The Boeing Company (BA)vsBooking Holdings Inc (BKNG)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
BKNG
Booking Holdings Inc
$4,237.75
-1.23%
CONSUMER CYCLICAL · Cap: $138.30B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 232% more annual revenue ($89.46B vs $26.92B). BKNG leads profitability with a 20.1% profit margin vs 2.5%. BKNG appears more attractively valued with a PEG of 0.73. BKNG earns a higher WallStSmart Score of 78/100 (B+).
BA
Buy51
out of 100
Grade: C-
BKNG
Strong Buy78
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1083.9%
Fair Value
$16.86
Current Price
$199.61
$182.75 premium
Margin of Safety
+45.4%
Fair Value
$7757.57
Current Price
$4237.75
$3519.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Strong operational efficiency at 32.5%
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Keeps 20 of every $100 in revenue as profit
Growing faster than its price suggests
Areas to Watch
ROE of 2.9% — below average capital efficiency
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
ROE of 2.3% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : BKNG
The strongest argument for BKNG centers on Operating Margin, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 20.1% and operating margin at 32.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Return on Equity, Profit Margin, PEG Ratio. A P/E of 79.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : BKNG
The primary concerns for BKNG are P/E Ratio, Return on Equity.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while BKNG is a growth play — different risk/reward profiles.
BKNG carries more volatility with a beta of 1.23 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
BKNG generates stronger free cash flow (1.4B), providing more financial flexibility.
Bottom Line
BKNG scores higher overall (78/100 vs 51/100), backed by strong 20.1% margins and 16.0% revenue growth. Both earn "Strong 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.
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.
Booking Holdings Inc
CONSUMER CYCLICAL · TRAVEL SERVICES · USA
Booking Holdings Inc. is an American travel technology company organized in Delaware and based in Norwalk, Connecticut, that owns and operates several travel fare aggregators and travel fare metasearch engines including namesake and flagship Booking.com, Priceline.com, Agoda.com, Kayak.com, Cheapflights, Rentalcars.com, Momondo, and OpenTable.
Visit Website →Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?