Between FTAI Aviation and Howmet Aerospace, Which Stock Looks Set to Break Out?

HWM: Howmet Aerospace logo
HWM
Howmet Aerospace

Howmet Aerospace surged 6.1% during the past Day. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer FTAI Aviation gives you more. FTAI Aviation (FTAI) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Howmet Aerospace (HWM) stock, suggesting you may be better off investing in FTAI

  • FTAI’s quarterly revenue growth was 65.5%, vs. HWM’s 19.1%.
  • In addition, its Last 12 Months revenue growth came in at 48.5%, ahead of HWM’s 14.2%.
  • FTAI leads on profitability over both periods – LTM margin of 28.2% and 3-year average of 25.3%.

These differences become even clearer when you look at the financials side by side. The table highlights how HWM’s fundamentals stack up against those of FTAI on growth, margins, momentum, and valuation multiples.

Trefis: HWM Stock Insights

Valuation & Performance Overview

  HWM FTAI Preferred
     
Valuation      
P/EBIT Ratio 46.6 31.0 FTAI
     
Revenue Growth      
Last Quarter 19.1% 65.5% FTAI
Last 12 Months 14.2% 48.5% FTAI
Last 3 Year Average 13.2% 46.5% FTAI
     
Operating Margins      
Last 12 Months 26.4% 28.2% FTAI
Last 3 Year Average 22.8% 25.3% FTAI
     
Momentum      
Last 3 Year Return 480.9% 773.3% FTAI

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.

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See detailed fundamentals on Buy or Sell FTAI Stock and Buy or Sell HWM Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2021 2022 2023 2024 2025 2026 Total [1] Avg Best
Returns
HWM Return 12% 24% 38% 103% 88% 22% 787%    
FTAI Return 29% -23% 182% 215% 38% 15% 1294%   <===
S&P 500 Return 27% -19% 24% 23% 16% 6% 93%    
Monthly Win Rates [3]
HWM Win Rate 33% 58% 67% 67% 67% 67%   60%  
FTAI Win Rate 58% 33% 83% 92% 67% 67%   67% <===
S&P 500 Win Rate 75% 42% 67% 75% 67% 50%   62%  
Max Drawdowns [4]
HWM Max Drawdown -23% -20% -16% -10% -19% -16%   -17%  
FTAI Max Drawdown -36% -40% -12% -28% -52% -31%   -33%  
S&P 500 Max Drawdown -5% -25% -10% -8% -19% -9%   -13% <===

[1] Cumulative total returns since the beginning of 2021
[2] 2026 data is for the year up to 6/11/2026 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read FTAI Dip Buyer Analyses and HWM Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about HWM or FTAI? Consider portfolio approach.

The Right Way To Invest Is Through Portfolios

Stocks soar and sink – the key is staying invested. A balanced portfolio helps you ride market volatility, boosts gains, and reduces single stock risk.

Beating the market consistently is hard, but the Trefis High Quality (HQ) Portfolio makes it look achievable. By selecting 30 high-conviction stocks, the HQ strategy has historically outpaced the S&P 500, S&P Mid-cap, and Russell 2000. See how this curated selection delivers superior risk-adjusted returns in our detailed performance factsheet.