WallStSmart

Allegheny Technologies Incorporated (ATI)vsCommercial Metals Company (CMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Commercial Metals Company generates 88% more annual revenue ($8.85B vs $4.72B). ATI leads profitability with a 10.1% profit margin vs 6.7%. ATI appears more attractively valued with a PEG of 1.20. ATI earns a higher WallStSmart Score of 68/100 (B-).

ATI

Strong Buy

68

out of 100

Grade: B-

Growth: 7.3Profit: 8.0Value: 4.3Quality: 7.0
Piotroski: 6/9Altman Z: 2.19

CMC

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 5.5Value: 5.0Quality: 7.0
Piotroski: 2/9Altman Z: 3.26

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATI2 strengths · Avg: 9.5/10
EPS GrowthGrowth
55.7%10/10

Earnings expanding 55.7% YoY

Return on EquityProfitability
25.4%9/10

Every $100 of equity generates 25 in profit

CMC5 strengths · Avg: 8.8/10
EPS GrowthGrowth
112.3%10/10

Earnings expanding 112.3% YoY

Altman Z-ScoreHealth
3.2610/10

Safe zone — low bankruptcy risk

P/E RatioValuation
12.1x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.9%8/10

Revenue surging 22.9% year-over-year

Areas to Watch

ATI3 concerns · Avg: 3.0/10
Price/BookValuation
13.5x4/10

Trading at 13.5x book value

Debt/EquityHealth
1.173/10

Elevated debt levels

P/E RatioValuation
55.5x2/10

Premium valuation, high expectations priced in

CMC3 concerns · Avg: 2.7/10
Profit MarginProfitability
6.7%3/10

6.7% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
12.252/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : ATI

The strongest argument for ATI centers on EPS Growth, Return on Equity. Revenue growth of 10.6% demonstrates continued momentum. PEG of 1.20 suggests the stock is reasonably priced for its growth.

Bull Case : CMC

The strongest argument for CMC centers on EPS Growth, Altman Z-Score, P/E Ratio. Revenue growth of 22.9% demonstrates continued momentum.

Bear Case : ATI

The primary concerns for ATI are Price/Book, Debt/Equity, P/E Ratio. A P/E of 55.5x leaves little room for execution misses.

Bear Case : CMC

The primary concerns for CMC are Profit Margin, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

ATI profiles as a value stock while CMC is a growth play — different risk/reward profiles.

CMC carries more volatility with a beta of 1.52 — expect wider price swings.

CMC is growing revenue faster at 22.9% — sustainability is the question.

CMC generates stronger free cash flow (76M), providing more financial flexibility.

Bottom Line

ATI scores higher overall (68/100 vs 66/100) and 10.6% revenue growth. Both earn "Strong Buy" and "Strong Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Allegheny Technologies Incorporated

INDUSTRIALS · METAL FABRICATION · USA

Allegheny Technologies Incorporated manufactures and sells specialty materials and components worldwide. The company is headquartered in Pittsburgh, Pennsylvania.

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Commercial Metals Company

INDUSTRIALS · METAL FABRICATION · USA

Commercial Metals Company manufactures, recycles, and manufactures steel and metal products and related materials and services in the United States, Poland, China, Germany, and internationally. The company is headquartered in Irving, Texas.

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