The Boeing Company (BA)vsElbit Systems Ltd (ESLT)
BA
The Boeing Company
$215.45
+4.58%
INDUSTRIALS · Cap: $171.61B
ESLT
Elbit Systems Ltd
$823.36
-1.74%
INDUSTRIALS · Cap: $40.00B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1020% more annual revenue ($92.18B vs $8.23B). ESLT leads profitability with a 7.1% profit margin vs 2.5%. ESLT appears more attractively valued with a PEG of 8.79. ESLT earns a higher WallStSmart Score of 48/100 (D+).
BA
Hold48
out of 100
Grade: D+
ESLT
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.2%
Fair Value
$119.81
Current Price
$215.45
$95.64 premium
Intrinsic value data unavailable for ESLT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
15.5% revenue growth
Earnings expanding 42.1% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.0x book value
Distress zone — elevated risk
7.1% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.
Bull Case : ESLT
The strongest argument for ESLT centers on Debt/Equity, Revenue Growth, EPS Growth. Revenue growth of 15.5% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 86.0x leaves little room for execution misses. Debt-to-equity of 7.89 is elevated, increasing financial risk.
Bear Case : ESLT
The primary concerns for ESLT are Price/Book, Altman Z-Score, Profit Margin. A P/E of 69.0x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a value stock while ESLT is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
ESLT is growing revenue faster at 15.5% — sustainability is the question.
ESLT generates stronger free cash flow (210M), providing more financial flexibility.
Bottom Line
BA scores higher overall (48/100 vs 48/100) and 14.0% revenue growth. Both earn "Hold" 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.
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.
Elbit Systems Ltd
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Elbit Systems Ltd. develops and supplies a portfolio of airborne, land and naval products and systems for defense, national security and commercial aviation applications primarily in Israel. The company is headquartered in Haifa, Israel.
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