HEICO Corporation (HEI-A)vsHowmet Aerospace Inc (HWM)
HEI-A
HEICO Corporation
$244.77
-0.47%
INDUSTRIALS · Cap: $34.01B
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $100.31B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 76% more annual revenue ($8.62B vs $4.91B). HWM leads profitability with a 20.2% profit margin vs 16.1%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
HEI-A
Strong Buy67
out of 100
Grade: B-
HWM
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.4%
Fair Value
$215.88
Current Price
$244.77
$28.89 premium
Intrinsic value data unavailable for HWM.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 25.5%
Revenue surging 25.3% year-over-year
Earnings expanding 48.2% 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
Premium valuation, high expectations priced in
Trading at 18.2x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : HEI-A
The strongest argument for HEI-A centers on Operating Margin, Revenue Growth, EPS Growth. Profitability is solid with margins at 16.1% and operating margin at 25.5%. Revenue growth of 25.3% 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 : HEI-A
The primary concerns for HEI-A are PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
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
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
HEI-A is growing revenue faster at 25.3% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (73/100 vs 67/100), 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.
HEICO Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
HEICO Corporation designs, manufactures, and sells aerospace, defense, and electronic products and services in the United States and internationally. The company is headquartered in Hollywood, Florida.
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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