WallStSmart

Alcoa Corp (AA)vsKaiser Aluminum Corporation (KALU)

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Smart Verdict

WallStSmart Research — data-driven comparison

Alcoa Corp generates 242% more annual revenue ($12.65B vs $3.70B). AA leads profitability with a 8.2% profit margin vs 4.1%. KALU appears more attractively valued with a PEG of 1.17. KALU earns a higher WallStSmart Score of 69/100 (B-).

AA

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 6.5Value: 4.7Quality: 5.3
Piotroski: 5/9Altman Z: 1.52

KALU

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 6.0Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAFair Value (-2.8%)

Margin of Safety

-2.8%

Fair Value

$61.46

Current Price

$63.18

$1.72 premium

UndervaluedFair: $61.46Overvalued
KALUUndervalued (+40.0%)

Margin of Safety

+40.0%

Fair Value

$240.97

Current Price

$180.33

$60.64 discount

UndervaluedFair: $240.97Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AA2 strengths · Avg: 8.0/10
P/E RatioValuation
16.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

KALU2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
42.4%10/10

Revenue surging 42.4% year-over-year

EPS GrowthGrowth
183.2%10/10

Earnings expanding 183.2% YoY

Areas to Watch

AA4 concerns · Avg: 2.5/10
Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

PEG RatioValuation
8.362/10

Expensive relative to growth rate

Revenue GrowthGrowth
-5.2%2/10

Revenue declined 5.2%

EPS GrowthGrowth
-22.7%2/10

Earnings declined 22.7%

KALU1 concerns · Avg: 3.0/10
Profit MarginProfitability
4.1%3/10

4.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : AA

The strongest argument for AA centers on P/E Ratio, Price/Book.

Bull Case : KALU

The strongest argument for KALU centers on Revenue Growth, EPS Growth. Revenue growth of 42.4% demonstrates continued momentum. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bear Case : AA

The primary concerns for AA are Altman Z-Score, PEG Ratio, Revenue Growth.

Bear Case : KALU

The primary concerns for KALU are Profit Margin. Thin 4.1% margins leave little buffer for downturns.

Key Dynamics to Monitor

AA profiles as a value stock while KALU is a hypergrowth play — different risk/reward profiles.

KALU carries more volatility with a beta of 1.59 — expect wider price swings.

KALU is growing revenue faster at 42.4% — sustainability is the question.

KALU generates stronger free cash flow (69M), providing more financial flexibility.

Bottom Line

KALU scores higher overall (69/100 vs 49/100) and 42.4% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alcoa Corp

BASIC MATERIALS · ALUMINUM · USA

Alcoa Corporation produces and sells bauxite, alumina, and aluminum products in the United States, Spain, Australia, Brazil, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.

Kaiser Aluminum Corporation

BASIC MATERIALS · ALUMINUM · USA

Kaiser Aluminum Corporation manufactures and sells specialty semi-finished aluminum mill products. The company is headquartered in Foothill Ranch, California.

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