The Boeing Company (BA)vsBlackstone Group Inc (BX)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
BX
Blackstone Group Inc
$108.38
+0.37%
FINANCIAL SERVICES · Cap: $131.98B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 529% more annual revenue ($89.46B vs $14.21B). BX leads profitability with a 21.2% profit margin vs 2.5%. BX appears more attractively valued with a PEG of 1.17. BX earns a higher WallStSmart Score of 77/100 (B+).
BA
Buy51
out of 100
Grade: C-
BX
Strong Buy77
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
+35.7%
Fair Value
$181.12
Current Price
$108.38
$72.74 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 52.8%
Revenue surging 50.6% year-over-year
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Keeps 21 of every $100 in revenue as profit
Earnings expanding 42.5% YoY
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
Trading at 9.8x book value
Elevated debt levels
Weak financial health signals
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 : BX
The strongest argument for BX centers on Operating Margin, Revenue Growth, Market Cap. Profitability is solid with margins at 21.2% and operating margin at 52.8%. Revenue growth of 50.6% 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 : BX
The primary concerns for BX are P/E Ratio, Price/Book, Debt/Equity. Debt-to-equity of 1.63 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while BX is a growth play — different risk/reward profiles.
BX carries more volatility with a beta of 1.79 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
BX generates stronger free cash flow (-25M), providing more financial flexibility.
Bottom Line
BX scores higher overall (77/100 vs 51/100), backed by strong 21.2% margins and 50.6% 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.
Blackstone Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blackstone Group Inc. is an alternative asset management company specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, public debt and equity strategies and multiple asset classes. The company is headquartered in New York, New York with additional offices across Asia, Europe and North America.
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