BELDEN INC. vs KAISER ALUMINUM CORPORATION, two Steel stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BDC and KALU diverge most: on implied growth (priced in), BDC reads +15.2% and KALU reads +0.2%; on dividend yield, BDC reads 0.2% and KALU reads 2.0%. The rest of the comparable metrics sit closer together. On valuation, today's BDC price has a different growth bar priced in than KALU (+15.2% implied for BDC vs +0.2% for KALU); the higher figure is the steeper assumption to clear, not a better or worse stock. What BDC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BDC | KALU |
|---|---|---|
| Price | $122.23 | $157.38 |
| Market cap | $4.8B | $2.6B |
| Sector | Steel | Steel |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +15.2% | +0.2% |
| P/E | 19.9 | 11.7 |
| P/B | 3.47 | 2.73 |
| P/S | 1.68 | 0.62 |
| EV/EBITDA | 12.0 | 7.7 |
| Revenue growth | +9.4% | +32.3% |
| Gross margin | 39.1% | — |
| Operating margin | 13.2% | 10.6% |
| Net margin | 8.5% | 5.5% |
| Return on equity | 17.6% | 24.1% |
| Return on assets | 6.8% | 7.8% |
| Return on invested capital | 10.5% | 13.2% |
| FCF yield | 4.4% | 3.4% |
| Dividend yield | 0.2% | 2.0% |
| Debt / equity | 0.89 | 1.10 |
| Current ratio | 2.14 | 2.50 |
| Altman Z (solvency) | 7.74 | 2.89 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.