The Boeing Company (BA)vsGfl Environmental Holdings Inc (GFL)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
GFL
Gfl Environmental Holdings Inc
$40.11
-0.57%
INDUSTRIALS · Cap: $14.56B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1293% more annual revenue ($92.18B vs $6.62B). GFL leads profitability with a 58.0% profit margin vs 2.5%. BA trades at a lower P/E of 88.6x. GFL earns a higher WallStSmart Score of 54/100 (C-).
BA
Hold48
out of 100
Grade: D+
GFL
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$160.81
Current Price
$229.03
$68.22 premium
Margin of Safety
+5.1%
Fair Value
$46.42
Current Price
$40.11
$6.31 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Keeps 58 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 22.2% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 3.3% — below average capital efficiency
Elevated debt levels
Premium valuation, high expectations priced in
Distress zone — elevated risk
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 : GFL
The strongest argument for GFL centers on Profit Margin, Price/Book, EPS Growth. Profitability is solid with margins at 58.0% and operating margin at 6.4%.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : GFL
The primary concerns for GFL are Return on Equity, Debt/Equity, P/E Ratio. A P/E of 98.4x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a value stock while GFL is a mature play — different risk/reward profiles.
BA carries more volatility with a beta of 1.13 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
GFL generates stronger free cash flow (197M), providing more financial flexibility.
Bottom Line
GFL scores higher overall (54/100 vs 48/100), backed by strong 58.0% margins. 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.
Gfl Environmental Holdings Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
GFL Environmental Inc. is a diversified environmental services company in Canada and the United States. The company is headquartered in Vaughan, Canada.
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