The Ensign Group Inc (ENSG)vsHowmet Aerospace Inc (HWM)
ENSG
The Ensign Group Inc
$203.89
+0.48%
HEALTHCARE · Cap: $11.85B
HWM
Howmet Aerospace Inc
$241.58
+0.86%
INDUSTRIALS · Cap: $93.06B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 63% more annual revenue ($8.25B vs $5.06B). HWM leads profitability with a 18.3% profit margin vs 6.8%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
ENSG
Buy57
out of 100
Grade: C
HWM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-0.3%
Fair Value
$211.28
Current Price
$203.89
$7.39 premium
Margin of Safety
-58.8%
Fair Value
$145.34
Current Price
$241.58
$96.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 20.2% year-over-year
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 26.3%
Earnings expanding 20.3% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
6.8% margin — thin
Trading at 18.1x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ENSG
The strongest argument for ENSG centers on Revenue Growth. Revenue growth of 20.2% demonstrates continued momentum.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 26.3%. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : ENSG
The primary concerns for ENSG are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 62.5x leaves little room for execution misses.
Key Dynamics to Monitor
ENSG profiles as a growth stock while HWM is a mature play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
ENSG is growing revenue faster at 20.2% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 57/100), backed by strong 18.3% margins and 14.6% 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.
The Ensign Group Inc
HEALTHCARE · MEDICAL CARE FACILITIES · USA
The Ensign Group, Inc. provides health care services in the post-acute care continuum and other ancillary businesses. The company is headquartered in San Juan Capistrano, California.
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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