AOS vs HWM
A. O. Smith vs Howmet Aerospace — AI-powered side-by-side comparison
VS
HWM
Howmet Aerospace
65
Buy
| Metric | AOS | HWM |
|---|
| AI Score |
66
|
65
|
| Price |
$63.95
|
$281.90
|
| P/E Ratio |
17.82×
|
60.36×
|
| ROE |
29.4%
|
28.2%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
38.6%
|
34.4%
|
| Debt / Equity |
0.37×
|
0.79×
|
| Dividend Yield |
2.3%
|
0.2%
|
| RSI (14) |
66.5
|
47.1
|
| Beta |
1.153
|
1.189
|
| Expected Upside |
+1.6%
|
+2.4%
|
AI Committee View
Current Innellis committee reasoning for AOS versus HWM.
AOS leads by 1 points.
AOS scores 66/100 (Buy) versus HWM at 65/100 (Buy).
AOS Committee View
67% agreement
6 analysts
The primary driver is low leverage (debt-to-equity 0.08) -- balance sheet can absorb a shock. The main limiting factor is price-to-book of 5.0x prices in significant intangible value. The committee is constructive but not yet at full conviction.
Bull Case
- ROE of 27.0% shows genuine earnings power backing the valuation — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Price-to-book of 5.0x prices in significant intangible value — Value
HWM Committee View
75% agreement
4 analysts
The primary driver is market regime is bullish (bull market -- normal position sizing). The main limiting factor is growth rate is decelerating quarter over quarter -- the trend line matters more than the level. The committee is constructive but not yet at full conviction.
Bull Case
- 5 consecutive earnings beats -- consistent execution — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
Bear Case
- Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth