CNH Industrial N.V. (CNH)vsHowmet Aerospace Inc (HWM)
CNH
CNH Industrial N.V.
$12.50
+5.66%
INDUSTRIALS · Cap: $19.09B
HWM
Howmet Aerospace Inc
$244.95
-7.51%
INDUSTRIALS · Cap: $105.62B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 99% more annual revenue ($18.19B vs $9.12B). HWM leads profitability with a 20.5% profit margin vs 1.7%. CNH appears more attractively valued with a PEG of 0.62. HWM earns a higher WallStSmart Score of 75/100 (B+).
CNH
Hold49
out of 100
Grade: D+
HWM
Strong Buy75
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.5%
Revenue surging 24.1% year-over-year
Areas to Watch
2.0% revenue growth
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
1.7% margin — thin
Trading at 17.1x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.62 suggests the stock is reasonably priced for its growth.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 28.5%. Revenue growth of 24.1% demonstrates continued momentum.
Bear Case : CNH
The primary concerns for CNH are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 47.5x leaves little room for execution misses. Debt-to-equity of 3.39 is elevated, increasing financial risk.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 57.8x leaves little room for execution misses.
Key Dynamics to Monitor
CNH profiles as a value stock while HWM is a growth play — different risk/reward profiles.
CNH carries more volatility with a beta of 1.22 — expect wider price swings.
HWM is growing revenue faster at 24.1% — sustainability is the question.
HWM generates stronger free cash flow (479M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (75/100 vs 49/100), backed by strong 20.5% margins and 24.1% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
CNH Industrial N.V.
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
CNH Industrial N.V., an equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific. The company is headquartered in Basildon, the United Kingdom.
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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