BELDEN INC. vs COMMERCIAL METALS COMPANY, two Steel stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BDC and CMC diverge most: on dividend yield, BDC reads 0.2% and CMC reads 1.0%; on implied growth (priced in), BDC reads +10.7% and CMC reads +2.6%. The rest of the comparable metrics sit closer together. On valuation, today's BDC price has a different growth bar priced in than CMC (+10.7% implied for BDC vs +2.6% for CMC); the higher figure is the steeper assumption to clear, not a better or worse stock. What BDC's price implies is a bet that sits within the historical range (whole-company basis). What CMC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BDC | CMC |
|---|---|---|
| Price | $102.72 | $68.93 |
| Market cap | $4.0B | $7.7B |
| Sector | Steel | Steel |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +10.7% | +2.6% |
| P/E | 17.3 | 13.0 |
| P/B | 3.15 | 1.70 |
| P/S | 1.45 | 0.87 |
| EV/EBITDA | 11.1 | 36.9 |
| Revenue growth | +9.3% | +15.4% |
| Gross margin | 37.1% | — |
| Operating margin | 11.2% | — |
| Net margin | 8.5% | 6.7% |
| Return on equity | 18.4% | 13.1% |
| Return on assets | 6.8% | 6.1% |
| Return on invested capital | 10.3% | — |
| FCF yield | 4.5% | 5.3% |
| Dividend yield | 0.2% | 1.0% |
| Debt / equity | 0.98 | 0.73 |
| Current ratio | 2.09 | 2.33 |
| Altman Z (solvency) | 7.70 | 2.72 |
| Piotroski F (quality) | 4 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.