Howmet Aerospace Inc (HWM)vsTimken Company (TKR)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
TKR
Timken Company
$131.83
-1.37%
INDUSTRIALS · Cap: $9.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 85% more annual revenue ($8.62B vs $4.67B). HWM leads profitability with a 20.2% profit margin vs 6.6%. 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
TKR
Buy59
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%
Reasonable price relative to book value
Earnings expanding 26.1% YoY
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.6% margin — thin
Weak financial health signals
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 : TKR
The strongest argument for TKR centers on Price/Book, EPS Growth.
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 : TKR
The primary concerns for TKR are PEG Ratio, P/E Ratio, Profit Margin.
Key Dynamics to Monitor
HWM profiles as a growth stock while TKR is a value play — different risk/reward profiles.
TKR carries more volatility with a beta of 1.23 — 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 59/100), 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.
Timken Company
INDUSTRIALS · TOOLS & ACCESSORIES · USA
The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.
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