Added to YB: 2026-07-03
Pitch date: 2026-06-30
CSTM [bullish]
Constellium SE
-5.48%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$4.3B
Pitch Price
$31.20
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.51
P/E
10.35
EV/Sales
0.69
Sector
Metals and Mining
Category
value
The $34 Stock Inside a $2.4 Trillion Rocket - Constellium SE
CSTM: Trades at 9x fwd P/E, priced like commodity aluminum converter but owns proprietary Airware Al-Li alloy in every SpaceX Falcon 9, Boeing, Airbus. SpaceX's $2.44T IPO catalyst unnoticed. Q1'26 178% EPS beat, aero restocking begins, rising Al prices widen scrap spreads. Aero peers (Heico, TransDigm) at 15-25x. Risks: $1.83B net debt (2.2x), weak EU auto, Boeing delays, tariffs.
Read full article (7 min)