WallStSmart

Century Aluminum Company (CENX)vsConstellium Nv (CSTM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Constellium Nv generates 234% more annual revenue ($8.45B vs $2.53B). CSTM leads profitability with a 3.2% profit margin vs 1.6%. CENX appears more attractively valued with a PEG of 0.06. CSTM earns a higher WallStSmart Score of 72/100 (B).

CENX

Hold

41

out of 100

Grade: D

Growth: 4.7Profit: 5.0Value: 4.7Quality: 5.0

CSTM

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 6.5Value: 10.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CENXSignificantly Overvalued (-1768.5%)

Margin of Safety

-1768.5%

Fair Value

$2.86

Current Price

$50.19

$47.33 premium

UndervaluedFair: $2.86Overvalued
CSTMUndervalued (+73.5%)

Margin of Safety

+73.5%

Fair Value

$93.13

Current Price

$25.51

$67.62 discount

UndervaluedFair: $93.13Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CENX2 strengths · Avg: 10.0/10
PEG RatioValuation
0.0610/10

Growing faster than its price suggests

Revenue GrowthGrowth
40.0%10/10

Revenue surging 40.0% year-over-year

CSTM5 strengths · Avg: 9.2/10
PEG RatioValuation
0.4010/10

Growing faster than its price suggests

Return on EquityProfitability
32.4%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
1189.0%10/10

Earnings expanding 1189.0% YoY

P/E RatioValuation
12.8x8/10

Attractively priced relative to earnings

Revenue GrowthGrowth
27.9%8/10

Revenue surging 27.9% year-over-year

Areas to Watch

CENX4 concerns · Avg: 2.5/10
Return on EquityProfitability
1.6%3/10

ROE of 1.6% — below average capital efficiency

Profit MarginProfitability
1.6%3/10

1.6% margin — thin

P/E RatioValuation
119.5x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-95.1%2/10

Earnings declined 95.1%

CSTM1 concerns · Avg: 3.0/10
Profit MarginProfitability
3.2%3/10

3.2% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CENX

The strongest argument for CENX centers on PEG Ratio, Revenue Growth. Revenue growth of 40.0% demonstrates continued momentum. PEG of 0.06 suggests the stock is reasonably priced for its growth.

Bull Case : CSTM

The strongest argument for CSTM centers on PEG Ratio, Return on Equity, EPS Growth. Revenue growth of 27.9% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.

Bear Case : CENX

The primary concerns for CENX are Return on Equity, Profit Margin, P/E Ratio. A P/E of 119.5x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.

Bear Case : CSTM

The primary concerns for CSTM are Profit Margin. Thin 3.2% margins leave little buffer for downturns.

Key Dynamics to Monitor

CENX profiles as a hypergrowth stock while CSTM is a growth play — different risk/reward profiles.

CENX carries more volatility with a beta of 2.12 — expect wider price swings.

CENX is growing revenue faster at 40.0% — sustainability is the question.

CSTM generates stronger free cash flow (95M), providing more financial flexibility.

Bottom Line

CSTM scores higher overall (72/100 vs 41/100) and 27.9% 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.

Century Aluminum Company

BASIC MATERIALS · ALUMINUM · USA

Century Aluminum Company produces standard quality and value-added primary aluminum products in the United States and Iceland. The company is headquartered in Chicago, Illinois.

Constellium Nv

BASIC MATERIALS · ALUMINUM · USA

Constellium NV (CSTM) is a leading global provider of aluminum semi-fabrication solutions, specializing in high-value-added products for key industries such as aerospace, automotive, and packaging. The company emphasizes innovation and sustainability, utilizing advanced technologies to enhance product performance while maintaining a strong commitment to environmental stewardship through significant recycling initiatives. With its robust manufacturing capabilities and strategic partnerships, Constellium is well-positioned to capitalize on growth opportunities within the lightweight materials sector, adapting effectively to the dynamic industrial landscape. The company's focus on research and development ensures it remains at the forefront of industry advancements, contributing to a sustainable future.

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