Howmet Aerospace Inc (HWM)vsRXO Inc. (RXO)
HWM
Howmet Aerospace Inc
$281.88
-2.71%
INDUSTRIALS · Cap: $115.31B
RXO
RXO Inc.
$21.70
+7.21%
INDUSTRIALS · Cap: $4.76B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 50% more annual revenue ($8.62B vs $5.73B). HWM leads profitability with a 20.2% profit margin vs -1.8%. 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
RXO
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-41.1%
Fair Value
$11.57
Current Price
$21.70
$10.13 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%
Reasonable price relative to book value
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.5x book value
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 0.6%
Earnings declined 93.2%
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 : RXO
The strongest argument for RXO centers on Price/Book.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 66.7x leaves little room for execution misses.
Bear Case : RXO
The primary concerns for RXO are PEG Ratio, Return on Equity, Revenue Growth.
Key Dynamics to Monitor
HWM profiles as a growth stock while RXO is a turnaround play — different risk/reward profiles.
RXO carries more volatility with a beta of 1.92 — 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 32/100), backed by strong 20.2% margins and 19.1% revenue growth. Both earn "Strong Buy" and "Avoid" 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.
RXO Inc.
INDUSTRIALS · TRUCKING · USA
RXO Inc. is a leading entity in the transportation and logistics sector, specializing in advanced freight solutions across North America. Leveraging innovative technology and data analytics, RXO significantly improves supply chain efficiency and cost-effectiveness for a diverse clientele. The company's unwavering focus on sustainability and continuous innovation enhances its operational prowess and competitive stature in a dynamic logistics landscape. With a robust network and strategic alliances, RXO is strategically positioned to meet the evolving needs of the industry, representing a promising opportunity for institutional investors looking for growth in logistics.
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