A Look At Babcock & Wilcox Enterprises (BW) Valuation After New AI Power Project And Leadership Change

Simply Wall St.01-17

Babcock & Wilcox Enterprises (BW) has drawn fresh attention after selecting Siemens Energy to supply turbines for a one-gigawatt power project serving an Applied Digital AI factory, alongside news of ...

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See our latest analysis for Babcock & Wilcox Enterprises. Against this backdrop of project progress and leadership change, Babcock & Wilcox Enterprises’ share price has moved to $8.42, with a 30 day share price return of 81.47% and a 1 year total shareholder return above 4x. This suggests that momentum has recently strengthened. If news around AI linked power projects has your attention, it could be a good moment to widen your search and check out high growth tech and AI stocks. With the shares up sharply over the past month and the price now close to the latest analyst target, the real question is whether BW is still trading below its potential or if the market is already pricing in future growth. AdvertisementPrice-to-Sales of 1.3x: Is it justified? At roughly US$8.42 per share, Babcock & Wilcox Enterprises is trading at a P/S of about 1.3x, which screens as low compared to peers and the wider US Electrical industry. The P/S ratio compares the company’s market value to its revenue. For a business like BW that is currently loss-making, it is a common way for the market to benchmark valuation. Here, the current 1.3x sits below the estimated fair P/S of 1.9x, which indicates investors are paying a lower price for each dollar of sales than the regression-based fair ratio implies. That gap is also visible relative to the wider group. BW’s 1.3x P/S is below the US Electrical industry average of 2.2x and below the peer average of 4x, a discount that could narrow if sentiment and fundamentals were to move closer to the level implied by the fair ratio. Explore the SWS fair ratio for Babcock & Wilcox Enterprises Result: Price-to-sales of 1.3x (UNDERVALUED) However, you also have to weigh BW’s US$66.795 million net loss and reliance on market enthusiasm around AI linked projects, both of which could quickly cool sentiment. Find out about the key risks to this Babcock & Wilcox Enterprises narrative. Another View: DCF Points To A Smaller Discount Our DCF model presents a more precise view than the P/S ratio. At US$8.42, BW is trading about 2.1% below our DCF fair value estimate of US$8.60. This indicates a modest discount rather than a deep one and raises the question of how much margin of safety remains. Look into how the SWS DCF model arrives at its fair value. BW Discounted Cash Flow as at Jan 2026Simply Wall St performs a discounted cash flow (DCF) on every stock in the world every day (check out Babcock & Wilcox Enterprises for example). We show the entire calculation in full. You can track the result in your watchlist or portfolio and be alerted when this changes, or use our stock screener to discover 863 undervalued stocks based on their cash flows. If you save a screener we even alert you when new companies match - so you never miss a potential opportunity.  Build Your Own Babcock & Wilcox Enterprises Narrative If you look at the numbers and come to a different conclusion, or simply prefer to test your own assumptions, you can build a full narrative in just a few minutes with Do it your way. A great starting point for your Babcock & Wilcox Enterprises research is our analysis highlighting 3 key rewards and 4 important warning signs that could impact your investment decision. Looking for more investment ideas? If BW has sparked your interest, do not stop there, use the Simply Wall St Screener to quickly surface other focused ideas and keep your watchlist sharp.  Spot overlooked value by scanning these 863 undervalued stocks based on cash flows that could offer more attractive pricing based on underlying cash flows. Position yourself early in future tech trends by checking out these 23 quantum computing stocks shaping advances in computing and security. Strengthen your income focus by reviewing these 12 dividend stocks with yields > 3% that already yield above 3%.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    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\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if Babcock &amp; Wilcox Enterprises might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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