WallStSmart

Gulf Island Fabrication Inc (GIFI)vsRaytheon Technologies Corp (RTX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Raytheon Technologies Corp generates 59019% more annual revenue ($90.37B vs $152.87M). RTX leads profitability with a 8.0% profit margin vs 6.5%. GIFI trades at a lower P/E of 19.6x. RTX earns a higher WallStSmart Score of 59/100 (C).

GIFI

Avoid

35

out of 100

Grade: F

Growth: 4.0Profit: 4.5Value: 5.0Quality: 5.0

RTX

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GIFIFair Value (-2.3%)

Margin of Safety

-2.3%

Fair Value

$11.73

Current Price

$12.00

$0.27 premium

UndervaluedFair: $11.73Overvalued
RTXSignificantly Overvalued (-52.1%)

Margin of Safety

-52.1%

Fair Value

$115.75

Current Price

$176.07

$60.32 premium

UndervaluedFair: $115.75Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GIFI1 strengths · Avg: 8.0/10
Price/BookValuation
2.1x8/10

Reasonable price relative to book value

RTX3 strengths · Avg: 8.7/10
Market CapQuality
$237.11B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
32.5%8/10

Earnings expanding 32.5% YoY

Free Cash FlowQuality
$1.21B8/10

Generating 1.2B in free cash flow

Areas to Watch

GIFI4 concerns · Avg: 2.5/10
Market CapQuality
$188.30M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Revenue GrowthGrowth
-9.0%2/10

Revenue declined 9.0%

EPS GrowthGrowth
-37.8%2/10

Earnings declined 37.8%

RTX3 concerns · Avg: 4.0/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : GIFI

The strongest argument for GIFI centers on Price/Book.

Bull Case : RTX

The strongest argument for RTX centers on Market Cap, EPS Growth, Free Cash Flow.

Bear Case : GIFI

The primary concerns for GIFI are Market Cap, Profit Margin, Revenue Growth.

Bear Case : RTX

The primary concerns for RTX are PEG Ratio, P/E Ratio, Altman Z-Score.

Key Dynamics to Monitor

GIFI carries more volatility with a beta of 0.44 — expect wider price swings.

RTX is growing revenue faster at 8.7% — sustainability is the question.

RTX generates stronger free cash flow (1.2B), providing more financial flexibility.

Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RTX scores higher overall (59/100 vs 35/100). Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Gulf Island Fabrication Inc

INDUSTRIALS · METAL FABRICATION · USA

Gulf Island Fabrication, Inc., is a manufacturer of steel structures, modules and marine vessels in the United States. The company is headquartered in Houston, Texas.

Raytheon Technologies Corp

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Raytheon Technologies Corporation is an American multinational aerospace and defense conglomerate headquartered in Waltham, Massachusetts. It is one of the largest aerospace, intelligence services providers, and defense manufacturers in the world by revenue and market capitalization. Raytheon Technologies (RTX) researches, develops, and manufactures advanced technology products in the aerospace and defense industry, including aircraft engines, avionics, aerostructures, cybersecurity, guided missiles, air defense systems, satellites, and drones.

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