WallStSmart

Howmet Aerospace Inc (HWM)vsV2X Inc (VVX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Howmet Aerospace Inc generates 83% more annual revenue ($8.62B vs $4.72B). HWM leads profitability with a 20.2% profit margin vs 1.9%. VVX trades at a lower P/E of 32.2x. HWM earns a higher WallStSmart Score of 73/100 (B).

HWM

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 5.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.61

VVX

Buy

57

out of 100

Grade: C

Growth: 8.7Profit: 5.0Value: 4.7Quality: 6.5
Piotroski: 6/9Altman Z: 2.00

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HWM6 strengths · Avg: 9.0/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
71.4%10/10

Earnings expanding 71.4% YoY

Market CapQuality
$100.31B9/10

Large-cap with strong market position

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

VVX3 strengths · Avg: 8.7/10
EPS GrowthGrowth
140.0%10/10

Earnings expanding 140.0% YoY

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.4%8/10

Revenue surging 23.4% year-over-year

Areas to Watch

HWM2 concerns · Avg: 3.0/10
Price/BookValuation
18.2x4/10

Trading at 18.2x book value

P/E RatioValuation
58.2x2/10

Premium valuation, high expectations priced in

VVX4 concerns · Avg: 3.0/10
P/E RatioValuation
32.2x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

Operating MarginProfitability
3.5%3/10

Operating margin of 3.5%

Free Cash FlowQuality
$-132.20M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull 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 : VVX

The strongest argument for VVX centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 23.4% 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 : VVX

The primary concerns for VVX are P/E Ratio, Profit Margin, Operating Margin. Thin 1.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

HWM carries more volatility with a beta of 1.19 — expect wider price swings.

VVX is growing revenue faster at 23.4% — sustainability is the question.

HWM generates stronger free cash flow (359M), providing more financial flexibility.

Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

HWM scores higher overall (73/100 vs 57/100), 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.

V2X Inc

INDUSTRIALS · AEROSPACE & DEFENSE · USA

V2X Inc (VVX) is a premier provider of innovative mobility and technology solutions, catering to the defense, government, and commercial sectors. The company excels in delivering integrated services that enhance operational effectiveness, specializing in transportation systems, cybersecurity, and logistics support. By fostering strategic partnerships and emphasizing innovation, V2X Inc is poised for sustainable growth, playing a crucial role in the modernization of critical infrastructure and defense operations globally. Its diverse array of service offerings reflects a steadfast commitment to advancing mission-critical initiatives across multiple industries.

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