Howmet Aerospace Inc (HWM)vsLegence Corp. Class A Common stock (LGN)
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
LGN
Legence Corp. Class A Common stock
$80.74
+0.20%
INDUSTRIALS · Cap: $13.26B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 224% more annual revenue ($8.25B vs $2.55B). HWM leads profitability with a 18.3% profit margin vs -2.3%. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
LGN
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+34.0%
Fair Value
$81.29
Current Price
$80.74
$0.55 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
Revenue surging 34.6% year-over-year
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Trading at 13.1x book value
0.0% earnings growth
Operating margin of 1.2%
Weak financial health signals
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 : LGN
The strongest argument for LGN centers on Revenue Growth. Revenue growth of 34.6% demonstrates continued momentum.
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 : LGN
The primary concerns for LGN are Price/Book, EPS Growth, Operating Margin.
Key Dynamics to Monitor
HWM profiles as a mature stock while LGN is a hypergrowth play — different risk/reward profiles.
LGN is growing revenue faster at 34.6% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (69/100 vs 35/100), backed by strong 18.3% margins and 14.6% revenue growth. LGN offers better value entry with a 34.0% margin of safety. Both earn "Strong 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.
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.
Legence Corp. Class A Common stock
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Legence Corp. The company is headquartered in San Jose, California.
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