Tredegar makes aluminum extrusions for building and construction, plus PVC films and polyethylene films for packaging and personal care, and its Bonnell Aluminum unit is the piece the market tends to overlook. Revenue growth of 20.8% is the headline number, but with a 14.6% gross margin and a 4.0% operating margin, the economics are thin and the business is more sensitive to aluminum pricing and volume than the top line suggests. At a trailing P/E of 8.1 and a forward P/E of 11.1, the market is pricing in earnings that are expected to fall somewhat, so the bet is on margin recovery rather than on a growth story. The return on equity of 15.5% is respectable for a company this size, and the $274M market cap with no index membership means coverage is thin enough that mispricing can persist. This is a name that merits a deeper look at the margin trajectory and the Bonnell volume outlook before anything else.
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.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 20 Oct 2026, 16:04 CEST | Rating | Undervalued | first publication | $7.89 |
| 16 Oct 2026, 00:00 CEST | Fair value | $10.76 | $10.32 | $7.64 |
| 15 Oct 2026, 00:00 CEST | ACCE price target | $7.50 | first publication | $7.61 |
| 11 Oct 2026, 00:00 CEST | Fair value | $10.32 | $14.92 | $7.03 |
| 27 Sept 2026, 00:00 CEST | Fair value | $14.92 | $14.74 | $7.05 |
| 18 Sept 2026, 00:00 CEST | Fair value | $14.74 | $14.92 | $6.89 |
| 15 Sept 2026, 00:00 CEST | Fair value | $14.92 | $14.68 | $7.16 |
| 13 Sept 2026, 00:00 CEST | Fair value | $14.68 | $15.41 | $7.16 |
| 2 Sept 2026, 00:00 CEST | Fair value | $15.41 | $15.62 | $7.69 |
| 31 Aug 2026, 00:00 CEST | Fair value | $15.62 | $14.97 | $7.80 |
Answered from Tredegar Corporation Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| TG Tredegar Corporation Common Stock | $7.31 | $11 | 33% below | 7.8x | 15.5% | 53 | 68 |
| MEC Mayville Engineering Company Inc. Common Stock | $12.94 | - | - | - | -6.0% | 31 | 39 |
| AP Ampco-Pittsburgh Corporation Common Stock | $7.81 | - | - | - | -90.9% | 22 | 39 |
| IIIN Insteel Industries Inc. Common Stock | $30.30 | $38 | 20% below | 18.4x | 10.0% | 48 | 55 |
| SIFG.AS Sif Holding N.V. | €2.72 | - | - | - | -15.6% | 26 | 52 |
| PROF-B.ST ProfilGruppen AB (publ) | kr 114.50 | - | - | 5.6x | 19.4% | 58 | 65 |
| TROAX.ST Troax Group AB (publ) | kr 145.20 | kr 59 | 148% above | 321.4x | 1.5% | 42 | 48 |
Where TG ranks against its sector peers on each metric.