BWX TECHNOLOGIES INC (BWXT) Stock Fundamental Analysis
NYSE:BWXT - New York Stock Exchange, Inc. - US05605H1005 - Common Stock - Currency: USD
Taking everything into account, BWXT scores 6 out of 10 in our fundamental rating. BWXT was compared to 64 industry peers in the Aerospace & Defense industry. BWXT has only an average score on both its financial health and profitability. BWXT is valied quite expensively at the moment, while it does show a decent growth rate.
1. Profitability
1.1 Basic Checks
BWXT had positive earnings in the past year.
In the past year BWXT had a positive cash flow from operations.
In the past 5 years BWXT has always been profitable.
In the past 5 years BWXT always reported a positive cash flow from operatings.
1.2 Ratios
BWXT has a Return On Assets of 9.46%. This is amongst the best in the industry. BWXT outperforms 92.19% of its industry peers.
BWXT's Return On Equity of 26.26% is amongst the best of the industry. BWXT outperforms 96.88% of its industry peers.
The Return On Invested Capital of BWXT (9.96%) is better than 85.94% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BWXT is above the industry average of 7.94%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 9.46% | ||
| ROE | 26.26% | ||
| ROIC | 9.96% |
ROA(3y)9.29%
ROA(5y)10.45%
ROE(3y)28.09%
ROE(5y)35.48%
ROIC(3y)10.89%
ROIC(5y)11.51%
1.3 Margins
Looking at the Profit Margin, with a value of 10.39%, BWXT is in the better half of the industry, outperforming 78.13% of the companies in the same industry.
In the last couple of years the Profit Margin of BWXT has declined.
With a decent Operating Margin value of 11.68%, BWXT is doing good in the industry, outperforming 75.00% of the companies in the same industry.
BWXT's Operating Margin has declined in the last couple of years.
BWXT's Gross Margin of 24.15% is in line compared to the rest of the industry. BWXT outperforms 48.44% of its industry peers.
BWXT's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 11.68% | ||
| PM (TTM) | 10.39% | ||
| GM | 24.15% |
OM growth 3Y-5.2%
OM growth 5Y-5.02%
PM growth 3Y-10.2%
PM growth 5Y-4.14%
GM growth 3Y-2.2%
GM growth 5Y-2.93%
2. Health
2.1 Basic Checks
With a Return on Invested Capital (ROIC) just above the Cost of Capital (WACC), BWXT is creating some value.
BWXT has about the same amout of shares outstanding than it did 1 year ago.
The number of shares outstanding for BWXT has been reduced compared to 5 years ago.
Compared to 1 year ago, BWXT has an improved debt to assets ratio.
2.2 Solvency
An Altman-Z score of 5.54 indicates that BWXT is not in any danger for bankruptcy at the moment.
BWXT's Altman-Z score of 5.54 is fine compared to the rest of the industry. BWXT outperforms 68.75% of its industry peers.
BWXT has a debt to FCF ratio of 4.45. This is a neutral value as BWXT would need 4.45 years to pay back of all of its debts.
BWXT's Debt to FCF ratio of 4.45 is fine compared to the rest of the industry. BWXT outperforms 76.56% of its industry peers.
BWXT has a Debt/Equity ratio of 1.08. This is a high value indicating a heavy dependency on external financing.
Looking at the Debt to Equity ratio, with a value of 1.08, BWXT is doing worse than 78.13% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.08 | ||
| Debt/FCF | 4.45 | ||
| Altman-Z | 5.54 |
ROIC/WACC0.98
WACC10.12%
2.3 Liquidity
A Current Ratio of 2.02 indicates that BWXT has no problem at all paying its short term obligations.
BWXT has a Current ratio (2.02) which is in line with its industry peers.
BWXT has a Quick Ratio of 1.91. This is a normal value and indicates that BWXT is financially healthy and should not expect problems in meeting its short term obligations.
BWXT's Quick ratio of 1.91 is fine compared to the rest of the industry. BWXT outperforms 70.31% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 2.02 | ||
| Quick Ratio | 1.91 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 12.62% over the past year.
Measured over the past 5 years, BWXT shows a small growth in Earnings Per Share. The EPS has been growing by 4.83% on average per year.
Looking at the last year, BWXT shows a quite strong growth in Revenue. The Revenue has grown by 9.88% in the last year.
BWXT shows a small growth in Revenue. Measured over the last years, the Revenue has been growing by 7.37% yearly.
EPS 1Y (TTM)12.62%
EPS 3Y2.86%
EPS 5Y4.83%
EPS Q2Q%19.74%
Revenue 1Y (TTM)9.88%
Revenue growth 3Y8.37%
Revenue growth 5Y7.37%
Sales Q2Q%12.96%
3.2 Future
Based on estimates for the next years, BWXT will show a quite strong growth in Earnings Per Share. The EPS will grow by 12.75% on average per year.
The Revenue is expected to grow by 9.17% on average over the next years. This is quite good.
EPS Next Y7.4%
EPS Next 2Y9.37%
EPS Next 3Y10.85%
EPS Next 5Y12.75%
Revenue Next Year13.82%
Revenue Next 2Y11.77%
Revenue Next 3Y10.68%
Revenue Next 5Y9.17%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
When comparing the Revenue growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
4. Valuation
4.1 Price/Earnings Ratio
A Price/Earnings ratio of 30.84 indicates a quite expensive valuation of BWXT.
Compared to the rest of the industry, the Price/Earnings ratio of BWXT indicates a somewhat cheap valuation: BWXT is cheaper than 68.75% of the companies listed in the same industry.
BWXT's Price/Earnings ratio indicates a similar valuation than the S&P500 average which is at 26.03.
BWXT is valuated quite expensively with a Price/Forward Earnings ratio of 26.94.
Compared to the rest of the industry, the Price/Forward Earnings ratio of BWXT indicates a somewhat cheap valuation: BWXT is cheaper than 65.63% of the companies listed in the same industry.
When comparing the Price/Forward Earnings ratio of BWXT to the average of the S&P500 Index (21.94), we can say BWXT is valued slightly more expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 30.84 | ||
| Fwd PE | 26.94 |
4.2 Price Multiples
BWXT's Enterprise Value to EBITDA ratio is in line with the industry average.
79.69% of the companies in the same industry are more expensive than BWXT, based on the Price/Free Cash Flow ratio.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 36.4 | ||
| EV/EBITDA | 26.46 |
4.3 Compensation for Growth
The high PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates an expensive valuation of the company.
The decent profitability rating of BWXT may justify a higher PE ratio.
PEG (NY)4.17
PEG (5Y)6.38
EPS Next 2Y9.37%
EPS Next 3Y10.85%
5. Dividend
5.1 Amount
With a yearly dividend of 0.92%, BWXT is not a good candidate for dividend investing.
BWXT's Dividend Yield is rather good when compared to the industry average which is at 1.34. BWXT pays more dividend than 82.81% of the companies in the same industry.
With a Dividend Yield of 0.92, BWXT pays less dividend than the S&P500 average, which is at 2.36.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.92% |
5.2 History
The dividend of BWXT is nicely growing with an annual growth rate of 7.06%!
BWXT has been paying a dividend for at least 10 years, so it has a reliable track record.
As BWXT did not decrease their dividend in the past 5 years, we can say the dividend looks stable.
Dividend Growth(5Y)7.06%
Div Incr Years9
Div Non Decr Years9
5.3 Sustainability
31.01% of the earnings are spent on dividend by BWXT. This is a low number and sustainable payout ratio.
BWXT's earnings are growing more than its dividend. This makes the dividend growth sustainable.
DP31.01%
EPS Next 2Y9.37%
EPS Next 3Y10.85%
NYSE:BWXT (5/22/2025, 12:40:06 PM)
107.31
-0.08 (-0.07%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryAerospace & Defense
Earnings (Last)
Earnings (Next)
Inst Owners93.11%
Inst Owner Change-0.06%
Ins Owners0.34%
Ins Owner Change2.86%
Market Cap9.81B
Analysts82.35
Price Target137.42 (28.06%)
Short Float %2.21%
Short Ratio1.95
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.92% |
Yearly Dividend0.97
Dividend Growth(5Y)7.06%
DP31.01%
Div Incr Years9
Div Non Decr Years9
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)15.16%
Min EPS beat(2)10.79%
Max EPS beat(2)19.54%
EPS beat(4)4
Avg EPS beat(4)10.76%
Min EPS beat(4)4.98%
Max EPS beat(4)19.54%
EPS beat(8)8
Avg EPS beat(8)8.62%
EPS beat(12)10
Avg EPS beat(12)6.77%
EPS beat(16)11
Avg EPS beat(16)3.79%
Revenue beat(2)2
Avg Revenue beat(2)2.7%
Min Revenue beat(2)1.62%
Max Revenue beat(2)3.79%
Revenue beat(4)4
Avg Revenue beat(4)2.49%
Min Revenue beat(4)0.04%
Max Revenue beat(4)4.5%
Revenue beat(8)7
Avg Revenue beat(8)3.05%
Revenue beat(12)8
Avg Revenue beat(12)1.35%
Revenue beat(16)9
Avg Revenue beat(16)-0.06%
PT rev (1m)0.62%
PT rev (3m)-0.54%
EPS NQ rev (1m)-8.39%
EPS NQ rev (3m)-7.19%
EPS NY rev (1m)0.41%
EPS NY rev (3m)2.23%
Revenue NQ rev (1m)-1.66%
Revenue NQ rev (3m)-1.71%
Revenue NY rev (1m)0.61%
Revenue NY rev (3m)5.31%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 30.84 | ||
| Fwd PE | 26.94 | ||
| P/S | 3.53 | ||
| P/FCF | 36.4 | ||
| P/OCF | 23.02 | ||
| P/B | 8.91 | ||
| P/tB | 17.41 | ||
| EV/EBITDA | 26.46 |
EPS(TTM)3.48
EY3.24%
EPS(NY)3.98
Fwd EY3.71%
FCF(TTM)2.95
FCFY2.75%
OCF(TTM)4.66
OCFY4.34%
SpS30.44
BVpS12.04
TBVpS6.17
PEG (NY)4.17
PEG (5Y)6.38
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 9.46% | ||
| ROE | 26.26% | ||
| ROCE | 12.64% | ||
| ROIC | 9.96% | ||
| ROICexc | 10.18% | ||
| ROICexgc | 12.95% | ||
| OM | 11.68% | ||
| PM (TTM) | 10.39% | ||
| GM | 24.15% | ||
| FCFM | 9.69% |
ROA(3y)9.29%
ROA(5y)10.45%
ROE(3y)28.09%
ROE(5y)35.48%
ROIC(3y)10.89%
ROIC(5y)11.51%
ROICexc(3y)11.19%
ROICexc(5y)11.8%
ROICexgc(3y)14.13%
ROICexgc(5y)15.27%
ROCE(3y)13.82%
ROCE(5y)14.77%
ROICexcg growth 3Y-3.82%
ROICexcg growth 5Y-11.02%
ROICexc growth 3Y-2.17%
ROICexc growth 5Y-7.67%
OM growth 3Y-5.2%
OM growth 5Y-5.02%
PM growth 3Y-10.2%
PM growth 5Y-4.14%
GM growth 3Y-2.2%
GM growth 5Y-2.93%
F-Score7
Asset Turnover0.91
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.08 | ||
| Debt/FCF | 4.45 | ||
| Debt/EBITDA | 2.86 | ||
| Cap/Depr | 175.51% | ||
| Cap/Sales | 5.63% | ||
| Interest Coverage | 5.22 | ||
| Cash Conversion | 102.88% | ||
| Profit Quality | 93.26% | ||
| Current Ratio | 2.02 | ||
| Quick Ratio | 1.91 | ||
| Altman-Z | 5.54 |
F-Score7
WACC10.12%
ROIC/WACC0.98
Cap/Depr(3y)213.4%
Cap/Depr(5y)302.1%
Cap/Sales(3y)6.87%
Cap/Sales(5y)9.46%
Profit Quality(3y)65.42%
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)12.62%
EPS 3Y2.86%
EPS 5Y4.83%
EPS Q2Q%19.74%
EPS Next Y7.4%
EPS Next 2Y9.37%
EPS Next 3Y10.85%
EPS Next 5Y12.75%
Revenue 1Y (TTM)9.88%
Revenue growth 3Y8.37%
Revenue growth 5Y7.37%
Sales Q2Q%12.96%
Revenue Next Year13.82%
Revenue Next 2Y11.77%
Revenue Next 3Y10.68%
Revenue Next 5Y9.17%
EBIT growth 1Y-4.14%
EBIT growth 3Y2.74%
EBIT growth 5Y1.98%
EBIT Next Year37.58%
EBIT Next 3Y20.67%
EBIT Next 5Y24.11%
FCF growth 1Y338.86%
FCF growth 3Y50.39%
FCF growth 5Y21.23%
OCF growth 1Y79.69%
OCF growth 3Y1.9%
OCF growth 5Y7.89%