Cleveland-Cliffs (CLF): Rethinking Valuation as POSCO Partnership and Steel Breakthrough Reshape Growth Narrative

Simply Wall St.11-04

Cleveland-Cliffs has taken a new step forward by announcing a transformative partnership with POSCO. This collaboration is aimed at reinforcing its presence in the U.S. market and supporting ...

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This collaboration is aimed at reinforcing its presence in the U.S. market and supporting ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-clf/cleveland-cliffs/news/cleveland-cliffs-clf-rethinking-valuation-as-posco-partnersh\">Source Link</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Cleveland-Cliffs (CLF): Rethinking Valuation as POSCO Partnership and Steel Breakthrough Reshape Growth Narrative</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCleveland-Cliffs (CLF): Rethinking Valuation as POSCO Partnership and Steel Breakthrough Reshape Growth Narrative\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-04 11:25 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/materials/nyse-clf/cleveland-cliffs/news/cleveland-cliffs-clf-rethinking-valuation-as-posco-partnersh><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Cleveland-Cliffs has taken a new step forward by announcing a transformative partnership with POSCO. This collaboration is aimed at reinforcing its presence in the U.S. market and supporting ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/materials/nyse-clf/cleveland-cliffs/news/cleveland-cliffs-clf-rethinking-valuation-as-posco-partnersh\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CLF.AU","symbol_name":"Concentrated Leaders","start_time":0,"source_url":"https://simplywall.st/stocks/us/materials/nyse-clf/cleveland-cliffs/news/cleveland-cliffs-clf-rethinking-valuation-as-posco-partnersh","article_id":"2580209382","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/2055000-choice1-main-header/1585186785008"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/materials/nyse-clf/cleveland-cliffs/news/cleveland-cliffs-clf-rethinking-valuation-as-posco-partnersh","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2580209382","pubTimestamp":1762226709,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Cleveland-Cliffs has taken a new step forward by announcing a transformative partnership with POSCO. This collaboration is aimed at reinforcing its presence in the U.S. market and supporting compliance with recent trade agreements.\nSee our latest analysis for Cleveland-Cliffs.\nAfter a shaky start to the year, Cleveland-Cliffs’ momentum has started to build thanks to several pivotal developments, including a breakthrough MoU with POSCO and promising results from new automotive steel trials...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"CLF.AU":"Concentrated Leaders","BK4006":"钢铁","DCF":"Dreyfus Alcentra Global Credit Income 2024 Target Term Fund, Inc","PKX":"浦项钢铁","BK4588":"碎股","BK4585":"ETF&股票定投概念","CLF":"克利夫兰克里夫"},"translate_title":"克利夫兰克利夫斯(CLF)：随着浦项制铁合作伙伴关系和钢铁突破重塑增长叙事，重新思考估值","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CLF":1.5,"PKX":1.5,"DCF":1,"CLF.AU":1.5},"content_text":"Cleveland-Cliffs has taken a new step forward by announcing a transformative partnership with POSCO. This collaboration is aimed at reinforcing its presence in the U.S. market and supporting compliance with recent trade agreements. See our latest analysis for Cleveland-Cliffs. After a shaky start to the year, Cleveland-Cliffs’ momentum has started to build thanks to several pivotal developments, including a breakthrough MoU with POSCO and promising results from new automotive steel trials. While the share price is up 24.4% year-to-date, the one-year total shareholder return still lags at -9.5%. This is a sign that optimism is just beginning to return after a challenging stretch, with investors watching closely to see if the latest moves ignite a durable turnaround. If you’re interested in what else is energizing the market, this could be the perfect moment to expand your search and discover fast growing stocks with high insider ownership With this refreshed momentum, is Cleveland-Cliffs’ stock now trading at an attractive entry point for long-term investors? Or is the recent optimism already reflected in the current share price? AdvertisementMost Popular Narrative: 7% Undervalued  Cleveland-Cliffs’ fair value, according to the most widely followed narrative, stands at $12.76 per share, noticeably above the latest closing price of $11.87. This signals a positive gap that is catching the market’s attention, especially as new developments reshape the company’s outlook.\n   Sustained enforcement and recent increases of U.S. steel tariffs have materially reduced imports, driving higher domestic demand and pricing power for Cleveland-Cliffs. This, along with reshoring in automotive and appliances, positions the company to benefit from greater sales volumes and improved revenue visibility as protectionist trade policy endures.\n  Read the complete narrative.  Curious what powers this bullish stance? The underlying assumptions feature bold profit expansion and shifting revenue streams, with one metric in particular serving as a linchpin of the narrative’s premium pricing. Discover which financial forecasts unlock that extra upside. Full details inside the complete breakdown.\n Result: Fair Value of $12.76 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, if tariffs soften or if steel demand from automakers weakens, Cleveland-Cliffs’ trajectory could face renewed headwinds despite today's optimism. Find out about the key risks to this Cleveland-Cliffs narrative. Another View: Multiples Signal Deeper Value  While analyst price targets suggest Cleveland-Cliffs is fairly priced, a closer look at its price-to-sales ratio tells a more compelling story. At just 0.3x, the company trades well below both the US Metals and Mining industry average of 2.8x and a fair ratio of 0.6x. This wide gap hints at a meaningful valuation discount but leaves open the question of whether the market is overlooking lingering risks or a future turnaround.\n See what the numbers say about this price — find out in our valuation breakdown. NYSE:CLF PS Ratio as at Nov 2025Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Cleveland-Cliffs for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 839 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Cleveland-Cliffs Narrative If you want to challenge the prevailing consensus or dig into the numbers yourself, you can easily build a personalized narrative in just a few minutes. Do it your way A great starting point for your Cleveland-Cliffs research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision. Looking for more investment ideas? Don’t wait for the next opportunity to pass you by. Expand your watchlist by tapping into expert-vetted stocks tailored for big potential and unique growth stories.  Boost your portfolio’s resilience and income potential by checking out these 18 dividend stocks with yields > 3% delivering reliable yields above 3% in today's market. Get ahead of emerging medical breakthroughs by scanning these 33 healthcare AI stocks shaping the intersection of healthcare and artificial intelligence. Seize tomorrow’s value by reviewing these 839 undervalued stocks based on cash flows identified as trading below their intrinsic worth based on robust cash flow analysis.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: AI Stock Screener & AlertsOur new AI Stock Screener scans the market every day to uncover opportunities.• Dividend Powerhouses (3%+ Yield)• Undervalued Small Caps with Insider Buying• High growth Tech and AI CompaniesOr build your own from over 50 metrics.Explore Now for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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