This report is for educational purposes only, and not to provide investment advice.  Before making any investment decision, you should always do your own research or consult a investment professional.
While I try to be accurate, I assume no responsibility for any figure in this spreadsheet.
See my website on stocks or see my blog at the following sites.  www.spbrunner.com/stocks.html www.spbrunner.blogspot.com/
Russel Metals Inc     RUS   www.russelmetals.com     Fiscal Yr: Dec 31                                
Year 12/31/99 12/31/00 12/31/01 12/31/02 12/31/03 12/31/04 12/31/05 12/31/06 12/31/07 12/31/08 12/31/09 12/31/10 12/31/11 12/30/12         #Y                
Accting Rules C GAAP IFRS                            
Revenue* $1,415.4 $1,531.0 $1,402.5 $1,403.3 $1,507.0 $2,418.6 $2,614.1 $2,692 $2,559 $3,366 $1,972 $2,175 $2,306 <-12 mths   42.09% <-Total Growth 10 Revenue                
Increase -20.70% 8.17% -8.39% 0.05% 7.39% 60.49% 8.08% 2.98% -4.94% 31.53% -41.42% 10.33% 6.02% <-12 mths   3.58% <-IRR #YR-> 10 Revenue                
Rev per Share $29.80 $40.40 $36.85 $36.87 $35.03 $48.48 $51.60 $43.17 $40.58 $56.39 $33.03 $36.27 $38.41 <-12 mths   -3.61% <-IRR #YR-> 5 Revenue                
P/S (Price/Sales) 0.13 0.07 0.10 0.14 0.25 0.32 0.42 0.62 0.63 0.34 0.54 0.63 0.63 <-12 mths   -1.07% <-IRR #YR-> 10 Rev per Share                
*Revenue in M CDN $            P/S 10 yr  0.38 5 yr  0.62       -6.81% <-IRR #YR-> 5 Rev per Share                
                                                     
    -$1,531 $0 $0 $0 $0 $0 $0 $0 $0 $0 $2,175                              
              -$2,614 $0 $0 $0 $0 $2,175                              
    -$40.40 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $36.27                              
              -$51.60 $0.00 $0.00 $0.00 $0.00 $36.27                              
                       
EPS* $0.74 $0.53 $0.17 $0.68 $0.39 $3.57 $2.44 $3.57 $1.76 $3.65 -$1.54 $1.16 $1.91 $2.03 I 118.87% <-Total Growth 10 Earnings                
Increase 17.46% -28.38% -67.92% 300.00% -42.65% 815.38% -31.65% 46.31% -50.70% 107.39% -142% -175% 64.66% 6.28%   8.15% <-IRR #YR-> 10 Earnings                
* ESP per share (Cdn GAAP)                             -13.82% <-IRR #YR-> 5 Earnings                
    -$0.53 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.16                              
              -$2.44 $0.00 $0.00 $0.00 $0.00 $1.16                              
                                                       
no div '92-'00                                                      
Total Div   $0.20 $0.20 $0.20 $0.32 $0.70 $1.00 $1.60 $1.75 $1.85 $1.00 $1.00 $1.10 $1.10   400.00% <-Total Growth 9 Dividends                
Special Div   $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.05 $0.00 $0.00 $0.00 $0.00         Dividends                
Div* $0.00 $0.20 $0.20 $0.20 $0.32 $0.70 $1.00 $1.60 $1.75 $1.80 $1.00 $1.00 $1.10 $1.10   400.00% <-Total Growth 9 Dividends                
Increase Reg     0.00% 0.00% 60.00% 118.75% 42.86% 60.00% 9.37% 2.86% -44.44% 0.00% 10.00% 0.00%   6.12% <-Median-> 10 Dividends                
Increase in Tot     0.00% 0.00% 60.00% 118.75% 42.86% 60.00% 9.37% 5.71% -45.95% 0.00% 10.00% 0.00%   7.54% <-Median-> 10 Dividends                
Yield H/L Med.   5.41% 6.06% 4.46% 4.72% 5.12% 5.53% 6.28% 6.12% 7.70% 7.19% 4.94%       5.80% <-Median-> 10 Dividends                
Yield on Low   7.27% 7.41% 5.76% 6.88% 6.03% 7.46% 7.40% 7.69% 11.87% 10.44% 5.87%       7.41% <-Median-> 10 Dividends                
Yield on Cl   6.90% 5.56% 3.92% 3.64% 4.52% 4.58% 5.99% 6.88% 9.47% 5.64% 4.37% 4.54% 4.54%   5.07% <-Median-> 10 Dividends                
Payout Ratio   37.7% 117.6% 29.4% 82.1% 19.6% 41.0% 44.8% 99.4% 49.3% -64.9% 86.2% 57.6% 54.2%   47.07% <-Median-> 10 Dividends                
Payout Ratio CF     8.2% 28.7% 9.1% 437.3% 37.3% -6652.5% 52.4% 189.8% 20.5% 74.3% 42.3% 44.0%   17.46% <-IRR #YR-> 10 Dividends                
Average 5 Yrs   Div Yd 5.27% in 5 yrs 6.10% in 10 yrs Yield  6.28% 5.99% Payout 49.32% 52.38%       0.00% <-IRR #YR-> 5 Dividends                
* Dividends per share  3.00% 5 3.00% 10     Last Div Inc ---> $0.25 $0.28 10.0%                            
                                         
    -$0.20 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.00                              
              -$1.00 $0.00 $0.00 $0.00 $0.00 $1.00                              
                                                       
I am earning                   RRSP $27.15 2007 4.05%                            
Yield if held 5 yrs 3.88% 5.48% 4.37% 7.31% 20.11% 27.03% 48.48% 39.06% 26.57% 7.31% 5.53% 4.31%   13.71% <-Median-> 10 Dividends                
Yield if held 10 yrs 2.00% 2.42% 3.35% 5.17% 9.25% 19.42% 43.84% 38.25% 41.14% 28.74% 27.03% 33.33%   23.22% <-Median-> 10 Dividends                
                                                       
Graham Price $9.44 $8.84 $4.98 $10.07 $7.61 $27.11 $24.16 $33.94 $23.56 $36.72 $18.62 $18.30 $23.30 $24.02   Cl Pr higher/lower by?                    
Prem/Disc High -58.2% -47.4% -21.7% -45.5% 17.0% -41.9% -5.8% -13.4% 46.3% -15.1% -2.1% 28.0%       -9.65% <-Median-> 10 Graham price                
Prem/Disc Med. -63.1% -58.1% -33.7% -55.5% -11.0% -49.6% -25.2% -24.9% 21.4% -36.3% -25.3% 10.6%       -25.25% <-Median-> 10 Graham price                
Prem/Disc Low -68.1% -68.9% -45.8% -65.6% -38.9% -57.2% -44.5% -36.3% -3.4% -57.5% -48.6% -6.9%       -45.16% <-Median-> 10 Graham price                
Prem/Disc Cl -59.3% -67.2% -27.7% -49.4% 15.5% -42.8% -9.6% -21.3% 8.0% -48.3% -4.8% 25.1% 3.9% 0.8%   -15.46% <-Median-> 10 Graham price                
                                                       
                                                   
Price Cl $3.84 $2.90 $3.60 $5.10 $8.79 $15.50 $21.85 $26.70 $25.45 $19.00 $17.73 $22.90 $24.22 $24.22   689.66% <-Total Growth 10 Stock Price                
Increase 9.71% -24.48% 24.14% 41.67% 72.35% 76.34% 40.97% 22.20% -4.68% -25.34% -6.68% 29.16% 5.76% 0.00%   22.95% <-IRR #YR-> 10 Stock Price                
P/E 5.19 5.47 21.18 7.50 22.54 4.34 8.95 7.48 14.46 5.21 -11.51 19.74 12.68 11.93   0.94% <-IRR #YR-> 5 Stock Price                
Trailing P/E 6.10 3.92 6.79 30.00 12.93 39.74 6.12 10.94 7.13 10.80 4.86 -14.87 20.88 12.68   33.81% <-IRR #YR-> 10 Price & Div                
Median 5 Yrs     6.55% 10.85% Div %  5, 10 yrs   Price Inc -4.68% P/E: Y-T 7.48 7.13       7.50% <-IRR #YR-> 5 Price & Div                
                                                       
    -$2.90 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $22.90                              
              -$21.85 $0.00 $0.00 $0.00 $0.00 $22.90                              
    -$2.90 $0.20 $0.20 $0.32 $0.70 $1.00 $1.60 $1.75 $1.80 $1.00 $23.90                              
              -$21.85 $1.60 $1.75 $1.80 $1.00 $23.90                              
                                                       
Price H/L Median $3.48 $3.70 $3.30 $4.48 $6.78 $13.68 $18.08 $25.50 $28.61 $23.38 $13.91 $20.24       447.03% <-Total Growth 10 Stock Price                
Increase -20.46% 6.32% -10.81% 35.76% 51.23% 101.85% 32.18% 41.05% 12.22% -18.30% -40.49% 45.51%       18.52% <-IRR #YR-> 10 Stock Price                
P/E 4.70 6.98 19.41 6.59 17.37 3.83 7.41 7.14 16.26 6.40   17.45       2.29% <-IRR #YR-> 5 Stock Price                
Trailing P/E 5.52 5.00 6.23 26.35 9.96 35.06 5.06 10.45 8.01 13.28 3.81 -13.14       28.55% <-IRR #YR-> 10 Price & Div                
Median 5 Yrs     7.84% 10.03% Div %  5, 10 yrs   Price Inc 12.22% P/E: Y-T 11.70 8.01       10.12% <-IRR #YR-> 5 Price & Div                
                                                       
    -$3.70 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $20.24                              
              -$18.08 $0.00 $0.00 $0.00 $0.00 $20.24                              
    -$3.70 $0.20 $0.20 $0.32 $0.70 $1.00 $1.60 $1.75 $1.85 $1.00 $21.24                              
              -$18.08 $1.60 $1.75 $1.85 $1.00 $21.24                              
                                                       
Hi Mths Jun May Dec May Dec Dec Dec Nov May Jun Oct Dec                              
Price Hi $3.95 $4.65 $3.90 $5.49 $8.90 $15.75 $22.75 $29.38 $34.47 $31.16 $18.24 $23.43       403.87% <-Total Growth 10 Stock Price                
Increase -34.17% 17.72% -16.13% 40.77% 62.11% 76.97% 44.44% 29.14% 17.32% -9.60% -41.46% 28.45%       17.55% <-IRR #YR-> 10 Stock Price                
P/E 5.34 8.77 22.94 8.07 22.82 4.41 9.32 8.23 19.59 8.54   20.20       0.59% <-IRR #YR-> 5 Stock Price                
Trailing P/E 6.27 6.28 7.36 32.29 13.09 40.38 6.37 12.04 9.66 17.70 5.00 -15.21                              
Median 5 Yrs               Price Inc 17.32% P/E: Y-T 14.06 9.66                              
                                                       
    -$4.65 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $23.43                              
              -$22.75 $0.00 $0.00 $0.00 $0.00 $23.43                              
                                                       
Low Mths Dec Dec Feb Feb Jan Mar May Jan Nov Dec Mar Jan                              
Price Low $3.01 $2.75 $2.70 $3.47 $4.65 $11.60 $13.40 $21.61 $22.75 $15.59 $9.58 $17.05       520.00% <-Total Growth 10 Stock Price                
Increase 9.45% -8.64% -1.82% 28.52% 34.01% 149.46% 15.52% 61.27% 5.28% -31.47% -38.55% 77.97%       20.02% <-IRR #YR-> 10 Stock Price                
P/E 4.07 5.19 15.88 5.10 11.92 3.25 5.49 6.05 12.93 4.27   14.70       4.94% <-IRR #YR-> 5 Stock Price                
Trailing P/E 4.78 3.72 5.09 20.41 6.84 29.74 3.75 8.86 6.37 8.86 2.62 -11.07                              
Median 5 Yrs               Price Inc 5.28% P/E: Y-T 9.49 6.37                              
                                                       
    -$2.75 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $17.05                              
                                                       
Market Cap $182.36 $109.89 $137.01 $194.09 $378.18 $773 $1,107 $1,665 $1,605 $1,134 $1,058 $1,374 $1,454 $1,454                          
                                                       
# of Sh in M 47.49 37.89 38.06 38.06 43.02 49.89 50.66 62.37 63.07 59.70 59.70 59.98 60.04 60.04     Shareholders' Equity   Shares                
Increase -6.95% -20.21% 0.44% 0.00% 13.05% 15.95% 1.54% 23.12% 1.12% -5.34% 0.01% 0.47% 0.11% 0.00%   5.04% <-Average 10 Shares                
CF fr Op $M 141.5 -5.2 $93.14 $26.52 152.1 8.0 135.9 -1.5 210.7 56.6 291.1 80.7 156.1 150.1   -1645% <-Total Growth 10 Cash Flow                
OPS $2.98 -$0.14 $2.45 $0.70 $3.53 $0.16 $2.68 -$0.02 $3.34 $0.95 $4.88 $1.35 $2.60 $2.50 I -1076% <-Total Growth 10 Cash Flow                
Increase 283% -105% -1875% -72% 407% -95% 1576% -101% -13991% -72% 414% -72%   -6.43% <-IRR #YR-> 9 Cash Flow                
Non-Cash CF -85.3 60.3 -54.9 29.1 -111.2 202.6 13.7 180.0 -70.3 201.5 -335.5 18.0   -12.89% <-IRR #YR-> 5 Cash Flow                
OPS non-cash $1.18 $1.45 $1.00 $1.46 $0.95 $4.22 $2.95 $2.86 $2.23 $4.32 -$0.74 $1.65 $2.60 $2.50 5.64% <-IRR #YR-> 9 Cash Flow                
P/O on Cl 3.25 2.00 3.58 3.49 9.25 3.67 7.40 9.33 11.43 4.39 -23.84 13.92 9.32 9.69 -11.04% <-IRR #YR-> 5 Cash Flow                
*Operational Cash Flow per share (excluding changes in non-working capital) P/CF 10 yr 5.90 5 yr  9.33                    
-$2.45 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.35                    
-$2.68 $0.00 $0.00 $0.00 $0.00 $1.35                    
-$1.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $1.65                    
-$2.95 $0.00 $0.00 $0.00 $0.00 $1.65                    
                                                       
OPM 10.0% -0.3% 6.6% 1.9% 10.1% 0.3% 5.2% -0.1% 8.2% 1.7% 14.8% 3.7%     should be zero, it is a check on calculations     OPM                
Diff from Ave 124.4% -107.7% 49.1% -57.6% 126.6% -92.6% 16.7% -101.3% 84.8% -62.3% 231.4% -16.7%       0.00 <-Median-> 10 OPM                
*Operational Profit Margin (CF/Revenue) Ratio OPM 10 Yrs 4.45% 5 Yrs 3.71%                              
                        Q1 2011                            
Curr Assets $506.67 $562.26 $490.68 $563.54 $583.01 $937.79 $888.00 $1,212.40 $1,108.60 $1,414.5 $1,153.2 $1,177.0 $1,221.9     Liq ratio of 1.5 and up, best   Assets                
Curr Liab. $182.32 $214.23 $162.35 $212.21 $309.72 $450.86 $323.00 $298.90 $297.90 $517.3 $255.0 $297.9 $326.0     2.89 <-Median-> 10 Liabilities                
Liquidity 2.78 2.62 3.02 2.66 1.88 2.08 2.75 4.06 3.72 2.73 4.52 3.95 3.75     3.95 <-Median-> 5 Ratio                
                                                       
Assets $656.45 $694.46 $636.87 $695.59 $790.62 $1,146.48 $1,095.20 $1,422.20 $1,403.30 $1,750.7 $1,435.7 $1,437.1 $1,459.1     A/L ratio of 1.5 and up, best   Assets                
Liab. $402.14 $446.40 $390.15 $443.15 $506.78 $689.91 $556.50 $527.60 $519.50 $770.6 $642.5 $639.0 $672.3     2.10 <-Median-> 10 Liabilities                
Liquidity 1.63 1.56 1.63 1.57 1.56 1.66 1.97 2.70 2.70 2.27 2.23 2.25 2.17     2.27 <-Median-> 5 Ratio                
                                                       
Equity                       $798.10 $786.80                            
Convertible Deb.                       $28.10 $28.10                            
Book Value $254.30 $248.06 $246.72 $252.44 $283.84 $456.57 $538.70 $894.60 $883.80 $980.10 $793.20 $770.00 $758.70     210.42% <-Total Growth 10 Book Value                
BV per share $5.35 $6.55 $6.48 $6.63 $6.60 $9.15 $10.63 $14.34 $14.01 $16.42 $13.29 $12.84 $12.64 $12.64   96.11% <-Total Growth 10 Book Value                
Change -11.73% 22.25% -0.97% 2.32% -0.54% 38.72% 16.20% 34.88% -2.30% 17.16% -19.07% -3.38% -1.58%     1.2660 Current/Historical   Book Value                
P/BV (CL) 0.72 0.44 0.56 0.77 1.33 1.69 2.05 1.86 1.82 1.16 1.33 1.78 1.92 6.97% <-IRR #YR-> 10 Book Value                
Change 24.29% -38.23% 25.36% 38.46% 73.29% 27.12% 21.32% -9.41% -2.44% -36.28% 15.31% 33.67% 7.46% 3.84% <-IRR #YR-> 5 Book Value                
Leverage (A/BK) 2.58 2.80 2.58 2.76 2.79 2.51 2.03 1.59 1.59 1.79 1.81 1.87 1.92     1.95 <-Median-> 10 A/BV                
Debt/Equity Ratio 1.58 1.80 1.58 1.76 1.79 1.51 1.03 0.59 0.59 0.79 0.81 0.83 0.89     0.93 <-Median-> 10 Debt/Eq Ratio                
Median             P/BV 10 yr Ave 1.51 5 yr Ave 1.78                              
                                       
-$6.55 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $12.84                              
            -$10.63 $0.00 $0.00 $0.00 $0.00 $12.84                              
                                                     
ROE                 10.6% 29.8% -18.4% 7.6% 11.3% <-12 mths   9.10% <-Median-> 4 Compreh. Inc                
Comprehensive Inc                 $93.40 $291.70 -$146.30 $58.70 $86.00           Compreh. Inc                
                                                     
ROE 16.5% 9.6% 3.5% 11.6% 6.5% 39.0% 23.1% 17.7% 12.6% 23.3% -11.6% 9.1% 12.3% <-12 mths   Net Income/Shareholders' equity     ROE                
5Yr Median 13.0% 13.0% 13.0% 11.6% 9.6% 9.6% 11.6% 17.7% 17.7% 23.1% 17.7% 12.6% 12.3% <-12 mths         ROE                
                                                     
Net Income $41.86 $23.90 $8.61 $29.24 $18.50 $177.85 $124.50 $158.70 $111.20 $228.50 -$92.00 $69.70 $93.60 <-12 mths   191.63% <-Total Growth 10 Net Income                
Oper C. F. $141.48 -$5.22 $93.14 $26.52 $152.08 $7.99 $135.90 -$1.50 $210.70 $56.60 $291.10 $80.70 $57.00 <-12 mths   Cash Flow Statement                    
Invest. C. F -$23.72 $26.35 -$31.27 $0.00 -$108.86 -$20.57 -$23.40 -$20.60 -$133.50 -$57.90 -$13.00 -$4.80 -$7.20 <-12 mths   Cash Flow Statement                    
Total Accruals -$75.90 $2.77 -$53.26 $2.72 -$24.72 $190.43 $12.00 $180.80 $34.00 $229.80 -$370.10 -$6.20 $43.80 <-12 mths                          
Total Assets $656.45 $694.46 $636.87 $695.59 $790.62 $1,146.48 $1,095.20 $1,422.20 $1,403.30 $1,750.7 $1,435.7 $1,437.1 $1,459.1 <-12 mths   Balance Sheet                    
Accruals Ratio -11.56% 0.40% -8.36% 0.39% -3.13% 16.61% 1.10% 12.71% 2.42% 13.13% -25.78% -0.43% 3.00% <-12 mths                          
                                                       
Chge in Cl 9.71% -24.48% 24.14% 41.67% 72.35% 76.34% 40.97% 22.20% -4.68% -25.34% -6.68% 29.16% 5.76%                            
                                                       
Fin. C. F  -$129.74 -$32.16 -$63.12 $12.66 -$50.58 -$4.66 -$72.50 $185.30 -$99.70 -$136.50 $38.50 -$100.80 -$66.20 <-12 mths                          
Total Accruals $53.83 $34.94 $9.86 -$9.95 $25.86 $195.09 $84.50 -$4.50 $133.70 $366.30 -$408.60 $94.60 $110.00 <-12 mths                          
Accruals Ratio 8.20% 5.03% 1.55% -1.43% 3.27% 17.02% 7.72% -0.32% 9.53% 20.92% -28.46% 6.58% 7.54% <-12 mths                          
                                                       
May 24, 2011. Last I looked, I got estimates for 2010 and 2011 of $1.14 amd $1.42 for earnings and $1.71 and $1.86 for cash flows.
Jan 4, 2010.  Last estimates for 2010 and 2011 for earnings was $1.30 and $1.60 and $1.86 and $2.07 for CF.
June 4, 2010.  When I last looked at this stock, I got 2010 and 2011 estimates of $1.20 and $1.52 for earnings and $1.75 and $2.05 for cash flow.
Apri 13, 2010.  When I last looked at this stock I got 2009 and 2010 earnings of $.05 and $1.30 and cash flow of -$.40 and $1.60. Problem with cash flow on this stock is the effect 
changes in non-working capital has on cash flow.  From 2003, I went back and adjusted for changes in non-working capital.
April 2009 - AR 2008. As far as I can see the Dividends were reduced in 2009 due to Loan Covenants.  The main problems I see is low cash flow and high accrual ratio.                          
What the above again points out is how important cash flow is.                                            
AP 2007.  It has had a rough year, but so have lots of other companies.  I should wait and see what happens.  TD has buy rating, but 3 analyst re G&M say hold.                            
                                                       
I think I need to reduce my holdings of Loblaws and buy something with dividends to replace part of it.  With Russel Metals, both Mike and TD recommend buying at this time.                                                        
However I should keep a watch on this stock as it has had some troubles in the past.                                                      
                                                     
How they make their money                                                  
This company does metal distribution and processing North America. It operates in three segments of metals service centers, energy tubular products and steel distributors under various names including                                                       
Russel Metals, A. .J. Forsyth, Acier Leroux, Acier Loubier, Acier Richler, Arrow Steel Processors, B&T Steel, Baldwin International, Comco Pipe and Supply, Fedmet Tubulars, JMS Russel Metals, Leroux Steel,                                                       
McCabe Steel, Mégantic Métal, Métaux Russel, Métaux Russel Produits Spécialisés, Milspec, Norton Metals, Pioneer Pipe, Russel Metals Specialty Products, Russel Metals Williams Bahcall, Spartan Steel                                                       
Products, Sunbelt Group, Triumph Tubular & Supply, Wirth Steel and York-Ennis.                                                      
                                                       
                                                       
For most ratios, lower is better when looking for a good stock price.  However, there are exceptions such as for yield and asset/liability ratios and here you want a higher ratios to indicate a good stock price.                      
Also, for the Operational Profit Margin, a higher percentage is better.  With the OPM, you should only compare companies in similar industries.                              
                                                       
Copyright © 2008 Website of SPBrunner. All rights reserved.