What Curtiss-Wright’s Recent Performance Means for Investors
Curtiss-Wright (CW) has drawn fresh attention after a strong run, with the stock up about 7% over the past month and roughly 11% in the past 3 months. This has prompted closer scrutiny of its current valuation.
See our latest analysis for Curtiss-Wright.
At a share price of $731.94, Curtiss-Wright’s recent 7.03% 1 month share price return and 27.88% year to date share price return sit alongside a very large 1 year total shareholder return. This suggests momentum has been strong over both shorter and longer horizons.
If you are comparing Curtiss-Wright with other industrial names tied to defense, energy and infrastructure themes, it can be useful to scan 30 power grid technology and infrastructure stocks
With Curtiss-Wright trading around $731.94 and sitting very close to its analyst price target, the question is simple: are you looking at a stock with more upside to uncover, or is the market already pricing in future growth?
Most Popular Narrative: 3% Overvalued
At around $731.94, the most followed narrative pegs Curtiss-Wright’s fair value near $711, using a specific growth and discount-rate framework that investors can scrutinize.
Record backlog growth (+12% YTD to $3.8b), strong book-to-bill ratios (1.2x in A&D), and a healthy order pipeline in both defense and nuclear align with management's confidence in posting 9 to 10% sales growth, 16 to 19% EPS growth, and over 100 bps of margin expansion in 2025, signaling undervaluation if current pricing underappreciates this forward visibility and operational leverage.
Want to see what sits behind that backlog story. The narrative leans on specific revenue paths, margin assumptions, and a richer future earnings multiple. Curious which inputs really move that fair value line.
Result: Fair Value of $711 (OVERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, timing risks on large defense and nuclear contracts, along with potential shifts toward software based solutions, could quickly challenge the current fair value story.
Find out about the key risks to this Curtiss-Wright narrative.
Next Steps
With that mix of optimism and caution in mind, do not wait on others to decide what this setup means for you. Instead, weigh both sides of the story and see how it lines up with the 2 key rewards and 1 important warning sign
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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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