WallStSmart

Hayward Holdings Inc (HAYW)vsHowmet Aerospace Inc (HWM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Howmet Aerospace Inc generates 651% more annual revenue ($8.62B vs $1.15B). HWM leads profitability with a 20.2% profit margin vs 14.0%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).

HAYW

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 6.5Value: 5.0Quality: 7.0
Piotroski: 5/9Altman Z: 1.84

HWM

Strong Buy

73

out of 100

Grade: B

Growth: 8.7Profit: 9.0Value: 5.0Quality: 7.5
Piotroski: 6/9Altman Z: 2.61

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAYW2 strengths · Avg: 9.0/10
EPS GrowthGrowth
79.1%10/10

Earnings expanding 79.1% YoY

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

HWM6 strengths · Avg: 9.0/10
Return on EquityProfitability
31.6%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
71.4%10/10

Earnings expanding 71.4% YoY

Market CapQuality
$100.31B9/10

Large-cap with strong market position

Profit MarginProfitability
20.2%9/10

Keeps 20 of every $100 in revenue as profit

PEG RatioValuation
0.808/10

Growing faster than its price suggests

Operating MarginProfitability
28.2%8/10

Strong operational efficiency at 28.2%

Areas to Watch

HAYW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.844/10

Grey zone — moderate risk

Free Cash FlowQuality
$-157.77M2/10

Negative free cash flow — burning cash

HWM2 concerns · Avg: 3.0/10
Price/BookValuation
18.2x4/10

Trading at 18.2x book value

P/E RatioValuation
58.2x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : HAYW

The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% 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 : HAYW

The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.

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

HAYW profiles as a value stock while HWM is a growth play — different risk/reward profiles.

HWM carries more volatility with a beta of 1.19 — 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 69/100), 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.

Hayward Holdings Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.

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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