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

Fundamental analysis of Steel Dynamics Inc

STLD · Nasdaq · Materials

Fundamental quality

REASONABLE

73

out of 100

Steel Dynamics Inc earns a fundamental-quality score of 73 out of 100, profiling it as a company of reasonable quality. Its score rests mainly on its growth (revenue +14.8%/yr). Its weakest area is its profitability (net margin 7.8%). Whether it's cheap or expensive depends on the current price, which you can compute in the tool.

What the company does

Steel Dynamics is the other great American mini-mill, founded by Nucor alumni with the same playbook: melt scrap with electricity, run cheap, pay well. It adds its own metals-recycling business and a new bet on aluminum.

What will shape its future

  • Steel prices and spreads, the cycle governing everything else.
  • Its entry into low-carbon aluminum, the expansion that must prove itself.
  • American construction and industrial demand, its natural customer.

Breakdown by area

I.Growth
87

EPS growth: 30.2% · Revenue growth: 14.8%

II.Profitability
55

Net margin: 7.8% · ROE: 17.1% · ROIC: 12.5%

III.Financial health
69

Net debt/EBITDA: 1.35x · FCF: 4.7%

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

The score includes +3 for dividend strength: 13 consecutive years of increases. Keeping that streak demands growing cash generation and balance-sheet discipline.

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 48%
ROEbeats 63%
Growthbeats 89%
Cash generationbeats 48%
Less debtbeats 63%

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

Steel Dynamics Inc strengths

  • Growing earnings per share (30.2% annualized).
  • Revenue growing (14.8% annualized).

Steel Dynamics Inc risks and weaknesses

  • Its net debt has grown over the period.
  • Erratic free cash flow, with several years in the red.

Steel Dynamics Inc historical evolution

YearRevenueNet incomeFree cash flowNet debt
20209,601571-2111,734
202118,4093,2141,1981,862
202222,2613,8633,5521,442
202318,7952,4511,8621,670
202417,5401,537-242,642
202518,1771,1865023,441

Between 2020 and 2025, revenue went from $9,601M to $18,177M (+89%) and net income went from $571M to $1,186M (+108%).

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+26.4%
  • Net income+81.7%

What changed with the June 30, 2026 results

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

  • Quality score7173
  • Net margin7.2%7.8%
  • ROE15%17.1%
  • FCF margin3.5%4.7%
  • Net debt/EBITDA1.57×1.35×

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

$2

per share, yearly

24.6% of earnings

Payout

13 straight years raising it

Growth

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

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Is Steel Dynamics 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).

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Frequently asked questions

Is Steel Dynamics Inc a good company to invest in?

In terms of business quality, Steel Dynamics Inc scores 73 out of 100 in our analysis, placing it as a company of reasonable quality. That said, this isn't a recommendation: whether it's a good investment also depends on its current price and your goals.

Is Steel Dynamics Inc a profitable company?

Steel Dynamics Inc is profitable, with a net margin of 7.8%, though a thin one.

Does Steel Dynamics Inc have a lot of debt?

Not particularly. Its net debt is 1.35 times its EBITDA, a low level.

Is Steel Dynamics Inc growing?

Its revenue has grown 14.8% annualized in recent years and its earnings per share 30.2%.

Does Steel Dynamics Inc generate cash?

Yes. It converts about 4.7% of its revenue into free cash flow.

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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