- ISIN
- US9821041012
- Sector
- Basic Materials
- Industry
- Steel
- IPO Date
- Dec 1, 2023
Highlights
- Market Cap
- $1.83B
- Enterprise Value
- $2.36B
- EPS (TTM)
- $0.33
- PE Ratio
- 109.85
- Total Revenue (TTM)
- $3.44B
- Gross Profit (TTM)
- $402.60M
- EBITDA (TTM)
- $175.70M
- Year Range
- $27.22 - $49.17
- Target Price
- $46.00
- ROE (TTM)
- 22.51%
- Avg. Volume (1M)
- 249K
- Avg. Volume Value (1M)
- $8.58M
Share Price Chart
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Performance
WS Performance Chart
Worthington Steel Inc (WS) is up 4.9% since the beginning of the year. At $36 per share, WS is trading 26.8% below its 52-week high of $49.
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Returns By Period
Worthington Steel Inc (WS) has returned 4.91% so far this year and 22.92% over the past 12 months.
Worthington Steel Inc
- 1D
- 2.50%
- 1M
- 12.46%
- 6M
- -9.72%
- YTD
- 4.91%
- 1Y
- 22.92%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 18.45%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
WS Monthly Returns History
Based on dividend-adjusted daily data since Dec 1, 2023, WS's average daily return is +0.12%, while the average monthly return is +2.32%. At this rate, an investment would double in approximately 2.5 years.
Historically, 66% of months were positive and 34% were negative. The best month was Apr 2026 with a return of +26.6%, while the worst month was Dec 2024 at -28.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 4 months.
On a daily basis, WS closed higher 50% of trading days. The best single day was Jun 26, 2025 with a return of +20.5%, while the worst single day was Mar 26, 2026 at -14.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 16.20% | 3.31% | -26.61% | 26.62% | 9.78% | -20.11% | 7.24% | 4.91% | |||||
| 2025 | -8.71% | -8.19% | -4.43% | 1.30% | -2.96% | 20.56% | 2.31% | 9.11% | -8.30% | 5.26% | 5.50% | 3.03% | 11.18% |
| 2024 | 6.58% | 5.71% | 13.83% | -14.11% | 7.15% | 1.65% | 19.51% | -11.21% | -3.44% | 12.44% | 17.26% | -28.77% | 15.44% |
| 2023 | 16.60% | 16.60% |
Benchmark Metrics
Worthington Steel Inc has an annualized alpha of 1.28%, beta of 1.48, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since December 01, 2023.
- This stock participated in 278.01% of S&P 500 Index downside but only 224.57% of its upside - more exposed to losses than it benefited from rallies.
- R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 1.28%
- Beta
- 1.48
- R²
- 0.19
- Upside Capture
- 224.57%
- Downside Capture
- 278.01%
Return for Risk
Risk / Return Rank
WS ranks 57 for risk / return — above 57% of stocks peers on PortfoliosLab. Its historical combined result is near the middle of the peer group.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Worthington Steel Inc (WS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| WS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.99 | ||
| Sortino ratioReturn per unit of downside risk | -1.12 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.25 | -0.14 |
| Calmar ratioReturn relative to maximum drawdown | 0.48 | 2.00 | -1.52 |
| Martin ratioReturn relative to average drawdown | 1.17 | 8.49 | -7.32 |
Dividends
Dividend History
Worthington Steel Inc provided a 1.78% dividend yield over the last twelve months, with an annual payout of $0.64 per share.
| Period | TTM | 2025 | 2024 |
|---|---|---|---|
| Dividend | $0.64 | $0.64 | $0.64 |
Dividend yield | 1.78% | 1.85% | 2.01% |
Monthly Dividends
The table displays the monthly dividend distributions for Worthington Steel Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.32 | |||||
| 2025 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.64 |
| 2024 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.64 |
Dividend Yield & Payout
Dividend Yield
Worthington Steel Inc has a dividend yield of 1.78%, which is quite average when compared to the overall market.
Payout Ratio
Worthington Steel Inc has a payout ratio of 200.00%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Worthington Steel Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Worthington Steel Inc was 50.98%, occurring on Apr 8, 2025. Recovery took 207 trading sessions.
The current Worthington Steel Inc drawdown is 25.40%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-50.98%Apr 2025 | 4mo 27d | 10mo 2d | 1y 2moNov 2024 - Feb 2026 | 2025 selloff2025 |
-42.00%Mar 2026 | 1mo 15d | — | 5mo 24dFeb 2026 - now | — |
-27.25%Jan 2024 | 9d | 2mo 17d | 2mo 26dDec 2023 - Mar 2024 | — |
-22.62%Sep 2024 | 1mo 10d | 1mo 18d | 2mo 28dAug 2024 - Oct 2024 | — |
-18.00%Jun 2024 | 2mo 11d | 1mo 2d | 3mo 13dApr 2024 - Jul 2024 | — |
Drawdown Indicators
| WS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.98% | -56.78% | +5.80% |
Max Drawdown (1Y)Largest decline over 1 year | -42.00% | -9.10% | -32.90% |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -25.40% | -1.58% | -23.82% |
Average DrawdownAverage peak-to-trough decline | -22.00% | -10.70% | -11.30% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.19% | 2.14% | +15.05% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Worthington Steel Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Worthington Steel Inc is priced in the market compared to other companies in the Steel industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for WS, comparing it with other companies in the Steel industry. Currently, WS has a P/E ratio of 109.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for WS relative to other companies in the Steel industry. Currently, WS has a P/S ratio of 0.5. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for WS in comparison with other companies in the Steel industry. Currently, WS has a P/B value of 24.8. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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