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BWXT vs EFX

BWXT
BWX Technologies, Inc.
NEUTRAL
Price
$223.15
Market Cap
$20.44B
Sector
Industrials
AI Confidence
85%
EFX
Equifax Inc.
NEUTRAL
Price
$172.47
Market Cap
$20.81B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
BWXT
62.51
EFX
30.42
Forward P/E
BWXT
43.17
EFX
16.79
P/B Ratio
BWXT
16.55
EFX
4.53
P/S Ratio
BWXT
6.39
EFX
3.31
EV/EBITDA
BWXT
49.09
EFX
13.38

Profitability

Gross Margin
BWXT
22.91%
EFX
56.12%
Operating Margin
BWXT
9.26%
EFX
17.45%
Profit Margin
BWXT
10.29%
EFX
11.12%
ROE
BWXT
28.52%
EFX
14.37%
ROA
BWXT
5.95%
EFX
6.27%

Growth

Revenue Growth
BWXT
18.7%
EFX
14.3%
Earnings Growth
BWXT
31.1%
EFX
34.0%

Financial Health

Debt/Equity
BWXT
1.67
EFX
1.13
Current Ratio
BWXT
2.32
EFX
0.61
Quick Ratio
BWXT
2.15
EFX
0.51

Dividends

Dividend Yield
BWXT
0.46%
EFX
1.19%
Payout Ratio
BWXT
27.93%
EFX
36.27%

AI Verdict

BWXT NEUTRAL

BWXT exhibits exceptional operational health with a Piotroski F-Score of 8/9 and strong growth metrics, but it is currently trading at a severe valuation premium. While earnings growth (31.1% YoY) and ROE (28.52%) are impressive, the current price of $223.15 far exceeds both the Graham Number ($32.91) and the growth-based Intrinsic Value ($105.31). The company is fundamentally a 'strong' business trapped in an 'expensive' stock, further complicated by bearish insider selling and a weak technical trend.

Strengths
Strong operational health indicated by a Piotroski F-Score of 8/9
Robust earnings growth (31.1% YoY) and revenue growth (18.7% YoY)
High Return on Equity (ROE) of 28.52%
Risks
Extreme valuation premium (P/E of 62.51 vs. Intrinsic Value of $105.31)
Bearish insider sentiment with significant selling by the CEO
Weak technical trend (10/100) suggesting short-term momentum loss
EFX NEUTRAL

EFX presents a dichotomy between strong operational growth and deteriorating market sentiment. While the Piotroski F-Score of 6/9 indicates stable financial health and the company maintains impressive YoY earnings growth of 34%, the technical trend is severely bearish (0/100) with the stock trading near its 52-week low. The current price of $172.47 is closely aligned with the growth-based intrinsic value ($167.26) but significantly exceeds the defensive Graham Number ($69.68). Liquidity concerns are evident in the low current ratio (0.61), and aggressive insider selling by the CEO and other officers adds to the bearish outlook despite a 'Buy' analyst consensus.

Strengths
Strong YoY earnings growth of 34.00% and revenue growth of 14.30%
Consistent track record of beating earnings estimates over 25 quarters
Healthy gross margins (56.12%) and operating margins (17.45%)
Risks
Severe liquidity risk indicated by a current ratio of 0.61 and quick ratio of 0.51
Strong bearish technical momentum with a 1-year price decline of 32.3%
Bearish insider sentiment with significant selling by the CEO, COO, and CTO

Compare Another Pair

BWXT vs EFX: Head-to-Head Comparison

This page compares BWX Technologies, Inc. (BWXT) and Equifax Inc. (EFX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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