Equifax Inc (EFX)vsHowmet Aerospace Inc (HWM)
EFX
Equifax Inc
$172.13
+0.67%
INDUSTRIALS · Cap: $19.75B
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 37% more annual revenue ($8.62B vs $6.28B). HWM leads profitability with a 20.2% profit margin vs 11.1%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
EFX
Strong Buy66
out of 100
Grade: B-
HWM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-21.7%
Fair Value
$162.39
Current Price
$172.13
$9.74 premium
Intrinsic value data unavailable for HWM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 34.0% YoY
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%
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Trading at 18.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : EFX
The strongest argument for EFX centers on EPS Growth. Revenue growth of 14.3% demonstrates continued momentum.
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.
Bear Case : EFX
The primary concerns for EFX are PEG Ratio, P/E Ratio, Altman Z-Score.
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.
Key Dynamics to Monitor
EFX profiles as a value stock while HWM is a growth play — different risk/reward profiles.
EFX carries more volatility with a beta of 1.31 — 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 66/100), backed by strong 20.2% margins and 19.1% revenue growth. Both earn "Strong Buy" and "Strong 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.
Equifax Inc
INDUSTRIALS · CONSULTING SERVICES · USA
Equifax Inc. is an American multinational consumer credit reporting agency and is one of the three largest consumer credit reporting agencies, along with Experian and TransUnion. In addition to credit and demographic data and services to business, Equifax sells credit monitoring and fraud prevention services directly to consumers.
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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