Howmet Aerospace Inc (HWM)vsNavios Maritime Partners LP Unit (NMM)
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
NMM
Navios Maritime Partners LP Unit
$70.82
-1.50%
INDUSTRIALS · Cap: $2.02B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 514% more annual revenue ($8.25B vs $1.34B). NMM leads profitability with a 21.2% profit margin vs 18.3%. HWM appears more attractively valued with a PEG of 0.80. NMM earns a higher WallStSmart Score of 71/100 (B).
HWM
Strong Buy69
out of 100
Grade: B-
NMM
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+38.8%
Fair Value
$101.82
Current Price
$70.82
$31.00 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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 34.1%
Keeps 21 of every $100 in revenue as profit
Earnings expanding 28.2% YoY
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Negative free cash flow — burning cash
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 : NMM
The strongest argument for NMM centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 34.1%.
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 : NMM
The primary concerns for NMM are PEG Ratio, Free Cash Flow.
Key Dynamics to Monitor
NMM 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.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NMM scores higher overall (71/100 vs 69/100), backed by strong 21.2% margins. 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.
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.
Navios Maritime Partners LP Unit
INDUSTRIALS · MARINE SHIPPING · USA
Navios Maritime Partners LP owns and operates dry cargo ships in Asia, Europe, North America and Australia. The company is headquartered in Monaco.
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