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STLD Basic Materials Latest YouTube: Q2 2026 Published 2026-07-21

Steel Dynamics, Inc.

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Steel Dynamics Stock: Record Q2, Earnings +84% — But We Say HOLD (STLD Q2 2026)

Published 2026-07-21

Library coverage

Episodes tracked
3
Episodes linked
3
Latest video
Q2 2026
2026-07-21
Podcast available
Yes
Current price
$228.68
+8.39 (+3.81%)
Trailing / Forward P/E
20.75x
Forward: 12.02x
Market cap / Volume
Volume:
Revenue / Earnings Growth
33.4%
Earnings: 83.6%
Margins
11.5% op
Gross: 14.7% · Net: 7.8%
Balance sheet
3.18x current
Debt / Equity: 46.9
52-week range / Beta
$126.88 - $288.74
Beta: 1.53
Analyst target
$272.64
Upside: 19.2%
Cash / shareholder return
0.71% FCF yield
Dividend yield: 0.94%

Company context

Industry: Steel
Country: United States
Employees:
Price to book: 3.49x
Return on equity: 17.6%
Steel Dynamics, Inc., together with its subsidiaries, operates as a steel producer and metal recycler in the United States. It operates through four segments: Steel Operations, Metals Recycling Operations, Steel Fabrication Operations, and Aluminum Operations. The Steel Operations segment offers hot rolled, cold rolled, and coated steel products; parallel flange beams and channel sections, large unequal leg angles, and reinforcing steel bars, standard strength carbon, intermediate alloy hardness, and premium grade rail products; engineered special-bar-quality products, merchant-bar-quality products, and other engineered round steel bars; channels, angles, flats, merchant rounds, and reinforcing steel bars; and specialty shapes and light structural steel products. This segment also engages in turning, polishing, straightening, chamfering, precision saw-cutting, and heat treating of bar products. Its products are used in construction, automotive, manufacturing, transportation, heavy and agricultural equipment, energy, and pipe and tube markets. The Metals Recycling Operations segment is involved in the ferrous and nonferrous scrap metal processing, transportation, marketing, brokerage, and scrap management services. Its ferrous products include heavy melting steel, busheling, bundled scrap, shredded scrap, steel turnings, and cast-iron products; and nonferrous products comprise aluminum, brass, copper, stainless steel, and other nonferrous metals. The Steel Fabrication Operations segment produces steel non-residential building components, such as steel joists, joist girders, and steel deck products for non-residential steel fabricators, metal building companies, general construction contractors, developers, property owners, brokers, and governmental entities. The Aluminum Operations segment offers recycled aluminum flat rolled products. The company also exports its products. Steel Dynamics, Inc. was incorporated in 1993 and is headquartered in Fort Wayne, Indiana.

Price chart

Market context for STLD

Competitive view

STLD vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Steel Dynamics, Inc. latest YouTube video thumbnail YouTube
Steel Dynamics, Inc.
STLD
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Alcoa Corporation latest YouTube video thumbnail YouTube
Alcoa Corporation
AA
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Newmont Corporation latest YouTube video thumbnail YouTube
Newmont Corporation
NEM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
STLD
$32.78B
Steel Dynamics, Inc.
AA
$13.68B
Alcoa Corporation
NEM
$138.64B
Newmont Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
STLD
20.8x
Steel Dynamics, Inc.
AA
10.8x
Alcoa Corporation
NEM
16.6x
Newmont Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
STLD
12.0x
Steel Dynamics, Inc.
AA
8.9x
Alcoa Corporation
NEM
12.4x
Newmont Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
STLD
33.4%
Steel Dynamics, Inc.
AA
31.4%
Alcoa Corporation
NEM
15.1%
Newmont Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
STLD
83.6%
Steel Dynamics, Inc.
AA
146.8%
Alcoa Corporation
NEM
11.4%
Newmont Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
STLD
11.5%
Steel Dynamics, Inc.
AA
18.4%
Alcoa Corporation
NEM
51.6%
Newmont Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
STLD
14.7%
Steel Dynamics, Inc.
AA
19.8%
Alcoa Corporation
NEM
68.0%
Newmont Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
STLD
7.8%
Steel Dynamics, Inc.
AA
9.4%
Alcoa Corporation
NEM
33.4%
Newmont Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
STLD
17.6%
Steel Dynamics, Inc.
AA
18.2%
Alcoa Corporation
NEM
25.9%
Newmont Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
STLD
0.7%
Steel Dynamics, Inc.
AA
7.0%
Alcoa Corporation
NEM
6.4%
Newmont Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
STLD
46.92x
Steel Dynamics, Inc.
AA
29.92x
Alcoa Corporation
NEM
15.81x
Newmont Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
STLD
3.18x
Steel Dynamics, Inc.
AA
1.53x
Alcoa Corporation
NEM
2.55x
Newmont Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
STLD
1.53
Steel Dynamics, Inc.
AA
1.62
Alcoa Corporation
NEM
0.50
Newmont Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
STLD
0.9%
Steel Dynamics, Inc.
AA
0.8%
Alcoa Corporation
NEM
0.8%
Newmont Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
STLD
19.2%
Steel Dynamics, Inc.
AA
21.5%
Alcoa Corporation
NEM
0.7%
Newmont Corporation

Related research

Non-quarter videos featuring STLD

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-20

STLD: Record Q2, Earnings +84% — But Still a HOLD?

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for STLD

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-21
Published youtube podcast complete
Steel Dynamics Stock: Record Q2, Earnings +84% — But We Say HOLD (STLD Q2 2026)
Quarterly earnings-analysis entry for Steel Dynamics, Inc.. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-22
Published youtube complete
STLD Stock: EPS Misses Estimates — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Steel Dynamics, Inc.. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-22
Published podcast complete
Charged Alpha | Steel Dynamics Inc (STLD) | S&P 500 Deep Dive — Ep.
Quarterly earnings-analysis entry for Steel Dynamics, Inc.. Use the links on the right to open the video or podcast episode.