Howmet Aerospace Inc (HWM)vsICF International Inc (ICFI)
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
ICFI
ICF International Inc
$68.57
+1.60%
INDUSTRIALS · Cap: $1.24B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 341% more annual revenue ($8.25B vs $1.87B). HWM leads profitability with a 18.3% profit margin vs 4.9%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
ICFI
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+31.4%
Fair Value
$114.34
Current Price
$68.57
$45.77 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Reasonable price relative to book value
Attractively priced relative to earnings
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Smaller company, higher risk/reward
4.9% margin — thin
Revenue declined 10.6%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : ICFI
The strongest argument for ICFI centers on Price/Book, P/E Ratio.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 63.8x leaves little room for execution misses.
Bear Case : ICFI
The primary concerns for ICFI are PEG Ratio, Market Cap, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
HWM profiles as a mature stock while ICFI is a value play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.24 — expect wider price swings.
HWM is growing revenue faster at 14.6% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 47/100), backed by strong 18.3% margins and 14.6% revenue growth. ICFI offers better value entry with a 31.4% margin of safety. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
ICF International Inc
INDUSTRIALS · CONSULTING SERVICES · USA
ICF International, Inc. provides management, marketing, technology and policy consulting and implementation services to government and commercial clients in the United States and internationally. The company is headquartered in Fairfax, Virginia.
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