Howmet Aerospace Inc (HWM)vsGrupo Aeroportuario del Centro Norte SAB de CV (OMAB)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
OMAB
Grupo Aeroportuario del Centro Norte SAB de CV
$97.01
-2.76%
INDUSTRIALS · Cap: $4.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Grupo Aeroportuario del Centro Norte SAB de CV generates 88% more annual revenue ($16.21B vs $8.62B). OMAB leads profitability with a 32.6% profit margin vs 20.2%. OMAB appears more attractively valued with a PEG of 0.76. HWM earns a higher WallStSmart Score of 73/100 (B).
HWM
Strong Buy73
out of 100
Grade: B
OMAB
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+33.0%
Fair Value
$192.67
Current Price
$97.01
$95.66 discount
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%
Every $100 of equity generates 42 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 54.5%
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Elevated debt levels
Weak financial health signals
Earnings declined 4.2%
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 : OMAB
The strongest argument for OMAB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 32.6% and operating margin at 54.5%. PEG of 0.76 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 58.2x leaves little room for execution misses.
Bear Case : OMAB
The primary concerns for OMAB are Debt/Equity, Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
HWM profiles as a growth stock while OMAB is a mature play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
HWM is growing revenue faster at 19.1% — sustainability is the question.
OMAB generates stronger free cash flow (888M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 66/100), backed by strong 20.2% margins and 19.1% revenue growth. OMAB offers better value entry with a 33.0% margin of safety. Both earn "Strong Buy" and "Strong 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.
Grupo Aeroportuario del Centro Norte SAB de CV
INDUSTRIALS · AIRPORTS & AIR SERVICES · USA
Grupo Aeroportuario del Centro Norte, SAB de CV, holds concessions to develop, operate and maintain airports in Mexico. The company is headquartered in Mexico City, Mexico.
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