Tuesday, February 3, 2015

Let’s have a quick look at the reputation of 4 steelmakers on the stock market


As I mentioned last week in my article, “How to spot an issue with stock reputation”, it is not too complicated to do so. Yet, it is always better to look at a concrete case. Considering that I was a former steel analyst and the former Head of IR at ArcelorMittal five years ago, some of you have asked me to look the reputation on the stock market of the steelmakers Nucor, ThyssenKrupp, US Steel and of course, ArcelorMittal. So let’s have a look.

Share price performance and valuation

In order to form an opinion on stock reputation, the first thing to do is to analyze a share price’s performance together with its valuation over a long enough period of time. In this specific case, I looked at the last 3 years.



Historically, Nucor has always benefited from an excellent image with investors. Its recent share price performance and its valuation multiples tell us that the American company has mostly retained this excellent image. Nucor has not only performed relatively well compared to its peers on the stock market but it has also maintained its valuation premium.

On the contrary, ArcelorMittal appears to have a new issue with stock reputation. The industry leader has underperformed the industry over the last 3 years but also faces a deterioration of its underlying valuation multiples. This means that its share price decline is not just the result of its financial performance.

The case of ThyssenKrupp is also interesting. Historically disliked by investors, the German group has faced a deterioration in its financial results over the last 3 years. Despite this, its share has resisted well and this has allowed an improvement of its valuation multiples.

Finally, US Steel, which sustained heavy losses 3 years ago, has succeeded to recover its profitability. Nevertheless, its share remains very volatile and its valuation multiples remain low. This suggests that investors are still discounting its recovery and continue not to trust the company.


Share price behavior around publications

In order to provide a more precise analysis, the share price behavior of these companies needs to be looked at both before and after publications. Once again, to form a solid opinion and avoid misinterpretation, I have looked at these movements over 3 years, which equates to 12 quarterly results. For each company, I have counted how many times its share underperformed, outperformed or moved in-line with the stock market, before and after publications.


Once again, Nucor’s stock shows excellent behavior. Investors show no specific fears or expectations ahead of results publications and they are generally not surprised by announcements. Results are largely non-events. This confirms its excellent stock reputation.

ArcelorMittal’s publications also appear to have not generated any specific fears. Ahead of results, its share price has declined only one time out of five. On the contrary, results publications have been followed by a significant share price change four times out of five. Those changes are not positive for stock reputation as they create uncertainty for investors.

ThyssenKrupp is the steelmaker, which has generated the highest expectations from investors. Fortunately, its share price behavior after publication shows that the company has largely met expectations. This has meant an improving stock reputation.

On the other hand, US Steel’s results publications seem to be anticipated with fear. Over the last three years, US Steel’s share price went down five times out of 12 ahead of publications. That confirms that despite its results recovery, investors have little confidence in the company and its share.

Conclusion

As expected, this small analysis has revealed a lot about these companies’ stock reputations. Even more so, it has demonstrated 4 key insights:
  • A good stock reputation brings a valuation premium (e.g. Nucor).
  • An outperformance on the stock market may not be sustainable without a good stock reputation (e.g. US Steel).
  • A stock reputation can deteriorate (e.g. ArcelorMittal).
  • On the contrary, even with mediocre financial performance, it is possible to improve a stock reputation (e.g. ThyssenKrupp).

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