Howmet Aerospace Inc (HWM)vsJB Hunt Transport Services Inc (JBHT)
HWM
Howmet Aerospace Inc
$277.28
+1.65%
INDUSTRIALS · Cap: $111.63B
JBHT
JB Hunt Transport Services Inc
$269.21
-2.51%
INDUSTRIALS · Cap: $27.36B
Smart Verdict
WallStSmart Research — data-driven comparison
JB Hunt Transport Services Inc generates 47% more annual revenue ($12.70B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 5.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
HWM
Strong Buy73
out of 100
Grade: B
JBHT
Buy57
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Safe zone — low bankruptcy risk
19.4% revenue growth
Earnings expanding 45.6% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.1x book value
5.3% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : JBHT
The strongest argument for JBHT centers on Altman Z-Score, Revenue Growth, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Bear Case : JBHT
The primary concerns for JBHT are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 41.5x leaves little room for execution misses.
Key Dynamics to Monitor
JBHT carries more volatility with a beta of 1.29 — expect wider price swings.
JBHT is growing revenue faster at 19.4% — 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 57/100), 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.
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.
JB Hunt Transport Services Inc
INDUSTRIALS · INTEGRATED FREIGHT & LOGISTICS · USA
J.B. Hunt Transport Services, Inc. is an American transportation and logistics company based in Lowell, Arkansas.
Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?