Howmet Aerospace Inc (HWM)vsWaste Connections Inc (WCN)
HWM
Howmet Aerospace Inc
$225.26
+1.21%
INDUSTRIALS · Cap: $92.36B
WCN
Waste Connections Inc
$152.83
-1.20%
INDUSTRIALS · Cap: $38.70B
Smart Verdict
WallStSmart Research — data-driven comparison
Waste Connections Inc generates 7% more annual revenue ($9.76B vs $9.12B). HWM leads profitability with a 20.5% profit margin vs 10.9%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 75/100 (B+).
HWM
Strong Buy75
out of 100
Grade: B+
WCN
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-8.4%
Fair Value
$158.32
Current Price
$152.83
$5.49 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 33 in profit
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.5%
Revenue surging 24.1% year-over-year
No standout strengths identified
Areas to Watch
Trading at 15.7x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.4% earnings growth
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 28.5%. Revenue growth of 24.1% demonstrates continued momentum.
Bull Case : WCN
WCN has a balanced fundamental profile.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 49.5x leaves little room for execution misses.
Bear Case : WCN
The primary concerns for WCN are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
HWM profiles as a growth stock while WCN is a value play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.20 — expect wider price swings.
HWM is growing revenue faster at 24.1% — sustainability is the question.
HWM generates stronger free cash flow (479M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (75/100 vs 56/100), backed by strong 20.5% margins and 24.1% 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.
Waste Connections Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Waste Connections, Inc. provides waste collection, transfer, disposal and recycling services in the United States and Canada. The company is headquartered in Vaughan, Canada.
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