The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 21% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 48%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (20 analysts) rates it strong buy, with a mean price target of $303. It reported earnings in this window, a natural checkpoint for the thesis.
Howmet Aerospace HWM
Outside both standards
An entry written while the outcome is still unknown. It will be scored by what the market does next, and it will never be edited to look cleverer than it was.
In plain words · Howmet Aerospace Inc.
read at $289.26
Howmet Aerospace holds its Markup at $289.26.
- PHPhase · the trend structure carries the Markup label
- INInsiders · no filings inside 60 days, left as found
- POPositioning · no disclosures inside 60 days, left as found
- OPOptions · no verdict drawn today, left as found
- SCScreen · does not pass the values gate
- edge confirmed
- edge broken
- edge forming
Each arm is one independent read. Conviction is not a single call, it is how many edges converge.
The investor read · the season, not the day
| Phase | Markup |
| Quantitative state | The statistical read favours the sellers, held for 262 days |
| Price | $289.26 |
| Valuation | 67.11 trailing · 47.79 forward price to earnings |
| Values screen | FAIL · score 10.0 |
| Beta | 1.19 |
The opportunity · what the numbers say it is worth
Our framework reads AVOID — it trades above our $215.78 fair value estimate, strong competitive moat, 19.10% revenue growth.
Price history & projections · where it has been, where the models see it going
The valuation journey · where the price sits against fair value and the Street
Green marks levels above today's price, red below; the shaded band is the gap between the price and our fair value.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish — a quality-at-a-fair-price name rather than a deep-value one.
| Revenue growth | 19.10% |
| Profit margin | 20.23% |
| Debt to equity | 87.79 |
| Analyst consensus | Strong Buy · 20 covering |
Fair value and rating are our own model estimates; target range reflects third-party analyst estimates. Analysis, not advice.
The values screen, explained · five checks, plain English
This company is excluded by both standards. There are two widely recognised ways to check whether a company is suitable for a Muslim investor. It fails on both:
Used by most halal investing apps ✗ DOES NOT PASS
The one Titan applies ✗ DOES NOT PASS
Why it fails. The problem is its business activity screen. Because both standards agree on this, it is a clear exclusion, not a borderline case.
What these two standards are, and how they differ →
- Business activity Business activity: Aerospace & Defense Fail
Every security is read against two recognised standards: our stricter asset-based screen (ratios measured against total assets) and the more widely used market-value standard (measured against market capitalisation). Where they agree we say so plainly; where they part ways — almost always on the debt check — we show both readings and mark it, because that disagreement is the finding, not a fault. We report the score; you and your scholar make the call.
The business, in plain words · what the numbers mean
Engine maker that fails the ethical test
Every commercial flight or military sortie depends on precision parts that keep turbines spinning at thirty thousand feet. Howmet supplies those components across aerospace and defence programmes worldwide.
We pass on the name despite nineteen percent revenue growth, twenty percent margins and a thirty four percent return on equity. The forward multiple sits at forty five times earnings while the shares trade twenty one percent above our fair value. On top of that the business fails our ethical screen on activity grounds.
High returns and a strong moat cannot offset the valuation gap or the ethical exclusion. Analysis, not advice.
| Forward P/E | 47.8x expensive even after accounting for its growth |
| Trailing P/E | 67.1x expensive — the price assumes strong growth ahead |
| Revenue growth | 19.1% steady growth |
| Profit margin | 20.2% healthy profit margins |
| Return on equity | 33.8% an exceptional return on shareholder capital |
| Debt to equity | 0.88 moderate, manageable leverage |
| Current ratio | 2.44 comfortably covers its short-term bills |
| Beta | 1.19 moves a little more than the market |
| Market cap | $115.7B |
| Employees | 25,430 |
The risks · The main risks here are ordinary market swings and the chance our fair-value read proves too optimistic.
Plain-English interpretation of our own screen data. Analysis, not advice.
Latest news · what the market is reading on HWM
- › Is Howmet (HWM) a Solid Growth Stock? 3 Reasons to Think "Yes" Zacks · 5d ago
- › Woodward, Howmet Likely to Benefit From Strong Engine Market, RBC Says MT Newswires · 5d ago
- › Beyond Broadband: What Could Power Comcast Stock From Here? Trefis · 5d ago
- › Howmet Aerospace (HWM) Stock Sees Modest Fair Value Lift After Analyst Target Increases Simply Wall St. · 7d ago
- › Howmet Aerospace (HWM) Is Up 6.2% After Raising Full-Year Profit Outlook on Aerospace Strength Simply Wall St. · 7d ago
Headlines from third-party outlets, linked for reference — not our reporting, not advice.
Related securities · others in HWM's space worth a look
Screened names in the same industry · explore each on its own page.
Where & how to trade · wherever in the world you are
HWM trades on a US exchange. As a US-listed security it is accessible through almost any international broker offering US markets. New to this, or investing from outside the US? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The trader read · the latest dated commentary
The dated journal · newest first, never edited
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved up 14.8% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 21% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 48%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (20 analysts) rates it strong buy, with a mean price target of $303. It reported earnings in this window, a natural checkpoint for the thesis.
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 21% above its long-term trend line with momentum reading bullish. Over the past year the shares are up 48%. Our forward projection puts the odds of a 10% gain over the next month near 39%. The street (20 analysts) rates it strong buy, with a mean price target of $303.
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
The framework reads markup. Price is trending higher with momentum. The crowd has caught on and buyers are in control. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows excellent risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
The insider ledger · Form 4 filings, as filed
| Date | Insider | Title | Type | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-11 | MARCHUK NEIL EDWARD | Officer | 41,932 | $11,300,536 | |
| 2026-04-15 | ARENA JONATHAN A | Officer | 3,544 | · | |
| 2026-04-02 | CANTIE JOSEPH S. | Director | 155 | $36,065 | |
| 2026-02-26 | SHULTZ BARBARA LOU | Officer | 1,000 | $260,005 | |
| 2026-02-18 | MARCHUK NEIL EDWARD | Officer | 45,150 | $11,364,427 | |
| 2026-02-17 | CHANATRY MICHAEL NIEM | Officer | 2,693 | · | |
| 2026-02-17 | WINTERLICH PATRICK J | Chief Financial Officer | 3,168 | · | |
| 2026-02-17 | SHULTZ BARBARA LOU | Officer | 446 | · | |
| 2026-02-17 | MARCHUK NEIL EDWARD | Officer | 3,881 | · | |
| 2026-02-17 | PLANT JOHN C | Chief Executive Officer | 22,333 | · |
Public filings, recorded as found. The full tape lives at Insider Intelligence.
What holding actually paid · price plus dividends
| Period | Price then | Price return | Divs per share | $1,000 became | Total return |
|---|---|---|---|---|---|
| 1 month | $273.58 | -8.8% | · | $912 | -8.8% |
| 2 months | $252.56 | -1.2% | $0.12 | $989 | -1.1% |
| 3 months | $243.71 | +2.4% | $0.12 | $1,025 | +2.5% |
| 6 months | $195.69 | +27.6% | $0.24 | $1,277 | +27.7% |
| 1 year | $168.24 | +48.4% | $0.48 | $1,486 | +48.6% |
| 2 years | $83.21 | +200.0% | $0.84 | $3,010 | +201.0% |
| 3 years | $45.55 | +448.0% | $1.03 | $5,503 | +450.3% |
| 5 years | $34.86 | +616.1% | $1.25 | $7,197 | +619.7% |
Historical returns from market close data. Past performance does not guarantee future results.