Commercial Metals makes rebar, merchant bar, structural steel and fabricated rebar placements for construction, mainly through its US mini-mill network that recycles scrap into steel. The structural case rests on that scrap-based model, which keeps its cost base lower than integrated mills and ties it to domestic infrastructure and nonresidential construction demand. Revenue grew 22.9% over the latest reported period, and a trailing P/E of 12.2 against a forward P/E of 10.4 implies the market expects earnings to keep rising. Those numbers are the reason the name merits a closer look, though the 9.5% operating margin and 13.8% ROE show a business that still converts only a modest share of sales into profit, so the work ahead is checking whether that spread can hold through a steel price cycle.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.
Trades are only made public after a delay. We show the delay so you know how old the news is.
Follow the informed money: 13F position changes, insider and Congress trades, and 13D activist filings.
| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 19 Oct 2026, 01:52 CEST | ACCE price target | $72.00 | $66.00 | $64.98 |
| 10 Oct 2026, 00:00 CEST | ACCE price target | $66.00 | first publication | $63.10 |
| 1 Oct 2026, 00:00 CEST | Fair value | $93.96 | $82.57 | $62.05 |
| 28 Sept 2026, 00:00 CEST | Fair value | $82.57 | $95.58 | $65.73 |
| 19 Sept 2026, 00:00 CEST | Fair value | $95.58 | $81.90 | $67.10 |
| 17 Sept 2026, 00:00 CEST | Fair value | $81.90 | $94.74 | $65.19 |
| 14 Sept 2026, 00:00 CEST | Fair value | $94.74 | $98.10 | $67.17 |
| 3 Sept 2026, 00:00 CEST | Fair value | $98.10 | $88.68 | $67.14 |
| 1 Sept 2026, 00:00 CEST | Fair value | $88.68 | $90.14 | $68.76 |
| 21 Aug 2026, 00:00 CEST | Fair value | $90.14 | $87.98 | $68.64 |
Answered from Commercial Metals Company Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| CMC Commercial Metals Company Common Stock | $62.77 | - | - | 11.0x | 14.8% | 60 | 71 |
| NDA.DE Aurubis AG | €130.70 | €109 | 20% above | 5.4x | 18.3% | 58 | 70 |
| BHARATFORG.NS Bharat Forge Limited | ₹1711.20 | - | - | 115.9x | - | 67 | 56 |
| MLI Mueller Industries Inc. Common Stock | $54.11 | $44 | 24% above | 14.7x | 26.3% | 85 | 68 |
| ESAB ESAB Corporation Common Stock | $66.95 | $78 | 14% below | 20.8x | 8.7% | 56 | 46 |
| CRS Carpenter Technology Corporation Common Stock | $284.66 | $90 | 216% above | 25.1x | 25.8% | 81 | 55 |
| GPGI GPGI Inc. Class A Common Stock | $11.34 | - | - | - | -20.6% | 34 | 25 |
Where CMC ranks against its sector peers on each metric.