MT vs NUE vs STLD

For growth investors, Nucor Corporation (NUE) is the stronger pick with 5.

7% revenue growth year-over-year, versus -1. 7% for ArcelorMittal S. A. (MT). ArcelorMittal S. A. (MT) offers the better valuation at 15. 4x trailing P/E (13. 7x forward), making it the more compelling value choice. Analysts rate ArcelorMittal S. A. (MT) a "Buy" — based on 44 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, ArcelorMittal S.

A. (MT) is the cheapest at 15. 4x versus Nucor Corporation at 31. 1x. On forward P/E, ArcelorMittal S. A. is actually cheaper at 13. 7x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Nucor Corporation wins at 0. 64x versus Steel Dynamics, Inc. 's 0. 64x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Steel Dynamics, Inc.

(STLD) delivered a total return of +305. 6%, compared to +101. 9% for ArcelorMittal S. A. (MT). Over 10 years, the gap is even starker: STLD returned +918. 7% versus MT's +315. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), Nucor Corporation (NUE) is the lower-risk stock at 1.

03β versus ArcelorMittal S. A. 's 1. 70β — meaning MT is approximately 65% more volatile than NUE relative to the S&P 500. On balance sheet safety, ArcelorMittal S. A. (MT) carries a lower debt/equity ratio of 24% versus 47% for Steel Dynamics, Inc. — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Nucor Corporation (NUE) is pulling ahead at 5.

7% versus -1. 7% for ArcelorMittal S. A. (MT). On earnings-per-share growth, the picture is similar: ArcelorMittal S. A. grew EPS 143. 2% year-over-year, compared to -18. 8% for Steel Dynamics, Inc.. Over a 3-year CAGR, STLD leads at -6. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

Steel Dynamics, Inc.

(STLD) is the more profitable company, earning 6. 5% net margin versus 5. 1% for ArcelorMittal S. A. — meaning it keeps 6. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NUE leads at 8. 2% versus 5. 9% for MT. At the gross margin level — before operating expenses — STLD leads at 13. 0%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Nucor Corporation (NUE) is the more undervalued stock at a PEG of 0. 64x versus Steel Dynamics, Inc. 's 0. 64x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, ArcelorMittal S. A. (MT) trades at 13. 7x forward P/E versus 16. 7x for Nucor Corporation — 3. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NUE: -4. 9% to $222. 83.

All stocks in this comparison pay dividends.

Nucor Corporation (NUE) offers the highest yield at 0. 9%, versus 0. 8% for Steel Dynamics, Inc. (STLD).

For long-horizon retirement investors, Steel Dynamics, Inc.

(STLD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (0. 8% yield, +918. 7% 10Y return). ArcelorMittal S. A. (MT) carries a higher beta of 1. 70 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (STLD: +918. 7%, MT: +315. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

Both stocks operate in the Basic Materials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: MT is a mid-cap deep-value stock; NUE is a mid-cap quality compounder stock; STLD is a mid-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.