Mt Holly Restart And US Smelter Will Drive Aluminum Expansion

Published
14 Sep 24
Updated
14 Aug 25
AnalystConsensusTarget's Fair Value
US$25.50
7.6% undervalued intrinsic discount
14 Aug
US$23.56
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1Y
73.7%
7D
4.1%

Author's Valuation

US$25.5

7.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on08 Aug 25
Fair value Increased 13%

The upward revision in Century Aluminum’s price target reflects stronger profitability, as evidenced by the notable improvement in net profit margin and a more attractive forward P/E, raising the fair value estimate from $22.50 to $25.50. What's in the News Century Aluminum will restart over 50,000MT of idled production at its Mt. Holly, SC smelter, investing $50 million and creating 100+ new jobs.

Shared on01 May 25
Fair value Decreased 8.39%

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 7.88%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 2.59%

AnalystConsensusTarget has decreased revenue growth from 8.5% to 6.2%, decreased profit margin from 15.8% to 11.5% and increased future PE multiple from 6.6x to 9.5x.

Shared on02 Apr 25
Fair value Increased 9.57%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Increased 11%

AnalystConsensusTarget has decreased revenue growth from 9.6% to 8.5%, increased profit margin from 9.6% to 15.8% and decreased future PE multiple from 10.7x to 6.4x.