AAR Corp (AIR)vsThe Boeing Company (BA)
AIR
AAR Corp
$101.33
-7.22%
INDUSTRIALS · Cap: $4.01B
BA
The Boeing Company
$195.12
-3.01%
INDUSTRIALS · Cap: $153.33B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2915% more annual revenue ($89.46B vs $2.97B). AIR leads profitability with a 3.2% profit margin vs 2.5%. AIR appears more attractively valued with a PEG of 2.40. AIR earns a higher WallStSmart Score of 57/100 (C).
AIR
Buy57
out of 100
Grade: C
BA
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+5.2%
Fair Value
$119.81
Current Price
$101.33
$18.48 discount
Margin of Safety
-1095.6%
Fair Value
$16.32
Current Price
$195.12
$178.80 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 92.0% YoY
Reasonable price relative to book value
15.9% revenue growth
Every $100 of equity generates 290 in profit
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 6.9% — below average capital efficiency
3.2% margin — thin
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 28.1x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 15.9% demonstrates continued momentum.
Bull Case : BA
The strongest argument for BA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bear Case : AIR
The primary concerns for AIR are PEG Ratio, P/E Ratio, Return on Equity. Thin 3.2% margins leave little buffer for downturns.
Bear Case : BA
The primary concerns for BA are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 81.3x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Key Dynamics to Monitor
AIR profiles as a growth stock while BA is a hypergrowth play — different risk/reward profiles.
AIR carries more volatility with a beta of 1.20 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
AIR generates stronger free cash flow (6M), providing more financial flexibility.
Bottom Line
AIR scores higher overall (57/100 vs 51/100) and 15.9% revenue growth. Both earn "Buy" and "Buy" 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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