Constellium vs Kaiser Aluminum
Constellium is the larger business, with $8.45bn of revenue in fiscal 2025 against $3.37bn for Kaiser Aluminum (2.5 times as much). Constellium grew faster (15.2% against 11.5%). Kaiser Aluminum kept more of each dollar of sales as profit: a net margin of 3.3% against 3.2%.
| Latest fiscal year | ConstelliumCSTM, 2025 | Kaiser AluminumKALU, 2025 |
|---|---|---|
| Revenue | $8.45bn | $3.37bn |
| Revenue growth | 15.2% | 11.5% |
| Net income | $273m | $113m |
| Operating margin | — | — |
| Net margin | 3.2% | 3.3% |
| Return on equity | 32.9% | 14.3% |
| Free cash flow | $159m | −$25.5m |
| Cash | $120m | $7.0m |
| Total debt | $1.94bn | $1.06bn |
| Debt to equity | 204.2% | — |
| Dividend per share | — | $3.08 |
| Dividend yield | — | 2.7% |
| Share buybacks | $115m | — |
| Employees | 11,500 | 3,840 |
| Market value | $3.11bn | $1.93bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | — | 35 (Weak) |
| Insider trades, 12 months | 7 buys, 26 sales | 0 buys, 10 sales |