Kaiser Aluminum Corporation

Valuation Analysis

About the Company

Kaiser Aluminum Corporation, together with its subsidiaries, manufactures and sells semi-fabricated specialty aluminum mill products. It offers flat-rolled plate, sheet, and coil; extruded rod, bar, hollows, and shapes; drawn rod, bar, pipe, tube, and wire; and cast aluminum products. The company also offers aero/HS products, such as heat-treated plates and sheets, hard alloy extruded shapes, cold finish rods and bars, and seamless drawn tubes and billets used for end uses in the global aerospace, space, and defense industries, as well as packaging products, including bare and coated 3000 and 5000-series alloy aluminum coils used in beverage and food packaging industry. In addition, the company provides general engineering products comprising 6000-series aluminum alloy plate, sheet, rod, b

Kaiser Aluminum Corporation Stock at a Glance

Kaiser Aluminum Corporation (KALU) is currently trading at $190.63 with a market capitalization of $3.1B. The trailing P/E ratio stands at 20.79x, with a forward P/E of 17.55x. The 52-week range spans from $71.44 to $194.43; the current price is 2% below the yearly high. Year-over-year revenue growth stands at +42.4%. The net profit margin stands at 4.14%.

💰 Dividend

Kaiser Aluminum Corporation pays an annual dividend of $3.08 per share, representing a yield of 1.62%. The payout ratio stands at 33.59%.

📊 Analyst Rating

3 analysts rate Kaiser Aluminum Corporation (KALU) on consensus: Hold. The average price target is $159.33, implying -16.42% from the current price. Analyst price targets range from $142.00 to $176.00.

Kaiser Aluminum Corporation: The Investment Case in Detail

Kaiser Aluminum Corporation (KALU) operates in the Basic Materials — specifically Aluminum — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Top-line momentum is unusually strong with revenue expanding 42.4% year-over-year, a pace that puts the company well above the market average and signals genuine demand traction rather than mere cyclical tailwind.

The Bear Case

With a net margin of just 4.14%, the business has little room to absorb cost shocks or pricing pressure — a single bad quarter can swing the company to a loss.

Valuation in Context

The PEG ratio at 1.17 sits in the reasonable zone — the price tag is roughly aligned with the company's growth profile, neither punishing nor euphoric.

What to Watch Next

• The forward P/E of 17.55x is meaningfully below the trailing 20.79x — analysts expect earnings to step up; the next earnings release is the test.
• The share is trading at 96.9% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.

Investment Thesis: Strengths & Weaknesses

Technical Snapshot

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

The data points to above-average price swings, higher leverage relative to equity.

Trading Data

💵 Dividend Info

Related Stocks in the Same Sector

Where can I buy Kaiser Aluminum Corporation?

Compare top-rated brokers — low fees, trusted providers, fully regulated.