Cleveland-Cliffs Inc

NYSE:CLF USA Steel
Market Cap
$4.76 Billion
Market Cap Rank
#2903 Global
#1974 in USA
Share Price
$8.35
Change (1 day)
-3.02%
52-Week Range
$5.83 - $16.18
All Time High
$33.07
About

Cleveland-Cliffs Inc. operates as a steel producer in the in the United States and Canada. It offers hot-rolled, cold-rolled, and coated products, such as aluminized, electrogalvanized, and galvalume products, as well as galvanneal and hot-dipped galvanized products; stainless and electrical products, including GOES, NOES, and auto chrome; plate products; and slab and other steel products. The co… Read more

Cleveland-Cliffs Inc (CLF) - Net Assets

Latest net assets as of December 2025: $6.32 Billion USD

Based on the latest financial reports, Cleveland-Cliffs Inc (CLF) has net assets worth $6.32 Billion USD as of December 2025.

Net assets (also known as shareholders' equity or book value) represent the difference between a company's total assets ($20.01 Billion) and total liabilities ($13.69 Billion). This figure indicates the residual interest in the assets after deducting liabilities, essentially showing what would remain for shareholders if all assets were liquidated and all debts paid off.

Key Net Assets Metrics

Metric Value
Current Net Assets $6.32 Billion
% of Total Assets 31.6%
Annual Growth Rate 7.74%
5-Year Change 9.51%
10-Year Change N/A
Growth Volatility 102.37

Cleveland-Cliffs Inc - Net Assets Trend (1985–2025)

This chart illustrates how Cleveland-Cliffs Inc's net assets have evolved over time, based on quarterly financial data. Explore and compare other companies by net assets.

Annual Net Assets for Cleveland-Cliffs Inc (1985–2025)

The table below shows the annual net assets of Cleveland-Cliffs Inc from 1985 to 2025.

Year Net Assets Change
2025-12-31 $6.32 Billion -8.32%
2024-12-31 $6.90 Billion -15.08%
2023-12-31 $8.12 Billion +0.99%
2022-12-31 $8.04 Billion +39.28%
2021-12-31 $5.77 Billion +146.65%
2020-12-31 $2.34 Billion +554.09%
2019-12-31 $357.90 Million -15.63%
2018-12-31 $424.20 Million +197.27%
2017-12-31 $-436.10 Million +67.22%
2016-12-31 $-1.33 Billion +26.56%
2015-12-31 $-1.81 Billion -6.62%
2014-12-31 $-1.70 Billion -124.68%
2013-12-31 $6.88 Billion +19.50%
2012-12-31 $5.76 Billion -18.17%
2011-12-31 $7.04 Billion +83.39%
2010-12-31 $3.84 Billion +51.31%
2009-12-31 $2.54 Billion +44.66%
2008-12-31 $1.75 Billion +23.84%
2007-12-31 $1.42 Billion +41.07%
2006-12-31 $1.00 Billion +12.07%
2005-12-31 $895.80 Million +61.32%
2004-12-31 $555.30 Million +123.64%
2003-12-31 $248.30 Million +150.30%
2002-12-31 $99.20 Million -75.21%
2001-12-31 $400.10 Million -6.06%
2000-12-31 $425.90 Million +4.57%
1999-12-31 $407.30 Million -6.92%
1998-12-31 $437.60 Million +7.41%
1997-12-31 $407.40 Million +9.93%
1996-12-31 $370.60 Million +8.17%
1995-12-31 $342.60 Million +10.02%
1994-12-31 $311.40 Million +10.94%
1993-12-31 $280.70 Million +4.12%
1992-12-31 $269.60 Million -7.29%
1991-12-31 $290.80 Million 0.00%
1990-12-31 $290.80 Million +28.67%
1989-12-31 $226.00 Million +34.05%
1988-12-31 $168.60 Million -51.19%
1987-12-31 $345.40 Million +25.37%
1986-12-31 $275.50 Million -13.91%
1985-12-31 $320.00 Million --

Equity Component Analysis

This analysis shows how different components contribute to Cleveland-Cliffs Inc's total equity over time. Equity components include common stock, retained earnings, additional paid-in capital, and other elements.

Equity Composition Insights

  • Retained earnings have decreased by 265.6% over the analyzed period, potentially due to dividend distributions or operating losses.

Current Equity Component Breakdown (December 2025)

Component Amount Percentage
Other Comprehensive Income $1.49 Billion 24.40%
Other Components $5.81 Billion 95.03%
Total Equity $6.12 Billion 100.00%

Cleveland-Cliffs Inc Competitors by Market Cap

The table below lists competitors of Cleveland-Cliffs Inc ranked by their market capitalization.

Equity Growth Attribution

This analysis shows how different factors contributed to changes in Cleveland-Cliffs Inc's equity between the two most recent reporting periods.

Equity Growth Insights

  • From 2024 to 2025, total equity changed from 6,664,000,000 to 6,116,000,000, a change of -548,000,000 (-8.2%).
  • Net loss of 1,478,000,000 reduced equity.
  • Share repurchases of 951,000,000 reduced equity.
  • New share issuances of 951,000,000 increased equity.
  • Other comprehensive income decreased equity by 45,000,000.
  • Other factors increased equity by 975,000,000.

Equity Change Factors (2024 to 2025)

Factor Impact Contribution
Net Income $-1.48 Billion -24.17%
Share Repurchases $951.00 Million -15.55%
Share Issuances $951.00 Million +15.55%
Other Comprehensive Income $-45.00 Million -0.74%
Other Changes $975.00 Million +15.94%
Total Change $- -8.22%

Book Value vs Market Value Analysis

This analysis compares Cleveland-Cliffs Inc's book value (net assets) with its market value over time. The relationship between these values can provide insights into investor sentiment and company valuation.

Valuation Insights

  • Current price-to-book ratio: 0.67x
  • The company is trading below its book value, potentially indicating the market believes the assets are overvalued on the balance sheet or anticipates future losses.
  • The price-to-book ratio has decreased from 2.63x to 0.67x over the analyzed period, indicating reduced market premium.

Historical Price-to-Book Ratios

Date Book Value per Share Market Price P/B Ratio
1985-12-31 $3.17 $8.35 x
1986-12-31 $2.77 $8.35 x
1987-12-31 $3.20 $8.35 x
1988-12-31 $1.58 $8.35 x
1989-12-31 $2.40 $8.35 x
1990-12-31 $3.08 $8.35 x
1991-12-31 $3.05 $8.35 x
1992-12-31 $2.82 $8.35 x
1993-12-31 $2.91 $8.35 x
1994-12-31 $3.22 $8.35 x
1995-12-31 $3.57 $8.35 x
1996-12-31 $3.97 $8.35 x
1997-12-31 $4.43 $8.35 x
1998-12-31 $4.84 $8.35 x
1999-12-31 $4.59 $8.35 x
2000-12-31 $4.78 $8.35 x
2001-12-31 $4.66 $8.35 x
2002-12-31 $0.98 $8.35 x
2003-12-31 $2.78 $8.35 x
2004-12-31 $5.44 $8.35 x
2005-12-31 $7.40 $8.35 x
2006-12-31 $8.53 $8.35 x
2007-12-31 $12.36 $8.35 x
2008-12-31 $16.16 $8.35 x
2009-12-31 $20.21 $8.35 x
2010-12-31 $28.25 $8.35 x
2011-12-31 $41.02 $8.35 x
2012-12-31 $32.54 $8.35 x
2013-12-31 $34.82 $8.35 x
2014-12-31 $-9.35 $8.35 x
2015-12-31 $-12.90 $8.35 x
2016-12-31 $-7.32 $8.35 x
2017-12-31 $-1.49 $8.35 x
2018-12-31 $1.39 $8.35 x
2019-12-31 $1.26 $8.35 x
2020-12-31 $5.35 $8.35 x
2021-12-31 $10.35 $8.35 x
2022-12-31 $15.35 $8.35 x
2023-12-31 $15.43 $8.35 x
2024-12-31 $13.88 $8.35 x
2025-12-31 $12.43 $8.35 x

Capital Efficiency Dashboard

This dashboard shows how efficiently Cleveland-Cliffs Inc utilizes its equity to generate returns, including Return on Equity (ROE) and its components based on the DuPont analysis framework.

Capital Efficiency Insights

  • Current Return on Equity (ROE): -24.17%
  • The company may be facing challenges in efficiently utilizing shareholder equity.
  • DuPont Analysis Breakdown:
  • • Net Profit Margin: -7.94%
  • • Asset Turnover: 0.93x
  • • Equity Multiplier: 3.27x
  • Recent ROE (-24.17%) is below the historical average (12.81%), suggesting potential challenges in capital efficiency.

Historical Capital Efficiency Metrics

Year Return on Equity Net Profit Margin Asset Turnover Equity Multiplier Economic Value Added
1985 6.28% 6.16% 0.58x 1.75x $-11.90 Million
1986 -15.14% -15.63% 0.46x 2.12x $-69.25 Million
1987 3.68% 3.50% 0.55x 1.90x $-21.84 Million
1988 23.25% 9.97% 1.01x 2.31x $22.34 Million
1989 26.81% 17.29% 0.85x 1.82x $38.00 Million
1990 25.38% 23.81% 0.61x 1.75x $44.72 Million
1991 18.50% 16.95% 0.67x 1.62x $24.72 Million
1992 -2.93% -2.54% 0.58x 1.99x $-34.86 Million
1993 19.45% 15.34% 0.65x 1.94x $26.53 Million
1994 13.74% 11.01% 0.63x 1.98x $11.66 Million
1995 16.87% 12.55% 0.71x 1.88x $23.54 Million
1996 16.46% 12.12% 0.75x 1.82x $23.94 Million
1997 13.48% 12.51% 0.63x 1.70x $14.16 Million
1998 13.12% 11.62% 0.68x 1.65x $13.64 Million
1999 1.18% 1.33% 0.53x 1.67x $-35.93 Million
2000 4.50% 4.21% 0.59x 1.81x $-22.10 Million
2001 -6.12% -6.93% 0.40x 2.20x $-60.32 Million
2002 -237.45% -31.46% 0.82x 9.21x $-196.23 Million
2003 -14.34% -3.81% 0.96x 3.92x $-55.51 Million
2004 54.25% 26.82% 1.04x 1.95x $263.95 Million
2005 33.69% 15.96% 1.00x 2.12x $195.19 Million
2006 30.51% 14.58% 0.99x 2.11x $188.29 Million
2007 20.79% 11.87% 0.74x 2.37x $140.16 Million
2008 29.47% 14.29% 0.88x 2.35x $340.75 Million
2009 8.07% 8.76% 0.50x 1.82x $-49.18 Million
2010 26.52% 21.78% 0.60x 2.02x $635.31 Million
2011 27.99% 23.83% 0.47x 2.51x $1.04 Billion
2012 -19.41% -15.31% 0.43x 2.93x $-1.36 Billion
2013 6.81% 7.27% 0.43x 2.16x $-193.45 Million
2014 0.00% -155.48% 1.45x 0.00x $-7.05 Billion
2015 0.00% -37.22% 0.94x 0.00x $-551.16 Million
2016 0.00% 8.26% 1.10x 0.00x $320.53 Million
2017 0.00% 16.09% 0.79x 0.00x $418.53 Million
2018 265.94% 48.37% 0.66x 8.32x $1.09 Billion
2019 81.81% 14.71% 0.57x 9.79x $257.01 Million
2020 -6.02% -2.28% 0.32x 8.27x $-324.79 Million
2021 51.75% 14.62% 1.08x 3.29x $2.41 Billion
2022 16.60% 5.81% 1.23x 2.33x $530.80 Million
2023 5.06% 1.81% 1.25x 2.22x $-389.70 Million
2024 -11.31% -3.93% 0.92x 3.14x $-1.42 Billion
2025 -24.17% -7.94% 0.93x 3.27x $-2.09 Billion

Industry Comparison

This section compares Cleveland-Cliffs Inc's net assets metrics with peer companies in the Steel industry.

Industry Context

  • Industry: Steel
  • Average net assets among peers: $10,879,360,340
  • Average return on equity (ROE) among peers: 3.47%

Peer Company Comparison

Company Net Assets Return on Equity Debt-to-Equity Market Cap
Cleveland-Cliffs Inc (CLF) $6.32 Billion 6.28% 2.16x $4.69 Billion
Acerinox S.A. (ACRXF) $1.93 Billion -3.09% 1.28x $1.71 Billion
ArcelorMittal SA (AMSYF) $11.98 Billion 27.55% 1.59x $12.85 Billion
Angang Steel Company Limited (ANGGF) $50.39 Billion 11.12% 0.77x $641.51 Million
Aperam PK (APEMY) $3.79 Billion 7.21% 0.73x $1.17 Billion
Aperam SA (APMSF) $2.52 Billion 11.35% 0.72x $1.31 Billion
ArcelorMittal South Africa Ltd (ARCXF) $28.00 Billion 33.51% 0.34x $14.02 Million
Algoma Steel Group Inc (ASTL) $173.80 Million -92.29% 7.94x $280.31 Million
Algoma Steel Group Inc. Warrant (ASTLW) $-530.90 Million 0.00% 0.00x $6.74 Million
BCI Minerals Limited (BIRNF) $103.61 Million 12.45% 0.26x $227.67 Million
BlueScope Steel Limited (BLSFF) $10.45 Billion 26.90% 0.59x $5.72 Billion