Ryerson Holding Corporation (RYZ) AI Stock Analysis

Ryerson Holding Corporation, together with its subsidiaries, processes and distributes industrial metals in the United States and internationally. It offers a line of products in carbon steel, stainless steel, alloy steels, and aluminum, as well as nickel and red metals in various shapes and forms, including coils, sheets, rounds, hexagons, square and flat bars, plates, structural, and tubing. The company also provides processing services. It serves commercial transportation, fabrication and welding, machinery and equipment, consumer products, heavy equipment, climate, power, and machine shop industries. Headquartered in Chicago, Illinois, the company was founded in 1842 and employs 4,300 people.

Annual revenue decreased from $6.32B in FY2022 to $5.11B in FY2023, $4.60B in FY2024, and $4.57B in FY2025. Over this period, gross margin contracted from 20.7% in FY2022 to 16.8% in FY2025, while operating margin moved from 9.2% to -0.7%. Net income swung from $391.0M in FY2022 to -$8.6M in FY2024 and -$56.4M in FY2025. From FY2020 to FY2025, revenue grew at a 5-year CAGR of 5.7%. For the trailing twelve months ended June 30, 2026, revenue was $5.84B with an operating margin of 1.9% and an eps_ttm of -$1.22. In the latest quarter ended June 30, 2026, quarterly revenue growth was 71.6% and quarterly earnings growth reached 406.2%.

As of June 30, 2026, Ryerson Holding Corporation held $43.3M in cash and short-term investments against $1.33B in total debt, resulting in net debt of $1.29B. Shareholders' equity was $1.29B and total assets were $3.84B, reflecting a current ratio of 2.21 and a debt-to-equity ratio of 1.03. For FY2025, operating cash flow stood at $87.0M and free cash flow was $35.5M. Cash deployments during FY2025 included $51.5M in capital expenditures and $24.1M in dividends paid, while share issuance contributed $100,000.

Ryerson trades at a forward P/E of 3.5x, well below the 17.2x median of its US-listed Industrials peers. Its price-to-sales ratio is 0.2x compared to the peer median of 1.5x, while its price-to-book multiple is 1.0x. With an enterprise value of $2.57B, its EV/EBITDA multiple is 21.6x, compared to the peer median of 13.9x. The stock returned 26.1% over the past year, outperforming the S&P 500 (SPY) return of 16.8%. Over a 5-year period, its return of 36.0% lagged the SPY return of 83.0%.

Ryerson Holding Corporation pays a forward annual dividend of $0.75 per share, resulting in a dividend yield of 2.73%. Dividends are distributed on a quarterly frequency and have been paid for 6 consecutive years. The company's last ex-dividend date was September 3, 2026, and its payout ratio stands at 118.7%.

Ryerson is covered by 2 analysts, who both rate the stock a Hold, with 0 Buy, 0 Strong Buy, 0 Sell, and 0 Strong Sell ratings. The mean price target is $29.00, which represents 5.6% upside from the last close of $27.46. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $7.45B and an EPS of $1.41. The company beat EPS estimates in 2 of the last 4 quarters, and its next earnings date is October 28, 2026.

This page is an AI-written research summary of Ryerson Holding Corporation (RYZ). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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