GGB

Gerdau S.A.

Basic Materials · $9.6B market cap

Verdict

Share price

$5.01

close of Oct 3, 2026

Fair value

$11.38

Sticker Price

Payback Price

$4.55

buy price

Undervalued

GGB is Undervalued: at $5.01 it trades 56% below its fair value of $11.38. Its buy price (Payback Price) is $4.55, 9% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings grow slowly (under 7% a year), but cash flow is steady, so we value it on its cash flow instead of its earnings.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth1.4% a year✗
Equity per share growth5.1% a year✗
Sales growth5.0% a year✗
Free cash flow growth5.0% a year✗
Return on invested capital7.7%✗

Follow GGB

Get notified when it reaches its buy price of $4.55. Free.

Create a free account

Superinvestors

1 of the investors we track holds GGB. Who we track

Insider activity

Since Jun 8, 2026: 1 open-market purchase worth $782K, 3 sales worth $594K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Purchases

Sales

Other filings

About Gerdau S.A.

Gerdau S.A., together with its subsidiaries, operates as a steel producer company. It operates through Brazil Business, North America Business, and South America Business segments. The company offers rebars, bars, wires, thick plates, hot rolled coils, billets, blooms, plates, wire rods, and structural profiles. It also provides special steel products for agricultural, automotive, construction, distribution, energy…

Steel

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works