Commercial Metals Company (CMC)vsHowmet Aerospace Inc (HWM)
CMC
Commercial Metals Company
$66.66
-3.35%
INDUSTRIALS · Cap: $7.39B
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
Smart Verdict
WallStSmart Research — data-driven comparison
Commercial Metals Company generates 2% more annual revenue ($8.39B vs $8.25B). HWM leads profitability with a 18.3% profit margin vs 6.0%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
CMC
Strong Buy66
out of 100
Grade: B-
HWM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-51.7%
Fair Value
$54.84
Current Price
$66.66
$11.82 premium
Intrinsic value data unavailable for HWM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 277.3% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 21.5% year-over-year
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 26.3%
Earnings expanding 20.3% YoY
Areas to Watch
6.0% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 18.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CMC
The strongest argument for CMC centers on EPS Growth, Altman Z-Score, P/E Ratio. Revenue growth of 21.5% demonstrates continued momentum.
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 : CMC
The primary concerns for CMC are Profit Margin, Piotroski F-Score, PEG Ratio.
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
CMC profiles as a growth stock while HWM is a mature play — different risk/reward profiles.
CMC carries more volatility with a beta of 1.47 — expect wider price swings.
CMC is growing revenue faster at 21.5% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 66/100), backed by strong 18.3% margins and 14.6% revenue growth. Both earn "Strong Buy" and "Strong 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.
Commercial Metals Company
INDUSTRIALS · METAL FABRICATION · USA
Commercial Metals Company manufactures, recycles, and manufactures steel and metal products and related materials and services in the United States, Poland, China, Germany, and internationally. The company is headquartered in Irving, Texas.
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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