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 $17.3B against $12.6B — 1.4× the size. FTAI Aviation Ltd. trades at the lower P/E: 35.3× against 35.3×. FTAI Aviation Ltd. grew revenue faster over the last twelve months: 45.3% against 22.7%. FTAI Aviation Ltd. has the higher net margin (15.3% vs 10.1%) and the lower return on invested capital (8.84% vs 9.71%). Both pay a dividend; FTAI Aviation Ltd. yields more (1.03% vs 0.77%). Across the 22 metrics below, FTAI Aviation Ltd. leads on 15 and BWX Technologies, Inc. on 7.

Valuation

Metric BWXT FTAI Aerospace & Defense median
P/E 35.31 35.29 31.81
P/S 3.58 5.42 3.55
P/B 9.42 41.77 2.59
Price to free cash flow 39.76 28.00 31.99
EV/EBITDA 22.19 19.94 18.08
EV/Sales 3.98 6.42 3.37
Earnings yield 2.83% 2.83% 1.38%
Free cash flow yield 2.52% 3.57% 0.21%

Profitability

Metric BWXT FTAI Aerospace & Defense median
Gross margin 22.08% 39.23% 25.48%
Operating margin 14.57% 23.93% 4.54%
Net margin 10.11% 15.34% 2.22%
Free cash flow margin 9.01% 19.36% 1.43%
Return on equity 28.21% 167.93% 6.43%
Return on assets 8.75% 11.12% 2.70%
Return on invested capital 9.71% 8.84% 1.56%

Growth

Metric BWXT FTAI Aerospace & Defense median
Revenue growth (TTM) 22.67% 45.26% 18.43%
EPS growth (last fiscal year) 16.61% 1,537.50% 24.27%
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 1.51 8.55 0.24
Current ratio 2.40 5.28 2.72
Net debt to EBITDA 2.57 3.08 1.12

Dividend

Metric BWXT FTAI Aerospace & Defense median
Dividend yield 0.77% 1.03% 0.90%
Payout ratio 0.27 0.37 0.32

Size

Metric BWXT FTAI Aerospace & Defense median
Market cap 12.57b 17.31b 2.19b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack