Is GSM or LAC more undervalued in 2026?

CirclFi compares Ferroglobe PLC (GSM) and Lithium Americas Corp. (LAC) using 13 institutional-grade valuation models. GSM has a Quality of Company score of 1.7/10 while LAC scores 5.0/10.

Which is a better buy — GSM or LAC?

Compare intrinsic values from 13 independent models against current market prices. CirclFi also calculates Value Trap scores. This is not financial advice — conduct your own analysis.

How do GSM and LAC valuations compare?

GSM at $4.33 and LAC at $5.21 are compared across Bayesian DCF, EPV, EROIC Spread, First Chicago, Markov DDM, and 8 additional models.

GSM vs LAC Valuation Comparison 2026 — Intrinsic Value Analysis

GSM

Metal Mining

Ferroglobe PLC

Quality

1.7

out of 10

Value Trap

—

Price

$4.33

Last close

Models

10/13

Active

LAC

Metal Mining

Lithium Americas Corp.

Quality

5.0

out of 10

Value Trap

SAFE

Price

$5.21

Last close

Models

7/13

Active

Model-by-Model Comparison

Model	Type	GSM Fair Value	GSM Upside	LAC Fair Value	LAC Upside
Bayesian DCF	Intrinsic	$1.07	-75.3%	$1.52	-70.8%
First Chicago	Scenario	$•••.••	••.•%	$•••.••	••.•%
Markov DDM	Intrinsic	$0.52	-87.8%	—	—
ML-RIV	Intrinsic	$•••.••	••.•%	$•••.••	••.•%
Dynamic NAV	Asset-Based	$1.59	-63.2%	$1.14	-78.2%
PWERM	Option-Based	$•••.••	••.•%	$•••.••	••.•%
Regime Cross-Sectional	Relative	$•••.••	••.•%	$•••.••	••.•%
Sentiment SOTP	Hybrid	$•••.••	••.•%	$•••.••	••.•%
CUCE Ensemble	Ensemble	$•••.••	••.•%	$•••.••	••.•%
FTNN Topology	Relative	$•••.••	••.•%	$•••.••	••.•%

🔒

Unlock Full 13-Model Comparison

Access all valuation models for GSM vs LAC — including EROIC Spread, First Chicago, Markov DDM, PWERM, and 7 more.

Access Full Analysis — From $27/mo →

GSM vs LAC — Which Stock Is More Undervalued?

LAC scores higher with a 5.0/10 quality rating vs GSM's 1.7/10. Both stocks are analyzed daily using SEC EDGAR filings across 13 independent models.

Comparing Ferroglobe PLC (GSM) and Lithium Americas Corp. (LAC) across 13 institutional-grade valuation models reveals how each company's intrinsic value stacks up against its market price. CirclFi's engine processes SEC EDGAR 10-K and 10-Q filings, FRED macroeconomic data, and GDELT news sentiment to generate independent fair value estimates daily.

GSM currently trades at $4.33 with a QOC of 1.7/10, while LAC trades at $5.21 with a QOC of 5.0/10.

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 Topology), and ensemble methods (CUCE).