Home Companies HII
Industrials · Aerospace & Defense · Peer Analysis

Huntington Ingalls Industries, Inc. (HII) — Structural Peer Analysis

Huntington Ingalls Industries, Inc. ranks near the peer group median, with valuation as the main structural pillar while the other dimensions offer less support. The market setup has weakened, with clear trend damage and relative performance under pressure.

Updated 2026-05-17 · RUSSELL1000
ENTRY TODAY
Elevated price zoneabove norm
TODAY (5y history)92nd pct today
0th50th100th
Today the stock sits in a historically elevated range and its multiple is above its own norm.
Describes where today's entry sits in the stock's own long-term price and valuation history. Descriptive only. Not investment advice.
Dimension Profile

Peer-relative scores, weakest to strongest

Weakest Profitability 33
Below median
Weak Stability 44
Around median
Moderate Growth 45
Around median
Strongest Valuation 80
Top 10% of peers
Peer-Relative Score
52
Peer-Score
Mid-range peer position
Signal qualitylow
Structural Read

Discounted for Margin and Return Weakness

Huntington Ingalls Industries is a major American shipbuilder and defense contractor specializing in naval vessels and related services.

The market prices HII on deteriorating peer quality and margin erosion, not on sustainable earning power. With an operating margin of just 6.2% (declining vs. peer average in FY25) and a ROIC of 4.7% (trails peer median over FY24–FY25), both below peer averages, the market discounts HII’s shares and assigns no defensive premium, reflecting skepticism about its long-term earnings profile amid declining margins and weak capital returns in the current cycle. Unlike other defense contractors with stable margins and capital returns, HII lags peers in efficiency and profitability despite its large backlog, so the market prices its order book without any valuation uplift, treating future revenues as insufficient to offset current underperformance. Only a turnaround in margins and capital returns to peer levels could shift the market’s view.

AssetNext · 2026-05-08 · Rule-based and descriptive. Not investment advice.

Explore how HII compares across its peer group

Break down HII's position across all dimensions with the full interactive tool.

Open full peer comparison →
Compare HII with peers

This analysis is rule-based and descriptive. Peer-relative scores are derived from functional peer group comparisons using publicly available financial data. Scores reflect structural positioning only and do not constitute investment advice, a buy or sell recommendation, or a forecast of future performance. AssetNext peer scores are recalculated periodically as new data becomes available.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Because scores are peer-relative, the same company can have slightly different scores in different index universes. On comparison pages, both companies are shown within their shared peer universe wherever possible — so the scores are directly comparable. The peer basis is stated on each score card.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.