The Boeing Company (BA)vsHayward Holdings Inc (HAYW)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
HAYW
Hayward Holdings Inc
$14.90
-5.70%
INDUSTRIALS · Cap: $3.24B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 7926% more annual revenue ($92.18B vs $1.15B). HAYW leads profitability with a 14.0% profit margin vs 2.5%. HAYW appears more attractively valued with a PEG of 1.68. HAYW earns a higher WallStSmart Score of 67/100 (B-).
BA
Hold48
out of 100
Grade: D+
HAYW
Strong Buy67
out of 100
Grade: B-
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
-30.7%
Fair Value
$12.93
Current Price
$14.90
$1.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Earnings expanding 79.1% YoY
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Distress zone — elevated risk
Negative free cash flow — burning cash
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 : HAYW
The strongest argument for HAYW centers on EPS Growth, Price/Book. Revenue growth of 11.5% demonstrates continued momentum.
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 : HAYW
The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.
Key Dynamics to Monitor
HAYW carries more volatility with a beta of 1.18 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
HAYW generates stronger free cash flow (-36M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HAYW scores higher overall (67/100 vs 48/100) and 11.5% revenue growth. Both earn "Strong 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.
Hayward Holdings Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.
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