Howmet Aerospace Inc (HWM)vsTitan Machinery Inc (TITN)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
TITN
Titan Machinery Inc
$23.18
-3.94%
INDUSTRIALS · Cap: $443.91M
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 266% more annual revenue ($8.62B vs $2.36B). HWM leads profitability with a 20.2% profit margin vs -2.3%. 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
TITN
Hold42
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+31.8%
Fair Value
$28.78
Current Price
$23.18
$5.60 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%
Reasonable price relative to book value
Conservative balance sheet, low leverage
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
ROE of -9.5% — below average capital efficiency
Revenue declined 12.1%
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 : TITN
The strongest argument for TITN centers on Price/Book, Debt/Equity.
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 : TITN
The primary concerns for TITN are PEG Ratio, Market Cap, Return on Equity.
Key Dynamics to Monitor
HWM profiles as a growth stock while TITN is a turnaround play — different risk/reward profiles.
TITN carries more volatility with a beta of 1.38 — 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 42/100), backed by strong 20.2% margins and 19.1% revenue growth. TITN offers better value entry with a 31.8% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Titan Machinery Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
Titan Machinery Inc. owns and operates a network of full-service agricultural and construction equipment stores in the United States and Europe. The company is headquartered in West Fargo, North Dakota.
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