Commercial Metals Company (CMC)vsHowmet Aerospace Inc (HWM)
CMC
Commercial Metals Company
$75.13
+1.95%
INDUSTRIALS · Cap: $7.57B
HWM
Howmet Aerospace Inc
$281.88
-2.71%
INDUSTRIALS · Cap: $115.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Commercial Metals Company generates 3% more annual revenue ($8.85B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 6.7%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
CMC
Strong Buy66
out of 100
Grade: B-
HWM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 112.3% YoY
Safe zone — low bankruptcy risk
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 22.9% year-over-year
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
6.7% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 20.5x book value
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 22.9% 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 : CMC
The primary concerns for CMC are Profit Margin, Piotroski F-Score, PEG Ratio.
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
CMC carries more volatility with a beta of 1.53 — expect wider price swings.
CMC is growing revenue faster at 22.9% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (73/100 vs 66/100), backed by strong 20.2% margins and 19.1% 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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