Ryerson Holding Corp. (RYZ) intrinsic value & 10-year financials
Ryerson Holding Corp. (RYZ) has a Graham intrinsic value of $67.92 per share. At $27.46 on Oct 17, 2026, the stock trades 60% below that value. Over the last 10 fiscal years revenue grew 5.3% a year to $4.6B, with an average return on invested capital of 14.0%.
- Graham intrinsic value
- $67.92
- Share price (Oct 17, 2026)
- $27.46
- Price vs Graham value
- 60% below
- Market cap
- $881.9M
- Revenue (FY2025)
- $4.6B
- Revenue growth (10-yr CAGR)
- 5.3%
- ROIC (10-yr avg)
- 14.0%
- Free cash flow (FY2025)
- $35.5M
RYZ 10-year financial history
| Fiscal year | Revenue | Net income | EPS (diluted) | Free cash flow | Operating margin | ROIC |
|---|---|---|---|---|---|---|
| FY2025 | $4.6B | -$56.4M | -$1.76 | $35.5M | -0.7% | -2.2% |
| FY2024 | $4.6B | -$8.6M | -$0.26 | $105.3M | 0.7% | 2.7% |
| FY2023 | $5.1B | $145.7M | $4.10 | $243.2M | 4.5% | 15.1% |
| FY2022 | $6.3B | $391.0M | $10.21 | $396.1M | 9.2% | 36.0% |
| FY2021 | $5.7B | $294.3M | $7.56 | -$24.3M | 9.6% | 36.7% |
| FY2020 | $3.5B | -$65.8M | -$1.73 | $251.9M | 1.9% | 4.3% |
| FY2019 | $4.5B | $82.4M | $2.17 | $147.3M | 4.7% | 12.2% |
| FY2018 | $4.4B | $106.0M | $2.81 | $19.0M | 3.2% | 11.7% |
| FY2017 | $3.4B | $17.1M | $0.46 | -$27.6M | 3.3% | 12.3% |
| FY2016 | $2.9B | $18.7M | $0.54 | $1.8M | 4.7% | 11.6% |
Source: annual 10-K filings on SEC EDGAR. Figures in USD.
Executive summary
Ryerson Holding Corp has demonstrated mature, steady growth, with revenue compounding at 5.4% annually over the past decade.
Ryerson Holding Corp returns on capital have been average, hovering around 14.0% ROIC over the decade.
Ryerson Holding Corp has not shown aggressive share repurchases (>10% retirement) or a major balance-sheet leverage increase (>50% net debt growth) over the 10-year window.
Benjamin Graham lens
Under Benjamin Graham's formula using SEC EDGAR fundamentals, Ryerson Holding Corp is modeled at 5.3% normalized earnings growth with a 5.1% bond-yield adjustment. The resulting Graham intrinsic value estimate is $67.92 per share.