Howmet Aerospace Inc (HWM)vsConstruction Partners Inc (ROAD)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
ROAD
Construction Partners Inc
$110.57
-2.09%
INDUSTRIALS · Cap: $6.44B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 165% more annual revenue ($8.62B vs $3.26B). HWM leads profitability with a 20.2% profit margin vs 3.9%. 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
ROAD
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-73.2%
Fair Value
$77.50
Current Price
$110.57
$33.07 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%
Revenue surging 34.6% year-over-year
Earnings expanding 109.7% YoY
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Distress zone — elevated risk
3.9% margin — thin
Operating margin of 4.8%
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 : ROAD
The strongest argument for ROAD centers on Revenue Growth, EPS Growth. Revenue growth of 34.6% demonstrates continued momentum.
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 : ROAD
The primary concerns for ROAD are PEG Ratio, Altman Z-Score, Profit Margin. A P/E of 49.7x leaves little room for execution misses. Debt-to-equity of 1.88 is elevated, increasing financial risk.
Key Dynamics to Monitor
HWM profiles as a growth stock while ROAD is a hypergrowth play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
ROAD is growing revenue faster at 34.6% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 59/100), 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.
Construction Partners Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Construction Partners, Inc., a civil infrastructure company, is engaged in the construction and maintenance of highways in Alabama, Florida, Georgia, North Carolina, and South Carolina. The company is headquartered in Dothan, Alabama.
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