Howmet Aerospace Inc (HWM)vsMasTec Inc (MTZ)
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
MTZ
MasTec Inc
$394.05
+6.34%
INDUSTRIALS · Cap: $29.21B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 73% more annual revenue ($14.30B vs $8.25B). HWM leads profitability with a 18.3% profit margin vs 2.8%. 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-
MTZ
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-50.2%
Fair Value
$176.42
Current Price
$394.05
$217.63 premium
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
Earnings expanding 92.8% YoY
15.8% revenue growth
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 9.4x book value
2.8% margin — thin
Premium valuation, high expectations priced in
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 : MTZ
The strongest argument for MTZ centers on EPS Growth, Revenue Growth. Revenue growth of 15.8% 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 : MTZ
The primary concerns for MTZ are PEG Ratio, Price/Book, Profit Margin. A P/E of 72.9x leaves little room for execution misses. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
HWM profiles as a mature stock while MTZ is a growth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.80 — expect wider price swings.
MTZ is growing revenue faster at 15.8% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 53/100), backed by strong 18.3% margins and 14.6% revenue growth. Both earn "Strong Buy" and "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.
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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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