Howmet Aerospace Inc (HWM)vsKimball Electronics (KE)
HWM
Howmet Aerospace Inc
$280.36
-1.88%
INDUSTRIALS · Cap: $108.21B
KE
Kimball Electronics
$25.95
-2.99%
INDUSTRIALS · Cap: $608.44M
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 499% more annual revenue ($8.62B vs $1.44B). HWM leads profitability with a 20.2% profit margin vs 1.8%. 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
KE
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-51.5%
Fair Value
$16.06
Current Price
$25.95
$9.89 premium
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%
Reasonable price relative to book value
Earnings expanding 53.3% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.4x book value
Smaller company, higher risk/reward
ROE of 4.5% — below average capital efficiency
1.8% margin — thin
Operating margin of 3.5%
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 : KE
The strongest argument for KE centers on Price/Book, EPS Growth, Altman Z-Score. PEG of 1.28 suggests the stock is reasonably priced for its growth.
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.
Bear Case : KE
The primary concerns for KE are Market Cap, Return on Equity, Profit Margin. Thin 1.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
HWM profiles as a growth stock while KE is a value play — different risk/reward profiles.
KE carries more volatility with a beta of 1.22 — 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 56/100), 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.
Kimball Electronics
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Kimball Electronics, Inc. provides electronic contract manufacturing services and diversified manufacturing services to clients in the automotive, medical, industrial and public safety end markets. The company is headquartered in Jasper, Indiana.
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