AAR Corp (AIR)vsThe Boeing Company (BA)
AIR
AAR Corp
$116.65
+0.97%
INDUSTRIALS · Cap: $5.13B
BA
The Boeing Company
$215.45
-1.29%
INDUSTRIALS · Cap: $180.48B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2841% more annual revenue ($92.18B vs $3.13B). AIR leads profitability with a 5.5% profit margin vs 2.5%. AIR appears more attractively valued with a PEG of 2.40. AIR earns a higher WallStSmart Score of 61/100 (C+).
AIR
Buy61
out of 100
Grade: C+
BA
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AIR.
Margin of Safety
-89.9%
Fair Value
$119.81
Current Price
$215.45
$95.64 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
Revenue surging 24.6% year-over-year
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Moderate valuation
5.5% margin — thin
Weak financial health signals
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 24.6% demonstrates continued momentum.
Bull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.
Bear Case : AIR
The primary concerns for AIR are PEG Ratio, P/E Ratio, Profit Margin.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 90.1x leaves little room for execution misses. Debt-to-equity of 7.89 is elevated, increasing financial risk.
Key Dynamics to Monitor
AIR profiles as a growth stock while BA is a value play — different risk/reward profiles.
BA carries more volatility with a beta of 1.20 — expect wider price swings.
AIR is growing revenue faster at 24.6% — sustainability is the question.
AIR generates stronger free cash flow (59M), providing more financial flexibility.
Bottom Line
AIR scores higher overall (61/100 vs 48/100) and 24.6% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AAR Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
AAR Corp. The company is headquartered in Wood Dale, Illinois.
Visit Website →The Boeing Company
INDUSTRIALS · AEROSPACE & DEFENSE · USA
The Boeing Company is an American multinational corporation that designs, manufactures, and sells airplanes, rotorcraft, rockets, satellites, telecommunications equipment, and missiles worldwide. The company also provides leasing and product support services.
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