Nama Insights

Cleveland-Cliffs (CLF)

Basic Materials · Steel · NYSE

Cleveland-Cliffs (CLF) is a Basic Materials company in the Steel industry. It has a market capitalization of $6.54B and a free-cash-flow yield of -17.5%. Over the most recent reported fiscal year, revenue declined 3.0%. Nama's AI scorecard rates it Sell, 2.3 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Sell · 2.3/10
Clearly negative, short of the bottom band. As of Nov 7, 2026.
Momentum
Middle · +19.5% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-66.3%
How far the last close sits under the highest price of the past five years.
Market cap$6.54B
Trailing P/E—
Price / book1.1
Price / sales0.3
FCF yield-17.5%
Dividend yield—
Gross margin1.5%
Operating margin-1.4%
Net margin-2.4%
Revenue growth (YoY)-3.0%
Revenue growth (3-yr annual)-6.8%
EPS growth (YoY)—
FCF/share growth (YoY)—
Beta2.1
ExchangeNYSE
SectorBasic Materials
IndustrySteel

CLF earnings

Next report: Feb 8, 2027 (Q4 2026, EPS estimate $0.44). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 19, 2026 $0.28 $0.23 +21.7% $5.61B
Q2 2026 Jul 23, 2026 -$0.20 -$0.22 +9.1% $5.23B
Q1 2026 Apr 20, 2026 -$0.40 -$0.42 +4.8% $4.92B
Q4 2025 Feb 9, 2026 -$0.43 -$0.62 +30.6% $4.31B

CLF analyst price target

Median target $14.00 from 10 analysts, ranging $12.00 – $18.00.

Steel peers

TickerCompanyMarket capP/E
NUE Nucor $55.58B 15.7
MT ArcelorMittal $45.85B 16.7
STLD Steel Dynamics $31.70B 16.4
RS Reliance $21.24B 19.1
PKX POSCO $14.79B 5.5
GGB Gerdau $8.59B 10.2
SIM Grupo Simec, S.A.B. de C.V. $3.99B 28.9
WS Worthington Steel $1.88B 18.4
Explore live CLF data on Nama Insights →

Recent Congressional trades

Cleveland-Cliffs trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Thomas H Tuberville Senate Sell $100,001 - $250,000 Aug 5, 2026
Thomas H Tuberville Senate Sell $1,001 - $15,000 Aug 5, 2026
Thomas H Tuberville Senate Buy $1,001 - $15,000 Aug 5, 2026
Thomas H Tuberville Senate Sell $100,001 - $250,000 Aug 5, 2026
Thomas H Tuberville Senate Sell $50,001 - $100,000 Aug 5, 2026
Thomas H Tuberville Senate Sell $15,001 - $50,000 Aug 5, 2026
Thomas H Tuberville Senate Buy $1,001 - $15,000 Aug 5, 2026
Mike Kelly House Buy $50,001 - $100,000 Jun 14, 2024
Daniel Goldman House Sell $1,001 - $15,000 Aug 13, 2023

CLF FAQ

Is CLF a buy?
Nama's AI scorecard currently rates Cleveland-Cliffs Sell (2.3 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
When does CLF report earnings?
Cleveland-Cliffs's next scheduled report is on Feb 8, 2027. Analysts expect EPS of $0.44.
What is the CLF price target?
The median analyst price target from 10 analysts is $14.00, with a range of $12.00 – $18.00.
Is CLF Shariah compliant?
Nama's AAOIFI-style screen reads Cleveland-Cliffs as Not Shariah Compliant. At least one of the three ratios or the industry test failed.