Commercial Metals Company

NYSE:CMC Lagerbericht

Marktkapitalisierung: US$7.9b

Commercial Metals Zukünftiges Wachstum

Future Kriterienprüfungen 1/6

Commercial Metals wird ein jährliches Gewinn- und Umsatzwachstum von 8.2% bzw. 7% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 10.6% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 12.8% betragen.

Wichtige Informationen

8.2%

Wachstumsrate der Gewinne

10.58%

EPS-Wachstumsrate

Metals and Mining Gewinnwachstum13.3%
Wachstumsrate der Einnahmen7.0%
Zukünftige Eigenkapitalrendite12.79%
Analystenabdeckung

Good

Zuletzt aktualisiert30 Apr 2026

Jüngste Aktualisierungen zum künftigen Wachstum

Recent updates

Analyse-Update • Apr 29

CMC: Future Upside Will Be Driven By Ongoing Buybacks And Rising Dividend

Analysts are keeping their $85.00 price target for Commercial Metals unchanged, citing slightly adjusted assumptions around the discount rate, revenue growth, profit margins, and future P/E as the main reasons for maintaining this level. What's in the News Commercial Metals completed a share repurchase tranche covering the period from December 1, 2025 to February 28, 2026, buying back 249,154 shares, or 0.22% of shares, for US$18.3 million under its existing authorization (Key Developments).
Analyse-Update • Apr 14

CMC: Future Upside Will Be Driven By Buybacks And Rising Dividend Payout

Analysts have lifted their price target on Commercial Metals to $85 from $80, reflecting updated assumptions for revenue growth, profitability, discount rate, and a slightly lower future P/E multiple. What's in the News Commercial Metals completed a share repurchase tranche, buying 249,154 shares, or 0.22% of shares, for $18.3 million between December 1, 2025 and February 28, 2026, bringing total repurchases under the October 13, 2021 authorization to 15,131,239 shares, or 12.98%, for $702.21 million (Key Developments).
Analyse-Update • Mar 31

CMC: Ongoing Buybacks And Rising Dividend Will Support Upside Potential

Analysts have adjusted their price target for Commercial Metals to approximately $69. This reflects updated assumptions for revenue growth, profit margins, and a higher future P/E multiple.
Analyse-Update • Mar 17

CMC: Share Repurchases Will Support Higher Future P/E And Upside Potential

Analysts have maintained their $69.02 price target for Commercial Metals, noting that updated assumptions around discount rate, revenue growth, profit margin, and future P/E broadly offset each other and support the existing valuation view. What's in the News From October 1, 2025 to November 30, 2025, Commercial Metals repurchased 663,220 shares for $38.9 million, equal to 0.6% of its shares.
Seeking Alpha • Mar 14

Commercial Metals Company: Not Now, But Maybe Later In 2026E

Summary Commercial Metals Company stands out as a leading US-based steel recycler with international operations and a strong ESG arc-furnace focus. CMC's growth is driven by infrastructure demand, IIJA tailwinds, and recent strategic M&A, notably in precast concrete, supporting margin stability and future deleveraging. Despite record earnings and robust liquidity, valuation concerns, forecast volatility, low yield, and litigation risk prompt a 'HOLD' rating with a $58/share price target. I view CMC as fundamentally sound and well-run, but the current risk/reward is not compelling enough for a 'BUY' until a more attractive entry point emerges. Read the full article on Seeking Alpha
Analyse-Update • Mar 03

CMC: Share Repurchases And Higher P/E Assumptions Will Shape Fair Value Outlook

Analysts have raised their price target on Commercial Metals from $66.00 to approximately $69.02, citing updated assumptions related to discount rates, revenue growth, profit margins and future P/E levels. What's in the News From October 1, 2025 to November 30, 2025, Commercial Metals repurchased 663,220 shares for $38.9 million, representing 0.6% of its shares.
Analyse-Update • Feb 17

CMC: Share Repurchases And Higher P/E Assumptions Will Signal Overvaluation

Analysts have raised their price target on Commercial Metals from $41.00 to $66.00, citing updated assumptions for revenue growth, profit margins, the discount rate, and a higher future P/E multiple. What's in the News From October 1, 2025 to November 30, 2025, Commercial Metals repurchased 663,220 shares for $38.9 million, accounting for 0.6% of its shares.
Analyse-Update • Feb 03

CMC: Ongoing Buybacks And Refined Assumptions Will Guide A Balanced Outlook

Analysts have nudged their price target on Commercial Metals slightly higher to about US$80.30 from roughly US$79.90, reflecting updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Commercial Metals repurchased 663,220 shares between October 1, 2025 and November 30, 2025 for US$38.9 million, representing 0.6% of the company.
Analyse-Update • Jan 20

CMC: Ongoing Buybacks And Updated Assumptions Will Shape A Balanced Outlook

Analysts now see fair value for Commercial Metals at US$79.90, up from US$74.00, citing updated views on revenue growth, profit margins, discount rate assumptions, and a lower projected future P/E multiple. What's in the News Commercial Metals reported repurchasing 663,220 shares between October 1, 2025 and November 30, 2025 for US$38.9 million, representing 0.6% of its shares.
Analyse-Update • Jan 05

CMC: Completed Buybacks And Revised Assumptions Will Shape Measured Future Outlook

Analysts have raised their price target on Commercial Metals from US$67.85 to US$74.00, citing updated assumptions for revenue growth, profit margins, discount rate, and a lower future P/E multiple in their valuation work. What's in the News Commercial Metals completed a share repurchase tranche covering the period from June 1, 2025 to August 31, 2025, buying back 974,462 shares for US$49.97m, equal to 0.87% of shares outstanding (Key Developments).
Analyse-Update • Dec 14

CMC: Future Upside Will Be Driven By Expanded Earnings Multiple Despite Legal Overhang

Analysts have raised their price target on Commercial Metals from 64.77 dollars to 80.00 dollars. They cited a higher expected future valuation multiple, despite moderating assumptions for revenue growth and profit margins.
Analyse-Update • Nov 30

CMC: Share Buyback Momentum And Legal Risks Will Shape Future Performance

Analysts have raised the price target for Commercial Metals by $1.00 to $67.85, reflecting modest improvements in expected revenue growth despite a slight contraction in profit margin forecasts. What's in the News From June 1, 2025 to August 31, 2025, Commercial Metals completed the repurchase of 974,462 shares for $49.97 million, bringing the total shares repurchased under its 2021 buyback program to 14,218,865 shares for $645.01 million (Buyback Tranche Update).
Analyse-Update • Nov 16

CMC: Share Buyback Completion Expected To Drive Future Upside Momentum

Commercial Metals Price Target Raised Amid Updated Analyst Outlook Analysts have increased their price target for Commercial Metals from $66.45 to $66.85, citing modest adjustments to model assumptions and updated discount rate expectations. What's in the News From June 1, 2025 to August 31, 2025, Commercial Metals repurchased 974,462 shares for $49.97 million.
Analyse-Update • Nov 01

CMC: Share Repurchases And Legal Appeal Will Drive Near-Term Expansion

Analysts have raised their price target for Commercial Metals from $64.20 to $66.45. They cite expectations for stronger revenue growth, even though profit margin forecasts have been slightly moderated.
Analyse-Update • Oct 18

TAG Program And Arizona 2 Will Drive Future Expansion

Analysts have raised their price target for Commercial Metals from $61.35 to $64.20. They cite updated expectations for revenue growth, profit margins, and valuation metrics.
Analyseartikel • Oct 18

Commercial Metals (NYSE:CMC) Has Announced A Dividend Of $0.18

Commercial Metals Company's ( NYSE:CMC ) investors are due to receive a payment of $0.18 per share on 13th of November...
Analyse-Update • Oct 04

TAG Program And Arizona 2 Will Drive Future Expansion

Analysts have raised their price target for Commercial Metals from $59.25 to $61.35. They cite higher anticipated revenue growth and a modest increase in the discount rate, despite a slight decline in profit margin forecasts.
Analyse-Update • Sep 16

TAG Program And Arizona 2 Will Drive Future Expansion

The modest uptick in Commercial Metals' price target is supported by a slight increase in its future P/E multiple, while revenue growth forecasts remain stable, resulting in a revised fair value of $59.25. What's in the News From March 1, 2025 to May 31, 2025, Commercial Metals repurchased 1,113,014 shares for $50.4 million, representing 0.98% of shares outstanding.
Analyse-Update • Aug 30

TAG Program And Arizona 2 Will Drive Future Expansion

The fair value estimate for Commercial Metals has edged up as analysts factor in a modest increase in the company's forward P/E multiple, with the consensus price target rising slightly from $56.75 to $57.75. What's in the News Repurchased 1,113,014 shares (0.98%) for $50.4 million between March 1 and May 31, 2025.
Analyseartikel • Jun 16

Commercial Metals (NYSE:CMC) Seems To Use Debt Quite Sensibly

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha • Jan 15

Commercial Metals: Improving Demand, But Supply Growth And Valuation Are Both Concerns

Summary CMC reported mixed fiscal Q1 results with revenue declines and margin pressures, but the North American steel business outperformed expectations on stronger pricing and good cost control. Destocking could be an issue for a couple more quarters, but longer-term non-resi indicators are turning up and highway spending should grow at a high-single-digit rate in 2025. Better European results are likely tied to a recovery in Germany, which I do expect later in 2025, and the Emerging Business segment gives valuable exposure to higher-margin downstream services. Valuation appears decent with potential beat-and-raise later quarters in 2025, but risks from commodity market volatility and increasing supply remain, and I'd like to see more capital going to shareholders. Read the full article on Seeking Alpha
Seeking Alpha • Nov 01

Commercial Metals Company: Maintaining Bearish Stance On Pricey Valuation And Sustained Growth Struggles

Summary Technicals point to a market-top on the intermediate 5-year chart. Sales, earnings & margins decreased meaningfully in fiscal 2024. A no-growth environment is also expected in fiscal 2025. Management is selling investors on the TAG program (A program aimed at driving internal efficiencies aggressively) but meaningful impacts will take years to develop. Read the full article on Seeking Alpha
User avatar
Neue Analyse • Oct 20

Innovative Initiatives And Global Expansion Fuel Growth Despite Economic Challenges

The TAG initiative and Arizona 2's ramp-up are set to enhance margins and earnings growth by improving production capacity and operational excellence.
Seeking Alpha • Aug 08

Commercial Metals Company: The Green Steel Giant Is Priced Just Out Of Reach

Summary Commercial Metals Company has reformed its compensation package, focused on sustainability, and shown profitability, but recent decline in profits indicates potential overvaluation. CMC produces rebar for construction, prioritizes sustainability, and benefits from high steel prices, but faces challenges with declining profitability. Despite historically high profits, CMC's profitability is declining, and the company may be overvalued based on its intrinsic value calculations. Read the full article on Seeking Alpha

Gewinn- und Umsatzwachstumsprognosen

NYSE:CMC - Zukünftige Analystenschätzungen und Finanzdaten der Vergangenheit (USD Millions)
DatumUmsatzGewinneFreier CashflowBargeld aus operativen TätigkeitenDurchschn. Anz. Analysten
8/31/20289,911622793N/A5
8/31/20279,8417217421,09810
8/31/20269,16969038795810
2/28/20268,387505394840N/A
11/30/20258,009438296706N/A
8/31/20257,79885312715N/A
5/31/20257,68037376752N/A
2/28/20257,73973427795N/A
11/30/20247,833134476852N/A
8/31/20247,926485575900N/A
5/31/20248,139566548957N/A
2/29/20248,4066806571,135N/A
11/30/20238,5757746921,233N/A
8/31/20238,8008607371,344N/A
5/31/20238,9979647981,393N/A
2/28/20239,1681,0436571,205N/A
11/30/20229,1591,2465341,047N/A
8/31/20228,9131,217250700N/A
5/31/20228,5371,08125376N/A
2/28/20227,866899-6282N/A
11/30/20217,32058249266N/A
8/31/20216,73041344228N/A
5/31/20216,108328173354N/A
2/28/20215,605262360539N/A
11/30/20205,484259453633N/A
8/31/20205,476278604791N/A
5/31/20205,610296606787N/A
2/29/20205,875311475643N/A
11/30/20195,936262N/A541N/A
8/31/20195,829199N/A37N/A
5/31/20195,594164N/A-322N/A
2/28/20195,193128N/A-603N/A
11/30/20184,845123N/A-671N/A
8/31/20184,644135N/A-434N/A
5/31/20184,41974N/A-175N/A
2/28/20184,26063N/A-21N/A
11/30/20174,06876N/A55N/A
8/31/20173,84450N/A-523N/A
5/31/20173,53647N/A99N/A
2/28/20173,71850N/A266N/A
11/30/20163,87638N/A366N/A
8/31/20163,59662N/A587N/A
5/31/20164,81384N/A762N/A
2/29/20165,09288N/A786N/A
11/30/20155,46390N/A613N/A
8/31/20155,42463N/A313N/A
5/31/20156,414125N/A101N/A

Analystenprognosen zum zukünftigen Wachstum

Einkommen vs. Sparrate: CMCDas prognostizierte Gewinnwachstum (8.2% pro Jahr) liegt über der Sparquote (3.5%).

Ertrag vs. Markt: CMCDie Erträge des Unternehmens (8.2% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.7% pro Jahr).

Hohe Wachstumserträge: CMCDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.

Einnahmen vs. Markt: CMCDie Einnahmen des Unternehmens (7% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).

Hohe Wachstumseinnahmen: CMCDie Einnahmen des Unternehmens (7% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.

Wachstumsprognosen für den Gewinn je Aktie

Künftige Eigenkapitalrendite

Künftige Eigenkapitalrendite: CMCDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich niedrig sein (12.8%).

Wachstumsunternehmen entdecken

7D

1Y

7D

1Y

7D

1Y

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/11 05:34
Aktienkurs zum Tagesende2026/05/08 00:00
Gewinne2026/02/28
Jährliche Einnahmen2025/08/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Commercial Metals Company wird von 24 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Katja JancicBMO Capital Markets Equity Research
Tristan GresserBNP Paribas
Sathish KasinathanBofA Global Research