BlueScope lifted first-half fiscal 2027 underlying group EBIT guidance by approximately 20% on higher steel spreads at North Star, higher-than-expected sales volumes and spreads in Australia, and improved volumes and prices in its North American building and coated products business.
North Star is expected to sell additional volumes following its recent capacity expansion and should continue to operate with high utilization and high efficiency.
The addition of competing electric arc furnace-based steel capacity leads to a flattening in the North American steel cost curve, reducing North Star margins.
|
Metric
|
BSL
|
JHX
|
HOLN
|
|---|---|---|---|
Price/Earnings (Normalized) | 18.77 | 21.68 | 20.79 |
Price/Book Value | 1.42 | 2.27 | 2.38 |
Price/Sales | 0.89 | 2.71 | 2.39 |
Price/Cash Flow | 8.57 | 17.73 | 12.19 |
|
Metric
|
BSL
|
JHX
|
HOLN
|
|---|---|---|---|
Quick Ratio | 0.92 | 0.71 | 0.74 |
Current Ratio | 1.92 | 1.59 | 1.09 |
Interest Coverage | 13.33 | 2.08 | 3.39 |
|
Metric
|
BSL
|
JHX
|
HOLN
|
|---|---|---|---|
Return on Assets (Normalized) | 5.32% | 3.36% | 5.67% |
Return on Equity (Normalized) | 8.04% | 7.43% | 12.73% |
Return on Invested Capital (Normalized) | 7.23% | 6.39% | 8.33% |
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1-Day Chart
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Name
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Price
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Morningstar Rating for Stocks
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Capital Allocation
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Economic Moat
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Market Cap
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|---|---|---|---|---|---|---|
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BLSFF
| — | LOCK|C$v | $10B |
United States