Fundamental analysis · SEC EDGAR · TTM through 30/06/2026

Fundamental analysis of Cleveland-Cliffs Inc.

CLF · NYSE · Materials

Fundamental quality

DEMANDING

44

out of 100

Cleveland-Cliffs Inc. is in full growth mode but not yet profitable: revenue is growing strongly (26.2% a year), but it doesn't translate into earnings yet. On fundamental quality it scores 44 out of 100, profiling it as a company with demanding fundamentals. Its weakest area is its profitability (net margin -4.6%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Cleveland-Cliffs is the integrated steelmaker of the American automobile: its own iron mines in Minnesota and blast furnaces producing the flat steel of Detroit's cars. The purest — and most volatile — bet on steel made in America from its own ore.

What will shape its future

  • Automotive steel prices, its dominant, contract-based market.
  • Tariffs and trade policy, the shield its thesis depends on.
  • Its debt and the cycle: blast furnaces don't forgive weak years.

Breakdown by area

I.Growth
91

Revenue growth: 26.2%

II.Profitability
19

Net margin: -4.6% · ROE: -15.6%

III.Financial health
22

Net debt/EBITDA: 26.88x · FCF: -4.5%

Source: SEC EDGAR · TTM through 30/06/2026

The score combines growth, profitability and financial strength. Here its growth weighs in its favor, while its profitability drags it down the most.

Versus its sector

Percentile against the other 27 Materials companies in our coverage: how far it beats them on each metric (100 = best in sector).

Net marginbeats 15%
ROEbeats 7%
Growthbeats 96%
Cash generationbeats 8%
Less debtbeats 4%

Computed from the daily dataset scores. A high percentile places the company among the best in its sector on that metric; it is not a buy recommendation.

Key concepts

What do these metrics mean? Fundamental analysis · What is the P/E · What is EPS · What is ROE · Net & gross margin · Free cash flow

Cleveland-Cliffs Inc. strengths

  • Revenue growing strongly (26.2% annualized).

Cleveland-Cliffs Inc. risks and weaknesses

  • Very high leverage (net debt of 26.88× EBITDA): more exposed to rates and to a rough patch.
  • No profits over the last twelve months (negative EPS).
  • Losses over the last twelve months (net margin of -4.6%).
  • Negative free cash flow: the business burns cash.

Cleveland-Cliffs Inc. historical evolution

YearRevenueNet incomeFree cash flowNet debt
20205,354-122-7835,312
202120,4442,9882,0805,190
202222,9891,3351,4804,223
202321,9963851,6212,939
202419,185-760-5907,011
202518,610-1,478-1,0237,196

Between 2020 and 2025, revenue went from $5,354M to $18,610M (+248%) and net income went from -$122M to -$1,478M (-1111%).

Annual figures in millions of U.S. dollars ($M) per SEC filings. Net debt is total debt minus cash.

Latest results

Versus the same period a year earlier

Figures for the half-year ended June 30, 2026, versus the half-year ended June 30, 2025 (SEC filings):

  • Revenue+6.1%

What changed with the June 30, 2026 results

Compared with the previous close (March 31, 2026), this is what moved in its accounts:

  • Quality score5844
  • Net margin-6.4%-4.6%
  • ROE-20.9%-15.6%
  • Revenue growth27.2%26.2%
  • Net debt/EBITDA-208.59×26.88×

Automatic comparison between the two most recent periods filed with the SEC. One quarter doesn't make a trend: read it alongside the historical evolution above.

Dividend

$0.06

per share, yearly

The dividend yield depends on today's price. Compute it in the analyzer → · See all dividend-paying stocks →

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Is Cleveland-Cliffs Inc. cheap or expensive?

That depends on the current price. Look it up, enter it in the tool and get the full valuation verdict (P/E against its sector).

Compute the valuation →

Frequently asked questions

Is Cleveland-Cliffs Inc. a good company to invest in?

In terms of business quality, Cleveland-Cliffs Inc. scores 44 out of 100 in our analysis, placing it as a company with demanding fundamentals. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Cleveland-Cliffs Inc. a profitable company?

Over the last twelve months, no: Cleveland-Cliffs Inc. posts a negative net margin (-4.6%).

Does Cleveland-Cliffs Inc. have a lot of debt?

Yes, its leverage is high: net debt is 26.88 times its EBITDA, and it has been rising.

Is Cleveland-Cliffs Inc. growing?

Its revenue has grown 26.2% annualized in recent years.

Does Cleveland-Cliffs Inc. generate cash?

Over the last twelve months its free cash flow was negative.

The thresholds are general and the system doesn't judge qualitative factors. See the full methodology and use this analysis as a first filter, never as a final decision.

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