The Boeing Company (BA)vsCorning Incorporated (GLW)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
GLW
Corning Incorporated
$146.35
+3.06%
TECHNOLOGY · Cap: $106.88B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 472% more annual revenue ($89.46B vs $15.63B). GLW leads profitability with a 10.2% profit margin vs 2.5%. GLW appears more attractively valued with a PEG of 1.39. GLW earns a higher WallStSmart Score of 65/100 (C+).
BA
Buy51
out of 100
Grade: C-
GLW
Buy65
out of 100
Grade: C+
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
-55.2%
Fair Value
$85.64
Current Price
$146.35
$60.71 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 77.4% YoY
Large-cap with strong market position
Revenue surging 20.4% year-over-year
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 10.6x book value
Premium valuation, high expectations priced in
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 : GLW
The strongest argument for GLW centers on EPS Growth, Market Cap, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 1.39 suggests the stock is reasonably priced for its growth.
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 : GLW
The primary concerns for GLW are Price/Book, P/E Ratio. A P/E of 68.1x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while GLW is a growth 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.
GLW generates stronger free cash flow (620M), providing more financial flexibility.
Bottom Line
GLW scores higher overall (65/100 vs 51/100) and 20.4% 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.
Corning Incorporated
TECHNOLOGY · ELECTRONIC COMPONENTS · USA
Corning Incorporated is an American multinational technology company that specializes in specialty glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications.
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