Howmet Aerospace Inc (HWM)vsMP Materials Corp (MP)
HWM
Howmet Aerospace Inc
$241.58
+0.86%
INDUSTRIALS · Cap: $93.06B
MP
MP Materials Corp
$53.74
+0.84%
BASIC MATERIALS · Cap: $9.47B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 2896% more annual revenue ($8.25B vs $275.46M). HWM leads profitability with a 18.3% profit margin vs -31.2%. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
MP
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.8%
Fair Value
$145.34
Current Price
$241.58
$96.24 premium
Intrinsic value data unavailable for MP.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Revenue surging 70.0% year-over-year
Areas to Watch
Trading at 18.1x book value
Premium valuation, high expectations priced in
ROE of -5.0% — below average capital efficiency
Earnings declined 55.6%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull 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 : MP
The strongest argument for MP centers on Revenue Growth. Revenue growth of 70.0% demonstrates continued momentum.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 62.5x leaves little room for execution misses.
Bear Case : MP
The primary concerns for MP are Return on Equity, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
HWM profiles as a mature stock while MP is a hypergrowth play — different risk/reward profiles.
MP carries more volatility with a beta of 1.62 — expect wider price swings.
MP is growing revenue faster at 70.0% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 29/100), backed by strong 18.3% margins and 14.6% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
MP Materials Corp
BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA
MP Materials Corp. The company is headquartered in Las Vegas, Nevada.
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