WallStSmart

Constellium Nv (CSTM)vsKaiser Aluminum Corporation (KALU)

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Smart Verdict

WallStSmart Research — data-driven comparison

Constellium Nv generates 141% more annual revenue ($8.93B vs $3.70B). CSTM leads profitability with a 4.9% profit margin vs 4.1%. CSTM appears more attractively valued with a PEG of 0.40. CSTM earns a higher WallStSmart Score of 72/100 (B).

CSTM

Strong Buy

72

out of 100

Grade: B

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

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

CSTMUndervalued (+46.9%)

Margin of Safety

+46.9%

Fair Value

$46.52

Current Price

$33.88

$12.64 discount

UndervaluedFair: $46.52Overvalued
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

CSTM5 strengths · Avg: 9.6/10
PEG RatioValuation
0.4010/10

Growing faster than its price suggests

P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Return on EquityProfitability
45.7%10/10

Every $100 of equity generates 46 in profit

EPS GrowthGrowth
446.9%10/10

Earnings expanding 446.9% YoY

Revenue GrowthGrowth
24.4%8/10

Revenue surging 24.4% year-over-year

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

CSTM1 concerns · Avg: 3.0/10
Profit MarginProfitability
4.9%3/10

4.9% margin — thin

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

4.1% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CSTM

The strongest argument for CSTM centers on PEG Ratio, P/E Ratio, Return on Equity. Revenue growth of 24.4% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.

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 : CSTM

The primary concerns for CSTM are Profit Margin. Thin 4.9% margins leave little buffer for downturns.

Bear Case : KALU

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

Key Dynamics to Monitor

CSTM profiles as a growth 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

CSTM scores higher overall (72/100 vs 69/100) and 24.4% revenue growth. KALU offers better value entry with a 40.0% margin of safety. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Constellium Nv

BASIC MATERIALS · ALUMINUM · USA

Constellium NV (CSTM) is a prominent global leader in aluminum semi-fabrication solutions, delivering high-value-added products primarily to the aerospace, automotive, and packaging sectors. With a strong emphasis on innovation and sustainability, Constellium utilizes cutting-edge technologies to enhance product performance while upholding its commitment to environmental stewardship through extensive recycling initiatives. The company's robust manufacturing capabilities, combined with strategic alliances, enable it to leverage growth opportunities in the lightweight materials market, positioning it favorably amidst evolving industry dynamics. By prioritizing research and development, Constellium continually advances its offerings, driving sustainable solutions for a greener future.

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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