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AA Basic Materials Latest YouTube: Q2 2026 Published 2026-07-17

Alcoa Corporation

Live stock metrics, chart context, a quarter-by-quarter episode archive, and a deeper competitor comparison so this page behaves more like an investor workspace than a flat episode link page.

Latest earnings video

Alcoa Stock: AA Posted a RECORD Q2 2026 — So Why Is It Down 46%? (Bargain or Value Trap?)

Published 2026-07-17

Library coverage

Episodes tracked
4
Episodes linked
4
Latest video
Q2 2026
2026-07-17
Podcast available
Yes
Current price
$51.85
+1.33 (+2.63%)
Trailing / Forward P/E
10.78x
Forward: 8.94x
Market cap / Volume
Volume:
Revenue / Earnings Growth
31.4%
Earnings: 146.8%
Margins
18.4% op
Gross: 19.8% · Net: 9.4%
Balance sheet
1.53x current
Debt / Equity: 29.9
52-week range / Beta
$30.21 - $84.38
Beta: 1.62
Analyst target
$62.98
Upside: 21.5%
Cash / shareholder return
7.02% FCF yield
Dividend yield: 0.79%

Company context

Industry: Aluminum
Country: United States
Employees:
Price to book: 1.86x
Return on equity: 18.2%
Alcoa Corporation, together with its subsidiaries, engages in the bauxite mining, alumina refining, aluminum production, and energy generation business in Australia, Brazil, Canada, Iceland, Norway, Spain, the United States, and internationally. The company operates through two segments: Alumina and Aluminum. It operates bauxite and other aluminous ores mining and processes bauxite into alumina for sale to aluminum smelter customers and customers who process it into industrial chemical products through supply contracts to third parties, as well as aluminum smelting and casting businesses. The company also offers aluminium powder and scrap and primary aluminum in the form of commodity grade ingot and value-add ingot to customers that produce products for transportation, building and construction, packaging, wire, and other industrial markets. In addition, it provides energy that generates and sells electricity in the wholesale market to traders, large industrial consumers, distribution companies, and other generation companies. The company was formerly known as Alcoa Upstream Corporation and changed its name to Alcoa Corporation in May 2016. The company was founded in 1886 and is headquartered in Pittsburgh, Pennsylvania.

Price chart

Market context for AA

Competitive view

AA vs. two close competitors

This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.

Alcoa Corporation latest YouTube video thumbnail YouTube
Alcoa Corporation
AA
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Steel Dynamics, Inc. latest YouTube video thumbnail YouTube
Steel Dynamics, Inc.
STLD
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Expect a more volatile ride than the market average; that can amplify upside, but drawdowns can come fast too.
Newmont Corporation latest YouTube video thumbnail YouTube
Newmont Corporation
NEM
Latest video
Q2 2026
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is a real strength here, with healthy operating margins helping support resilience through weaker cycles.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Risk profile looks relatively manageable compared with many peers, especially if operating execution remains stable.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
AA
$13.68B
Alcoa Corporation
STLD
$32.78B
Steel Dynamics, Inc.
NEM
$138.64B
Newmont Corporation
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
AA
10.8x
Alcoa Corporation
STLD
20.8x
Steel Dynamics, Inc.
NEM
16.6x
Newmont Corporation
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
AA
8.9x
Alcoa Corporation
STLD
12.0x
Steel Dynamics, Inc.
NEM
12.4x
Newmont Corporation
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
AA
31.4%
Alcoa Corporation
STLD
33.4%
Steel Dynamics, Inc.
NEM
15.1%
Newmont Corporation
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
AA
146.8%
Alcoa Corporation
STLD
83.6%
Steel Dynamics, Inc.
NEM
11.4%
Newmont Corporation
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
AA
18.4%
Alcoa Corporation
STLD
11.5%
Steel Dynamics, Inc.
NEM
51.6%
Newmont Corporation
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
AA
19.8%
Alcoa Corporation
STLD
14.7%
Steel Dynamics, Inc.
NEM
68.0%
Newmont Corporation
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
AA
9.4%
Alcoa Corporation
STLD
7.8%
Steel Dynamics, Inc.
NEM
33.4%
Newmont Corporation
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
AA
18.2%
Alcoa Corporation
STLD
17.6%
Steel Dynamics, Inc.
NEM
25.9%
Newmont Corporation
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
AA
7.0%
Alcoa Corporation
STLD
0.7%
Steel Dynamics, Inc.
NEM
6.4%
Newmont Corporation
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
AA
29.92x
Alcoa Corporation
STLD
46.92x
Steel Dynamics, Inc.
NEM
15.81x
Newmont Corporation
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
AA
1.53x
Alcoa Corporation
STLD
3.18x
Steel Dynamics, Inc.
NEM
2.55x
Newmont Corporation
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
AA
1.62
Alcoa Corporation
STLD
1.53
Steel Dynamics, Inc.
NEM
0.50
Newmont Corporation
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
AA
0.8%
Alcoa Corporation
STLD
0.9%
Steel Dynamics, Inc.
NEM
0.8%
Newmont Corporation
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
AA
21.5%
Alcoa Corporation
STLD
19.2%
Steel Dynamics, Inc.
NEM
0.7%
Newmont Corporation

Related research

Non-quarter videos featuring AA

Special-topic videos, explainers, and shorts connected to this ticker.

All Research Sections
Shorts and Clips 2026-07-17

Alcoa's RECORD Quarter — Bargain or Value Trap? #AA #Alcoa #aluminum #stocks

A fast Charged Alpha clip pointing viewers into the latest earnings coverage.

Episode timeline

Episode archive for AA

Each row is one earnings episode with every verified platform link available.

Q2 2026
Episode live
2026-07-17
Published youtube podcast complete
Alcoa Stock: AA Posted a RECORD Q2 2026 — So Why Is It Down 46%? (Bargain or Value Trap?)
Quarterly earnings-analysis entry for Alcoa Corporation. Use the links on the right to open the video or podcast episode.
Q1 2026
Episode live
2026-04-18
Published youtube complete
AA Stock: Revenue Misses by 3% — Q1 2026 Earnings Analysis
Quarterly earnings-analysis entry for Alcoa Corporation. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-18
Published podcast complete
Charged Alpha | Alcoa Corporation (AA) | S&P 500 Deep Dive — Ep. 153
Quarterly earnings-analysis entry for Alcoa Corporation. Use the links on the right to open the video or podcast episode.
Deep Dive
Episode live
2026-04-17
Published podcast complete
Charged Alpha | Alcoa Corporation (AA) | S&P 500 Deep Dive — Ep. 151
Quarterly earnings-analysis entry for Alcoa Corporation. Use the links on the right to open the video or podcast episode.