BWX TECHNOLOGIES INC (BWXT) Stock Fundamental Analysis
USA - NYSE:BWXT - US05605H1005 - Common Stock
172.44 USD
+4.11 (+2.44%)
Taking everything into account, BWXT scores 5 out of 10 in our fundamental rating. BWXT was compared to 69 industry peers in the Aerospace & Defense industry. BWXT has only an average score on both its financial health and profitability. While showing a medium growth rate, BWXT is valued expensive at the moment.
1. Profitability
1.1 Basic Checks
In the past year BWXT was profitable.
BWXT had a positive operating cash flow in the past year.
Each year in the past 5 years BWXT has been profitable.
Each year in the past 5 years BWXT had a positive operating cash flow.
1.2 Ratios
BWXT has a Return On Assets of 7.96%. This is amongst the best in the industry. BWXT outperforms 86.96% of its industry peers.
Looking at the Return On Equity, with a value of 24.86%, BWXT belongs to the top of the industry, outperforming 94.20% of the companies in the same industry.
BWXT has a Return On Invested Capital of 8.15%. This is in the better half of the industry: BWXT outperforms 72.46% of its industry peers.
The Average Return On Invested Capital over the past 3 years for BWXT is above the industry average of 8.22%.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.96% | ||
| ROE | 24.86% | ||
| ROIC | 8.15% |
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
BWXT has a Profit Margin of 10.28%. This is amongst the best in the industry. BWXT outperforms 82.61% of its industry peers.
BWXT's Profit Margin has declined in the last couple of years.
BWXT's Operating Margin of 11.23% is fine compared to the rest of the industry. BWXT outperforms 75.36% of its industry peers.
In the last couple of years the Operating Margin of BWXT has declined.
The Gross Margin of BWXT (24.26%) is comparable to the rest of the industry.
BWXT's Gross Margin has declined in the last couple of years.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| OM | 11.23% | ||
| PM (TTM) | 10.28% | ||
| GM | 24.26% |
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
The Return on Invested Capital (ROIC) is just above the Cost of Capital (WACC), so BWXT is still creating some value.
Compared to 1 year ago, BWXT has about the same amount of shares outstanding.
The number of shares outstanding for BWXT has been reduced compared to 5 years ago.
BWXT has a better debt/assets ratio than last year.
2.2 Solvency
BWXT has an Altman-Z score of 5.77. This indicates that BWXT is financially healthy and has little risk of bankruptcy at the moment.
BWXT's Altman-Z score of 5.77 is fine compared to the rest of the industry. BWXT outperforms 66.67% of its industry peers.
The Debt to FCF ratio of BWXT is 4.25, which is a neutral value as it means it would take BWXT, 4.25 years of fcf income to pay off all of its debts.
Looking at the Debt to FCF ratio, with a value of 4.25, BWXT is in the better half of the industry, outperforming 78.26% of the companies in the same industry.
A Debt/Equity ratio of 1.28 is on the high side and indicates that BWXT has dependencies on debt financing.
Looking at the Debt to Equity ratio, with a value of 1.28, BWXT is doing worse than 79.71% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.28 | ||
| Debt/FCF | 4.25 | ||
| Altman-Z | 5.77 |
ROIC/WACC0.84
WACC9.68%
2.3 Liquidity
BWXT has a Current Ratio of 1.69. 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 Current ratio of 1.69 is on the low side compared to the rest of the industry. BWXT is outperformed by 62.32% of its industry peers.
A Quick Ratio of 1.60 indicates that BWXT should not have too much problems paying its short term obligations.
BWXT has a Quick ratio of 1.60. This is in the better half of the industry: BWXT outperforms 62.32% of its industry peers.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Current Ratio | 1.69 | ||
| Quick Ratio | 1.6 |
3. Growth
3.1 Past
The Earnings Per Share has grown by an nice 12.88% over the past year.
The Earnings Per Share has been growing slightly by 4.83% on average over the past years.
BWXT shows quite a strong growth in Revenue. In the last year, the Revenue has grown by 10.13%.
Measured over the past years, BWXT shows a small growth in Revenue. The Revenue has been growing by 7.37% on average per year.
EPS 1Y (TTM)12.88%
EPS 3Y2.86%
EPS 5Y4.83%
EPS Q2Q%24.39%
Revenue 1Y (TTM)10.13%
Revenue growth 3Y8.37%
Revenue growth 5Y7.37%
Sales Q2Q%12.11%
3.2 Future
The Earnings Per Share is expected to grow by 11.20% on average over the next years. This is quite good.
The Revenue is expected to grow by 8.90% on average over the next years. This is quite good.
EPS Next Y14.71%
EPS Next 2Y10.4%
EPS Next 3Y10.44%
EPS Next 5Y11.2%
Revenue Next Year15.83%
Revenue Next 2Y12.62%
Revenue Next 3Y11.17%
Revenue Next 5Y8.9%
3.3 Evolution
The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
The Revenue growth rate is accelerating: in the next years the growth will be better than in the last years.
4. Valuation
4.1 Price/Earnings Ratio
With a Price/Earnings ratio of 46.86, BWXT can be considered very expensive at the moment.
The rest of the industry has a similar Price/Earnings ratio as BWXT.
The average S&P500 Price/Earnings ratio is at 27.30. BWXT is valued rather expensively when compared to this.
Based on the Price/Forward Earnings ratio of 42.48, the valuation of BWXT can be described as expensive.
The rest of the industry has a similar Price/Forward Earnings ratio as BWXT.
When comparing the Price/Forward Earnings ratio of BWXT to the average of the S&P500 Index (22.73), we can say BWXT is valued expensively.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 46.86 | ||
| Fwd PE | 42.48 |
4.2 Price Multiples
Compared to the rest of the industry, the Enterprise Value to EBITDA ratio of BWXT is on the same level as its industry peers.
Based on the Price/Free Cash Flow ratio, BWXT is valued a bit cheaper than 69.57% of the companies in the same industry.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| P/FCF | 43.75 | ||
| EV/EBITDA | 40.53 |
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)3.18
PEG (5Y)9.7
EPS Next 2Y10.4%
EPS Next 3Y10.44%
5. Dividend
5.1 Amount
BWXT has a yearly dividend return of 0.59%, which is pretty low.
BWXT's Dividend Yield is rather good when compared to the industry average which is at 1.47. BWXT pays more dividend than 81.16% of the companies in the same industry.
With a Dividend Yield of 0.59, BWXT pays less dividend than the S&P500 average, which is at 2.38.
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.59% |
5.2 History
On average, the dividend of BWXT grows each year by 7.06%, which is quite nice.
BWXT has paid a dividend for at least 10 years, which is 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
30.84% of the earnings are spent on dividend by BWXT. This is a low number and sustainable payout ratio.
The dividend of BWXT is growing, but earnings are growing more, so the dividend growth is sustainable.
DP30.84%
EPS Next 2Y10.4%
EPS Next 3Y10.44%
NYSE:BWXT (9/15/2025, 1:59:57 PM)
172.44
+4.11 (+2.44%)
Chartmill FA Rating
GICS SectorIndustrials
GICS IndustryGroupCapital Goods
GICS IndustryAerospace & Defense
Earnings (Last)
Earnings (Next)
Inst Owners96.65%
Inst Owner Change1.66%
Ins Owners0.39%
Ins Owner Change-3.16%
Market Cap15.76B
Analysts81.11
Price Target189.81 (10.07%)
Short Float %3.35%
Short Ratio2.39
Dividend
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Dividend Yield | 0.59% |
Yearly Dividend0.97
Dividend Growth(5Y)7.06%
DP30.84%
Div Incr Years9
Div Non Decr Years9
Ex-Date
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)22.82%
Min EPS beat(2)19.54%
Max EPS beat(2)26.1%
EPS beat(4)4
Avg EPS beat(4)15.35%
Min EPS beat(4)4.98%
Max EPS beat(4)26.1%
EPS beat(8)8
Avg EPS beat(8)11%
EPS beat(12)10
Avg EPS beat(12)8.29%
EPS beat(16)12
Avg EPS beat(16)6.38%
Revenue beat(2)2
Avg Revenue beat(2)4.59%
Min Revenue beat(2)3.79%
Max Revenue beat(2)5.38%
Revenue beat(4)4
Avg Revenue beat(4)2.71%
Min Revenue beat(4)0.04%
Max Revenue beat(4)5.38%
Revenue beat(8)7
Avg Revenue beat(8)2.78%
Revenue beat(12)8
Avg Revenue beat(12)1.73%
Revenue beat(16)10
Avg Revenue beat(16)0.6%
PT rev (1m)18.9%
PT rev (3m)35.87%
EPS NQ rev (1m)-2.65%
EPS NQ rev (3m)-2.44%
EPS NY rev (1m)6.11%
EPS NY rev (3m)6.81%
Revenue NQ rev (1m)-0.09%
Revenue NQ rev (3m)-0.15%
Revenue NY rev (1m)1.47%
Revenue NY rev (3m)1.6%
Valuation
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| PE | 46.86 | ||
| Fwd PE | 42.48 | ||
| P/S | 5.5 | ||
| P/FCF | 43.75 | ||
| P/OCF | 30.36 | ||
| P/B | 13.31 | ||
| P/tB | 45.42 | ||
| EV/EBITDA | 40.53 |
EPS(TTM)3.68
EY2.13%
EPS(NY)4.06
Fwd EY2.35%
FCF(TTM)3.94
FCFY2.29%
OCF(TTM)5.68
OCFY3.29%
SpS31.34
BVpS12.96
TBVpS3.8
PEG (NY)3.18
PEG (5Y)9.7
Profitability
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| ROA | 7.96% | ||
| ROE | 24.86% | ||
| ROCE | 10.34% | ||
| ROIC | 8.15% | ||
| ROICexc | 8.25% | ||
| ROICexgc | 11.34% | ||
| OM | 11.23% | ||
| PM (TTM) | 10.28% | ||
| GM | 24.26% | ||
| FCFM | 12.58% |
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-Score5
Asset Turnover0.77
Health
| Industry Rank | Sector Rank | ||
|---|---|---|---|
| Debt/Equity | 1.28 | ||
| Debt/FCF | 4.25 | ||
| Debt/EBITDA | 3.65 | ||
| Cap/Depr | 167.51% | ||
| Cap/Sales | 5.55% | ||
| Interest Coverage | 4.58 | ||
| Cash Conversion | 124.67% | ||
| Profit Quality | 122.4% | ||
| Current Ratio | 1.69 | ||
| Quick Ratio | 1.6 | ||
| Altman-Z | 5.77 |
F-Score5
WACC9.68%
ROIC/WACC0.84
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)12.88%
EPS 3Y2.86%
EPS 5Y4.83%
EPS Q2Q%24.39%
EPS Next Y14.71%
EPS Next 2Y10.4%
EPS Next 3Y10.44%
EPS Next 5Y11.2%
Revenue 1Y (TTM)10.13%
Revenue growth 3Y8.37%
Revenue growth 5Y7.37%
Sales Q2Q%12.11%
Revenue Next Year15.83%
Revenue Next 2Y12.62%
Revenue Next 3Y11.17%
Revenue Next 5Y8.9%
EBIT growth 1Y-8.66%
EBIT growth 3Y2.74%
EBIT growth 5Y1.98%
EBIT Next Year38.69%
EBIT Next 3Y19.52%
EBIT Next 5Y14.22%
FCF growth 1Y435.34%
FCF growth 3Y50.39%
FCF growth 5Y21.23%
OCF growth 1Y116.06%
OCF growth 3Y1.9%
OCF growth 5Y7.89%