Howmet Aerospace Inc (HWM)vsSociedad Quimica y Minera de Chile SA ADR B (SQM)
HWM
Howmet Aerospace Inc
$270.56
-0.73%
INDUSTRIALS · Cap: $109.27B
SQM
Sociedad Quimica y Minera de Chile SA ADR B
$91.60
-1.99%
BASIC MATERIALS · Cap: $26.16B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 80% more annual revenue ($8.25B vs $4.58B). HWM leads profitability with a 18.3% profit margin vs 12.9%. SQM appears more attractively valued with a PEG of 0.60. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
SQM
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+9.0%
Fair Value
$82.67
Current Price
$91.60
$8.93 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
Earnings expanding 52.3% YoY
Growing faster than its price suggests
Strong operational efficiency at 28.3%
Revenue surging 23.3% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.3x book value
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 : SQM
The strongest argument for SQM centers on EPS Growth, PEG Ratio, Operating Margin. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.60 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 63.2x leaves little room for execution misses.
Bear Case : SQM
The primary concerns for SQM are P/E Ratio. A P/E of 44.5x leaves little room for execution misses.
Key Dynamics to Monitor
HWM profiles as a mature stock while SQM is a growth play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
SQM is growing revenue faster at 23.3% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 66/100), backed by strong 18.3% margins and 14.6% 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.
Sociedad Quimica y Minera de Chile SA ADR B
BASIC MATERIALS · SPECIALTY CHEMICALS · USA
Sociedad Qumica y Minera de Chile SA produces and distributes specialty plant nutrients, iodine and its derivatives, lithium and its derivatives, potassium chloride and sulfate, industrial chemicals and other products and services worldwide. The company is headquartered in Santiago, Chile.
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