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BWXT vs GD
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. General Dynamics (GD) Stock Comparison
Key Takeaways
- BWXT has delivered superior one-year returns of approximately 100%, significantly outpacing GD's 40-45% gains, driven by nuclear contract wins and commercial expansion.
- Both stocks benefit from robust defense backlogs—BWXT at $7.3 billion (up 50% YoY) and GD at $118 billion—amid rising geopolitical tensions and naval programs.
- BWXT trades at a premium valuation (P/E ~56x) reflecting nuclear growth catalysts, while GD offers relative value (~22x) with higher dividend yield (~1.75%).
- Recent market activity shows volatility, with BWXT down ~5% in a session amid broader sector pullback, yet YTD up 15-16% versus GD's ~6%.
- Sector tailwinds in aerospace and defense support both, but BWXT's niche in naval nuclear propulsion provides higher momentum exposure.
Introduction
BWX Technologies (BWXT) and General Dynamics (GD) represent key players in the aerospace and defense sector, particularly in naval nuclear propulsion and broader military systems. This stock comparison analyzes their business models, recent performance, and market positioning amid heightened global defense spending and nuclear energy revival. Traders seeking momentum in specialized nuclear components may favor BWXT, while investors prioritizing diversified stability and dividends might lean toward GD. Understanding their relative strengths aids in evaluating opportunities in a sector buoyed by geopolitical shifts and long-term contracts.
BWXT Overview and Recent Performance
BWX Technologies (BWXT) specializes in manufacturing nuclear components, reactors, and fuel for U.S. naval propulsion, commercial power, and government applications. With operations spanning government and commercial segments, the company supports naval nuclear reactors and emerging microreactor technologies. In recent market activity, BWXT shares have shown strong momentum, posting over 100% one-year gains and 15% YTD returns, outperforming the S&P 500 and defense peers. Q4 2025 results featured 18% revenue growth to $886 million and adjusted EPS of $1.08, beating estimates, with full-year sales up 18% and a backlog surging 50% to $7.3 billion on naval and uranium contracts. Sentiment has been lifted by acquisitions enhancing nuclear capabilities and demand for defense uranium, though short-term volatility reflects profit-taking after peaks near $220.
GD Overview and Recent Performance
General Dynamics (GD) is a diversified aerospace and defense firm operating in business jets (Gulfstream), marine systems (submarines), combat vehicles, and technologies. Its broad portfolio includes nuclear-powered submarines via Electric Boat and IT solutions. Recent weeks have seen steady performance, with shares up 40-45% over the past year and ~6% YTD, supported by a massive $118 billion backlog. Q4 2025 delivered EPS of $4.17 and revenue of $14.4 billion, driven by marine systems and aerospace growth, alongside a dividend hike to $1.50 quarterly. Positive influences include European contracts, Gulfstream deliveries, and naval programs like Columbia-class submarines, fostering resilient sentiment despite supply chain pressures and conservative 2026 guidance.
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Head-to-Head Comparison
BWXT focuses on niche nuclear manufacturing for naval and commercial uses, contrasting GD's diversified exposure across submarines, jets, vehicles, and IT. Growth drivers for BWXT include commercial nuclear revival and uranium contracts, yielding faster revenue growth (17% projected) versus GD's steady marine and aerospace backlog execution. Recent momentum favors BWXT with superior returns, but GD provides lower volatility (beta ~0.8) and higher free cash flow. Risks for BWXT involve execution on specialized projects and policy shifts; GD faces supply chain delays and budget dependencies. Sector exposure overlaps in defense (naval), but BWXT leans nuclear, boosting sentiment amid energy transitions, while GD benefits from broader geopolitics.
Tickeron AI Verdict
Tickeron’s AI currently favors BWXT for its stronger trend consistency, explosive backlog growth, and positioning in high-demand naval nuclear and commercial catalysts, offering higher probabilistic upside in the defense-nuclear nexus. GD trails slightly due to moderated momentum despite stability, though it remains viable for balanced portfolios.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full Disclaimers and Limitations.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BWXT is a Hold and GD is a Hold.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
BWXT’s FA Score shows that 2 FA rating(s) are green whileGD’s FA Score has 1 green FA rating(s).
- BWXT’s FA Score: 2 green, 3 red.
- GD’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
BWXT’s TA Score shows that 3 TA indicator(s) are bullish while GD’s TA Score has 6 bullish TA indicator(s).
- BWXT’s TA Score: 3 bullish, 7 bearish.
- GD’s TA Score: 6 bullish, 4 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а -0.30% price change this week, while GD (@Aerospace & Defense) price change was -3.47% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was -2.02%. For the same industry, the average monthly price growth was -3.16%, and the average quarterly price growth was +45.17%.
Reported Earning Dates
BWXT is expected to report earnings on Aug 10, 2026.
GD is expected to report earnings on Jul 29, 2026.
Industries' Descriptions
@Aerospace & Defense (-2.02% weekly)Aerospace & Defense is one of largest industries in the U.S., mainly comprising the following areas: commercial airliners, military aircraft, missiles, space, and general aviation. Focused heavily on research & development, it is also one of the fastest growing industries. Military aircraft has the largest market share in the industry’s sales, followed by space systems, civil aircraft, and missiles. Aerospace exports, directly and indirectly, support more jobs than the export of any other commodity, according to a study by the U.S. Department of Commerce. Boeing Company, Lockheed Martin Corporation and General Electric Company are some of the most prominent players in this space.
| BWXT | GD | BWXT / GD | |
| Capitalization | 18.8B | 90.5B | 21% |
| EBITDA | 569M | 6.59B | 9% |
| Gain YTD | 18.608 | 0.228 | 8,176% |
| P/E Ratio | 54.59 | 21.05 | 259% |
| Revenue | 3.38B | 53.8B | 6% |
| Total Cash | 512M | 3.65B | 14% |
| Total Debt | 2.02B | 9.83B | 21% |
BWXT | GD | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 71 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 36 Fair valued | |
PROFIT vs RISK RATING 1..100 | 12 | 17 | |
SMR RATING 1..100 | 34 | 49 | |
PRICE GROWTH RATING 1..100 | 47 | 53 | |
P/E GROWTH RATING 1..100 | 16 | 38 | |
SEASONALITY SCORE 1..100 | 50 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
GD's Valuation (36) in the Aerospace And Defense industry is somewhat better than the same rating for BWXT (94). This means that GD’s stock grew somewhat faster than BWXT’s over the last 12 months.
BWXT's Profit vs Risk Rating (12) in the Aerospace And Defense industry is in the same range as GD (17). This means that BWXT’s stock grew similarly to GD’s over the last 12 months.
BWXT's SMR Rating (34) in the Aerospace And Defense industry is in the same range as GD (49). This means that BWXT’s stock grew similarly to GD’s over the last 12 months.
BWXT's Price Growth Rating (47) in the Aerospace And Defense industry is in the same range as GD (53). This means that BWXT’s stock grew similarly to GD’s over the last 12 months.
BWXT's P/E Growth Rating (16) in the Aerospace And Defense industry is in the same range as GD (38). This means that BWXT’s stock grew similarly to GD’s over the last 12 months.
| BWXT | GD | |
|---|---|---|
| RSI ODDS (%) | 3 days ago 57% | 3 days ago 58% |
| Stochastic ODDS (%) | 3 days ago 70% | 3 days ago 59% |
| Momentum ODDS (%) | 3 days ago 53% | 3 days ago 39% |
| MACD ODDS (%) | 3 days ago 52% | 3 days ago 60% |
| TrendWeek ODDS (%) | 3 days ago 54% | 3 days ago 40% |
| TrendMonth ODDS (%) | 3 days ago 55% | 3 days ago 46% |
| Advances ODDS (%) | 25 days ago 69% | 13 days ago 43% |
| Declines ODDS (%) | 10 days ago 55% | 3 days ago 35% |
| BollingerBands ODDS (%) | 3 days ago 76% | 3 days ago 69% |
| Aroon ODDS (%) | 3 days ago 59% | 3 days ago 47% |
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BWXT and
Correlation & Price change
A.I.dvisor indicates that over the last year, BWXT has been closely correlated with CW. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if BWXT jumps, then CW could also see price increases.
| Ticker / NAME | Correlation To BWXT | 1D Price Change % | ||
|---|---|---|---|---|
| BWXT | 100% | -2.95% | ||
| CW - BWXT | 73% Closely correlated | -5.08% | ||
| KTOS - BWXT | 51% Loosely correlated | -5.03% | ||
| MRCY - BWXT | 50% Loosely correlated | -2.66% | ||
| AIR - BWXT | 50% Loosely correlated | -3.76% | ||
| HWM - BWXT | 48% Loosely correlated | -4.41% | ||
More | ||||
GD and
Correlation & Price change
A.I.dvisor indicates that over the last year, GD has been loosely correlated with LHX. These tickers have moved in lockstep 56% of the time. This A.I.-generated data suggests there is some statistical probability that if GD jumps, then LHX could also see price increases.