Howmet Aerospace Inc (HWM)vsSeaboard Corporation (SEB)
HWM
Howmet Aerospace Inc
$280.36
-1.88%
INDUSTRIALS · Cap: $108.21B
SEB
Seaboard Corporation
$4,777.41
+1.35%
INDUSTRIALS · Cap: $5.09B
Smart Verdict
WallStSmart Research — data-driven comparison
Seaboard Corporation generates 14% more annual revenue ($9.83B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 5.9%. SEB appears more attractively valued with a PEG of 0.65. HWM earns a higher WallStSmart Score of 73/100 (B).
HWM
Strong Buy73
out of 100
Grade: B
SEB
Strong Buy65
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-28.5%
Fair Value
$4332.47
Current Price
$4777.41
$444.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 277.0% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.4x book value
3.6% revenue growth
5.9% margin — thin
Operating margin of 4.0%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. PEG of 0.65 suggests the stock is reasonably priced for its growth.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 62.9x leaves little room for execution misses.
Bear Case : SEB
The primary concerns for SEB are Revenue Growth, Profit Margin, Operating Margin.
Key Dynamics to Monitor
HWM profiles as a growth stock while SEB is a value play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
HWM is growing revenue faster at 19.1% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 65/100), 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.
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.
Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
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