market Cap
$22.7B
Pitch Price
$129.94
Price Target
N/A
Dividend
1.29%
EV/EBITDA
12.83
P/E
20.71
EV/Sales
1.46
Sector
Metals and Mining
Category
growth
Top Down vs Bottom Up - STLD Added
STLD: Adding to Model 25, replacing AES. Potential BBBill passage boosts cyclical growth outlook. STLD completing major capex with aluminum industry transformation potential similar to Nucor's steel revolution. 40% share buyback over 10yrs with clean balance sheet. Street fixated on short-term results, missing long-term opportunity in first US flat rolled aluminum plant since 1961.
Read full article (3 min)