WallStSmart

Howmet Aerospace Inc (HWM)vsNorfolk Southern Corporation (NSC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Norfolk Southern Corporation generates 41% more annual revenue ($12.19B vs $8.62B). NSC leads profitability with a 21.9% profit margin vs 20.2%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).

HWM

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 5.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.61

NSC

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 8.0Value: 4.3Quality: 4.0
Piotroski: 5/9Altman Z: 1.30

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HWM6 strengths · Avg: 9.0/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
71.4%10/10

Earnings expanding 71.4% YoY

Market CapQuality
$100.31B9/10

Large-cap with strong market position

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

NSC3 strengths · Avg: 9.3/10
Operating MarginProfitability
32.3%10/10

Strong operational efficiency at 32.3%

Market CapQuality
$69.07B9/10

Large-cap with strong market position

Profit MarginProfitability
21.9%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

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

Trading at 18.2x book value

P/E RatioValuation
58.2x2/10

Premium valuation, high expectations priced in

NSC4 concerns · Avg: 3.3/10
P/E RatioValuation
25.9x4/10

Moderate valuation

Revenue GrowthGrowth
0.2%4/10

0.2% revenue growth

Debt/EquityHealth
1.083/10

Elevated debt levels

PEG RatioValuation
4.472/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : NSC

The strongest argument for NSC centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 21.9% and operating margin at 32.3%.

Bear Case : HWM

The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 58.2x leaves little room for execution misses.

Bear Case : NSC

The primary concerns for NSC are P/E Ratio, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

HWM profiles as a growth stock while NSC is a value play — different risk/reward profiles.

NSC carries more volatility with a beta of 1.29 — 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 55/100), 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.

Norfolk Southern Corporation

INDUSTRIALS · RAILROADS · USA

The Norfolk Southern Railway is a Class I freight railroad in the United States, and is the current name of the former Southern Railway. With headquarters in Atlanta, Georgia, the company operates 19,420 route miles (31,250 km) in 22 eastern states, the District of Columbia, and has rights in Canada over the Albany to Montreal route of the Canadian Pacific Railway, and previously on CN from Buffalo to St. Thomas.

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