Howmet Aerospace Inc (HWM)vsTerex Corporation (TEX)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $108.21B
TEX
Terex Corporation
$60.42
-3.59%
INDUSTRIALS · Cap: $7.29B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 46% more annual revenue ($8.62B vs $5.93B). HWM leads profitability with a 20.2% profit margin vs 1.9%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 73/100 (B).
HWM
Strong Buy73
out of 100
Grade: B
TEX
Buy52
out of 100
Grade: C-
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%
Reasonable price relative to book value
Revenue surging 41.1% year-over-year
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 3.2% — below average capital efficiency
1.9% margin — thin
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 : TEX
The strongest argument for TEX centers on Price/Book, Revenue Growth. Revenue growth of 41.1% demonstrates continued momentum.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 62.9x leaves little room for execution misses.
Bear Case : TEX
The primary concerns for TEX are PEG Ratio, P/E Ratio, Return on Equity. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
HWM profiles as a growth stock while TEX is a hypergrowth play — different risk/reward profiles.
TEX carries more volatility with a beta of 1.54 — expect wider price swings.
TEX is growing revenue faster at 41.1% — sustainability is the question.
HWM generates stronger free cash flow (359M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 52/100), backed by strong 20.2% margins and 19.1% 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.
Terex Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Terex Corporation manufactures and sells aerial work platforms and materials processing machinery worldwide. The company is headquartered in Norwalk, Connecticut.
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