Huntington Ingalls Industries, Inc. designs, builds, overhauls, and repairs military ships in the United States. It operates through three segments: Ingalls, Newport News, and Mission Technologies.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation. The dashed forward point is the forward P/E — today's price ÷ analyst consensus EPS. Shaded region = analyst consensus for the current and next fiscal year (11 analysts).
| Parameter | BaseValue |
|---|---|
Initial Cash Flow | |
| Growth Rate (Yr 1-5) | % |
| Growth Rate (Yr 6-10) | % |
| Terminal Growth Rate | % |
| Discount Rate | % |
Base Case $498.23 Implied EV: $22.35B |
What growth rate is the market pricing in at $285?
The market implies +9.7% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +9.0%, reflecting heavy growth investment.
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
"Market is pessimistic — investigate whether fears are temporary or structural"
Significantly undervalued with market fear — classic Buffett "be greedy when others are fearful" conditions
