Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Loading...
Community
/
United States
/
Materials
/
Constellium
Create a narrative
Constellium Community
NYSE:CSTM Community
3
Narratives
written by author
0
Comments
on narratives written by author
21
Fair Values set
on narratives written by author
Community Investing Ideas
Constellium
Popular
Undervalued
Overvalued
Constellium
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Aluminum Packaging And Recycling Will Create A Sustainable Future
Key Takeaways Sustainability-driven demand and recycling initiatives are expanding Constellium's market opportunities, enhancing volumes, pricing power, and profitability. Operational improvements and innovation in high-margin sectors are expected to drive margin growth and earnings resilience.
View narrative
US$18.31
FV
10.6% undervalued
intrinsic discount
9.27%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
15
users have followed this narrative
15 days ago
author updated this narrative
Constellium
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Intensifying Tariffs And Oversupply Will Erode Aluminum Margins
Key Takeaways Rising competition from sustainable materials and global oversupply is pressuring Constellium's pricing, margins, and long-term competitive position. Heightened trade barriers, regulatory compliance costs, and heavy debt burden threaten capital flexibility, profitability, and resilience against market volatility.
View narrative
US$12.02
FV
36.1% overvalued
intrinsic discount
10.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 2 months ago
author updated this narrative
Constellium
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Global Electrification And Sustainability Will Expand Aluminum Markets
Key Takeaways Constellium is well-positioned to capitalize on local production, regulatory tailwinds, and sustainability trends to drive robust revenue growth and margin expansion. Strategic cost reductions, operational improvements, and rising demand in automotive, electrification, and renewables are expected to boost cash flow and market share.
View narrative
US$18.91
FV
13.5% undervalued
intrinsic discount
10.06%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 2 months ago
author updated this narrative