Huntington Ingalls builds nuclear-powered aircraft carriers and amphibious assault ships for the US Navy, along with the Virginia-class and Columbia-class submarine programs through its Newport News and Ingalls shipyards. The moat is structural: these are sole-source government contracts, and the company is one of only two US yards able to build nuclear submarines and carriers, so new entrants face decades of qualification and a skilled-labor base that cannot be bought quickly. The growth driver is the shipbuilding ramp, with the Columbia-class ballistic missile submarine and the Virginia-class production rate both pressing the yards, and revenue growth of 10.9% reflects that workload building. The stock screens cheaply for a business of this type, at 15.9x trailing and 12.6x forward earnings, but the operating margin of 7.1% leaves little room for cost overruns, which have been the recurring problem in fixed-price naval work and are the first thing to check in the filings. The 58/100 score says the case is good but not compelling on its own, so the question for a deeper look is whether labor productivity at the yards is improving enough to convert that top-line growth into margin.
Plain-English pros, cons, and what to watch. Pro feature.
See what each model says, the assumptions behind it, the bad, normal and good cases, and why the fair value changed.
The full quality picture: a reason under every score, how the scores moved, and the conviction breakdown.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 21 Oct 2026, 13:04 CEST | Rating | Fairly valued | first publication | $272 |
| 21 Oct 2026, 13:04 CEST | Fair value | $262 | $319 | $272 |
| 17 Oct 2026, 00:00 CEST | Fair value | $319 | $334 | $267 |
| 12 Oct 2026, 00:00 CEST | Fair value | $334 | $397 | $265 |
| 8 Oct 2026, 00:00 CEST | Fair value | $397 | $401 | $264 |
| 3 Oct 2026, 00:00 CEST | ACCE price target | $275 | first publication | $269 |
| 29 Sept 2026, 00:00 CEST | Fair value | $401 | $405 | $264 |
| 22 Sept 2026, 00:00 CEST | Fair value | $405 | $401 | $273 |
| 20 Sept 2026, 00:00 CEST | Fair value | $401 | $410 | $273 |
| 6 Sept 2026, 00:00 CEST | Fair value | $410 | $423 | $286 |
Answered from Huntington Ingalls Industries Inc. Common Stock fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| HII Huntington Ingalls Industries Inc. Common Stock | $274.08 | $262 | 4% above | 16.3x | 13.0% | 49 | 58 |
| BWXT BWX Technologies Inc. Common Stock | $127.30 | $95 | 34% above | 33.0x | 28.3% | 60 | 47 |
| EMBJ Embraer S.A. Common Stock | $69.21 | $63 | 9% above | 28.7x | 12.2% | 57 | 67 |
| TXT Textron Inc. Common Stock | $78.04 | $93 | 16% below | 14.5x | 12.1% | 60 | 50 |
| MAZDOCK.NS Mazagon Dock Shipbuilders Limited | ₹1922.30 | - | - | 27.1x | 28.8% | 84 | 49 |
| CSG.AS CSG N.V. | €13.83 | €14 | 3% below | 13.5x | 44.4% | 75 | 52 |
| FTAI FTAI Aviation Ltd. Common Stock | $157.50 | $126 | 25% above | 34.2x | 174.5% | 67 | 49 |
Where HII ranks against its sector peers on each metric.