Cleveland-Cliffs (MEX:CLF) Tariff Resilience Score: 7/10 (As of Jun. 29, 2026)


MEX:CLF Cleveland-Cliffs Inc MEX:CLF
55 GF Score
Price MXN175.00
GF Value MXN208.59
Valuation Modestly Undervalued
! 7 Warning Signs
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What is Cleveland-Cliffs Tariff Resilience Score?

Cleveland-Cliffs MEX:CLF -7.35% 55 Tariff Resilience Score is 7 as of Jun. 29, 2026. GuruFocus rates MEX:CLF with a GF Score™ of 55/100 and a GF Value™ of MXN208.59 (Modestly Undervalued). The stock has 7 warning signs investors should review. Among 644 Steel companies, Cleveland-Cliffs ranks better than 99.69% on this metric.

Cleveland-Cliffs has the Tariff Resilience Score of 7, which implies that the company might have Highly Resilient.

Cleveland-Cliffs has CLF is a major U.S. steel producer, benefiting from tariffs on imported steel. However, it faces risks from tariffs on raw materials. The company has strong domestic operations and can leverage pricing power.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes Cleveland-Cliffs might have Highly Resilient.


Cleveland-Cliffs  (MEX:CLF) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

Cleveland-Cliffs Tariff Resilience Score Related Terms


MEX:CLF vs TX, WS, NWPX: Tariff Resilience Score Comparison

For the Steel subindustry, Cleveland-Cliffs's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Cleveland-Cliffs Tariff Resilience Score vs Steel Industry

For the Steel industry and Basic Materials sector, Cleveland-Cliffs's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where Cleveland-Cliffs's Tariff Resilience Score falls into.


MEX:CLF
55GF Score
Cleveland-Cliffs Inc MEX:CLF
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 7 mean?
Cleveland-Cliffs (MEX:CLF) has a Tariff Resilience Score of 7 as of Jun. 29, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, Cleveland-Cliffs ranks #2 out of 644 companies in the Steel industry, placing it in the top 0.3%.
Is Cleveland-Cliffs' Tariff Resilience Score too high?
Cleveland-Cliffs' current Tariff Resilience Score is 7. Based on the distribution chart, Cleveland-Cliffs ranks #2 out of 644 companies in the Steel industry, which is in the top quartile — a strong position relative to peers. Overall, Cleveland-Cliffs has a GF Score™ of 55/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Cleveland-Cliffs' Tariff Resilience Score compare to TX and WS?
According to the Steel industry distribution chart, Cleveland-Cliffs ranks #2 out of 644 companies for Tariff Resilience Score. This places Cleveland-Cliffs in the top 0% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Steel company?
A good Tariff Resilience Score depends on the Steel industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. Cleveland-Cliffs's current Tariff Resilience Score is 7. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Cleveland-Cliffs stock overvalued right now?
Based on GuruFocus' analysis, Cleveland-Cliffs (MEX:CLF) is currently considered Modestly Undervalued. The stock's GF Value™ is MXN208.59, compared to a current price of MXN175.00 — trading 16.1% below its estimated fair value. The current Tariff Resilience Score is 7. Cleveland-Cliffs' overall GF Score™ is 55/100 with 7 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For Cleveland-Cliffs (MEX:CLF), the current Tariff Resilience Score is 7 as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Cleveland-Cliffs (MEX:CLF) Overvalued in 2026?

Based on GuruFocus' analysis, Cleveland-Cliffs stock appears to be undervalued. The current stock price of MXN175.00 is trading 16.1% below its estimated GF Value™ of MXN208.59. GuruFocus considers Cleveland-Cliffs to be Modestly Undervalued.

Key valuation signals for MEX:CLF:

  • Tariff Resilience Score: 7
  • GF Value™: MXN208.59 vs. price of MXN175.00 (16.1% below fair value)
  • GF Score™: 55/100 with 7 warning signs

No single metric tells the full story. See the MEX:CLF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Cleveland-Cliffs Business Description

Address 200 Public Square, Suite 3300, Cleveland, OH, USA, 44114-2315
Cleveland-Cliffs Inc is a flat-rolled steel producer and manufacturer of iron ore pellets in North America. It is organized into four operating segments based on differentiated products, Steelmaking, Tubular, Tooling and Stamping and European Operations, but operates through one reportable segment -Steelmaking. It is vertically integrated from mined raw materials, direct reduced iron, and ferrous scrap to primary steelmaking and downstream finishing, stamping, tooling and tubing. It serves a diverse range of other markets due to its comprehensive offering of flat-rolled steel products. Geographically, it operates in the United States, Canada and other countries. The majority of revenue is from the United States. It is a supplier of steel to the automotive industry in North America.
55GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

MXN175.00
Price
MXN208.59
GF Value