CSTM vs KALU

Constellium SE vs Kaiser Aluminum Corporation — Valuation Comparison 2026

By CirclFi Research Team · Updated 2026-06-03 · Data from SEC EDGAR, FRED & GDELT

Quick Summary — KALU scores higher on quality with 8.7/10 vs CSTM's 7.5/10. CSTM trades at $36.07 while KALU trades at $190.34. Both analyzed daily using SEC EDGAR data across 13 institutional models.

CSTM

Aluminum
Constellium SE
Quality
7.5
out of 10
Value Trap
Price
$36.07
Last close
Models
12/13
Active
VS

KALU

Aluminum
Kaiser Aluminum Corporation
Quality
8.7
out of 10
Value Trap
Price
$190.34
Last close
Models
13/13
Active
CSTM
2 models active
Limited to 2/13 visible models
KALU
Quality Score 8.7/10 — top tier
Limited to 2/13 visible models

CSTM vs KALU — Fair Value Comparison

CSTM
$0$14$28$43 Price$36.07 Bayesian …$2.58 (-92.9%) Earnings …$3.95 (-89.1%)
KALU
$0$75$150$225 Price$190.34 Bayesian …$29.10 (-83.4%) Earnings …$7.98 (-95.8%)
Market Price Model 1 Model 2

Model-by-Model Comparison

ModelType CSTM Fair ValueCSTM Upside KALU Fair ValueKALU Upside
Bayesian DCF Intrinsic $2.58 -92.9% $29.10 -83.4%
Earnings Power Value Intrinsic $3.95 -89.1% $7.98 -95.8%
EROIC Spread Intrinsic $•••.•• ••.•% $•••.•• ••.•%
First Chicago Scenario $•••.•• ••.•% $•••.•• ••.•%
Markov DDM Intrinsic $•••.•• ••.•% $•••.•• ••.•%
ML-RIV Intrinsic $•••.•• ••.•% $•••.•• ••.•%
Dynamic NAV Asset-Based $•••.•• ••.•% $•••.•• ••.•%
PWERM Option-Based $•••.•• ••.•% $•••.•• ••.•%
Regime Cross-Sectional Relative $•••.•• ••.•% $•••.•• ••.•%
Sentiment SOTP Hybrid $•••.•• ••.•% $•••.•• ••.•%
CUCE Ensemble Ensemble $•••.•• ••.•% $•••.•• ••.•%
FTNN Topology Relative $•••.•• ••.•% $•••.•• ••.•%
RCMH-DCF Intrinsic $•••.•• ••.•% $•••.•• ••.•%

CSTM vs KALU — Which Stock Is More Undervalued in 2026?

KALU scores higher with a 8.7/10 quality rating vs CSTM's 7.5/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

How Do CSTM and KALU Valuations Compare?

At $36.07, CSTM trades +92.9% above its Bayesian DCF fair value of $2.58, while KALU at $190.34 trades +83.4% above its estimate of $29.10. CSTM shows a wider gap between price and intrinsic value.

Quality of Company: CSTM vs KALU

CSTM earns a Quality of Company score of 7.5/10 compared to KALU's 8.7/10. This moderate difference suggests one company has an edge in fundamental quality, though both may offer investment merit depending on valuation. The QOC score synthesizes 32 signals spanning profitability margins, revenue growth, free cash flow, capital allocation, and leverage.

Value Trap Risk: CSTM vs KALU

Review the value trap analysis for both CSTM and KALU to assess whether apparent undervaluation reflects genuine opportunity or hidden fundamental risk.

Both in Aluminum

Both CSTM and KALU operate in Aluminum, which has 4 stocks tracked by CirclFi. Same-industry comparisons provide the most direct insight into relative valuation since both companies face similar regulatory environments, market dynamics, and competitive pressures. Both companies are analyzed with models spanning intrinsic (Bayesian DCF, EPV), scenario-based (First Chicago), regime-switching (Markov DDM, RCMH-DCF), machine learning (ML-RIV, FTNN), and ensemble methods (CUCE).

2 of 13 MODELS UNLOCKED

You’re comparing 2 models. 11 more have an opinion.

11 hidden models compare CSTM vs KALU differently — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more. Some may disagree with the 2 you see above.

11 additional fair values per stock Full confidence breakdown Live terminal — 5,000+ stocks

Bloomberg Terminal: ~$2,000/mo  ·  FactSet: ~$1,000/mo  ·  CirclFi: $0.90/day

See All 13 Models — $0.90/day

We don’t predict prices. We show you what 13 independent mathematical frameworks say a stock is worth — and let you decide.