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BWXT or CW or HWM
Which Stock Would AI Choose? BWX Technologies (BWXT) vs. Curtiss-Wright (CW) vs. Howmet Aerospace (HWM) Stock Comparison
Key Takeaways
- CW has led year-to-date performance with approximately 29% gains, outpacing BWXT's 25% and HWM's 17%, driven by strong defense sector demand.
- All three stocks trade at elevated price-to-earnings (P/E) ratios above 55, reflecting growth expectations in aerospace and defense amid rising geopolitical tensions.
- BWXT benefits from nuclear energy revival and recent acquisition activity, supporting resilient momentum despite a pullback from April highs.
- HWM, the largest by market cap at nearly $96 billion, shows robust profitability but faces higher volatility with a beta of 1.19.
- Upcoming Q1 earnings for all three—BWXT imminent, CW on May 6, HWM on May 7—could influence near-term relative performance.
Introduction
In the aerospace and defense sector, BWXT, CW, and HWM stand out for their exposure to government contracts, commercial aviation recovery, and emerging nuclear demand. These stocks have delivered strong year-to-date gains amid heightened geopolitical risks and increased defense spending. Traders seeking momentum plays and long-term investors eyeing industrial growth will find value in comparing their business models, recent price action, and valuation metrics. This analysis highlights relative strengths in the current market environment, focusing on recent weeks' developments.
BWXT Overview and Recent Performance
BWXT, or BWX Technologies, specializes in nuclear components and services for government and commercial clients, including naval reactors and clean energy solutions. With a market cap of about $20 billion, the stock has surged over 25% year-to-date, trading near $216 after peaking above $240 in mid-April. Recent market activity shows resilience despite a modest pullback, influenced by nuclear sector enthusiasm and the announcement to acquire Precision Components Group. Positive sentiment stems from strong backlog growth and Q1 earnings anticipation, bolstering its position amid broader defense tailwinds.
CW Overview and Recent Performance
CW, Curtiss-Wright Corporation, provides engineered products for aerospace, defense, power, and commercial markets, with a diversified portfolio including valves, pumps, and control systems. Market cap stands at $26 billion, with shares around $713 following a 52-week high near $748. Year-to-date gains exceed 29%, supported by robust Q4 2025 results showing doubled-digit EPS growth outlook for 2026 and a growing backlog. Recent weeks reflect steady upward momentum on defense contract wins and operational strength, though shares dipped slightly ahead of Q1 earnings on May 6.
HWM Overview and Recent Performance
HWM, Howmet Aerospace, focuses on engineered components like jet engine parts and fastening systems for commercial and defense aviation. As the largest here with a $96 billion market cap, shares trade near $240 after hitting $267 highs. Year-to-date up 17%, recent performance includes volatility with a pullback amid profit-taking, yet profitability remains high at 18% margins. Sentiment is buoyed by aerospace demand recovery and a dividend increase, with Q1 earnings due May 7 potentially catalyzing further moves.
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Head-to-Head Comparison
BWXT emphasizes nuclear-focused government contracts, contrasting CW's broader diversification across defense and power, and HWM's commercial aero dominance. Growth drivers include BWXT's nuclear catalysts, CW's backlog expansion, and HWM's engine component demand. Recent momentum favors CW with steadier gains over the past month, while BWXT shows higher volatility but sector-specific upside. Risks involve cyclical defense budgets for all, with HWM's larger size offering scale but beta-driven swings. Valuations are stretched—P/E ratios 60, 56, and 65 respectively—sensitive to earnings delivery. Market sentiment leans positive on defense spending, positioning CW for relative stability.
Tickeron AI Verdict
Tickeron's AI currently favors CW for its superior year-to-date momentum, diversified exposure, and strong free cash flow generation amid consistent backlog growth. While BWXT offers nuclear niche appeal and HWM scale advantages, CW's relative stability and outperformance suggest higher probability of near-term upside, barring earnings surprises.
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 disclaimer. Disclaimers and Limitations
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 whileCW’s FA Score has 2 green FA rating(s), and HWM’s FA Score reflects 3 green FA rating(s).
- BWXT’s FA Score: 2 green, 3 red.
- CW’s FA Score: 2 green, 3 red.
- HWM’s FA Score: 3 green, 2 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 CW’s TA Score has 3 bullish TA indicator(s), and HWM’s TA Score reflects 5 bullish TA indicator(s).
- BWXT’s TA Score: 3 bullish, 7 bearish.
- CW’s TA Score: 3 bullish, 5 bearish.
- HWM’s TA Score: 5 bullish, 5 bearish.
Price Growth
BWXT (@Aerospace & Defense) experienced а -4.47% price change this week, while CW (@Aerospace & Defense) price change was -4.13% , and HWM (@Aerospace & Defense) price fluctuated -6.17% for the same time period.
The average weekly price growth across all stocks in the @Aerospace & Defense industry was -1.86%. For the same industry, the average monthly price growth was -4.27%, and the average quarterly price growth was +54.11%.
Reported Earning Dates
BWXT is expected to report earnings on Aug 10, 2026.
CW is expected to report earnings on Aug 05, 2026.
HWM is expected to report earnings on Jul 30, 2026.
Industries' Descriptions
@Aerospace & Defense (-1.86% 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 | CW | HWM | |
| Capitalization | 18.1B | 26B | 101B |
| EBITDA | 569M | 818M | 2.55B |
| Gain YTD | 14.480 | 27.921 | 23.586 |
| P/E Ratio | 52.62 | 51.64 | 58.73 |
| Revenue | 3.38B | 3.61B | 8.62B |
| Total Cash | N/A | 343M | 2.44B |
| Total Debt | 2.02B | 1.15B | 4.69B |
BWXT | CW | HWM | ||
|---|---|---|---|---|
OUTLOOK RATING 1..100 | 62 | 63 | 77 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 94 Overvalued | 71 Overvalued | 74 Overvalued | |
PROFIT vs RISK RATING 1..100 | 13 | 3 | 3 | |
SMR RATING 1..100 | 34 | 46 | 28 | |
PRICE GROWTH RATING 1..100 | 48 | 44 | 32 | |
P/E GROWTH RATING 1..100 | 17 | 20 | 38 | |
SEASONALITY SCORE 1..100 | 50 | 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.
CW's Valuation (71) in the Aerospace And Defense industry is in the same range as HWM (74) in the null industry, and is in the same range as BWXT (94) in the Aerospace And Defense industry. This means that CW's stock grew similarly to HWM’s and similarly to BWXT’s over the last 12 months.
CW's Profit vs Risk Rating (3) in the Aerospace And Defense industry is in the same range as HWM (3) in the null industry, and is in the same range as BWXT (13) in the Aerospace And Defense industry. This means that CW's stock grew similarly to HWM’s and similarly to BWXT’s over the last 12 months.
HWM's SMR Rating (28) in the null industry is in the same range as BWXT (34) in the Aerospace And Defense industry, and is in the same range as CW (46) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to BWXT’s and similarly to CW’s over the last 12 months.
HWM's Price Growth Rating (32) in the null industry is in the same range as CW (44) in the Aerospace And Defense industry, and is in the same range as BWXT (48) in the Aerospace And Defense industry. This means that HWM's stock grew similarly to CW’s and similarly to BWXT’s over the last 12 months.
BWXT's P/E Growth Rating (17) in the Aerospace And Defense industry is in the same range as CW (20) in the Aerospace And Defense industry, and is in the same range as HWM (38) in the null industry. This means that BWXT's stock grew similarly to CW’s and similarly to HWM’s over the last 12 months.
| BWXT | CW | HWM | |
|---|---|---|---|
| RSI ODDS (%) | 3 days ago 70% | N/A | 1 day ago 64% |
| Stochastic ODDS (%) | 1 day ago 69% | 1 day ago 73% | 1 day ago 53% |
| Momentum ODDS (%) | 1 day ago 49% | 1 day ago 53% | 1 day ago 71% |
| MACD ODDS (%) | 1 day ago 55% | 1 day ago 50% | 1 day ago 47% |
| TrendWeek ODDS (%) | 1 day ago 54% | 1 day ago 50% | 1 day ago 55% |
| TrendMonth ODDS (%) | 1 day ago 55% | 1 day ago 55% | 1 day ago 51% |
| Advances ODDS (%) | 28 days ago 69% | 8 days ago 68% | 14 days ago 70% |
| Declines ODDS (%) | 1 day ago 55% | 1 day ago 47% | 1 day ago 51% |
| BollingerBands ODDS (%) | 1 day ago 81% | 1 day ago 55% | 1 day ago 54% |
| Aroon ODDS (%) | 1 day ago 59% | 1 day ago 65% | 1 day ago 73% |
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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% | -2.15% | ||
| CW - BWXT | 73% Closely correlated | -0.76% | ||
| AIR - BWXT | 51% Loosely correlated | -2.79% | ||
| KTOS - BWXT | 51% Loosely correlated | -1.39% | ||
| MRCY - BWXT | 50% Loosely correlated | -0.63% | ||
| HWM - BWXT | 48% Loosely correlated | -1.51% | ||
More | ||||
CW and
Correlation & Price change
A.I.dvisor indicates that over the last year, CW has been closely correlated with BWXT. These tickers have moved in lockstep 73% of the time. This A.I.-generated data suggests there is a high statistical probability that if CW jumps, then BWXT could also see price increases.
HWM and
Correlation & Price change
A.I.dvisor indicates that over the last year, HWM has been closely correlated with GE. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if HWM jumps, then GE could also see price increases.