BWX Technologies, Inc. (BWXT) vs FTAI Aviation Ltd. (FTAI)

BWX Technologies, Inc. and FTAI Aviation Ltd. are both Aerospace & Defense companies. FTAI Aviation Ltd. is the larger, with a market value of $16.6B against $10.5B — 1.6× the size. BWX Technologies, Inc. trades at the lower P/E: 28.3× against 32.5×. FTAI Aviation Ltd. grew revenue faster over the last twelve months: 46.0% against 17.7%. FTAI Aviation Ltd. has the higher net margin (15.0% vs 10.4%) and the lower return on invested capital (9.12% vs 9.69%). Both pay a dividend; FTAI Aviation Ltd. yields more (1.04% vs 0.92%). Across the 23 metrics below, BWX Technologies, Inc. leads on 12 and FTAI Aviation Ltd. on 11.

Valuation

Metric BWXT FTAI Aerospace & Defense median
P/E 28.28 32.46 28.48
P/S 2.95 4.88 2.95
P/B 7.48 38.59 2.68
Price to free cash flow 28.57 37.54 31.70
EV/EBITDA 18.33 19.76 16.85
EV/Sales 3.35 5.78 2.74
Earnings yield 3.54% 3.08% 0.89%
Free cash flow yield 3.50% 2.66% 0.00%

Profitability

Metric BWXT FTAI Aerospace & Defense median
Gross margin 22.61% 37.12% 26.41%
Operating margin 14.87% 22.29% 3.69%
Net margin 10.41% 14.98% 2.74%
Free cash flow margin 10.34% 13.01% 0.00%
Return on equity 28.18% 149.53% 4.44%
Return on assets 8.78% 11.33% 1.90%
Return on invested capital 9.69% 9.12% 0.26%

Growth

Metric BWXT FTAI Aerospace & Defense median
Revenue growth (TTM) 17.71% 46.04% 18.03%
EPS growth (last fiscal year) 16.61% 1,537.50% 24.80%
Revenue growth, 5-year CAGR 8.54% 53.12% 9.73%
Net income growth, 5-year CAGR 3.37% 0.00% 0.00%

Health

Metric BWXT FTAI Aerospace & Defense median
Debt to equity 1.43 7.97 0.20
Current ratio 1.88 3.82 2.85
Net debt to EBITDA 2.57 3.08 1.29

Dividend

Metric BWXT FTAI Aerospace & Defense median
Dividend yield 0.92% 1.04% 0.91%
Payout ratio 0.26 0.34 0.30

Size

Metric BWXT FTAI Aerospace & Defense median
Market cap 10.53b 16.61b 1.78b

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