WallStSmart

Constellium Nv (CSTM)vsMaterion Corporation (MTRN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Constellium Nv generates 400% more annual revenue ($9.58B vs $1.92B). CSTM leads profitability with a 5.7% profit margin vs 4.0%. CSTM appears more attractively valued with a PEG of 0.40. CSTM earns a higher WallStSmart Score of 76/100 (B+).

CSTM

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 8.0Quality: 5.5
Piotroski: 5/9Altman Z: 2.24

MTRN

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 4.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CSTMOvervalued (-7.4%)

Margin of Safety

-7.4%

Fair Value

$23.00

Current Price

$29.44

$6.44 premium

UndervaluedFair: $23.00Overvalued

Intrinsic value data unavailable for MTRN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CSTM5 strengths · Avg: 10.0/10
PEG RatioValuation
0.4010/10

Growing faster than its price suggests

P/E RatioValuation
7.2x10/10

Attractively priced relative to earnings

Return on EquityProfitability
45.7%10/10

Every $100 of equity generates 46 in profit

Revenue GrowthGrowth
30.7%10/10

Revenue surging 30.7% year-over-year

EPS GrowthGrowth
316.0%10/10

Earnings expanding 316.0% YoY

MTRN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

Areas to Watch

CSTM2 concerns · Avg: 3.0/10
Profit MarginProfitability
5.7%3/10

5.7% margin — thin

Debt/EquityHealth
1.763/10

Elevated debt levels

MTRN4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
57.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-19.60M2/10

Negative free cash flow — burning cash

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 30.7% demonstrates continued momentum. PEG of 0.40 suggests the stock is reasonably priced for its growth.

Bull Case : MTRN

The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bear Case : CSTM

The primary concerns for CSTM are Profit Margin, Debt/Equity. Debt-to-equity of 1.76 is elevated, increasing financial risk.

Bear Case : MTRN

The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 57.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

CSTM carries more volatility with a beta of 1.55 — expect wider price swings.

MTRN is growing revenue faster at 30.8% — sustainability is the question.

CSTM generates stronger free cash flow (1M), providing more financial flexibility.

Monitor ALUMINUM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CSTM scores higher overall (76/100 vs 54/100) and 30.7% revenue growth. Both earn "Strong Buy" and "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 provider of aluminum semi-fabrication solutions, dedicated to delivering high-value products across the aerospace, automotive, and packaging sectors. Renowned for its commitment to innovation and sustainability, the company leverages advanced technologies to improve product performance while prioritizing environmental responsibility through extensive recycling programs. With strong manufacturing capabilities and strategic partnerships, Constellium is strategically positioned to seize growth opportunities in the lightweight materials market, aligning with the industry's transition towards more sustainable practices. Its ongoing investment in research and development further solidifies Constellium's status as a leader in providing innovative, eco-friendly materials essential for a sustainable future.

Materion Corporation

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.

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