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CSTM vs NEM

CSTM
Constellium SE
NEUTRAL
Price
$31.38
Market Cap
$4.27B
Sector
Basic Materials
AI Confidence
80%
NEM
Newmont Corporation
NEUTRAL
Price
$111.85
Market Cap
$121.68B
Sector
Basic Materials
AI Confidence
85%

Valuation

P/E Ratio
CSTM
16.34
NEM
17.5
Forward P/E
CSTM
13.72
NEM
10.48
P/B Ratio
CSTM
4.46
NEM
3.59
P/S Ratio
CSTM
0.51
NEM
5.37
EV/EBITDA
CSTM
7.64
NEM
8.62

Profitability

Gross Margin
CSTM
14.33%
NEM
63.24%
Operating Margin
CSTM
7.18%
NEM
58.11%
Profit Margin
CSTM
3.23%
NEM
31.25%
ROE
CSTM
32.39%
NEM
22.34%
ROA
CSTM
5.96%
NEM
12.13%

Growth

Revenue Growth
CSTM
27.9%
NEM
20.6%
Earnings Growth
CSTM
--
NEM
-4.6%

Financial Health

Debt/Equity
CSTM
2.12
NEM
0.17
Current Ratio
CSTM
1.29
NEM
2.29
Quick Ratio
CSTM
0.47
NEM
1.75

Dividends

Dividend Yield
CSTM
--
NEM
0.93%
Payout Ratio
CSTM
0.0%
NEM
15.65%

AI Verdict

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
NEM NEUTRAL

Newmont Corporation presents a dichotomy between strong operational fundamentals and significant valuation premiums. While the Piotroski F-Score of 4/9 indicates stable health and the balance sheet is pristine with a Debt/Equity ratio of 0.17, the stock trades at a substantial premium to its Graham Number ($66.88) and Intrinsic Value ($44.73). Recent quarterly earnings beats are impressive, yet bearish insider sentiment and a 0/100 technical trend suggest a lack of immediate conviction from internal stakeholders and market momentum. The overall outlook is neutral as strong profitability is offset by overvaluation and negative insider signals.

Strengths
Exceptional balance sheet with very low Debt/Equity (0.17)
Strong profitability metrics including an Operating Margin of 58.11% and ROE of 22.34%
Consistent recent earnings surprises, beating estimates in 3 of the last 4 quarters
Risks
Significant overvaluation relative to Graham Number ($66.88) and Intrinsic Value ($44.73)
Bearish insider activity with 9 sell transactions and 0 buys in the last 6 months
Technical trend is currently 0/100 (Bearish)

Compare Another Pair

CSTM vs NEM: Head-to-Head Comparison

This page compares Constellium SE (CSTM) and Newmont Corporation (NEM) 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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