Added to YB: 2025-12-09
Pitch date: 2025-12-05
BWXT [neutral]
BWX Technologies, Inc.
+20.85%
current return
Author Info
No bio for this author
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Company Info
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally.
Market Cap
$17.8B
Pitch Price
$178.72
Price Target
N/A
Dividend
0.56%
EV/EBITDA
36.33
P/E
54.23
EV/Sales
6.04
Sector
Aerospace and Defense
Category
growth
Show full summary:
BWX Technologies Write-up w/Mgmt Analysis ($BWXT)
BWXT (overview): High-quality naval nuclear monopoly + growing commercial/medical portfolio, but valuation embeds aggressive assumptions. Gov Ops (71% rev) anchored by sole-source Navy reactors, $2.1B+ pricing agreements. Commercial +122% YoY on CANDU/SMR components. Trades 40s+ P/E requiring 15% non-Navy CAGR to 2040.
Read full article (28 min)