Kaiser Aluminum vs Loma Negra

This page compares Kaiser Aluminum Corp and Loma Negra Compania Industrial Argentina SA, outlining their business models, financial performance, and market context. The content is neutral and accessible, describing how each company operates, competes, and creates value within its industry. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

KALU

Metric

LOMA

$2.07B

Market Cap

$1.42B

-20.02%

Potential Profit

-10.26%

Buy

Analyst Rating

Buy

Investment Analysis

Kaiser Aluminum

KALU

Pros

Kaiser Aluminum has demonstrated strong recent financial performance, with robust Q2 2025 net sales and adjusted EBITDA margins above 18%.
The company maintains a solid liquidity position, with over $500 million in available cash and credit facilities, supporting operational flexibility.
Kaiser Aluminum is a leading supplier of specialty aluminum products to high-growth sectors such as aerospace, defense, and automotive, benefiting from long-term demand trends.

Considerations

Kaiser Aluminum's stock carries a relatively high beta, indicating greater volatility and sensitivity to broader market movements.
The company's profitability is exposed to fluctuations in aluminum prices and raw material costs, which can impact margins.
Kaiser Aluminum operates in cyclical industries, making its earnings vulnerable to economic downturns and reduced industrial demand.

Loma Negra

LOMA

Pros

Loma Negra is the leading cement producer in Argentina, benefiting from strong domestic market share and established brand recognition.
The company has a diversified product portfolio, including cement, aggregates, ready-mix concrete, and rail services, which supports revenue resilience.
Loma Negra's valuation metrics, such as PEG ratio, suggest the stock may be attractively priced relative to sector peers.

Considerations

Loma Negra's operations are highly exposed to Argentine macroeconomic volatility, including currency fluctuations and inflation risks.
The company's earnings are sensitive to changes in construction activity, which can be affected by regulatory and economic instability in Argentina.
Loma Negra's sector faces environmental and regulatory pressures, with increasing scrutiny on carbon emissions and sustainability practices.

About The Companies

Kaiser Aluminum (KALU)

Kaiser Aluminum Corp (KALU) is a US-based manufacturer of value-added aluminium products serving aerospace, automotive, commercial transport and industrial customers. The company operates rolling and extrusion facilities across North America and focuses on higher-margin, technical aluminium grades and complex components. With a market capitalisation around $1.29bn, Kaiser sits in the mid-cap range and is exposed to cyclical end markets and commodity price swings. Key things investors watch include capacity utilisation, product mix (premium aerospace work versus commodity demand), raw material and energy costs, and free cash flow trends. The business can generate attractive margins when volumes and aerospace demand recover, but it faces risks from metal price volatility, energy input costs, and macroeconomic cycles. This is general educational information, not personalised investment advice — consider your objectives and risk tolerance and consult a regulated adviser if needed. Equity values can fall as well as rise.

Loma Negra (LOMA)

Loma Negra Compañía Industrial Argentina S.A. is a leading, vertically integrated company in Argentina's construction sector. It primarily produces and commercialises cement, masonry cement, aggregates, concrete, and lime. These materials are crucial for both private and public construction projects, and the company supplies them to a wide range of customers, including wholesale distributors, concrete producers, and industrial firms. Loma Negra's business is structured into several segments, including its core cement operations in Argentina and Paraguay, as well as concrete, aggregates, and even a railroad logistics service. This structure gives it a significant presence across the construction value chain. For potential investors, Loma Negra represents a key player tied to Argentina's economic and infrastructure development. As with any investment, it's important to remember that its value can go down as well as up, and returns are not guaranteed.

Which Baskets Do They Appear In?

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Published: October 6, 2025

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Which Baskets Do They Appear In?

Domestic Auto Suppliers | Stellantis $10B Opportunity

Published: October 6, 2025

Explore Basket

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Kaiser Aluminum vs Loma Negra

Comparison Snapshot