GXO Logistics Inc (GXO)vsHowmet Aerospace Inc (HWM)
GXO
GXO Logistics Inc
$49.85
+7.74%
INDUSTRIALS · Cap: $6.47B
HWM
Howmet Aerospace Inc
$239.70
+0.08%
INDUSTRIALS · Cap: $96.03B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 60% more annual revenue ($13.18B vs $8.25B). HWM leads profitability with a 18.3% profit margin vs 0.2%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
GXO
Hold47
out of 100
Grade: D+
HWM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+77.4%
Fair Value
$280.63
Current Price
$49.85
$230.78 discount
Intrinsic value data unavailable for HWM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Expensive relative to growth rate
ROE of 1.2% — below average capital efficiency
0.2% margin — thin
Operating margin of 4.0%
Trading at 18.0x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : GXO
The strongest argument for GXO centers on Price/Book.
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 : GXO
The primary concerns for GXO are PEG Ratio, Return on Equity, Profit Margin. A P/E of 200.8x leaves little room for execution misses. Thin 0.2% margins leave little buffer for downturns.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 64.6x leaves little room for execution misses.
Key Dynamics to Monitor
GXO profiles as a value stock while HWM is a mature play — different risk/reward profiles.
GXO carries more volatility with a beta of 1.68 — expect wider price swings.
HWM is growing revenue faster at 14.6% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 47/100), backed by strong 18.3% margins and 14.6% revenue growth. GXO offers better value entry with a 77.4% margin of safety. 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.
GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) stands as a premier provider of contract logistics services, offering comprehensive supply chain management and logistics solutions tailored to various industries, including e-commerce, retail, and consumer goods. Leveraging an expansive global network and cutting-edge technologies, GXO enhances operational efficiency and scalability for clients, all while prioritizing sustainability in its practices. With a growing demand for advanced warehousing and fulfillment solutions, the company is strategically positioned to navigate market complexities, driven by a seasoned management team and robust partnerships that foster consistent long-term growth and shareholder value.
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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