Nucor Corp vs Reliance Inc

Nucor Corp (NUE) is overvalued and Reliance Inc (RS) is overvalued.

Both trade above our estimate of their intrinsic value. RS is the closer of the two: -63%, against -84% for NUE.

Values as of the 22 Sept 2026 close.

Nucor Corp (NUE)

Discounting its cash flows at 12.1% (average of 3 methods) values the shares at $133.22; the price of $245.66 is 84% above that value, and 66% of that value comes from beyond year five.

Leak Score 41/100 on 9 of 12 signals

Reliance Inc (RS)

Discounting its cash flows at 9.5% (average of 3 methods) values the shares at $237.41; the price of $386.95 is 63% above that value, and 74% of that value comes from beyond year five.

Leak Score 43/100 on 10 of 12 signals

MetricNUERS
VerdictOvervaluedOvervalued
Price$245.66$386.95
Intrinsic value$133.22$237.41
Margin of safety-84%-63%
Leak Score41/100 (9/12)43/100 (10/12)
Market cap$55.7B$19.8B
Revenue growth, 5 years10.0%10.2%
Operating margin11.5%7.9%
Net margin8.0%5.7%
Return on equity13.5%12.2%
Debt to equity0.320.27
P/E19.6x22.5x
Forward P/E12.6x16.4x
P/B2.5x2.7x
Dividend yield0.9%1.3%

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