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CSTM logo

Constellium SE Stock Price

NYSE:CSTM Community·US$3.7b Market Cap
  • 5 Narratives written by author
  • 0 Comments on narratives written by author
  • 67 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CSTM Share Price Performance

US$27.20
12.71 (87.72%)
​
US$37.45
Fair Value
US$27.20
12.71 (87.72%)
27.4% undervalued intrinsic discount
US$37.45
Fair Value
Price US$27.20
AnalystConsensusTarget US$37.45
HedgeY US$34.00
TheTurntTomato US$37.16
Tue, 23 Jun 26
Fair ValueUS$37.45
Share Pricen/a

CSTM Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$37.45 27.4% undervalued intrinsic discount

CSTM: Share Buyback And Leadership Transition Will Drive Sustainable Momentum

0users have liked this narrative
0users have commented on this narrative
24users have followed this narrative
HE
HedgeY
HedgeY's
Fair Value
·
Fair Value US$34 20.0% undervalued intrinsic discount

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

5users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
TH
TheTurntTomato
TheTurntTomato's
Fair Value
·
Fair Value US$37.16 26.8% undervalued intrinsic discount

CSTM: A High-Barrier Aerospace and EV Materials Leader Trading at Just 9x Earnings

0users have liked this narrative
0users have commented on this narrative
9users have followed this narrative
CSTM logo
Constellium
26.8% undervalued intrinsic discount

CSTM: A High-Barrier Aerospace and EV Materials Leader Trading at Just 9x Earnings

View narrative
TH
TheTurntTomato
TheTurntTomato
Published 21 Jul
Read Narrative
CSTM logo
Constellium
20.0% undervalued intrinsic discount

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

View narrative
HE
HedgeY
Emerging Author
HedgeY
Published 8 Apr
Read Narrative
CSTM logo
Constellium
27.4% undervalued intrinsic discount

CSTM: Share Buyback And Leadership Transition Will Drive Sustainable Momentum

View narrative
AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 23 Jun
Read Narrative
CSTM logo
Constellium
20.3% undervalued intrinsic discount

Intensifying Tariffs And Oversupply Will Erode Aluminum Margins

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Updated 22 May
Read Narrative
CSTM logo
Constellium
32.0% undervalued intrinsic discount

Global Electrification And Sustainability Will Expand Aluminum Markets

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AN
AnalystHighTarget
AnalystHighTarget
Updated 7 May
Read Narrative

Trending Discussion

No trending discussion available.

Recently Updated Narratives

TH
TheTurntTomato
CSTM logo

CSTM: A High-Barrier Aerospace and EV Materials Leader Trading at Just 9x Earnings

Fair Value: US$37.16 26.8% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
HE
HedgeY
CSTM logo

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

Fair Value: US$34 20.0% undervalued intrinsic discount
9 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystConsensusTarget
CSTM logo

CSTM: Earnings Strength And Buybacks Will Shape Future Risk Reward Balance

Fair Value: US$37.45 27.4% undervalued intrinsic discount
24 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet.

2 Risks
4 Rewards
View Full Analysis

Constellium SE Key Details

US$9.6b

Revenue

US$8.0b

Cost of Revenue

US$1.6b

Gross Profit

US$1.0b

Other Expenses

US$545.0m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
4.02
16.55%
5.69%
151.0%
View Full Analysis

About CSTM

Founded
2010
Employees
11500
CEO
Ingrid Joerg
WebsiteView website
www.constellium.com

Constellium SE, together with its subsidiaries, engages in the design, manufacture, and sale of rolled and extruded aluminum products for the aerospace, packaging, automotive, commercial transportation, general industrial, and defense end-markets. It operates through three segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry. The Packaging & Automotive Rolled Products segment produces and develops rolled aluminum products, including canstock and closure stock for the beverage and food industry, as well as foil stock for the flexible packaging market. This segment also supplies automotive body sheets, heat exchangers, and battery foil products for the automotive market. The Aerospace & Transportation segment provides aluminum products including plate, sheet, and extrusions to aerospace, space, commercial transportation, general industrial, and defense sectors. The Automotive Structures & Industry segment offers structural solutions for the automotive industry including crash management systems, body structures, side impact beams, and battery enclosure components; soft and hard alloy extrusions for automotive, transportation, and general industrial applications; and profiles for rail and general industrial applications. This segment also provides downstream technology and services, which include pre-machining, surface treatment, research and development, and technical support services. It sells its products directly or through distributors in France, Germany, the Czech Republic, the United Kingdom, Switzerland, and the United States, as well as South Korea, Japan and China. The company was incorporated in 2010 and is headquartered in Paris, France.

Recent CSTM News & Updates

Seeking Alpha • Aug 31

Constellium SE: The Market Is Still Pricing The Old Earnings Base

Summary I initiate coverage of Constellium SE with a Strong Buy rating and a $55 price target. Aerospace is my strongest growth driver, supported by recovering aircraft production, easing destocking and higher EBITDA per ton, while packaging, automotive rolled products and AS&I provide additional earnings growth. The valuation remains difficult for me to ignore, with CSTM trading at 6.54x FWD non-GAAP P/E and 5.23x FWD EV/EBITDA. I arrive at my Price target by applying an 8x FWD EV/EBITDA multiple to my 2027E adjusted EBITDA of $1.12 billion. The main risk is that recent automotive, recycling and margin tailwinds normalize faster than I expect, which could push EBITDA below my estimates. Read the full article on Seeking Alpha
User avatar
New Narrative • Jul 21

CSTM: A High-Barrier Aerospace and EV Materials Leader Trading at Just 9x Earnings

CSTM is not a commodity aluminum producer in the traditional sense. Investors are effectively buying a value-added advanced materials company that supplies critical aluminum products to aerospace, defense, packaging, automotive, EV, and transportation markets.

Recent updates

No updates

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