Curtiss-Wright (CW): Assessing Valuation Following Strong Shareholder Returns and Growth Prospects

Curtiss-Wright (CW) shares have caught the eye of investors recently, as the company's stock has delivered a strong year-to-date performance and outpaced broader market returns over the past year. With steady revenue and net income growth, many are taking a closer look at CW's momentum in the current market environment.

See our latest analysis for Curtiss-Wright.

Curtiss-Wright’s share price has pressed higher this year, and its 1-year total shareholder return of nearly 60% stands out against the market’s average. This is a clear sign that momentum is building as investors recognize the company’s strong fundamentals and future potential.

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But with Curtiss-Wright now trading near its analyst price target after such robust gains, the question for investors is whether the stock remains undervalued or if the market has already accounted for future growth potential.

Most Popular Narrative: 3.2% Overvalued

With Curtiss-Wright’s stock recently closing above the widely followed narrative’s fair value, bullish expectations have clearly fueled the share price higher. However, how achievable is this target?

The global nuclear resurgence, driven by decarbonization, energy security, and supportive regulatory moves (such as the U.S. plan to quadruple domestic nuclear output by 2050), underpins significant optionality for Curtiss-Wright's nuclear segment. The CEO has outlined opportunities to potentially quadruple commercial nuclear revenues to $1.5 billion by mid-next decade, which could set up a long-cycle growth engine for both the top line and improved margins from high-value content.

Read the complete narrative.

Curious how the market’s current valuation stacks up against narrative forecasts? The real story may hinge on bold growth targets and future profit margins that could reshape expectations. The full narrative reveals the financial dynamics and the underlying analysis behind this ambitious price target.

Result: Fair Value of $520.33 (OVERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, unexpected shifts in defense budgets or delays in the global nuclear buildout could quickly challenge the optimistic outlook for Curtiss-Wright's long-term growth.

Find out about the key risks to this Curtiss-Wright narrative.

Build Your Own Curtiss-Wright Narrative

If you think there’s more to the story, or you want to dive into the numbers yourself, you can shape your own view in just minutes. Do it your way

A good starting point is our analysis highlighting 2 key rewards investors are optimistic about regarding Curtiss-Wright.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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