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Ternium vs Gerdau

This page compares Ternium S.A. and Gerdau S.A. to illuminate differences in business models, financial performance, and market context. It provides objective, accessible information to help readers understand each company's approach, strengths, and potential considerations within the steel sector. Educational content, not financial advice.

This page compares Ternium S.A. and Gerdau S.A. to illuminate differences in business models, financial performance, and market context. It provides objective, accessible information to help readers u...

Investment Analysis

Ternium

TX

Pros

Ternium operates a diversified business with steel manufacturing, mining, and services segments across Latin America and internationally, supporting operational flexibility.
The company has a broad product portfolio including slabs, hot and cold rolled, coated products, tubular goods, and construction-related steel items, enabling market reach.
Ternium maintains a presence in multiple steel value chains, including automotive and civil construction sectors, which supports demand stability.

Considerations

Ternium's profitability metrics, such as net margin and return on equity, are lower compared to Gerdau, indicating comparatively weaker efficiency.
The company faces uncertainty related to evolving trade policies in the U.S. that may suppress volume growth and complicate investment decisions.
Its net income saw a significant decline of 57 percent in Q1 2025 compared to the prior year, reflecting operational challenges in the current market environment.

Gerdau

GGB

Pros

Gerdau demonstrates stronger profitability than Ternium with higher net margins, return on equity, and return on assets noted in recent financials.
Geographical diversification with significant operations in Brazil, North America, and Latin America helps mitigate regional market volatility risks.
The company benefits from its focus on recycled-content electric arc furnace (EAF) steel production and scrap recycling, which aligns with sustainability trends.

Considerations

Gerdau's net income declined 39 percent year-over-year in Q1 2025 despite sequential improvement, signaling ongoing operational pressures.
Despite higher revenues, Gerdau's return on equity is still modest relative to some industry peers and its own historical averages.
The stock has experienced price depreciation recently, with forecasts indicating potential declines over the next year, reflecting market uncertainties.

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Frequently asked questions

About The Companies

Ternium (TX)

Ternium S.A. (TX) is a vertically integrated steel producer active mainly in Latin America, with operations spanning steel mills, downstream processing and distribution. The company supplies construction, automotive, energy and appliance sectors and benefits from regional infrastructure and manufacturing trends. With a market capitalisation around $7.16bn, investors should note Ternium’s exposure to steel cycle dynamics, commodity prices and regional economic growth. Key strengths include integrated production, scale in Latin America and diversified end markets; key risks include cyclical demand, volatile raw‑material and energy costs, currency and regulatory shifts. Cash flow and dividend policies can vary with cycle conditions. This summary is for general educational purposes only and not personal investment advice. Values can rise and fall and past performance is not a guide to the future. Before deciding whether TX suits your needs, consider your risk tolerance and seek independent, personalised advice if required.

Gerdau (GGB)

Gerdau S.A. (ticker: GGB) is a Brazil‑headquartered steel producer best known for long steel products, special steels and extensive scrap recycling. The company serves construction, industrial and agricultural customers across Brazil, North America and other Latin American markets. With a market capitalisation of about $6.47bn, Gerdau operates in a cyclical, commodity‑driven sector where volumes, prices and margins shift with economic activity, construction demand and scrap availability. Investors should note exposure to the Brazilian real, global steel spreads and raw‑material costs, as well as operational risks such as capacity utilisation and competition. Gerdau’s electric‑arc furnaces and recycling focus can help control costs and support sustainability goals, but profitability remains sensitive to demand and commodity swings. The firm has historically returned cash via dividends and buybacks, though payments vary with cash flow. This summary is general educational information and not financial advice; investments can fall as well as rise and may not be suitable for everyone.