BWX Technologies Inc (BWXT)vsNorthrop Grumman Corporation (NOC)
BWXT
BWX Technologies Inc
$222.13
+8.48%
INDUSTRIALS · Cap: $18.76B
NOC
Northrop Grumman Corporation
$691.21
+1.33%
INDUSTRIALS · Cap: $97.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Northrop Grumman Corporation generates 1212% more annual revenue ($41.95B vs $3.20B). BWXT leads profitability with a 10.3% profit margin vs 10.0%. BWXT appears more attractively valued with a PEG of 1.67. BWXT earns a higher WallStSmart Score of 62/100 (C+).
BWXT
Buy62
out of 100
Grade: C+
NOC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-18.5%
Fair Value
$167.54
Current Price
$222.13
$54.59 premium
Margin of Safety
+24.9%
Fair Value
$904.35
Current Price
$691.21
$213.14 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 28 in profit
18.7% revenue growth
Earnings expanding 31.1% YoY
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 3.2B in free cash flow
Areas to Watch
Expensive relative to growth rate
Trading at 16.5x book value
Premium valuation, high expectations priced in
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
Bull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.2x leaves little room for execution misses.
Bear Case : NOC
The primary concerns for NOC are Altman Z-Score, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
BWXT profiles as a growth stock while NOC is a value play — different risk/reward profiles.
BWXT carries more volatility with a beta of 0.81 — expect wider price swings.
BWXT is growing revenue faster at 18.7% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
BWXT scores higher overall (62/100 vs 56/100) and 18.7% revenue growth. NOC offers better value entry with a 24.9% margin of safety. Both earn "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.
BWX Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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