COMPARE · Reviewed July 30, 2026
HWM vs OMAB
Verdict: Side-by-side breakdown using the Bull Rankings model. HWM scored 66.5, OMAB scored 66.5 — tied at the top.
Compare another set
HWM
Howmet Aerospace Inc.
66.5
$277.28 · $110.9B
fundamentals as of
Score gap
0.0
Tied
OMAB
Grupo Aeroportuario del Centro Norte, S.A.B. de C.V.
66.5
$108.09 · $5.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
HWM
stronger →← stronger
OMAB
83
Qualityreturns · margins · balance sheet
90
86
Growthrevenue & earnings expansion
50
41
Valuevaluation vs sector peers
90
OMAB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
HWM
OMAB
$1.7bC+
FCF
$391mC
+14.2%B+
Rev
+4.3%C+
0.88B
D/E
1.54C
63.3xD
P/E
16.6xA-
0.80A-
PEG
0.76A-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
HWM
OMAB
267% above
Price vs fair valuelower is cheaper
26% below
~47%/yr
Growth the price implies10-yr FCF · lower = less priced in
~1%/yr
-78%
1-yr DCF upside
+20%
-73%
5-yr DCF upside
+35%
-63%
10-yr DCF upside
+59%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
HWM
Why this score
- Durable high returns
OMAB
Why this score
- Raising its dividend
- Durable high returns
- Cyclical growth
- Foreign reporter (MXN)
The companies
HWMHowmet Aerospace Inc.
Why now
Aerospace & Defense · market cap $110.9b. 6% off the 52-week high of $295.28. Revenue growing +14%, comfortably above the S&P median. PEG 0.80 — paying under fair value for the growth rate. 20 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $312.93 (implying +13% upside).
Moat
Net margin 20% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 32% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $110.9b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 63.3x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. P/S 12.9x embeds aggressive forward growth — disappointing top-line guidance would compress the multiple hard.
OMABGrupo Aeroportuario del Centro Norte, S.A.B. de C.V.
Why now
Airports & Air Services · market cap $5.2b. 20% off the 52-week high of $134.99. PEG 0.76 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Buy with a mean 1-yr target of $124.03 (implying +15% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 47% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 125% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Dividend payout 85% of earnings on a 5.4% yield — distribution coverage is thin; one earnings stumble could force a dividend cut.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.