Commercial Metals vs Reliance
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KIRA’s take AI analyst
I put Commercial Metals and Reliance side by side, using each one’s latest annual report. Here is what stands out:
- Reliance is the larger business, with $14.3B of revenue in fiscal 2025 against $9.4B for Commercial Metals, about 1.5 times as much.
- Commercial Metals grew revenue faster (20.5%, against 3.3%).
- Commercial Metals turned more of its sales into free cash flow (5.1% FCF margin, against 3.5%).
- Commercial Metals earned a higher return on the capital invested in it (12.9%, against 9.4%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Commercial Metals
CMC
6/9
Revenue growthNet marginFCF marginReturn on capitalReturn on equityPiotroski F-score
Reliance
RS
3/9
5-year growthNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | CMC FY26 | RS FY25 |
|---|---|---|
| Size | ||
| Market cap | $7.0B | $21.9B |
| Revenue | $9.4B | $14.3B |
| Free cash flow | $479M | $503M |
| Net income | $656M | $739M |
| Growth | ||
| Revenue growth | 20.5% | 3.3% |
| 5-year growth | 6.9% | 10.2% |
| Share count change | −2.0% | −6.0% |
| Profitability | ||
| Gross margin | 18.7% | — |
| Operating margin | — | 7.1% |
| Net margin | 7.0% | 5.2% |
| FCF margin | 5.1% | 3.5% |
| Return on capital | 12.9% | 9.4% |
| Return on equity | 14.8% | 10.3% |
| Balance sheet | ||
| Net debt | $2.6B | $1.2B |
| Net debt / EBITDA | 2.2x | 0.9x |
| Dividends and buybacks | $187M | $594M |
| Valuation & quality | ||
| P/E | — | 27.5x |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.