Casella Waste Systems Inc (CWST)vsHowmet Aerospace Inc (HWM)
CWST
Casella Waste Systems Inc
$83.78
-0.32%
INDUSTRIALS · Cap: $5.27B
HWM
Howmet Aerospace Inc
$225.26
+1.21%
INDUSTRIALS · Cap: $92.36B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 366% more annual revenue ($9.12B vs $1.96B). HWM leads profitability with a 20.5% profit margin vs 0.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 75/100 (B+).
CWST
Hold37
out of 100
Grade: F
HWM
Strong Buy75
out of 100
Grade: B+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
16.9% revenue growth
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
Areas to Watch
ROE of 0.5% — below average capital efficiency
0.3% margin — thin
Operating margin of 5.0%
Weak financial health signals
Trading at 15.7x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CWST
The strongest argument for CWST centers on Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bull 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.
Bear Case : CWST
The primary concerns for CWST are Return on Equity, Profit Margin, Operating Margin. A P/E of 1034.6x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
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.
Key Dynamics to Monitor
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.
Monitor WASTE MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (75/100 vs 37/100), backed by strong 20.5% margins and 24.1% revenue growth. 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.
Casella Waste Systems Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Casella Waste Systems, Inc., is a vertically integrated solid waste service company in the northeastern United States. The company is headquartered in Rutland, Vermont.
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.
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