Summary
Constellium: Interesting, But Too Expensive For A Play In Aluminum
Constellium SE is rated Hold due to valuation concerns, forecast volatility, and lack of dividend yield. CSTM's fundamentals are overshadowed by cyclical end-market exposure, unreliable forecasts, and a BB credit rating, making it less attractive than peers. Recent earnings strength is driven by non-recurring items and aerospace, with core automotive and packaging segments showing only low single-digit growth.
CSTM's Packaging & Automotive Strength Seems Firm: More Upside Ahead?
Constellium's Packaging & Automotive Rolled Products unit posts 24% higher Q1 2026 revenues as aluminum prices stayed strong despite weaker shipments.
Constellium Up 56.5% YTD & Counting: Buy Now or Wait for a Dip?
Constellium SE's CSTM shares have surged 56.5% in the year-to-date period, outperforming the industry and the S&P 500, which have declined 0.1% and gained 9.3%, respectively. Among its peers, Alcoa Corporation AA and Ryerson Holding Corporation RYZ shares have declined 8.3% and 4.4%, respectively, over the same time frame.
Constellium SE Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 834 | $13,019.31 | $24,027.54 | $11,008.23 | 84.55% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 395,440 | $7.45M | $11.39M | $3.94M | 52.84% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 599 | $14,723.42 | $17,152.36 | $2,428.94 | 16.5% |
| WDW William Dudley Webb Jr. WORLD EQUITY GROUP Inc. | 6,416 | $222,699.36 | $185,165.76 | -$37,533.6 | -16.85% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 1,036 | $14,244.94 | $29,898.96 | $15,654.02 | 109.89% |
Constellium SE (CSTM) FAQ
What is the stock price today?
On which exchange is it traded?
What is its stock symbol?
Does it pay dividends? What is the current yield?
What is its market cap?
Has Constellium SE ever had a stock split?
Constellium SE Profile
| Metals & Mining Industry | Materials Sector | Ingrid Joerg CEO | NYSE Exchange | F21107101 CUSIP |
| FR Country | 11,500 Employees | - Last Dividend | - Last Split | - IPO Date |
Overview
Constellium SE is a global leader in the design, manufacture, and sale of innovative aluminum products. Founded in 2010 and headquartered in Paris, France, the company operates through its subsidiaries to cater to a diverse range of industries, including packaging, aerospace, automotive, and defense, among others. Constellium SE is structured into three main segments: Packaging & Automotive Rolled Products, Aerospace & Transportation, and Automotive Structures & Industry. These segments collectively offer a wide variety of aluminum solutions to meet the growing demand for lightweight, high-performance materials in various end markets. With a robust presence in key markets such as France, Germany, the Czech Republic, the United Kingdom, Switzerland, and the United States, plus strategic locations in Shanghai and Seoul, Constellium leverages its global reach to serve customers directly or through distributors.
Products and Services
Packaging & Automotive Rolled Products: This segment focuses on producing rolled aluminum products tailored to the beverage and food industry, including can stock and closure stock. It also caters to the flexible packaging market through foil stock and supplies automotive body sheets and heat exchangers for the automotive market. Specialty reflective sheets are yet another product offering within this segment, highlighting Constellium's versatility in serving various market needs.
Aerospace & Transportation: In this segment, Constellium provides an array of rolled aluminum products designed for the aerospace industry, which include aerospace plates, sheets, and extrusions, along with aerospace wing skins. It also offers plates and sheets for transportation, industry, and defense applications, showcasing the company's capability to blend innovation with functionality for demanding markets.
Automotive Structures & Industry: This segment delivers extruded aluminium products and structural components specifically engineered for the automotive industry. This includes crash-management systems, body structures, side impact beams, and battery enclosures. Additionally, the segment caters to various industry applications by fabricating hard and soft alloy extruded profiles for the automotive, engineering, rail, and other transportation end markets. Beyond physical products, Constellium also provides a breadth of downstream technology and services such as pre-machining, surface treatment, as well as research and development and technical support services, ensuring comprehensive solutions for clients.
