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 dividend yield, BDC reads 0.2% and KALU reads 1.9%; on revenue growth, BDC reads +9.3% and KALU reads +32.3%. The rest of the comparable metrics sit closer together. On valuation, today's BDC price has a different growth bar priced in than KALU (+10.7% implied for BDC vs +10.0% 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). What KALU'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 | $102.72 | $163.23 |
| Market cap | $4.0B | $2.8B |
| Sector | Steel | Steel |
| Stage | Cyclical | Cyclical |
| Implied growth (priced in) | +10.7% | +10.0% |
| P/E | 17.3 | 12.1 |
| P/B | 3.15 | 2.93 |
| P/S | 1.45 | 0.67 |
| EV/EBITDA | 11.1 | 8.1 |
| Revenue growth | +9.3% | +32.3% |
| Gross margin | 37.1% | — |
| Operating margin | 11.2% | 10.6% |
| Net margin | 8.5% | 5.5% |
| Return on equity | 18.4% | 24.1% |
| Return on assets | 6.8% | 7.8% |
| Return on invested capital | 10.3% | 13.2% |
| FCF yield | 4.5% | 3.1% |
| Dividend yield | 0.2% | 1.9% |
| Debt / equity | 0.98 | 1.10 |
| Current ratio | 2.09 | 2.50 |
| Altman Z (solvency) | 7.70 | 2.94 |
| Piotroski F (quality) | 4 / 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.