Elbit Systems Ltd (ESLT)vsHowmet Aerospace Inc (HWM)
ESLT
Elbit Systems Ltd
$823.36
-1.74%
INDUSTRIALS · Cap: $40.00B
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 5% more annual revenue ($8.62B vs $8.23B). HWM leads profitability with a 20.2% profit margin vs 7.1%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
ESLT
Hold48
out of 100
Grade: D+
HWM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
15.5% revenue growth
Earnings expanding 42.1% 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
Trading at 9.0x book value
Distress zone — elevated risk
7.1% margin — thin
Expensive relative to growth rate
Trading at 18.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESLT
The strongest argument for ESLT centers on Debt/Equity, Revenue Growth, EPS Growth. Revenue growth of 15.5% 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 : ESLT
The primary concerns for ESLT are Price/Book, Altman Z-Score, Profit Margin. A P/E of 69.0x leaves little room for execution misses.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 58.2x leaves little room for execution misses.
Key Dynamics to Monitor
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
HWM is growing revenue faster at 19.1% — 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 48/100), backed by strong 20.2% margins and 19.1% 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.
Elbit Systems Ltd
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Elbit Systems Ltd. develops and supplies a portfolio of airborne, land and naval products and systems for defense, national security and commercial aviation applications primarily in Israel. The company is headquartered in Haifa, Israel.
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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