Howmet Aerospace Inc (HWM)vsThomson Reuters Corporation Common Shares (TRI)
HWM
Howmet Aerospace Inc
$243.04
+2.76%
INDUSTRIALS · Cap: $94.83B
TRI
Thomson Reuters Corporation Common Shares
$95.69
+2.57%
INDUSTRIALS · Cap: $41.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Howmet Aerospace Inc generates 10% more annual revenue ($8.25B vs $7.48B). TRI leads profitability with a 20.1% profit margin vs 18.3%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
HWM
Strong Buy69
out of 100
Grade: B-
TRI
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-44.3%
Fair Value
$61.80
Current Price
$95.69
$33.89 premium
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
Keeps 20 of every $100 in revenue as profit
Strong operational efficiency at 26.6%
Areas to Watch
Trading at 18.2x book value
Premium valuation, high expectations priced in
Moderate valuation
Expensive relative to growth rate
Earnings declined 42.6%
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 : TRI
The strongest argument for TRI centers on Profit Margin, Operating Margin. Profitability is solid with margins at 20.1% and operating margin at 26.6%.
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 : TRI
The primary concerns for TRI are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
HWM 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.
TRI generates stronger free cash flow (607M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HWM scores higher overall (69/100 vs 49/100), backed by strong 18.3% margins and 14.6% revenue growth. 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.
Thomson Reuters Corporation Common Shares
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.
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