The Boeing Company (BA)vsGraco Inc (GGG)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
GGG
Graco Inc
$79.57
-0.98%
INDUSTRIALS · Cap: $13.21B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 4000% more annual revenue ($92.18B vs $2.25B). GGG leads profitability with a 23.0% profit margin vs 2.5%. GGG appears more attractively valued with a PEG of 2.73. GGG earns a higher WallStSmart Score of 55/100 (C).
BA
Hold48
out of 100
Grade: D+
GGG
Buy55
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
+12.9%
Fair Value
$108.42
Current Price
$79.57
$28.85 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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Keeps 23 of every $100 in revenue as profit
Strong operational efficiency at 25.5%
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
2.2% revenue growth
Expensive relative to growth rate
Earnings declined 2.8%
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 : GGG
The strongest argument for GGG centers on Debt/Equity, Altman Z-Score, Profit Margin. Profitability is solid with margins at 23.0% and operating margin at 25.5%.
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 : GGG
The primary concerns for GGG are P/E Ratio, Revenue Growth, PEG Ratio.
Key Dynamics to Monitor
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.
GGG generates stronger free cash flow (108M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GGG scores higher overall (55/100 vs 48/100), backed by strong 23.0% 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.
Graco Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Graco Inc. designs, manufactures and markets systems and equipment used to move, measure, control, dispense and spray fluids and powders worldwide. The company is headquartered in Minneapolis, Minnesota.
Visit Website →Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?