Howmet Aerospace Inc (HWM)vsSIFCO Industries Inc (SIF)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
SIF
SIFCO Industries Inc
$20.82
+4.15%
INDUSTRIALS · Cap: $125.52M
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 8946% more annual revenue ($8.62B vs $95.32M). HWM leads profitability with a 20.2% profit margin vs 7.8%. 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
SIF
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+16.2%
Fair Value
$10.43
Current Price
$20.82
$10.39 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%
Revenue surging 39.0% year-over-year
Earnings expanding 27791.0% YoY
Attractively priced relative to earnings
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
7.8% margin — thin
Negative free cash flow — burning cash
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 : SIF
The strongest argument for SIF centers on Revenue Growth, EPS Growth, P/E Ratio. Revenue growth of 39.0% 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 : SIF
The primary concerns for SIF are PEG Ratio, Market Cap, Profit Margin.
Key Dynamics to Monitor
HWM profiles as a growth stock while SIF is a hypergrowth play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
SIF is growing revenue faster at 39.0% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 61/100), backed by strong 20.2% margins and 19.1% revenue growth. SIF offers better value entry with a 16.2% margin of safety. 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.
SIFCO Industries Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
SIFCO Industries, Inc. produces and sells forgings and machined components primarily for the aerospace and energy markets in North America and Europe. The company is headquartered in Cleveland, Ohio.
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