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Metallus Inc. (MTUS) Stock Fundamental Analysis & AI Rating 2026

MTUS NYSE Steel Works, Blast Furnaces & Rolling Mills (Coke Ovens) OH CIK: 0001598428
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
65% Confidence
AGREEMENT
SELL
68% Conf
HOLD
62% Conf

📊 MTUS Key Takeaways

Revenue: $308.3M
Net Margin: 1.8%
Free Cash Flow: $-26.9M
Current Ratio: 1.73x
Debt/Equity: 0.00x
EPS: $0.13
AI Rating: SELL with 68% confidence
Metallus Inc. (MTUS) receives a SELL rating with 65% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $308.3M, net profit margin of 1.8%, and return on equity (ROE) of 0.8%, Metallus Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete MTUS stock analysis for 2026.

Is Metallus Inc. (MTUS) a Good Investment?

Claude

Metallus faces critical operational challenges despite revenue growth, most notably negative operating cash flow of -$26.9M while reporting positive earnings, indicating severe earnings quality concerns. Razor-thin profitability margins (1.8% net, 2.6% operating) in a capital-intensive, cyclical steel industry leave minimal buffer for market downturns or cost pressures.

ChatGPT

A debt-free balance sheet with ample cash and adequate liquidity provides resilience, but profitability remains near break-even with a slight net loss and very thin margins. The sharp revenue rebound has not translated into sustained margin expansion or strong cash generation. Continued execution on cost control and mix is needed before a more constructive view is warranted.

Why Buy Metallus Inc. Stock? MTUS Key Strengths

Claude
  • + Zero long-term debt provides financial flexibility and eliminates refinancing risk
  • + Adequate short-term liquidity with current ratio of 1.73x to meet near-term obligations
  • + Substantial asset base of $1.1B provides operational foundation
ChatGPT
  • + Debt-free balance sheet with $156.7M cash
  • + Solid liquidity (1.76x current ratio) and positive OCF/FCF
  • + Scaled revenue base following strong rebound

MTUS Stock Risks: Metallus Inc. Investment Risks

Claude
  • ! Negative operating cash flow of -$26.9M while reporting positive earnings signals severe earnings quality issues and potential accounting concerns
  • ! Critically thin profit margins leave no buffer in cyclical commodity steel business exposed to cost inflation and demand volatility
  • ! Declining EPS (-200% YoY) despite massive revenue growth suggests acquisitions at unprofitable margins and shareholder value destruction
ChatGPT
  • ! Ultra-thin profitability (8.2% gross, 0.2% operating) and net loss
  • ! Cyclical steel pricing and input cost volatility
  • ! Working-capital intensity and quick ratio ~1.0 limit cash flexibility

Key Metrics to Watch

Claude
  • * Operating cash flow trajectory - must turn positive to validate earnings quality
  • * Gross margin sustainability - critical indicator of pricing power and cost control
  • * Working capital efficiency - reveals cash conversion quality and operational health
ChatGPT
  • * Operating margin
  • * Free cash flow margin

Metallus Inc. (MTUS) Financial Metrics & Key Ratios

Revenue
$308.3M
Net Income
$5.4M
EPS (Diluted)
$0.13
Free Cash Flow
$-26.9M
Total Assets
$1.1B
Cash Position
$104.0M

💡 AI Analyst Insight

Metallus Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

MTUS Profit Margin, ROE & Profitability Analysis

Gross Margin 8.1%
Operating Margin 2.6%
Net Margin 1.8%
ROE 0.8%
ROA 0.5%
FCF Margin -8.7%

MTUS vs Materials Sector: How Metallus Inc. Compares

How Metallus Inc. compares to Materials sector averages

Net Margin
MTUS 1.8%
vs
Sector Avg 10.0%
MTUS Sector
ROE
MTUS 0.8%
vs
Sector Avg 14.0%
MTUS Sector
Current Ratio
MTUS 1.7x
vs
Sector Avg 1.6x
MTUS Sector
Debt/Equity
MTUS 0.0x
vs
Sector Avg 0.6x
MTUS Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Metallus Inc. Stock Overvalued? MTUS Valuation Analysis 2026

Based on fundamental analysis, Metallus Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
0.8%
Sector avg: 14%
Net Profit Margin
1.8%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Metallus Inc. Balance Sheet: MTUS Debt, Cash & Liquidity

Current Ratio
1.73x
Quick Ratio
0.85x
Debt/Equity
0.00x
Debt/Assets
40.0%
Interest Coverage
16.00x
Long-term Debt
$0.0

MTUS Revenue & Earnings Growth: 5-Year Financial Trend

MTUS 5-year financial data: Year 2021: Revenue $1.3B, Net Income -$110.0M, EPS $-2.46. Year 2022: Revenue $1.3B, Net Income -$61.9M, EPS $-1.38. Year 2023: Revenue $1.4B, Net Income $171.0M, EPS $3.18. Year 2024: Revenue $1.4B, Net Income $65.1M, EPS $1.30. Year 2025: Revenue $1.4B, Net Income $69.4M, EPS $1.47.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Metallus Inc.'s revenue has shown modest growth of 6% over the 5-year period. The most recent EPS of $1.47 reflects profitable operations.

MTUS Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-8.7%
Free cash flow / Revenue

MTUS Quarterly Earnings & Performance

Quarterly financial performance data for Metallus Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $280.5M $1.3M $0.03
Q3 2025 $227.2M $1.3M $-0.13
Q2 2025 $294.7M $1.3M $0.09
Q1 2025 $280.5M $1.3M $0.03
Q3 2024 $227.2M $4.6M $-0.13
Q2 2024 $294.7M $4.6M $0.10
Q1 2024 $321.6M $14.4M $0.30
Q3 2023 $316.8M -$13.3M $-0.29

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Metallus Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$26.9M
Cash generated from operations
Stock Buybacks
$4.3M
Shares repurchased (TTM)
Dividends
None
No dividend program

MTUS SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Metallus Inc. (CIK: 0001598428)

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 10-Q mtus-20260331.htm View →
May 4, 2026 8-K mtus-20260504.htm View →
May 1, 2026 8-K mtus-20260430.htm View →
Apr 30, 2026 4 xslF345X06/ownership.xml View →
Apr 30, 2026 4 xslF345X06/ownership.xml View →

Frequently Asked Questions about MTUS

What is the AI rating for MTUS?

Metallus Inc. (MTUS) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 65% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are MTUS's key strengths?

Claude: Zero long-term debt provides financial flexibility and eliminates refinancing risk. Adequate short-term liquidity with current ratio of 1.73x to meet near-term obligations. ChatGPT: Debt-free balance sheet with $156.7M cash. Solid liquidity (1.76x current ratio) and positive OCF/FCF.

What are the risks of investing in MTUS?

Claude: Negative operating cash flow of -$26.9M while reporting positive earnings signals severe earnings quality issues and potential accounting concerns. Critically thin profit margins leave no buffer in cyclical commodity steel business exposed to cost inflation and demand volatility. ChatGPT: Ultra-thin profitability (8.2% gross, 0.2% operating) and net loss. Cyclical steel pricing and input cost volatility.

What is MTUS's revenue and growth?

Metallus Inc. reported revenue of $308.3M.

Does MTUS pay dividends?

Metallus Inc. does not currently pay dividends.

Where can I find MTUS SEC filings?

Official SEC filings for Metallus Inc. (CIK: 0001598428) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is MTUS's EPS?

Metallus Inc. has a diluted EPS of $0.13.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is MTUS a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Metallus Inc. has a SELL rating with 65% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is MTUS stock overvalued or undervalued?

Valuation metrics for MTUS: ROE of 0.8% (sector avg: 14%), net margin of 1.8% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy MTUS stock in 2026?

Our dual AI analysis gives Metallus Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is MTUS's free cash flow?

Metallus Inc.'s operating cash flow is $-26.9M, with capital expenditures of N/A. FCF margin is -8.7%.

How does MTUS compare to other Materials stocks?

Vs Materials sector averages: Net margin 1.8% (avg: 10%), ROE 0.8% (avg: 14%), current ratio 1.73 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI