Based on the aggregated intelligence of 170,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, nuclear equipment specialist Babcock & Wilcox
With that in mind, let's take a closer look at B&W's business and see what CAPS investors are saying about the stock right now.
B&W facts
Headquarters (Founded) | Charlotte, N.C. (1867) |
Market Cap | $3.35 billion |
Industry | Heavy electrical equipment |
Trailing-12-Month Revenue | $2.67 billion |
Management |
CEO Brandon Bethards (since November 2008) CFO Michael Taff (since July 2010) |
Trailing-12-Month Operating Margin | 5.9% |
Cash/Debt | $178 million / $8.2 million |
Competitors |
Foster Wheeler
Jacobs Engineering
Fluor |
Sources: Capital IQ (a division of Standard & Poor's) and Motley Fool CAPS.
On CAPS, all 57 members who have rated B&W so far believe the stock will outperform the S&P 500 going forward. These bulls include circaclown and fellow Fool Rich Duprey (TMFCop), who is ranked in the top 20% of our community.
Just last week, circaclown tapped B&W's recent contract wins as a particularly positive sign: "More than $2.5 billion in contracts already awarded. ... [That] says a lot about management's ability and reputation. Not just the management but company's reputation of making stuff that decision makers are willing to buy."
Shares of B&W are up a solid 24% from its opening-day close since being spun off from McDermott
Rich expands on the atomic opportunity:
The smaller, modular style of reactor B&W is planning will be a disruptive force in the nuclear industry. Factory-built and delivered to the site ready to "plug-and-play," it can be scaled up as necessary to meet customers' growing demand.
The key will be getting the design approved, and even though smaller in size no one wants a nuclear power plant in their backyard. These are traditional concerns for a very untraditional technology however, and B&W should be able to overcome these obstacles.
The stock has soared since its spinoff last summer, but should be a good long-term addition to a portfolio.
What do you think about B&W, or any other stock for that matter? If you want to retire rich, you need to put together the best portfolio you can. Owning exceptional stocks is a surefire way to secure your financial future, and on Motley Fool CAPS, thousands of investors are working every day to find them. CAPS is 100% free, so get started!