GXO Logistics Inc (GXO)vsHowmet Aerospace Inc (HWM)
GXO
GXO Logistics Inc
$48.84
-1.99%
INDUSTRIALS · Cap: $5.72B
HWM
Howmet Aerospace Inc
$280.36
-1.88%
INDUSTRIALS · Cap: $108.21B
Smart Verdict
WallStSmart Research — data-driven comparison
GXO Logistics Inc generates 57% more annual revenue ($13.50B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 1.0%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
GXO
Buy53
out of 100
Grade: C-
HWM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
ROE of 4.5% — below average capital efficiency
1.0% margin — thin
Operating margin of 2.6%
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 20.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : GXO
The strongest argument for GXO centers on Price/Book. Revenue growth of 10.8% demonstrates continued momentum. PEG of 1.35 suggests the stock is reasonably priced for its growth.
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 : GXO
The primary concerns for GXO are Return on Equity, Profit Margin, Operating Margin. A P/E of 44.4x leaves little room for execution misses. Debt-to-equity of 2.01 is elevated, increasing financial risk.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 62.9x leaves little room for execution misses.
Key Dynamics to Monitor
GXO profiles as a value stock while HWM is a growth play — different risk/reward profiles.
GXO carries more volatility with a beta of 1.62 — 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.
Bottom Line
HWM scores higher overall (73/100 vs 53/100), backed by strong 20.2% margins and 19.1% revenue growth. Both earn "Strong Buy" and "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.
GXO Logistics Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
GXO Logistics Inc (GXO) is a leading provider of contract logistics services, specializing in supply chain management and tailored logistics solutions for sectors such as e-commerce, retail, and consumer goods. The company harnesses an extensive global network and innovative technologies to optimize operational efficiency and scalability for its clients, while maintaining a strong commitment to sustainability. With the rising need for sophisticated warehousing and fulfillment capabilities, GXO is well-positioned to address market challenges, guided by an experienced management team and strategic partnerships that support sustainable long-term growth and enhance 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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