Howmet Aerospace Inc (HWM)vsSunbelt Rentals Holdings, Inc. (SUNB)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
SUNB
Sunbelt Rentals Holdings, Inc.
$79.36
-2.37%
INDUSTRIALS · Cap: $34.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Sunbelt Rentals Holdings, Inc. generates 27% more annual revenue ($10.93B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 12.7%. 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
SUNB
Buy54
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%
Generating 1.5B in free cash flow
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
2.7% revenue growth
Grey zone — moderate risk
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 : SUNB
The strongest argument for SUNB centers on Free Cash Flow.
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 : SUNB
The primary concerns for SUNB are PEG Ratio, P/E Ratio, Revenue Growth.
Key Dynamics to Monitor
HWM profiles as a growth stock while SUNB is a value play — different risk/reward profiles.
SUNB carries more volatility with a beta of 1.65 — expect wider price swings.
HWM is growing revenue faster at 19.1% — sustainability is the question.
SUNB generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 54/100), 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.
Sunbelt Rentals Holdings, Inc.
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
Sunbelt Rentals Holdings, Inc., engages in the construction, industrial, and general equipment rental business under the Sunbelt Rentals brand name in the United States, the United Kingdom, and Canada. The company is headquartered in Fort Mill, South Carolina.
Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?