Investor Insights

This summary was created by AI, based on 3 opinions in the last 12 months.

BWX Technologies Inc. (BWXT-N) is a $10.6B company that builds and runs small nuclear reactors for the US Navy, with 75% of its revenue coming from the US government. The company has seen recent growth in sales and margins, generating a decent amount of free cash flow. Analysts expect strong forward earnings growth and the company is a leader in small, modular nuclear reactors. Despite a premium valuation, experts recommend averaging in for a long-term position due to the company's strong performance.

Consensus
Positive
Valuation
Fair Value
PARTIAL BUY
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

BWXT pays a 0.8% dividend yield, is a $10.6B company, and trades at a fairly expensive valuation of 36X forward earnings. Sales growth has been decent, and margins have held up well over the years. It generates an OK amount of free cash flow, and we think it looks decent as part of a 'pick and shovels' way to play the nuclear energy sector. Expected growth is decent, we would be OK averaging in here as part of a long-term position, while acknowledging it has seen a strong runup recently, and its valuation is stretched.
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0
TOP PICK

Builds and runs small nuclear reactors for the US Navy since 1958. 75% of revenue comes from US government, very stable. Big demand for nuclear power, and they're working through the commercialization process. Hyperscalers need energy. Working with Ontario Power Generation. Recently broke out to new highs. Yield is 0.8%.

It will be a leader in small, modular nuclear reactors over 5-10 years.

(Analysts’ price target is $109.81)
0
HOLD
Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research

BWXT reported a solid quarter recently, with free cash flow rising, demand continuing to be strong and guidance was good. It pays a decent yield of 1%, and analysts expect strong forward earnings growth. Debt remains high, with a total debt to equity ratio of 1.3, but it has done an excellent job of reducing this over the past several years. It is trading at a premium valuation of 32.6X forward earnings, but this partially reflects its strong earnings results and increased guidance. We would be comfortable holding this name while acknowledging that it could consolidate here due to its recent price run up. 
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0
DON'T BUY
People get confused because they control the Candu reactor technology. It is a very small part of their revenue base. They also supply nuclear reactors to the US military for subs and so on. He sold because they took an order for pressure valves and they had quality issues needing rework. It now lacks a catalyst unless sub production increases. There are better investment opportunities elsewhere.
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BWX Technologies Inc.(BWXT-N) Rating

Ranking : 3 out of 5

Bullish - Buy Signals / Votes : 1

Neutral - Hold Signals / Votes : 1

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 2

Stockchase rating for BWX Technologies Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

BWX Technologies Inc.(BWXT-N) Frequently Asked Questions

What is BWX Technologies Inc. stock symbol?

BWX Technologies Inc. is a American stock, trading under the symbol BWXT-N on the New York Stock Exchange (BWXT). It is usually referred to as NYSE:BWXT or BWXT-N

Is BWX Technologies Inc. a buy or a sell?

In the last year, 2 stock analysts published opinions about BWXT-N. 1 analyst recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for BWX Technologies Inc..

Is BWX Technologies Inc. a good investment or a top pick?

BWX Technologies Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for BWX Technologies Inc..

Why is BWX Technologies Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is BWX Technologies Inc. worth watching?

2 stock analysts on Stockchase covered BWX Technologies Inc. In the last year. It is a trending stock that is worth watching.

What is BWX Technologies Inc. stock price?

On 2024-11-21, BWX Technologies Inc. (BWXT-N) stock closed at a price of $133.23.