BWX Technologies, Inc.

NYSE:BWXT Stock Report

Market Cap: US$16.1b

BWX Technologies Valuation

Is BWXT undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of BWXT when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: BWXT ($178.41) is trading above our estimate of fair value ($125.62)

Significantly Below Fair Value: BWXT is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for BWXT?

Key metric: As BWXT is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for BWXT. This is calculated by dividing BWXT's market cap by their current earnings.
What is BWXT's PE Ratio?
PE Ratio53.1x
EarningsUS$306.97m
Market CapUS$16.13b

Price to Earnings Ratio vs Peers

How does BWXT's PE Ratio compare to its peers?

The above table shows the PE ratio for BWXT vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average34.4x
CRS Carpenter Technology
40x13.82%US$16.3b
ATI ATI
35.4x14.51%US$15.4b
TXT Textron
19.3x8.50%US$15.8b
WWD Woodward
42.7x12.84%US$18.3b
BWXT BWX Technologies
53.1x14.26%US$16.1b

Price-To-Earnings vs Peers: BWXT is expensive based on its Price-To-Earnings Ratio (53.1x) compared to the peer average (34.4x).

Price to Earnings Ratio vs Industry

How does BWXT's PE Ratio compare vs other companies in the US Aerospace & Defense Industry?

1 CompanyPrice / EarningsEstimated GrowthMarket Cap
ETCC Environmental Tectonics
1.7xn/aUS$21.83m
No more companies available in this PE range
BWXT 53.1xIndustry Avg. 38.4xNo. of Companies6PE020406080100+
1 CompanyEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: BWXT is expensive based on its Price-To-Earnings Ratio (53.1x) compared to the US Aerospace & Defense industry average (38.4x).

Price to Earnings Ratio vs Fair Ratio

What is BWXT's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BWXT PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio53.1x
Fair PE Ratio30.4x

Price-To-Earnings vs Fair Ratio: BWXT is expensive based on its Price-To-Earnings Ratio (53.1x) compared to the estimated Fair Price-To-Earnings Ratio (30.4x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst BWXT forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$178.41
US$221.22
+24.00%
11.83%US$272.00US$184.00n/a9
Dec ’26US$174.93
US$221.22
+26.46%
11.83%US$272.00US$184.00n/a9
Nov ’26US$213.61
US$203.30
-4.83%
16.10%US$272.00US$173.00n/a10
Oct ’26US$187.18
US$190.00
+1.51%
15.21%US$250.00US$145.00n/a10
Sep ’26US$162.04
US$181.50
+12.01%
19.33%US$250.00US$120.00n/a10
Aug ’26US$149.50
US$148.30
-0.80%
14.81%US$177.60US$105.00n/a12
Jul ’26US$140.37
US$141.22
+0.60%
15.64%US$177.60US$105.00n/a12
Jun ’26US$125.60
US$139.97
+11.44%
15.50%US$177.60US$105.00n/a12
May ’26US$111.12
US$136.33
+22.69%
10.45%US$166.00US$114.00n/a9
Apr ’26US$100.49
US$136.56
+35.89%
10.23%US$166.00US$114.00n/a9
Mar ’26US$103.97
US$137.71
+32.46%
11.71%US$166.00US$114.00n/a7
Feb ’26US$112.93
US$139.00
+23.09%
12.98%US$166.00US$105.00n/a10
Jan ’26US$111.39
US$136.60
+22.63%
13.86%US$166.00US$105.00n/a10
Dec ’25US$130.85
US$135.10
+3.25%
16.11%US$166.00US$90.00US$174.9310
Nov ’25US$122.58
US$116.10
-5.29%
16.95%US$166.00US$90.00US$213.6110
Oct ’25US$111.65
US$110.20
-1.30%
8.72%US$123.00US$90.00US$187.1810
Sep ’25US$103.00
US$110.20
+6.99%
8.72%US$123.00US$90.00US$162.0410
Aug ’25US$98.58
US$109.60
+11.17%
8.62%US$123.00US$90.00US$149.5010
Jul ’25US$94.03
US$107.90
+14.75%
12.11%US$123.00US$75.00US$140.3710
Jun ’25US$92.13
US$106.00
+15.05%
14.14%US$123.00US$75.00US$125.607
May ’25US$95.73
US$106.14
+10.88%
14.16%US$123.00US$75.00US$111.127
Apr ’25US$101.90
US$106.14
+4.16%
14.16%US$123.00US$75.00US$100.497
Mar ’25US$102.38
US$99.86
-2.46%
18.07%US$123.00US$75.00US$103.977
Feb ’25US$83.51
US$84.29
+0.93%
5.77%US$90.00US$75.00US$112.937
Jan ’25US$76.73
US$83.29
+8.54%
5.12%US$90.00US$75.00US$111.397
Dec ’24US$78.83
US$82.25
+4.34%
5.89%US$90.00US$75.00US$130.858
US$221.22
Fair Value
19.4% undervalued intrinsic discount
9
Number of Analysts

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/22 04:15
End of Day Share Price 2025/12/22 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BWX Technologies, Inc. is covered by 25 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Peter ArmentBaird
Andrew KaplowitzBarclays
David StraussBarclays