General Dynamics Corp vs Howmet Aerospace Inc

General Dynamics Corp (GD) is slightly undervalued and Howmet Aerospace Inc (HWM) is overvalued.

Against our estimates of intrinsic value, GD trades at the wider discount: a margin of safety of +12%, against -190% for HWM.

Values as of the 22 Sept 2026 close.

General Dynamics Corp (GD)

Discounting its cash flows at 7.6% (average of 3 methods) values the shares at $389.09; the price of $343.39 is 12% below that value, and 81% of that value comes from beyond year five.

Leak Score 68/100 on 10 of 12 signals

Howmet Aerospace Inc (HWM)

Discounting its cash flows at 10.5% (average of 3 methods) values the shares at $77.60; the price of $225.36 is 190% above that value, and 72% of that value comes from beyond year five.

Leak Score 67/100 on 10 of 12 signals

MetricGDHWM
VerdictSlightly undervaluedOvervalued
Price$343.39$225.36
Intrinsic value$389.09$77.60
Margin of safety+12%-190%
Leak Score68/100 (10/12)67/100 (10/12)
Market cap$92.9B$89.9B
Revenue growth, 5 years6.7%9.4%
Operating margin10.3%27.3%
Net margin8.2%20.5%
Return on equity17.8%34.7%
Debt to equity0.350.81
P/E20.9x48.6x
Forward P/E18.5x34.6x
P/B3.5x15.7x
Dividend yield1.8%0.2%

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