Howmet Aerospace Inc (HWM)vsUnited Airlines Holdings Inc (UAL)
HWM
Howmet Aerospace Inc
$250.72
-1.88%
INDUSTRIALS · Cap: $109.27B
UAL
United Airlines Holdings Inc
$112.62
-3.38%
INDUSTRIALS · Cap: $37.26B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 601% more annual revenue ($60.47B vs $8.62B). HWM leads profitability with a 20.2% profit margin vs 6.1%. 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
UAL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for HWM.
Margin of Safety
-76.6%
Fair Value
$65.00
Current Price
$112.62
$47.62 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
Earnings expanding 84.5% YoY
Every $100 of equity generates 23 in profit
Reasonable price relative to book value
Generating 3.1B in free cash flow
Areas to Watch
Trading at 18.8x book value
Premium valuation, high expectations priced in
6.1% margin — thin
Operating margin of 4.3%
Elevated debt levels
Expensive relative to growth rate
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 : UAL
The strongest argument for UAL centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 63.4x leaves little room for execution misses.
Bear Case : UAL
The primary concerns for UAL are Profit Margin, Operating Margin, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
HWM profiles as a growth stock while UAL is a value play — different risk/reward profiles.
UAL carries more volatility with a beta of 1.21 — expect wider price swings.
HWM is growing revenue faster at 19.1% — sustainability is the question.
UAL generates stronger free cash flow (3.1B), providing more financial flexibility.
Bottom Line
HWM scores higher overall (73/100 vs 67/100), 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.
United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
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