WallStSmart

Raytheon Technologies Corp (RTX)vsTwin Disc Incorporated (TWIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Raytheon Technologies Corp generates 25862% more annual revenue ($90.37B vs $348.10M). RTX leads profitability with a 8.0% profit margin vs 6.3%. RTX appears more attractively valued with a PEG of 2.39. RTX earns a higher WallStSmart Score of 59/100 (C).

RTX

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 1.55

TWIN

Buy

55

out of 100

Grade: C-

Growth: 7.3Profit: 4.5Value: 7.3Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

RTXSignificantly Overvalued (-52.1%)

Margin of Safety

-52.1%

Fair Value

$115.75

Current Price

$176.07

$60.32 premium

UndervaluedFair: $115.75Overvalued
TWINUndervalued (+48.4%)

Margin of Safety

+48.4%

Fair Value

$33.40

Current Price

$16.52

$16.88 discount

UndervaluedFair: $33.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RTX3 strengths · Avg: 8.7/10
Market CapQuality
$237.11B10/10

Mega-cap, among the largest globally

EPS GrowthGrowth
32.5%8/10

Earnings expanding 32.5% YoY

Free Cash FlowQuality
$1.21B8/10

Generating 1.2B in free cash flow

TWIN3 strengths · Avg: 10.0/10
P/E RatioValuation
10.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
2239.0%10/10

Earnings expanding 2239.0% YoY

Areas to Watch

RTX3 concerns · Avg: 4.0/10
PEG RatioValuation
2.394/10

Expensive relative to growth rate

P/E RatioValuation
33.0x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.554/10

Distress zone — elevated risk

TWIN4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.3%4/10

0.3% revenue growth

Market CapQuality
$260.45M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
6.3%3/10

6.3% margin — thin

Operating MarginProfitability
1.5%3/10

Operating margin of 1.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : RTX

The strongest argument for RTX centers on Market Cap, EPS Growth, Free Cash Flow.

Bull Case : TWIN

The strongest argument for TWIN centers on P/E Ratio, Price/Book, EPS Growth.

Bear Case : RTX

The primary concerns for RTX are PEG Ratio, P/E Ratio, Altman Z-Score.

Bear Case : TWIN

The primary concerns for TWIN are Revenue Growth, Market Cap, Profit Margin.

Key Dynamics to Monitor

TWIN carries more volatility with a beta of 0.72 — expect wider price swings.

RTX is growing revenue faster at 8.7% — sustainability is the question.

RTX generates stronger free cash flow (1.2B), providing more financial flexibility.

Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

RTX scores higher overall (59/100 vs 55/100). TWIN offers better value entry with a 48.4% margin of safety. Both earn "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.

Raytheon Technologies Corp

INDUSTRIALS · AEROSPACE & DEFENSE · USA

Raytheon Technologies Corporation is an American multinational aerospace and defense conglomerate headquartered in Waltham, Massachusetts. It is one of the largest aerospace, intelligence services providers, and defense manufacturers in the world by revenue and market capitalization. Raytheon Technologies (RTX) researches, develops, and manufactures advanced technology products in the aerospace and defense industry, including aircraft engines, avionics, aerostructures, cybersecurity, guided missiles, air defense systems, satellites, and drones.

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Twin Disc Incorporated

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Twin Disc, Incorporated designs, manufactures and sells power transmission equipment for off-highway and marine use worldwide. The company is headquartered in Racine, Wisconsin.

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