Howmet Aerospace Inc (HWM)vsLatham Group Inc (SWIM)
HWM
Howmet Aerospace Inc
$270.56
-0.73%
INDUSTRIALS · Cap: $96.03B
SWIM
Latham Group Inc
$5.75
-1.03%
INDUSTRIALS · Cap: $682.14M
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 1395% more annual revenue ($8.25B vs $551.81M). HWM leads profitability with a 18.3% profit margin vs 1.6%. HWM trades at a lower P/E of 64.6x. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
SWIM
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
+42.3%
Fair Value
$11.51
Current Price
$5.75
$5.76 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
Reasonable price relative to book value
Earnings expanding 39.2% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 20.3x book value
Smaller company, higher risk/reward
ROE of 2.2% — below average capital efficiency
1.6% 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 : SWIM
The strongest argument for SWIM centers on Price/Book, EPS Growth.
Bear Case : HWM
The primary concerns for HWM are P/E Ratio, Price/Book. A P/E of 64.6x leaves little room for execution misses.
Bear Case : SWIM
The primary concerns for SWIM are Market Cap, Return on Equity, Profit Margin. A P/E of 83.0x leaves little room for execution misses. Thin 1.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
HWM profiles as a mature stock while SWIM is a value play — different risk/reward profiles.
SWIM carries more volatility with a beta of 1.72 — 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.
Bottom Line
HWM scores higher overall (69/100 vs 48/100), backed by strong 18.3% margins and 14.6% revenue growth. SWIM offers better value entry with a 42.3% margin of safety. Both earn "Strong Buy" and "Hold" 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.
Latham Group Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Latham Group, Inc. designs, manufactures and markets residential inground swimming pools. The company is headquartered in Latham, New York.
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