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Gerdau S.A. (GGB)

Basic Materials | Steel | São Paulo, Brazil | NYSE
4.49 USD -0.01 (-0.222%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 4.49

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:★★⯪☆☆
Hot Take | July 11, 2026, 5:45 a.m. EDT

The investment case for Gerdau hinges entirely on a turnaround narrative that the market is pricing in aggressively but remains skeptical of. Fundamentally, the company is trading at a bargain valuation with a forward P/E under 8x and a price-to-book ratio below parity, supported by a fortress-like current ratio of 2.76. However, the multi-year price trajectory tells a different story: despite a cumulative gain over the full window, the stock has suffered two consecutive years of decline, signaling that investors currently view the business as struggling to regain momentum. The recent price action shows a fragile recovery, hovering near the 200-day moving average after a period of weakness, which prevents a strong short-term bullish rating. On the income side, the dividend yield of nearly 3% is attractive but comes with a high payout ratio of 74%, leaving little room for error if earnings slip again. The options market reflects this tension: while traders are betting big on a rally to $7.50+, they have also placed heavy hedges at $2.50, acknowledging the risk of a deeper correction. Until the consecutive annual declines turn into a sustained upswing, the stock remains a speculative hold rather than a core buy.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
MSTL ✓0.046168
AutoTheta0.046426
AutoARIMA0.046587
AutoETS0.046589

Forecast horizon: 45 days | Selected: MSTL

Forecast Reliability
Score 46%
H-stat 2.98
Ljung-Box p 0.000
Jarque-Bera p 0.088
Excess Kurtosis -0.60
Attribute Value
Sector Basic Materials
Ex Dividend Date 2026-05-14
Last Dividend Date 2026-05-14
Debt to Equity Ratio 29.024
Revenue per Share 34.792
Market Cap 8,814,681,088
Trailing P/E 28.06
Forward P/E 7.79
Beta 0.90
Profit Margins 2.37%
Website https://www2.gerdau.com

As of July 11, 2026, 5:45 a.m. EDT: Speculators are overwhelmingly bullish on the near-to-intermediate term, evidenced by massive open interest in out-of-the-money calls expiring in September and December, with zero in-the-money put volume for the September expiration. However, this bullishness is tempered by a distinct 'insurance' layer: significant in-the-money put open interest at the $2.50 strike for the September and December expirations, suggesting a floor expectation well below current prices. Implied volatility is notably higher for puts than calls, indicating a fear of a sharp downside move despite the heavy call buying.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.78% 2.07% 3.74% 7.55%
Dividend History
Date Dividend Yield %
2026-05-15 0.036000 0.782609
2026-03-12 0.019000 0.558824
2025-08-13 0.022000 0.726073
2025-05-12 0.021000 0.786517
2025-03-07 0.017000 0.576271
2024-11-21 0.049000 1.445428
2024-08-13 0.022000 0.687500
2024-05-17 0.054000 1.406250
2024-03-04 0.016667 0.454555
2023-11-20 0.080000 2.025316
2023-08-21 0.073333 1.781368
2023-05-16 0.084167 2.162749
2023-03-15 0.030159 0.791674
2022-11-22 0.330159 7.647066
2022-08-16 0.108730 2.872113
2022-05-17 0.092063 2.060380
2022-03-08 0.031746 0.728597
2021-11-08 0.230952 6.830976
2021-09-29 0.057143 1.512609
2021-08-17 0.083333 1.923069
2021-05-17 0.058730 1.106126
2021-03-12 0.019048 0.488808
2020-12-22 0.026190 0.708142
2020-11-09 0.016667 0.513458
2020-03-02 0.005556 0.181833
2019-11-12 0.007937 0.274742
2019-08-19 0.014286 0.606073
2019-05-21 0.014286 0.517252
2019-03-08 0.021429 0.706820
2018-11-23 0.027778 0.897443
2018-08-23 0.029365 0.978833
2018-05-23 0.018254 0.504387
2018-03-09 0.007143 0.182930
2017-11-22 0.007143 0.276929
2017-08-22 0.004762 0.170944
2016-11-22 0.004762 0.143544
2016-08-23 0.007937 0.337859
2015-11-10 0.007937 0.675718
2015-08-25 0.011111 1.085260
2015-05-21 0.015873 0.645161
2015-03-17 0.019048 0.699722
2014-11-18 0.015873 0.496277
2014-08-12 0.021429 0.470393
2014-05-22 0.025397 0.517803
2014-03-06 0.023810 0.479243
2013-11-12 0.043651 0.716149
2013-08-13 0.024603 0.468275
2013-05-20 0.007937 0.147938
2013-03-05 0.007937 0.127722
2012-08-14 0.034921 0.453146
2012-05-14 0.024603 0.381301
2012-02-28 0.036508 0.441036
2011-11-22 0.053968 0.888885
2011-08-16 0.044444 0.687954
2011-05-20 0.029365 0.362034
2011-03-15 0.028571 0.267257
2010-11-17 0.095238 0.955413
2010-08-17 0.063492 0.557103
2010-05-18 0.050794 0.480484
2010-01-04 0.080952 0.583188
2009-11-18 0.034127 0.259349
2009-11-12 0.032540 0.255613
2009-03-03 0.013492 0.345527
2008-11-17 0.066667 1.440831
2008-08-18 0.180952 1.357948
2008-05-23 0.096825 0.495832
2008-02-25 0.065873 0.526149
2007-11-23 0.075000 0.703125
2007-08-20 0.058730 0.719143
2007-05-15 0.068254 0.815553
2007-02-22 0.066270 0.886885
2006-08-15 0.063492 1.043024
2006-02-21 0.050529 0.859584
2005-11-21 0.053968 1.379304
2005-08-16 0.055026 1.717574
2005-05-16 0.048413 2.011002
2005-02-14 0.064198 2.150045
2004-11-04 0.032451 1.165277
2004-08-16 0.026631 0.926935
2004-07-01 0.036684 1.733319
2004-03-31 0.019489 0.948520
2003-12-26 0.030688 1.793825
2003-10-08 0.015520 1.118861
2003-07-08 0.010582 1.018674
2003-03-31 0.013024 2.098357
2002-12-26 0.018654 3.055523
2002-06-26 0.017501 2.789186
2001-12-27 0.030322 4.670916
2001-07-19 0.011871 2.800035
2000-12-26 0.025302 4.324663
2000-06-22 0.015330 2.008843
1999-12-22 0.020147 2.241562
1999-07-20 0.012888 2.089291
Additional Data
dividendRate 0.13
dividendYield 2.83
exDividendDate 2026-05-15
trailingAnnualDividendRate 0.68
trailingAnnualDividendYield 0.15111111
lastDividendValue 0.036
lastDividendDate 2026-05-15
dividendDate 2026-06-16

Info Dump

Attribute Value
52 Week Change 0.5358362
Address1 Av. Dra. Ruth Cardoso, 8501
Address2 8th floor
All Time High 20.805555
All Time Low 0.281933
Ask 4.5
Ask Size 73,500
Average Analyst Rating 1.8 - Buy
Average Daily Volume10 Day 17,708,740
Average Daily Volume3 Month 17,965,804
Average Volume 17,965,804
Average Volume10Days 17,708,740
Beta 0.901
Bid 4.46
Bid Size 116,000
Book Value 5.24236
City São Paulo
Compensation As Of Epoch Date 1,514,678,400
Country Brazil
Crypto Tradeable 0
Currency USD
Current Price 4.49
Current Ratio 2.758
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 4.57
Day Low 4.45
Debt To Equity 29.024
Display Name Gerdau
Dividend Date 1,781,568,000
Dividend Rate 0.13
Dividend Yield 2.83
Earnings Call Timestamp End 1,777,388,400
Earnings Call Timestamp Start 1,777,388,400
Earnings Growth 0.379
Earnings Quarterly Growth 0.337
Earnings Timestamp 1,777,320,000
Earnings Timestamp End 1,777,320,000
Earnings Timestamp Start 1,777,320,000
Ebitda 9,190,111,232
Ebitda Margins 0.13281
Enterprise To Ebitda 2.048
Enterprise To Revenue 0.272
Enterprise Value 18,818,412,544
Eps Current Year 2.78833
Eps Forward 0.57634103
Eps Trailing Twelve Months 0.16
Esg Populated 0
Ex Dividend Date 1,778,803,200
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 4.522
Fifty Day Average Change -0.032000065
Fifty Day Average Change Percent -0.0070765293
Fifty Two Week Change Percent 53.583622
Fifty Two Week High 4.98
Fifty Two Week High Change -0.49000025
Fifty Two Week High Change Percent -0.09839363
Fifty Two Week Low 2.83
Fifty Two Week Low Change 1.6599998
Fifty Two Week Low Change Percent 0.5865724
Fifty Two Week Range 2.83 - 4.98
Financial Currency BRL
First Trade Date Milliseconds 921,076,200,000
Five Year Avg Dividend Yield 7.54
Float Shares 1,263,335,361
Forward Eps 0.57634103
Forward P E 7.790526
Free Cashflow 2,299,379,712
Full Exchange Name NYSE
Full Time Employees 30,000
Gmt Off Set Milliseconds -14,400,000
Gross Margins 0.12016
Gross Profits 8,314,806,784
Has Pre Post Market Data 1
Held Percent Insiders 0.000010000001
Held Percent Institutions 0.26674998
Implied Shares Outstanding 1,963,180,638
Industry Steel
Industry Disp Steel
Industry Key steel
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,778,803,200
Last Dividend Value 0.036
Last Fiscal Year End 1,767,139,200
Last Split Date 1,713,398,400
Last Split Factor 6:5
Long Business Summary 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, industrial, and mining markets. In addition, it operates mines that produce iron ore located in Brazil. The company was founded in 1901 and is headquartered in São Paulo, Brazil.
Long Name Gerdau S.A.
Market us_market
Market Cap 8,814,681,088
Market State POSTPOST
Max Age 86,400
Message Board Id finmb_402894
Most Recent Quarter 1,774,915,200
Net Income To Common 1,639,576,960
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 8,220,516,719
Number Of Analyst Opinions 5
Open 4.53
Operating Cashflow 8,595,901,440
Operating Margins 0.10481
Payout Ratio 0.742
Peg Ratio 90.95
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 4.49
Post Market Time 1,783,986,975
Previous Close 4.5
Price Eps Current Year 1.6102828
Price Hint 4
Price To Book 0.8564844
Price To Sales Trailing12 Months 0.12738189
Profit Margins 0.02369
Quick Ratio 1.237
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 1.83333
Region US
Regular Market Change -0.0100002
Regular Market Change Percent -0.222227
Regular Market Day High 4.57
Regular Market Day Low 4.45
Regular Market Day Range 4.45 - 4.57
Regular Market Open 4.53
Regular Market Previous Close 4.5
Regular Market Price 4.49
Regular Market Time 1,783,972,802
Regular Market Volume 10,728,346
Return On Assets 0.04481
Return On Equity 0.03066
Revenue Growth -0.038
Revenue Per Share 34.792
Sand P52 Week Change 0.20847368
Sector Basic Materials
Sector Disp Basic Materials
Sector Key basic-materials
Shares Outstanding 1,246,169,819
Shares Percent Shares Out 0.012
Shares Short 23,556,079
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 8,407,063
Short Name Gerdau S.A.
Short Percent Of Float 0.0292
Short Ratio 1.31
Source Interval 15
State SP
Symbol GGB
Target High Price 5.9708233
Target Low Price 5.2610865
Target Mean Price 5.564458
Target Median Price 5.5483704
Total Cash 5,589,834,752
Total Cash Per Share 2.841
Total Debt 15,374,748,672
Total Revenue 69,198,856,192
Tradeable 0
Trailing Annual Dividend Rate 0.68
Trailing Annual Dividend Yield 0.15111111
Trailing Eps 0.16
Trailing P E 28.0625
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 3.9373
Two Hundred Day Average Change 0.5526998
Two Hundred Day Average Change Percent 0.14037533
Type Disp Equity
Volume 10,728,346
Website https://www2.gerdau.com
Zip 05,425-070