Howmet Aerospace Inc (HWM)vsParker-Hannifin Corporation (PH)
HWM
Howmet Aerospace Inc
$280.36
-1.88%
INDUSTRIALS · Cap: $108.21B
PH
Parker-Hannifin Corporation
$962.14
+1.16%
INDUSTRIALS · Cap: $115.86B
Smart Verdict
WallStSmart Research — data-driven comparison
Parker-Hannifin Corporation generates 143% more annual revenue ($20.99B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 16.6%. 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
PH
Buy55
out of 100
Grade: C-
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%
Large-cap with strong market position
Every $100 of equity generates 24 in profit
Strong operational efficiency at 21.5%
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.4x book value
Premium valuation, high expectations priced in
Trading at 8.3x book value
Expensive relative to growth rate
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 : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
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 : PH
The primary concerns for PH are P/E Ratio, Price/Book, PEG Ratio.
Key Dynamics to Monitor
HWM profiles as a growth stock while PH 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.
PH generates stronger free cash flow (881M), 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.
Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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