WallStSmart

Commercial Metals Company (CMC)vsCarpenter Technology Corporation (CRS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Commercial Metals Company generates 192% more annual revenue ($8.85B vs $3.03B). CRS leads profitability with a 15.8% profit margin vs 6.7%. CRS appears more attractively valued with a PEG of 1.59. CRS earns a higher WallStSmart Score of 66/100 (B-).

CMC

Strong Buy

66

out of 100

Grade: B-

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

CRS

Strong Buy

66

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 3.7Quality: 8.5
Piotroski: 4/9Altman Z: 3.16

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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
13.0x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.9%8/10

Revenue surging 22.9% year-over-year

CRS4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.1610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.2%9/10

Every $100 of equity generates 23 in profit

Operating MarginProfitability
22.8%8/10

Strong operational efficiency at 22.8%

EPS GrowthGrowth
47.3%8/10

Earnings expanding 47.3% YoY

Areas to Watch

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

CRS3 concerns · Avg: 3.3/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

Price/BookValuation
13.7x4/10

Trading at 13.7x book value

P/E RatioValuation
53.0x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : CRS

The strongest argument for CRS centers on Altman Z-Score, Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 22.8%. Revenue growth of 11.6% demonstrates continued momentum.

Bear Case : CMC

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

Bear Case : CRS

The primary concerns for CRS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 53.0x leaves little room for execution misses.

Key Dynamics to Monitor

CMC profiles as a growth stock while CRS is a mature play — different risk/reward profiles.

CMC carries more volatility with a beta of 1.53 — expect wider price swings.

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

CRS generates stronger free cash flow (125M), providing more financial flexibility.

Bottom Line

CMC scores higher overall (66/100 vs 66/100) and 22.9% 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.

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.

Carpenter Technology Corporation

INDUSTRIALS · METAL FABRICATION · USA

Carpenter Technology Corporation manufactures, manufactures and distributes specialty metals worldwide. The company is headquartered in Philadelphia, Pennsylvania.

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