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Commercial Metals Company Stock Price

NYSE:CMC Community·US$7.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 28 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

CMC Share Price Performance

US$67.17
9.33 (16.13%)
​
US$80.55
Fair Value
US$67.17
9.33 (16.13%)
16.6% undervalued intrinsic discount
US$80.55
Fair Value
Price US$67.17
AnalystConsensusTarget US$80.55
AnalystLowTarget US$75.00
AnalystHighTarget US$89.00
Wed, 17 Jun 26
Fair ValueUS$80.55
Share Pricen/a

CMC Community Narratives

AN
AnalystConsensusTarget
AnalystConsensusTarget's
Fair Value
·
Fair Value US$80.55 16.6% undervalued intrinsic discount

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

1users have liked this narrative
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13users have followed this narrative
AN
AnalystLowTarget
AnalystLowTarget's
Fair Value
·
Fair Value US$75 10.4% undervalued intrinsic discount

Rising Regulations And Global Overcapacity Will Erode Steel Margins

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$89 24.5% undervalued intrinsic discount

Accelerated Infrastructure Investments And Green Steel Will Drive Progress

0users have liked this narrative
0users have commented on this narrative
0users have followed this narrative
CMC logo
Commercial Metals
16.6% undervalued intrinsic discount

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

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AN
AnalystConsensusTarget
AnalystConsensusTarget
Updated 17 Jun
Read Narrative
CMC logo
Commercial Metals
10.4% undervalued intrinsic discount

Rising Regulations And Global Overcapacity Will Erode Steel Margins

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AN
AnalystLowTarget
AnalystLowTarget
Updated 15 Jul
Read Narrative
CMC logo
Commercial Metals
24.5% undervalued intrinsic discount

Accelerated Infrastructure Investments And Green Steel Will Drive Progress

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Updated 1 Jul
Read Narrative

Trending Discussion

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Recently Updated Narratives

AN
AnalystLowTarget
CMC logo

CMC: Higher Margins And Buybacks Will Likely Support Upside From Here

Fair Value: US$75 10.4% undervalued intrinsic discount
2 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
AN
AnalystHighTarget
CMC logo

CMC: Future Upside Will Be Driven By Record Earnings And Ongoing Buybacks

Fair Value: US$89 24.5% undervalued intrinsic discount
0 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
CMC logo

CMC: Buybacks And Higher P/E Assumptions Will Temper Downgrade Concerns

Fair Value: US$80.55 16.6% undervalued intrinsic discount
13 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

Very undervalued with proven track record and pays a dividend.

1 Risk
5 Rewards
View Full Analysis

Commercial Metals Company Key Details

US$8.9b

Revenue

US$7.2b

Cost of Revenue

US$1.6b

Gross Profit

US$1.0b

Other Expenses

US$595.1m

Earnings

Last Reported Earnings
May 31, 2026
Next Reporting Earnings
n/a
5.38
18.56%
6.72%
70.8%
View Full Analysis

About CMC

Founded
1915
Employees
12690
CEO
Peter Matt
WebsiteView website
www.cmc.com

Commercial Metals Company manufactures, recycles, and fabricates steel and metal products, and related materials and services in the United States, Poland, China, and internationally. It operates through three segments: North America Steel Group; Europe Steel Group; and Emerging Businesses Group. The company processes and sells ferrous and nonferrous scrap metals to steel mills and foundries, aluminum sheet and ingot manufacturers, brass and bronze ingot makers, copper refineries and mills, secondary lead smelters, specialty steel mills, high temperature alloy manufacturers, and other consumers. It also manufactures and sells finished long steel products, including reinforcing bar, merchant bar, light structural, wire rod, and other special sections, as well as semi-finished billets for rerolling and forging applications. In addition, the company provides fabricated rebar used to reinforce concrete primarily in the construction of commercial and non-commercial buildings, hospitals, convention centers, industrial plants, power plants, highways, bridges, arenas, stadiums, and dams; sells and rents construction-related products and equipment to concrete installers and other businesses; and manufactures and sells strength bars for the truck trailer industry, special bar steels for the energy market, and armor plates for military vehicles. Further, it sells wire meshes, welded steel mesh, wire rod, cold rolled rebar, cold rolled wire rod, assembled rebar cages and other fabricated rebar by-products to fabricators, manufacturers, distributors, and construction companies. The company was founded in 1915 and is headquartered in Irving, Texas.

Recent CMC News & Updates

Seeking Alpha • Aug 18

Commercial Metals Company: Working On Its Foundation

Summary Commercial Metals Company is executing a strategy focused on higher-margin, less capital-intensive operations following $2.5 billion in transformative M&A. Commercial Metals targets $1.65–$1.80 billion core EBITDA and $11B revenue by 2029, aiming to nearly double free cash flow per share. Leverage remains in the low 2s as Commercial Metals prioritizes EBITDA growth and shareholder returns via increased buybacks over rapid debt reduction. Despite recent volatility, Commercial Metals' modest valuation, margin expansion, and capital allocation roadmap present a compelling long-term value proposition. Read the full article on Seeking Alpha
User avatar
Narrative Update • Jul 15

CMC: Higher Margins And Buybacks Will Likely Support Upside From Here

Analysts have raised their fair value estimate for Commercial Metals to $75.00 from $68.00, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that collectively support a higher price target. What’s in the News for Commercial Metals Commercial Metals CEO Peter R.

Recent updates

No updates

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