The Boeing Company (BA)vsGE Aerospace (GE)
BA
The Boeing Company
$205.99
-2.34%
INDUSTRIALS · Cap: $167.75B
GE
GE Aerospace
$300.96
-3.11%
INDUSTRIALS · Cap: $320.66B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 95% more annual revenue ($89.46B vs $45.85B). GE leads profitability with a 19.0% profit margin vs 2.5%. GE appears more attractively valued with a PEG of 5.18. GE earns a higher WallStSmart Score of 65/100 (C+).
BA
Buy51
out of 100
Grade: C-
GE
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1150.4%
Fair Value
$16.86
Current Price
$205.99
$189.13 premium
Margin of Safety
+22.7%
Fair Value
$377.21
Current Price
$300.96
$76.25 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 290 in profit
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 45 in profit
17.6% revenue growth
Earnings expanding 37.4% YoY
Generating 1.8B in free cash flow
Areas to Watch
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 29.7x book value
Premium valuation, high expectations priced in
Trading at 16.9x book value
Distress zone — elevated risk
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : GE
The strongest argument for GE centers on Market Cap, Return on Equity, Revenue Growth. Profitability is solid with margins at 19.0% and operating margin at 19.6%. Revenue growth of 17.6% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 86.1x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : GE
The primary concerns for GE are P/E Ratio, Price/Book, Altman Z-Score.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while GE is a growth play — different risk/reward profiles.
GE carries more volatility with a beta of 1.37 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
GE generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
GE scores higher overall (65/100 vs 51/100), backed by strong 19.0% margins and 17.6% 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.
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.
GE Aerospace
INDUSTRIALS · AEROSPACE & DEFENSE · USA
General Electric Company (GE) is an American multinational conglomerate incorporated in New York City and headquartered in Boston. As of 2018, the company operates through the following segments: aviation, healthcare, power, renewable energy, digital industry, additive manufacturing and venture capital and finance.
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