BWX Technologies, Inc (BWXT) Fair Value & Analysis
Industrials · US · Market cap $15.7B
BWX Technologies, Inc
BWXT · US
Fair value as of: Jul 19, 2026
From 26 valuation models · updated 19 days ago
Fair value updated Jul 19, 2026, revised from $44.09 to $44.89 (+1.8%) since Jul 15, 2026. Share price −10.4% over the past month.
Below-average quality, and screening another 73% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($75.71). The favourable scenario is already priced in.
- The model range is unusually wide ($25.51 to $75.71). The outcome hinges heavily on assumptions, so read the point estimate with caution.
- Solid but not exceptional quality (49/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 19, 2026.
How to read this chart
60‑month range $40.72 – $238.10 · fair‑value band $25.51 – $75.71 · the $166.70 price screens above the $44.89 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 19, 2026.
Analysis
BWX Technologies, Inc (BWXT) currently trades at $166.70, while our model-based Fair Value estimate is $44.89, implying the stock looks roughly 73.1% overvalued today. We read business quality at 49/100 (below-average quality), in the Industrials sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, BWX Technologies, Inc generated revenue of $3.4B at a net margin of 10.2%. Revenue grew 26.1% year over year. It earns a return on equity of 29.0%. Net debt stands at $1.5B. Fundamentals as of Jul 19, 2026
Our scenario range runs from $25.51 (bear case) to $75.71 (bull case); at $166.70, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 31% below its 52-week high and 30% above its 52-week low, currently below its 200-day average. For context, the median of 10 Industrials peers we cover trades at -59% fair-value upside, at -73%, BWXT screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 26 models by family
Widest divergence: Growth Earnings ($63.44) versus Asset-Based ($9.02). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 19, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 52 · Market factors (momentum, volatility) 41
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations.
Full company description
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company operates through two segments, Government Operations and Commercial Operations. It manufactures precision naval nuclear components, reactors, and nuclear fuel; close-tolerance and high-quality equipment for nuclear applications; critical nuclear components, fuels and assemblies for government and limited other uses; down blend government stockpiles of uranium; and fabricate fuel-bearing precision components. The company also supplies proprietary and sole-source valves, manifolds, and fittings to naval and commercial shipping customers; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. In addition, it manufactures commercial nuclear steam generators, nuclear fuel, fuel handling systems, pressure vessels, reactor components, heat exchangers, tooling delivery systems; and containers for the storage of nuclear fuel and other high-level nuclear waste. Further, the company supplies nuclear fuel, fuel handling systems, tooling delivery systems, nuclear-grade materials and precisely machined components; and manufactures medical radioisotopes, radiopharmaceuticals, and medical devices. Additionally, it provides specialized engineering services that include structural component design, 3-D thermal-hydraulic engineering analysis, weld and robotic process development, electrical and controls engineering and metallurgy and materials engineering; in-plant inspection, maintenance and modification services; and non-destructive examination and tooling/repair solutions. It also offers nuclear power plant lifecycle support and management services. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. BWX Technologies, Inc. was founded in 1867 and is headquartered in Lynchburg, Virginia.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
BWX Technologies, Inc reported revenue of $3.2B in FY2025 versus $2.1B in FY2021, a compound +10.8%/yr. Reported net income was $330M in FY2025, compounding +1.9%/yr from FY2021.
BWXT screens 73% overvalued. Compare with General Electric Company →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Should BWX Technologies’ Guidance Hike and Medical Exit Reshape BWXT’s Nuclear‑Focused Investment Case?
- BWXT Q2 Earnings Call Centers on Higher Outlook and Nuclear Focus
- BWX Technologies (BWXT) Sells Medical Business And Signs New Thorium Fuel Deal
- BWXT targets $4.70-$4.80 EPS and raises 2026 free cash flow outlook to $345M-$360M amid medical sale
Peer Group
Aerospace & Defense · 227 stocks
How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.
Valuation Multiples vs Aerospace & Defense median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 42/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Aerospace & Defense stocks, each showing price versus our Fair Value estimate (as of Jul 19, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| General Electric Company GE | $381.22 | $116.71 | -69% |
| RTX Corporation RTX | $195.93 | $88.37 | -55% |
| Airbus SE 1AIR | €213.25 | €86.20 | -60% |
| The Boeing Company BA | $217.11 | $48.20 | -78% |
| China CSSC Holdings 600150 | ¥34.31 | ¥21.90 | -36% |
| HD Hyundai Heavy Industries Co 329180 | 466,000 KRW | 272,966 KRW | -41% |
| Hanwha Aerospace Co 012450 | 967,000 KRW | 573,468 KRW | -41% |
| ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi ASELS | 337.50 TRY | 130.70 TRY | -61% |
| Saab AB SAABB | kr 520.40 | kr 212.84 | -59% |
| Kongsberg Gruppen ASA KOG | kr 277.50 | kr 106.93 | -61% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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