Howmet Aerospace Inc (HWM)vsRockwell Automation Inc (ROK)
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
ROK
Rockwell Automation Inc
$400.20
-0.27%
INDUSTRIALS · Cap: $45.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Rockwell Automation Inc generates 4% more annual revenue ($8.57B vs $8.25B). HWM leads profitability with a 18.3% profit margin vs 11.6%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
ROK
Buy63
out of 100
Grade: C+
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
Earnings expanding 67.1% YoY
Every $100 of equity generates 24 in profit
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 12.0x book value
Premium valuation, high expectations priced in
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 : ROK
The strongest argument for ROK centers on EPS Growth, Return on Equity. Revenue growth of 11.9% demonstrates continued momentum.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 63.8x leaves little room for execution misses.
Bear Case : ROK
The primary concerns for ROK are PEG Ratio, Price/Book, P/E Ratio. A P/E of 45.7x leaves little room for execution misses.
Key Dynamics to Monitor
HWM profiles as a mature stock while ROK is a value play — different risk/reward profiles.
ROK carries more volatility with a beta of 1.54 — expect wider price swings.
HWM is growing revenue faster at 14.6% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 63/100), backed by strong 18.3% margins and 14.6% 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.
Rockwell Automation Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Rockwell Automation, Inc. is an American provider of industrial automation and information technology. Its brands include Allen-Bradley and Factory Talk software.
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