WallStSmart

Kaiser Aluminum Corporation (KALU)vsMaterion Corporation (MTRN)

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Smart Verdict

WallStSmart Research — data-driven comparison

Kaiser Aluminum Corporation generates 116% more annual revenue ($4.14B vs $1.92B). KALU leads profitability with a 5.5% profit margin vs 4.0%. KALU appears more attractively valued with a PEG of 1.17. KALU earns a higher WallStSmart Score of 79/100 (B+).

KALU

Strong Buy

79

out of 100

Grade: B+

Growth: 7.3Profit: 6.0Value: 8.0Quality: 6.5
Piotroski: 4/9Altman Z: 2.33

MTRN

Buy

54

out of 100

Grade: C-

Growth: 6.7Profit: 5.5Value: 4.3Quality: 7.0
Piotroski: 3/9Altman Z: 2.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KALUUndervalued (+15.4%)

Margin of Safety

+15.4%

Fair Value

$171.07

Current Price

$184.75

$13.68 discount

UndervaluedFair: $171.07Overvalued

Intrinsic value data unavailable for MTRN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KALU3 strengths · Avg: 10.0/10
P/E RatioValuation
11.8x10/10

Attractively priced relative to earnings

Revenue GrowthGrowth
52.7%10/10

Revenue surging 52.7% year-over-year

EPS GrowthGrowth
305.7%10/10

Earnings expanding 305.7% YoY

MTRN1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
30.8%10/10

Revenue surging 30.8% year-over-year

Areas to Watch

KALU2 concerns · Avg: 3.0/10
Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Debt/EquityHealth
1.123/10

Elevated debt levels

MTRN4 concerns · Avg: 2.5/10
Profit MarginProfitability
4.0%3/10

4.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
57.8x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-19.60M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : KALU

The strongest argument for KALU centers on P/E Ratio, Revenue Growth, EPS Growth. Revenue growth of 52.7% demonstrates continued momentum. PEG of 1.17 suggests the stock is reasonably priced for its growth.

Bull Case : MTRN

The strongest argument for MTRN centers on Revenue Growth. Revenue growth of 30.8% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bear Case : KALU

The primary concerns for KALU are Profit Margin, Debt/Equity.

Bear Case : MTRN

The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 57.8x leaves little room for execution misses. Thin 4.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

KALU carries more volatility with a beta of 1.58 — expect wider price swings.

KALU is growing revenue faster at 52.7% — sustainability is the question.

KALU generates stronger free cash flow (35M), providing more financial flexibility.

Monitor ALUMINUM industry trends, competitive dynamics, and regulatory changes.

Bottom Line

KALU scores higher overall (79/100 vs 54/100) and 52.7% revenue growth. Both earn "Strong Buy" and "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.

Kaiser Aluminum Corporation

BASIC MATERIALS · ALUMINUM · USA

Kaiser Aluminum Corporation manufactures and sells specialty semi-finished aluminum mill products. The company is headquartered in Foothill Ranch, California.

Materion Corporation

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.

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