Constellium SE

CSTM Basic Materials Aluminum

Constellium SE’s revenue for fiscal 2025 (year ended December 2025) was $8.4 billion, up 15.2% from fiscal 2024.

Revenue
+21.8%
EPS
+40.1%
Free cash flow
+420.8%
Total debt
−9.69%

Quarter to September 2026, against a year earlier

21.09 1.62 −7.13%
Market cap
$2.8B
P/E
5.0×
Fwd P/E
5.6×
Dividend yield
—
F-score
9/9
Altman Z
2.47
Beneish M
−2.37
Dividend safety
n/a

Insider Decisions last twelve months

Bought, $m 0.25
Sold, $m 12.19
Trades a month
Jan 26 Apr 26 Jul 26 Oct 26
Buy — — — 4 — 2 — — 1 — — 1
Sell — — 5 9 — 10 1 — — — — —
Insider Ownership 9.21%

Capital & Financial Ratios $m

Size
Market Cap 2,820.00
Revenue ttm 10,049.00
Net income ttm 576.00
Free cash flow ttm 319.00
Net debt Q 1,659.00
Valuation
P/E 4.97
Forward P/E 5.64
Price / sales 0.28
Forward P/S Powerpack
Price / FCF 8.92
Price / book 2.12
Financial health
Current ratio Q 1.48
Debt / equity Q 1.36
Interest coverage Q 6.93
Growth
Revenue growth Q +21.84% (above 0%: growing)
Operating income growth Q +22.22% (above 0%: growing)
EPS, this year +227.06% (at or above 15%: strong)
EPS, next year A −33.31% (below 0%: weak)
Revenue, next year A +20.44% (at or above 10%: strong)
EPS, past 5 yrs —
EPS, next 5 yrs A +30.25% (at or above 15%: strong)

Green and red mark values outside typical ranges; (Q) is the latest quarter, (A) analysts’ estimates. How we judge →

Valuation vs history

P/E against its own 10 years 5.42%
10-year low 10-year high
P/S against its own 10 years 63.11%
10-year low 10-year high
P/B against its own 10 years 10.51%
10-year low 10-year high
EV/Sales against its own 10 years 6.12%
10-year low 10-year high
EV/FCF against its own 10 years 5.82%
10-year low 10-year high

Dividends

Yield
—
Annual rate
—
Payout ratio
—

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 264 141 120 158
Receivables 531 486 723 1,003
Inventory 1,197 1,181 1,407 1,905
Other — 26 72 42
1,992 1,834 2,322 3,108
2023 2024 2025 Q'26
Payables 1,411 1,309 1,674 1,943
ST’ Debt 41 39 39 39
Other 82 80 67 85
1,556 1,446 1,798 2,096

Compound Annual Growth %

10y 5y 3y
Sales 3.97% 8.66% (0.42%)
Cash Flow (1.48%) 5.09% 0.96%
Earnings 0.00% 0.00% (4.87%)
Book Value 0.00% 0.00% 7.01%

Earnings Trends EPS, adjusted, against the consensus

EPS $

Mar Jun Sep Dec Year
’26 1.42 1.04 0.86 — —
’25 0.26 0.25 0.62 0.80 1.92
’24 0.12 0.52 0.05 (0.34) 0.38
’23 0.15 0.23 0.47 0.19 1.03
’22 1.35 (0.26) 0.89 0.20 2.17
’21 0.39 0.88 0.77 0.03 2.07
’20 (0.24) (0.26) 0.15 0.20 (0.17)
Fiscal quarters ending in the months shown.

Revenue $m

Mar Jun Sep Dec Year
’26 2,461 2,748 2,639 — —
’25 1,979 2,103 2,166 2,201 8,449
’24 1,880 1,932 1,802 1,721 7,335
’23 2,100 2,126 1,872 1,728 7,826
’22 2,221 2,421 2,037 1,877 8,555
’21 1,617 1,829 1,871 1,961 7,278
’20 1,585 1,135 1,370 1,487 5,578
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 73 161 186 — —
’25 58 114 99 218 489
’24 37 138 65 61 301
’23 36 146 167 83 432
’22 65 115 145 150 475
’21 90 88 104 141 422
’20 159 9 140 74 382
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 1 84 125 — —
’25 (11) 37 24 109 159
’24 (37) 54 (39) (90) (112)
’23 (38) 74 85 (55) 66
’22 28 62 70 27 188
’21 52 37 42 17 148
’20 96 (37) 91 23 174
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

1.3
1Buy 2 3Hold 4 5Sell

Ten years at a glance Fiscal years to December

Ten-year view Analyst estimates Powerpack
Group Line 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 TTM Sep ’26 Trend 10 yrs 2026e 2027e 2028e Next 3/yr
Income, $m
Income, $m Revenue 5,249 5,919 6,715 6,616 5,578 7,278 8,555 7,826 7,335 8,449 10,049 +5.4% 10,176 10,104 10,240 +6.6%
Gross margin, % 10.88 10.29 9.46 10.19 10.03 10.79 8.28 13.48 12.79 14.05 16.06 +3.2 pt
EBT 72 55 262 92 (39) 375 214 232 135 408 810 +21.3%
EBT margin, % 1.37 0.94 3.90 1.39 (0.70) 5.15 2.50 2.96 1.84 4.83 8.06 +3.5 pt
Net income (4) (35) 224 72 (19) 310 325 157 60 275 576 n/m
Per share, $
Per share, $ Revenue 49.75 53.73 49.83 48.34 40.20 51.62 59.57 53.56 50.34 60.49 74.51 +2.2%
Earnings (0.04) (0.32) 1.67 0.48 (0.17) 2.15 2.21 1.04 0.38 1.95 4.24 n/m
Cash flow 0.92 1.64 0.58 3.66 2.75 3.00 3.31 2.96 2.07 3.50 4.73 +16.0%
Capex (3.72) (2.83) (2.43) (2.22) (1.50) (1.95) (2.00) (2.50) (2.83) (2.36) (2.37) (4.9%)
Free cash flow (2.80) (1.19) (1.85) 1.44 1.25 1.05 1.31 0.45 (0.77) 1.14 2.37 n/m
Book value (5.98) (3.27) (1.00) (0.70) (0.83) 2.44 5.52 5.08 4.99 6.95 9.94 n/m
Shares, m 106 110 135 137 139 141 144 146 146 140 136 +3.2%
Valuation, ×
Valuation, × P/E 0.00 0.00 4.24 26.80 0.00 8.31 5.39 18.51 28.93 9.62 4.97 10.2
P/S 0.12 0.21 0.14 0.28 0.35 0.35 0.20 0.37 0.20 0.31 0.28 0.3
P/B 0.00 0.00 0.00 0.00 0.00 7.33 2.20 3.86 2.06 2.71 2.12 1.8
EV/Sales 0.55 0.55 0.48 0.64 0.74 0.66 0.43 0.58 0.45 0.53 0.45 0.6
EV/FCF (9.68) (25.04) (13.06) 21.55 23.76 32.47 19.73 68.60 (29.23) 28.03 14.12 11.7
Cash, $m
Cash, $m Operating cash flow 97 181 78 501 382 422 475 432 301 489 638 +19.6%
Capex (393) (312) (327) (304) (208) (274) (288) (366) (413) (330) (319) (1.9%)
Free cash flow (295) (131) (249) 197 174 148 188 66 (112) 159 319 n/m
Balance, $m
Balance, $m Working capital 415 328 357 87 434 265 382 436 388 524 1,012 +2.6%
Net debt 2,218 2,022 2,311 2,414 2,185 2,276 1,959 1,665 1,777 1,824 1,659 (2.1%)
Shareholders’ equity (631) (361) (135) (95) (115) 344 792 742 727 971 1,341 n/m
Returns, %
Returns, % ROA (0.11) (0.84) 5.05 1.42 (0.51) 5.97 5.94 3.00 1.16 5.41 10.22 +5.5 pt
ROIC 10.72 13.65 13.70 7.70 4.31 13.66 8.00 8.91 6.14 11.56 19.15 +0.8 pt
ROE 0.72 7.07 (89.67) (57.50) 22.78 265.66 55.80 19.81 7.62 32.16 52.09 +31.4 pt
People
People Employees 11,000 10,500 13,000 13,200 12,000 12,000 12,500 12,000 12,000 11,500 — +0.5%
Revenue/emp, $m 0.48 0.56 0.52 0.50 0.46 0.61 0.68 0.65 0.61 0.73 — +4.9%
Negative figures in brackets.
estimates

All 10 years →

Fiscal years to Dec 2025 · latest quarter Sep 2026 · fundamentals updated 2 Nov 2026

Constellium SE vs peers in the Basic Materials sector (Q) = latest quarter vs a year earlier

Company Market cap P/E Fwd P/E Revenue growth (Q) EPS growth (Q) FCF growth (Q) Gross margin (Q) EBIT margin (Q) Compare
HWKN Hawkins, Inc. $3.2B 36.6× 36.3× +11.90% (above 0%: growing) +23.06% (above 0%: growing) +1.32% (above 0%: growing) 24.41% 13.35% Compare
ARIS Aris Mining Corporation $3.2B 11.1× — +62.31% (above 0%: growing) n/m −140.02% (below 0%: shrinking) 58.58% 48.02% Compare
WDFC WD-40 Company $3.0B 37.0× 32.3× +8.14% (above 0%: growing) −31.85% (below 0%: shrinking) +63.49% (above 0%: growing) 52.78% 10.78% Compare
AAUC Allied Gold Corporation $3.0B — (loss-making) 26.0× +45.37% (above 0%: growing) n/m −202.76% (below 0%: shrinking) 46.04% 41.88% Compare
CENX Century Aluminum Company $3.0B 5.0× 2.9× +19.74% (above 0%: growing) n/m +779.25% (above 0%: growing) 30.30% 28.13% Compare
ERO Ero Copper Corp. $2.9B 10.1× 6.5× +110.39% (above 0%: growing) +35.06% (above 0%: growing) +441.33% (above 0%: growing) 40.25% 35.04% Compare
CSTM Constellium SE $2.8B 5.0× 5.6× +21.84% (above 0%: growing) +40.05% (above 0%: growing) +420.83% (above 0%: growing) 13.91% 7.09%
FSM Fortuna Mining Corp. $2.8B 7.7× — +38.19% (above 0%: growing) +108.33% (above 0%: growing) +246.98% (above 0%: growing) 57.62% 49.28% Compare
USAR USA Rare Earth Inc. $2.8B — (loss-making) — (loss-making) — n/m −1,034.95% (below 0%: shrinking) (27.19%) (795.64%) Compare
Median of peers $3.0B 10.6× 26.0× +38.19% +29.06% +32.41% 43.15% 31.58%

All 279 Basic Materials stocks →

Pay and ownership Proxy statement filed 10 April 2026

Chief executive’s pay

Year Total pay Actually paid $100 invested
2025 30.17m 23.36m 105.00
2024 8.88m (5.26m) 57.00
2023 9.96m 23.04m 111.00
2022 8.94m (3.43m) 66.00

Ownership

Directors and executive officers, together 1.20%
Caisse des Dépôts (f/k/a Caisse des Dépôts et Consignations), Bpifrance Participations S.A., Bpifrance S.A. (f/k/a BPI-Groupe), EPIC Bpifrance (f/k/a EPIC BPI-Groupe) 9.20%
Blackrock, Inc. 9.10%
FMR, LLC 7.80%
Total pay is as the Summary Compensation Table states it; actually paid revalues the year’s share awards at its end, as the SEC’s pay-versus-performance rule asks. $100 invested is what $100 in the company’s shares at the start of the earliest year shown was worth at each year’s end. Ownership is the proxy’s own table: the directors and officers as a group, and every holder of 5% or more. Read the proxy statement

Constellium SE (CSTM) Latest News

30 Oct

28 Oct

23 Oct

22 Oct

Impact 3 · · Simply Wall St.

7 Aug

Impact 4 · · The Motley Fool transcript

29 Jul

Impact 3 · · Moby transcript

CSTM metrics, ten years each

stockrow.com/CSTM · Data as of Nov 2, 2026 · For information only; not investment advice. · © 2026 stockrow.com