WallStSmart

Howmet Aerospace Inc (HWM)vsJBTMarel Corp (JBTM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Howmet Aerospace Inc generates 117% more annual revenue ($8.25B vs $3.80B). HWM leads profitability with a 18.3% profit margin vs -1.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).

HWM

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 9.0Value: 5.0Quality: 5.0

JBTM

Buy

57

out of 100

Grade: C

Growth: 8.7Profit: 3.5Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.75
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for HWM.

JBTMUndervalued (+5.3%)

Margin of Safety

+5.3%

Fair Value

$174.70

Current Price

$119.39

$55.31 discount

UndervaluedFair: $174.70Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HWM5 strengths · Avg: 8.6/10
Return on EquityProfitability
30.4%10/10

Every $100 of equity generates 30 in profit

Market CapQuality
$94.83B9/10

Large-cap with strong market position

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

EPS GrowthGrowth
20.3%8/10

Earnings expanding 20.3% YoY

JBTM2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
115.6%10/10

Revenue surging 115.6% year-over-year

Areas to Watch

HWM2 concerns · Avg: 3.0/10
Price/BookValuation
18.2x4/10

Trading at 18.2x book value

P/E RatioValuation
63.8x2/10

Premium valuation, high expectations priced in

JBTM3 concerns · Avg: 2.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Profit MarginProfitability
-1.3%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : JBTM

The strongest argument for JBTM centers on Price/Book, Revenue Growth. Revenue growth of 115.6% demonstrates continued momentum. PEG of 1.22 suggests the stock is reasonably priced for its growth.

Bear Case : HWM

The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 63.8x leaves little room for execution misses.

Bear Case : JBTM

The primary concerns for JBTM are Piotroski F-Score, Return on Equity, Profit Margin.

Key Dynamics to Monitor

HWM profiles as a mature stock while JBTM is a hypergrowth play — different risk/reward profiles.

HWM carries more volatility with a beta of 1.24 — expect wider price swings.

JBTM is growing revenue faster at 115.6% — sustainability is the question.

HWM generates stronger free cash flow (530M), providing more financial flexibility.

Bottom Line

HWM scores higher overall (69/100 vs 57/100), backed by strong 18.3% margins and 14.6% 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.

JBTMarel Corp

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company is headquartered in Chicago, Illinois.

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