Better Value, Bigger Growth: HEI, TDG Top BWX Technologies Stock

Group 1 - HEI and TDG are competitors of BWX Technologies in the Aerospace & Defense sector, indicating that purchasing HEI and TDG stocks may be more advantageous than buying BWXT stock due to a divergence between valuation and performance [2][5] - BWX Technologies supplies nuclear components, reactors, fuel, steam generators, materials processing, and environmental restoration services for global naval propulsion and nuclear power industries [3] - The Trefis High Quality Portfolio aims to mitigate stock-specific risk while allowing for upside potential, outperforming the S&P with over 91% returns since its inception [4][6] Group 2 - A comparison of key metrics shows that HEI and TDG have lower valuations (P/OpInc) compared to BWX Technologies but exhibit higher growth rates in revenue and operating income [5][6] - Evaluating whether BWX Technologies stock is overpriced involves examining trends in revenue and operating income growth over the past year, with a persistent lag strengthening the assessment of overpricing [4][6]