The Boeing Company (BA)vsElbit Systems Ltd (ESLT)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
ESLT
Elbit Systems Ltd
$911.90
+1.91%
INDUSTRIALS · Cap: $42.91B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1027% more annual revenue ($89.46B vs $7.94B). ESLT leads profitability with a 6.7% profit margin vs 2.5%. BA appears more attractively valued with a PEG of 6.53. BA earns a higher WallStSmart Score of 51/100 (C-).
BA
Buy51
out of 100
Grade: C-
ESLT
Hold46
out of 100
Grade: D+
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
-22.7%
Fair Value
$541.94
Current Price
$911.90
$369.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Earnings expanding 76.3% 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
Trading at 10.3x book value
Distress zone — elevated risk
6.7% margin — thin
Expensive relative to growth rate
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 : ESLT
The strongest argument for ESLT centers on EPS Growth. Revenue growth of 11.3% 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 : ESLT
The primary concerns for ESLT are Price/Book, Altman Z-Score, Profit Margin. A P/E of 78.8x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while ESLT is a value play — different risk/reward profiles.
BA carries more volatility with a beta of 1.10 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
ESLT generates stronger free cash flow (231M), providing more financial flexibility.
Bottom Line
BA scores higher overall (51/100 vs 46/100) and 57.1% 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.
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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