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Upturn AI Summary - About
Babcock & Wilcox Enterprises Inc(BW)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BW
09/25/2026: BW (3-star) is currently NOT-A-BUY. Pass it for now.
Babcock & Wilcox is an industrial engineering firm specializing in energy and environmental technologies. The company is actively transitioning from a legacy of coal-fired thermal power to high-growth areas like waste-to-energy and carbon capture. Its primary strength lies in its deep engineering expertise and a massive global installed base, while the main opportunity rests in the global push for decarbonization. However, investors face risks from high project-based volatility, intense competition from large industrial players, and a need for consistent capital discipline. The stock may suit investors seeking long-term exposure to the energy transition, though it requires monitoring for successful project execution and debt management.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers exposure to energy transition trends, but faces execution risks inherent in large-scale industrial projects. |
| Momentum investor | Weak fit | The stock often experiences extended periods of consolidation rather than sustained upward momentum. |
| Value investor | Strong fit while signal remains positive | The company may appear undervalued relative to its long-term potential in the green energy sector, provided debt remains controlled. |
| Dividend investor | Weak fit | B&W currently provides no dividend income, making it unsuitable for income-focused portfolios. |
| Low-risk investor | Weak fit | High volatility and sensitivity to cyclical industrial spending make this stock unsuitable for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's beta suggests significant price movement relative to the broader market. |
| Valuation risk | Medium / high | Valuation is often tied to speculative future revenue from developing green energy projects. |
| Competition risk (Industrial conglomerates) | High | Large global players can out-compete B&W on scale and capital resources. |
| Business quality | Medium | The transition to sustainable energy is improving the quality of the business, but historical legacies weigh on results. |
| Dividend income | Low / none | Investors receive no cash return for holding the security. |
| Execution risk | High | Large-scale engineering contracts are subject to cost overruns and delays. |
Price Behavior

Downtrend
The stock has experienced a sustained decline in price over recent periods.

Extreme Price Shocks
The stock has experienced exceptionally large and disruptive price movements during the period.
Analysis of Past Performance
Type Stock | Historic Profit 162.4% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 919.11M USD | Price to earnings Ratio - | 1Y Target Price 22 |
Price to earnings Ratio - | 1Y Target Price 22 | ||
Volume (30-day avg) 4.8M shares | Beta 1.19 | 52 Weeks Range 2.70 - 22.03 | Updated Date 09/25/2026 |
52 Weeks Range 2.70 - 22.03 | Updated Date 09/25/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.62 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Thermal & Renewables | Boiler design, waste-to-energy plant construction, and biomass technology. | The company generates revenue by building and maintaining massive power plants that burn waste or biomass to create energy. |
| Environmental Services | Emissions control systems like scrubbers and particulate filters. | This segment sells technology that helps factories and power plants meet environmental regulations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 140.85 | Enterprise Value 1.11B | Price to Sales(TTM) 1.1 |
Enterprise Value 1.11B | Price to Sales(TTM) 1.1 | ||
Enterprise Value to Revenue 1.33 | Enterprise Value to EBITDA 86.07 | Shares Outstanding 148.97M | Shares Floating 112.29M |
Shares Outstanding 148.97M | Shares Floating 112.29M | ||
Percent Insiders 3.34 | Percent Institutions 104.47 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Babcock & Wilcox Enterprises Inc
Exchange NYSE | Headquarters Akron, OH, United States | ||
IPO Launch date 2015-07-01 | CEO, President & Chairman of the Board Mr. Kenneth M. Young | ||
Sector Industrials | Industry Specialty Industrial Machinery | Full time employees 1600 | Website https://www.babcock.com |
Full time employees 1600 | Website https://www.babcock.com | ||
Babcock & Wilcox Enterprises, Inc., together with its subsidiaries, provides energy and emissions control solutions to industrial, electrical utility, municipal, and other customers in the United States, Canada, the United Kingdom, Indonesia, and the Philippines. The company offers BrightLoop chemical looping technology, which produces steam, hydrogen, or syngas for applications in the energy, industrial, and agricultural sectors. It also provides steam generation equipment, including aftermarket parts, construction, maintenance, and field services; steam generation systems, such as package boilers, watertube and firetube waste heat boilers, and other boilers to medium and heavy industrial customers. The company was founded in 1867 and is headquartered in Akron, Ohio.

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