- Constellium SE is an undercovered aluminum company, that has delivered a +137.5% return (YoY) and was included in Russell 2000 index on June 8, 2021.
- Due to higher selling prices and increased shipments (+31% YoY), CSTM's revenue got up by 47%, YoY. The company has increased its FCF and EBITDA guidance for FY2021.
- Despite the generous stock rally, CSTM is now worth less than last year due to the EV/EBITDA multiple contraction observed.
- Constellium seems to be a good buy considering the recovery of the addressable end markets in the coming quarters.
- I recommend both value and growth investors buying CSTM at its current price levels.
For further details see:
Constellium Is An Overlooked And Grossly Undervalued Opportunity