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Worthington Steel, Inc. (WS) Stock Fundamental Analysis & AI Rating 2026

WS NYSE Steel Works, Blast Furnaces & Rolling & Finishing Mills OH CIK: 0001968487
Recently Updated • Analysis: Apr 19, 2026 • SEC Data: 2026-02-28
HOLD
68% Conf
Pending
Analysis scheduled

📊 WS Key Takeaways

Revenue: $2.5B
Net Margin: 2.6%
Free Cash Flow: $72.2M
Current Ratio: 1.48x
Debt/Equity: 0.05x
EPS: $1.30
AI Rating: HOLD with 68% confidence
Worthington Steel, Inc. (WS) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $2.5B, net profit margin of 2.6%, and return on equity (ROE) of 5.9%, Worthington Steel, Inc. demonstrates mixed fundamentals in the Materials sector. Below is our complete WS stock analysis for 2026.

Is Worthington Steel, Inc. (WS) a Good Investment?

Claude

Worthington Steel exhibits a fortress balance sheet with minimal leverage (0.05x D/E) and strong interest coverage (9.5x), providing financial stability. However, operational fundamentals are deteriorating with net income declining 7.2% and EPS down 29.6% year-over-year despite flat revenues, reflecting margin compression typical of the cyclical steel industry. Thin operating margins (2.9%) and weak returns on capital (ROE 5.9%, ROA 2.9%) limit upside without significant operational improvement.

Why Buy Worthington Steel, Inc. Stock? WS Key Strengths

Claude
  • + Fortress balance sheet with minimal debt (0.05x debt-to-equity ratio)
  • + Strong interest coverage ratio of 9.5x providing significant debt servicing capacity
  • + Consistent positive free cash flow generation ($72.2M) despite operational challenges

WS Stock Risks: Worthington Steel, Inc. Investment Risks

Claude
  • ! Revenue growth stagnation (0.0% YoY) with no top-line expansion momentum
  • ! Profitability deterioration with net income down 7.2% and EPS down 29.6% YoY indicating margin compression
  • ! Very thin operating margins (2.9%) and net margins (2.6%) vulnerable to industry cyclicality
  • ! Low returns on capital (ROE 5.9%, ROA 2.9%) suggesting inefficient capital deployment
  • ! Quick ratio of 0.90x below 1.0 threshold indicating potential short-term liquidity constraints

Key Metrics to Watch

Claude
  • * Quarterly revenue trend and gross margin trajectory for signs of recovery
  • * Operating cash flow sustainability and free cash flow generation consistency
  • * Return on equity trend - needs improvement above 6-7% to demonstrate capital efficiency
  • * Quick ratio movement - monitor if liquidity position strengthens or weakens

Worthington Steel, Inc. (WS) Financial Metrics & Key Ratios

Revenue
$2.5B
Net Income
$66.0M
EPS (Diluted)
$1.30
Free Cash Flow
$72.2M
Total Assets
$2.3B
Cash Position
$90.0M

💡 AI Analyst Insight

The relatively thin 2.9% FCF margin may limit capital allocation flexibility.

WS Profit Margin, ROE & Profitability Analysis

Gross Margin 11.3%
Operating Margin 2.9%
Net Margin 2.6%
ROE 5.9%
ROA 2.9%
FCF Margin 2.9%

WS vs Materials Sector: How Worthington Steel, Inc. Compares

How Worthington Steel, Inc. compares to Materials sector averages

Net Margin
WS 2.6%
vs
Sector Avg 10.0%
WS Sector
ROE
WS 5.9%
vs
Sector Avg 14.0%
WS Sector
Current Ratio
WS 1.5x
vs
Sector Avg 1.6x
WS Sector
Debt/Equity
WS 0.1x
vs
Sector Avg 0.6x
WS Sector

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

Is Worthington Steel, Inc. Stock Overvalued? WS Valuation Analysis 2026

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

Return on Equity
5.9%
Sector avg: 14%
Net Profit Margin
2.6%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.05x
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.

Worthington Steel, Inc. Balance Sheet: WS Debt, Cash & Liquidity

Current Ratio
1.48x
Quick Ratio
0.90x
Debt/Equity
0.05x
Debt/Assets
41.4%
Interest Coverage
9.49x
Long-term Debt
$58.7M

WS Revenue & Earnings Growth: 5-Year Financial Trend

WS 5-year financial data: Year 2024: Revenue $4.1B, Net Income $180.4M, EPS $3.66. Year 2025: Revenue $3.6B, Net Income $87.1M, EPS $1.77.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Worthington Steel, Inc.'s revenue has declined by 11% over the 5-year period, indicating business contraction. The most recent EPS of $1.77 reflects profitable operations.

WS 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
2.9%
Free cash flow / Revenue

WS Quarterly Earnings & Performance

Quarterly financial performance data for Worthington Steel, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2026 $687.4M $10.4M $0.20
Q2 2026 $739.0M $12.8M $0.25
Q1 2026 $834.0M $28.4M $0.56
Q3 2025 $687.4M $13.8M $0.27
Q2 2025 $739.0M -$6.0M $-0.12
Q1 2025 $834.0M $28.4M $0.56
Q3 2024 $780.7M $5.4M $0.11
Q2 2023 $808.0M -$6.0M $-0.12

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

Worthington Steel, Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$156.3M
Cash generated from operations
Capital Expenditures
$84.1M
Investment in assets
Dividends Paid
$24.6M
Returned to shareholders

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

Access official SEC EDGAR filings for Worthington Steel, Inc. (CIK: 0001968487)

📋 Recent SEC Filings

Date Form Document Action
Apr 9, 2026 10-Q ws-20260228.htm View →
Mar 31, 2026 8-K d112300d8k.htm View →
Mar 26, 2026 8-K ws-20260325.htm View →
Mar 10, 2026 8-K d19230d8k.htm View →
Feb 3, 2026 4 xslF345X05/ownership.xml View →

Frequently Asked Questions about WS

What is the AI rating for WS?

Worthington Steel, Inc. (WS) has an AI rating of HOLD with 68% confidence, based on fundamental analysis of SEC EDGAR filings.

What are WS's key strengths?

Claude: Fortress balance sheet with minimal debt (0.05x debt-to-equity ratio). Strong interest coverage ratio of 9.5x providing significant debt servicing capacity.

What are the risks of investing in WS?

Claude: Revenue growth stagnation (0.0% YoY) with no top-line expansion momentum. Profitability deterioration with net income down 7.2% and EPS down 29.6% YoY indicating margin compression.

What is WS's revenue and growth?

Worthington Steel, Inc. reported revenue of $2.5B.

Does WS pay dividends?

Worthington Steel, Inc. pays dividends, with $24.6M distributed to shareholders in the trailing twelve months.

Where can I find WS SEC filings?

Official SEC filings for Worthington Steel, Inc. (CIK: 0001968487) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is WS's EPS?

Worthington Steel, Inc. has a diluted EPS of $1.30.

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 WS a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Worthington Steel, Inc. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is WS stock overvalued or undervalued?

Valuation metrics for WS: ROE of 5.9% (sector avg: 14%), net margin of 2.6% (sector avg: 10%). Compare these metrics with sector averages to assess valuation.

Should I buy WS stock in 2026?

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

What is WS's free cash flow?

Worthington Steel, Inc.'s operating cash flow is $156.3M, with capital expenditures of $84.1M. FCF margin is 2.9%.

How does WS compare to other Materials stocks?

Vs Materials sector averages: Net margin 2.6% (avg: 10%), ROE 5.9% (avg: 14%), current ratio 1.48 (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: Apr 19, 2026 | Data as of: 2026-02-28 | Powered by Claude AI