AAR Corp (AIR)vsHowmet Aerospace Inc (HWM)
AIR
AAR Corp
$146.83
-1.74%
INDUSTRIALS · Cap: $5.59B
HWM
Howmet Aerospace Inc
$291.42
+1.12%
INDUSTRIALS · Cap: $115.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 161% more annual revenue ($8.62B vs $3.31B). HWM leads profitability with a 20.2% profit margin vs 5.7%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
AIR
Buy61
out of 100
Grade: C+
HWM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 23.0% year-over-year
Earnings expanding 32.3% YoY
Every $100 of equity generates 32 in profit
Earnings expanding 71.4% YoY
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.2%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
5.7% margin — thin
Premium valuation, high expectations priced in
Trading at 21.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on Revenue Growth, EPS Growth. Revenue growth of 23.0% demonstrates continued momentum.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, EPS Growth, Market Cap. Profitability is solid with margins at 20.2% and operating margin at 28.2%. Revenue growth of 19.1% demonstrates continued momentum.
Bear Case : AIR
The primary concerns for AIR are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 66.7x leaves little room for execution misses.
Key Dynamics to Monitor
HWM carries more volatility with a beta of 1.21 — expect wider price swings.
AIR is growing revenue faster at 23.0% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (73/100 vs 61/100), backed by strong 20.2% margins and 19.1% revenue growth. 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.
AAR Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
AAR Corp. The company is headquartered in Wood Dale, Illinois.
Visit Website →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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