Constellium SE

Informe acción NYSE:CSTM

Capitalización de mercado: US$4.5b

Constellium Dividendos y recompras

Dividendo controles de criterios 0/6

Constellium no tiene historial de pago de dividendo.

Información clave

n/a

Rentabilidad por dividendo

2.8%

Rendimiento de la recompra

Rendimiento total para el accionista2.8%
Rendimiento futuro de los dividendos0%
Crecimiento de los dividendosn/a
Próxima fecha de pago de dividendosn/a
Fecha ex dividendon/a
Dividendo por acciónn/a
Ratio de pagon/a

Últimas actualizaciones de dividendos y recompras

Recent updates

Actualización del análisis May 07

CSTM: Future Cash Returns And Airbus Contract Will Drive Equity Upside

Narrative Update on Constellium The analyst price target for Constellium has shifted from about $30.01 to $40.00. This reflects analysts incorporating higher future P/E assumptions, along with recent bullish initiations and multiple price target raises following the company's Q4 results.
Seeking Alpha Apr 30

Constellium SE: Q1 Earnings Beat, Buy On Operational Growth

Summary Constellium SE delivered a record Q1 2026, with adjusted EPS of $1.47 and revenue up 24% YoY, driving strong stock performance. I rate CSTM a buy, citing robust earnings growth, raised guidance, operational efficiency, and a discounted 16x PE despite the stock's 240% rally. Management expects adjusted EBITDA of $900–$940 million and free cash flow above $275 million for 2026, supporting deleveraging and resilience against aluminum price swings. CSTM's rising EBITDA per ton and improved conversion margin reduce reliance on commodity prices, positioning the company for sustainable, margin-driven growth. Read the full article on Seeking Alpha
Actualización del análisis Apr 22

CSTM: Free Cash Flow And Buybacks Will Support Future Balance Sheet Progress

Constellium's updated analyst price target has edged higher by about $1 to $29.22, as analysts factor in a slightly higher assumed future P/E multiple and modest adjustments to growth, margin and discount rate assumptions following recent Q4 "beat and raise" commentary and expectations for improved free cash flow support for deleveraging and buybacks. Analyst Commentary Recent research updates cluster around Constellium's Q4 report, with several large firms adjusting their price targets following what has been described as a "beat and raise" quarter and expectations for improved free cash flow and balance sheet progress.
Nuevo análisis Apr 08

Constellium jet another cyclical aluminum processor, or a mispriced aluminum platform?

Rating: Buy / Value-Oriented Cyclical Compounder Style: Materials / industrial value with structural aerospace and recycling upside Core debate: Is Constellium just another cyclical aluminum processor, or is it a mispriced value-added aluminum platform with improving margins, strong cash generation, and underappreciated exposure to aerospace, packaging, recycling, and lightweighting? Executive view Constellium looks like one of the more compelling value-oriented names in the materials space.
Actualización del análisis Apr 07

CSTM: Free Cash Flow And Buybacks Will Shape Balanced Future Returns

Constellium's analyst price target has been nudged slightly lower to about $28.78 from roughly $28.92, as analysts factor in updated assumptions on the discount rate, growth, and margins following recent Q4 beats and the company's continued focus on free cash flow, deleveraging, and share repurchases. Analyst Commentary Recent Street research on Constellium centers on the Q4 earnings beat, updated price targets, and the company’s focus on free cash flow, balance sheet repair, and buybacks.
Actualización del análisis Mar 24

CSTM: Future Free Cash Flow And Buybacks Will Support Higher Equity Value

Constellium's updated fair value estimate has shifted from about $22.0 to roughly $27.9. This reflects higher Street price targets in the $28 to $30 range after analysts cited a Q4 "beat and raise," stronger free cash flow, deleveraging, and ongoing share repurchases. Analyst Commentary Street research around the latest Q4 report has centered on a Q4 beat, guidance raise, and what that could mean for free cash flow, leverage, and buybacks.
Actualización del análisis Mar 09

CSTM: Stronger Free Cash Flow And Buybacks Will Support Future Upside

Analysts have raised their price target on Constellium to $30 from $25, citing stronger free cash flow supporting deleveraging and ongoing share repurchases following a Q4 "beat and raise" that several firms described as strong. Analyst Commentary Bullish analysts are leaning into a more constructive view on Constellium following its Q4 report, with a cluster of higher price targets and positive commentary around execution and capital allocation.
Actualización del análisis Feb 23

CSTM: Free Cash Flow And Buybacks Will Drive Future Returns

Analysts have raised their blended price target on Constellium from about $20.12 to roughly $28.92, citing Q4 earnings beats, stronger free cash flow trends that may support deleveraging and buybacks, and revised forward P/E assumptions in the low teens. Analyst Commentary Recent research updates cluster around the same core message: Q4 results came in ahead of expectations, free cash flow trends look supportive for the balance sheet and buybacks, and analysts have adjusted their valuation frameworks, including P/E assumptions, to reflect this backdrop.
Actualización del análisis Feb 09

CSTM: Higher Price View Will Face Ongoing Execution And Repricing Risks

Analysts have lifted their price target on Constellium to US$25 from US$22, reflecting updated assumptions for the discount rate, revenue growth, profit margin and future P/E that they see as better aligned with current expectations. Analyst Commentary The latest target move to US$25 is framed as more of a housekeeping adjustment than a shift in conviction, with the rating held at Hold.
Actualización del análisis Jan 26

CSTM: Higher Price View And Leadership Changes Will Shape Balanced Return Profile

Narrative Update Analysts have lifted their implied fair value estimate for Constellium from about $12.02 to $21.97, reflecting updated assumptions on discount rate, revenue growth, profit margin and future P/E that are broadly consistent with the recent increase in the Street's price target to $25 from $22. Analyst Commentary The recent move in the Street price target to $25, alongside a maintained Hold rating, suggests that some analysts see Constellium as more fairly priced than before, but not compelling enough to merit a more constructive stance.
Actualización del análisis Jan 11

CSTM: Singen Battery Foil Expansion And Share Buybacks Will Support Future Upside

Analysts have lifted their price target on Constellium to $25 from $22, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as key drivers of the change. Analyst Commentary Recent research highlights a more constructive stance on Constellium, with the updated US$25 price target reflecting refreshed assumptions around fair value, discount rate, revenue growth, profit margins and future P/E.
Artículo de análisis Jan 07

Constellium SE's (NYSE:CSTM) P/E Is On The Mark

Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 24.3x might make it look like a sell right now...
Actualización del análisis Dec 27

CSTM: Singen Battery Foil Expansion Will Support Stronger Future Profitability

Analysts have nudged their price target on Constellium slightly higher to approximately $22.17 from about $21.96, citing modestly stronger expectations for revenue growth, profit margins, and future earnings multiples, supported by a marginally lower assumed discount rate. What's in the News The company completed a EUR 30 million investment at the Singen plant in Germany, starting up new finishing lines to supply high quality aluminum foilstock for battery applications in Europe, with the first qualification coil produced for partner Lotte Infracell in November 2025 (company announcement).
Actualización del análisis Dec 13

CSTM: Singen Expansion And Buybacks Will Support Stronger Future Profitability

Narrative Update on Constellium Analysts have raised their price target on Constellium from approximately $18.90 to about $21.96. This reflects higher expected profitability and valuation multiples, despite slightly moderating revenue growth assumptions and a marginally higher discount rate.
Actualización del análisis Nov 28

CSTM: Share Buyback And CEO Transition Will Drive Future Returns

Analysts have reaffirmed their price target for Constellium at $20.12, citing unchanged expectations for revenue growth and profit margins. They also note a slight reduction in the discount rate along with a modest rise in projected future price-to-earnings ratios.
Actualización del análisis Nov 13

CSTM: Share Repurchase and Leadership Transition Will Drive Future Upside

Analysts have slightly increased their price target for Constellium, raising the estimate from $19.82 to $20.12. This adjustment reflects modestly higher revenue growth expectations, even though a lower projected profit margin is being considered.
Actualización del análisis Oct 30

CSTM: Share Buyback And Leadership Transition Will Drive Sustainable Momentum

Analysts have increased their price target for Constellium from $18.31 to $19.82. They cite adjustments in key financial metrics as the basis for this upward revision.
Artículo de análisis Jul 04

Constellium (NYSE:CSTM) Has No Shortage Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Artículo de análisis Jun 11

Are Investors Undervaluing Constellium SE (NYSE:CSTM) By 49%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$27.00 Constellium's...
Artículo de análisis Apr 11

Constellium SE's (NYSE:CSTM) Share Price Is Still Matching Investor Opinion Despite 33% Slump

Constellium SE ( NYSE:CSTM ) shares have had a horrible month, losing 33% after a relatively good period beforehand...
Artículo de análisis Apr 04

Constellium (NYSE:CSTM) Has No Shortage Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 14

Investors Met With Slowing Returns on Capital At Constellium (NYSE:CSTM)

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha Feb 27

Constellium May Benefit From Both U.S. Tariffs And European Defense Spending

Summary Constellium SE stands to benefit from U.S. tariffs on aluminum, boosting local demand and enabling price increases. President Trump's push for higher NATO defense spending could open new European markets for CSTM, enhancing sales in military and aerospace sectors. Positive management guidance for 2025 and beyond has recently driven a share price rebound, perhaps reflecting stronger future business prospects. Read the full article on Seeking Alpha
Artículo de análisis Feb 09

Constellium SE's (NYSE:CSTM) Shares Not Telling The Full Story

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 19x, you may...
Artículo de análisis Dec 06

There's Been No Shortage Of Growth Recently For Constellium's (NYSE:CSTM) Returns On Capital

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Firstly, we'll want to...
User avatar
Nuevo análisis Nov 21

Innovative Recycling Center And Aerospace Optimism Propel Earnings And Margins

New recycling center and Vision '25 program are set to enhance earnings and margins through cost savings and improved EBITDA.
Artículo de análisis Nov 18

Constellium (NYSE:CSTM) Has A Somewhat Strained Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Oct 31

We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings

The market wasn't impressed with the soft earnings from Constellium SE ( NYSE:CSTM ) recently. Our analysis has found...
Artículo de análisis Oct 22

An Intrinsic Calculation For Constellium SE (NYSE:CSTM) Suggests It's 40% Undervalued

Key Insights The projected fair value for Constellium is US$23.74 based on 2 Stage Free Cash Flow to Equity Current...
Artículo de análisis Oct 04

Fewer Investors Than Expected Jumping On Constellium SE (NYSE:CSTM)

Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 12.8x might make it look like a buy right now...
Artículo de análisis May 21

Why We're Not Concerned About Constellium SE's (NYSE:CSTM) Share Price

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
Artículo de análisis May 01

We Think That There Are More Issues For Constellium (NYSE:CSTM) Than Just Sluggish Earnings

Constellium SE's ( NYSE:CSTM ) recent weak earnings report didn't cause a big stock movement. However, we believe that...
Artículo de análisis Apr 28

Earnings Miss: Constellium SE Missed EPS By 46% And Analysts Are Revising Their Forecasts

As you might know, Constellium SE ( NYSE:CSTM ) recently reported its quarterly numbers. Results overall were not...
Artículo de análisis Apr 16

Constellium SE (NYSE:CSTM) Shares Could Be 41% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$35.78 Constellium's...
Artículo de análisis Mar 29

Is Constellium (NYSE:CSTM) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Artículo de análisis Mar 11

Constellium (NYSE:CSTM) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Seeking Alpha Jan 29

Constellium: Solid Fundamentals And Attractive Valuation, Despite Macro Headwinds

Summary Constellium is a well-managed specialty metals company specializing in high-margin aluminum structures. Despite inflationary and macroeconomic pressures on its end markets, we anticipate CSTM to report in line Q4-2023 and FY-2023 results. We anticipate strong free cash flow generation and year-end net leverage dropping below 2.5x to persuade the board to authorize a share repurchase program. At 7x our 2024 adjusted EBITDA estimate, CSTM would trade at $27, representing 40% upside. Read the full article on Seeking Alpha
Artículo de análisis Jan 08

Constellium SE (NYSE:CSTM) Shares Could Be 30% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Constellium fair value estimate is US$26.33 Constellium's...
Artículo de análisis Dec 18

Potential Upside For Constellium SE (NYSE:CSTM) Not Without Risk

There wouldn't be many who think Constellium SE's ( NYSE:CSTM ) price-to-earnings (or "P/E") ratio of 17.8x is worth a...
Artículo de análisis Nov 23

Constellium (NYSE:CSTM) Use Of Debt Could Be Considered Risky

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 26

Constellium: Sensitivity To Exogenous Factors Capping Upside Potential, Rate Hold

Summary Constellium has potential for a rebound in FY'22 due to changing macro regime and attractive risk-reward profiles in adjacent sectors. CSTM's Q3 FY'23 earnings were below expectations, with reduced shipments and softer aluminum pricing impacting its operations. The uncertain outlook on aluminum pricing and the high correlations between spot aluminum and CSTM's stock price are important factors to consider. Read the full article on Seeking Alpha

Estabilidad y crecimiento de los pagos

Obteniendo datos sobre dividendos

Dividendo estable: No hay datos suficientes para determinar si los dividendos por acción de CSTM han sido estables en el pasado.

Dividendo creciente: Datos insuficientes para determinar si los pagos de dividendos de CSTM han aumentado.


Rentabilidad por dividendo vs. Mercado

Rentabilidad por dividendo de Constellium vs. Mercado
¿Cómo se compara la rentabilidad por dividendo de CSTM con la del mercado?
SegmentoRentabilidad por dividendo
Empresa (CSTM)n/a
Suelo de mercado 25% (US)1.4%
Techo de mercado 25% (US)4.2%
Media de la industria (Metals and Mining)1.5%
Analista de previsiones (CSTM) (hasta 3 años)0%

Dividendo destacado: No es posible evaluar la rentabilidad por dividendo de CSTM en comparación con el 25% inferior de los pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.

Alto dividendo: No es posible evaluar la rentabilidad por dividendo de CSTM en comparación con el 25% de los principales pagadores de dividendos, ya que la empresa no ha comunicado ningún pago reciente.


Pago de beneficios a los accionistas

Cobertura de los beneficios: No hay datos suficientes para calcular el ratio de pago de CSTM para determinar si sus pagos de dividendos están cubiertos por los beneficios.


Pago en efectivo a los accionistas

Cobertura de flujo de caja: No es posible calcular la sostenibilidad de los dividendos, ya que CSTM no ha comunicado ningún pago.


Descubre empresas que pagan buenos dividendos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/07 06:36
Precio de las acciones al final del día2026/05/07 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Constellium SE está cubierta por 20 analistas. 5 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
David GaglianoBarclays
Bik Yun LauBernstein
Alexander Robert PearceBMO Capital Markets Equity Research