Professional
Added to YB: 2025-03-03
Pitch date: 2024-12-31
CSTM [bullish]
Constellium SE
+76.44%
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
$1.2B
Pitch Price
$10.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.20
P/E
22.13
EV/Sales
0.42
Sector
Metals and Mining
Category
turnaround
Meridian Contrarian Fund Added On Portfolio Holding: Constellium SE
CSTM: Aluminum manufacturer for packaging, aerospace, auto. Low valuation due to 2023 earnings dip from customer shocks. Internal drivers for recovery, growing in high-value specialty apps. Added to position despite 2024 challenges. Anticipating stronger 2025 performance with earnings drivers and first-ever buybacks.
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