WallStSmart

ADT Inc (ADT)vsHowmet Aerospace Inc (HWM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Howmet Aerospace Inc generates 61% more annual revenue ($8.25B vs $5.13B). HWM leads profitability with a 18.3% profit margin vs 11.6%. ADT trades at a lower P/E of 10.5x. HWM earns a higher WallStSmart Score of 69/100 (B-).

ADT

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 7.5Value: 7.7Quality: 4.3
Piotroski: 7/9Altman Z: 0.46

HWM

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 5.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADTUndervalued (+23.9%)

Margin of Safety

+23.9%

Fair Value

$10.27

Current Price

$7.17

$3.10 discount

UndervaluedFair: $10.27Overvalued

Intrinsic value data unavailable for HWM.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADT3 strengths · Avg: 8.7/10
P/E RatioValuation
10.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.1%8/10

Strong operational efficiency at 26.1%

HWM5 strengths · Avg: 8.6/10
Return on EquityProfitability
30.4%10/10

Every $100 of equity generates 30 in profit

Market CapQuality
$94.83B9/10

Large-cap with strong market position

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

EPS GrowthGrowth
20.3%8/10

Earnings expanding 20.3% YoY

Areas to Watch

ADT3 concerns · Avg: 2.7/10
Revenue GrowthGrowth
1.2%4/10

1.2% revenue growth

EPS GrowthGrowth
-17.0%2/10

Earnings declined 17.0%

Altman Z-ScoreHealth
0.462/10

Distress zone — elevated risk

HWM2 concerns · Avg: 3.0/10
Price/BookValuation
18.2x4/10

Trading at 18.2x book value

P/E RatioValuation
63.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : ADT

The strongest argument for ADT centers on P/E Ratio, Price/Book, Operating Margin.

Bull Case : HWM

The strongest argument for HWM centers on Return on Equity, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 26.3%. Revenue growth of 14.6% demonstrates continued momentum.

Bear Case : ADT

The primary concerns for ADT are Revenue Growth, EPS Growth, Altman Z-Score.

Bear Case : HWM

The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 63.8x leaves little room for execution misses.

Key Dynamics to Monitor

ADT profiles as a value stock while HWM is a mature play — different risk/reward profiles.

HWM carries more volatility with a beta of 1.24 — expect wider price swings.

HWM is growing revenue faster at 14.6% — sustainability is the question.

HWM generates stronger free cash flow (530M), providing more financial flexibility.

Bottom Line

HWM scores higher overall (69/100 vs 56/100), backed by strong 18.3% margins and 14.6% revenue growth. ADT offers better value entry with a 23.9% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

ADT Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

ADT Inc. provides security, automation and smart home solutions to consumers and business customers in the United States. The company is headquartered in Boca Raton, Florida.

Howmet Aerospace Inc

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.

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