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BHP vs CSTM

BHP
BHP Group Limited
NEUTRAL
Price
$67.52
Market Cap
$173.45B
Sector
Basic Materials
AI Confidence
72%
CSTM
Constellium SE
NEUTRAL
Price
$31.38
Market Cap
$4.27B
Sector
Basic Materials
AI Confidence
80%

Valuation

P/E Ratio
BHP
19.07
CSTM
16.34
Forward P/E
BHP
15.45
CSTM
13.72
P/B Ratio
BHP
7.19
CSTM
4.46
P/S Ratio
BHP
3.38
CSTM
0.51
EV/EBITDA
BHP
15.39
CSTM
7.64

Profitability

Gross Margin
BHP
82.21%
CSTM
14.33%
Operating Margin
BHP
37.7%
CSTM
7.18%
Profit Margin
BHP
17.59%
CSTM
3.23%
ROE
BHP
21.99%
CSTM
32.39%
ROA
BHP
11.02%
CSTM
5.96%

Growth

Revenue Growth
BHP
-8.2%
CSTM
27.9%
Earnings Growth
BHP
-34.0%
CSTM
--

Financial Health

Debt/Equity
BHP
0.49
CSTM
2.12
Current Ratio
BHP
1.46
CSTM
1.29
Quick Ratio
BHP
1.06
CSTM
0.47

Dividends

Dividend Yield
BHP
3.26%
CSTM
--
Payout Ratio
BHP
69.9%
CSTM
0.0%

AI Verdict

BHP NEUTRAL

BHP's Piotroski F-Score of 6/9 indicates stable financial health, but the absence of an Altman Z-Score limits distress risk assessment. The stock trades significantly above its Graham Number of $27.35 and intrinsic value of $24.78, reflecting a substantial premium. Despite strong profitability metrics like 37.7% operating margin and 21.99% ROE, earnings and revenue growth are sharply negative year-over-year. Analysts consensus is a hold with a $57.00 target, below current price, suggesting limited upside.

Strengths
High operating margin of 37.70% indicates strong cost control and pricing power
ROE of 21.99% exceeds sector average significantly, signaling efficient equity use
Debt/Equity of 0.49 is below sector average of 0.63, indicating conservative leverage
Risks
Revenue growth down 8.20% YoY and earnings down 34.00%, indicating deteriorating fundamentals
P/E of 19.07 is high relative to earnings contraction, increasing valuation risk
Price/Book of 7.19 is extremely elevated, suggesting overvaluation relative to book value
CSTM NEUTRAL

CSTM presents a dichotomy between explosive growth and deteriorating fundamental value. While the Piotroski F-Score of 4/9 indicates stable but mediocre financial health, the stock is trading at a significant premium to its Graham Number ($17.43) and Intrinsic Value ($13.44). Despite a very attractive PEG ratio of 0.40 and strong ROE of 32.39%, the combination of aggressive insider selling by the CEO and CFO and a high Debt/Equity ratio (2.12) suggests the current price may be overextended.

Strengths
Exceptional ROE of 32.39% significantly outperforming sector averages
Strong revenue growth (27.90% YoY and 40.53% Q/Q)
Very low PEG ratio (0.40) suggesting growth is not yet fully priced in relative to earnings
Risks
Significant valuation gap: Current price ($31.38) is >130% above intrinsic value
Bearish insider sentiment with selling from both CEO and CFO
High leverage with a Debt/Equity ratio of 2.12, double the sector average

Compare Another Pair

BHP vs CSTM: Head-to-Head Comparison

This page compares BHP Group Limited (BHP) and Constellium SE (CSTM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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