The Boeing Company (BA)vsHoneywell International Inc (HON)
BA
The Boeing Company
$234.42
+0.96%
INDUSTRIALS · Cap: $187.44B
HON
Honeywell International Inc
$246.21
+2.27%
INDUSTRIALS · Cap: $78.64B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 147% more annual revenue ($94.00B vs $38.06B). HON leads profitability with a 21.6% profit margin vs 2.6%. HON appears more attractively valued with a PEG of 3.93. HON earns a higher WallStSmart Score of 69/100 (B-).
BA
Hold46
out of 100
Grade: D+
HON
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for BA.
Margin of Safety
-28.5%
Fair Value
$189.60
Current Price
$246.21
$56.61 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Earnings expanding 263.9% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Strong operational efficiency at 20.3%
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.3% revenue growth
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap.
Bull Case : HON
The strongest argument for HON centers on P/E Ratio, Return on Equity, EPS Growth. Profitability is solid with margins at 21.6% and operating margin at 20.3%.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 85.0x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : HON
The primary concerns for HON are Revenue Growth, Debt/Equity, PEG Ratio.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.22 — expect wider price swings.
BA is growing revenue faster at 8.0% — sustainability is the question.
HON generates stronger free cash flow (961M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HON scores higher overall (69/100 vs 46/100), backed by strong 21.6% margins. 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.
Honeywell International Inc
INDUSTRIALS · CONGLOMERATES · USA
Honeywell International Inc. is an American publicly traded, multinational conglomerate headquartered in Charlotte, North Carolina. It primarily operates in four areas of business: aerospace, building technologies, performance materials and technologies (PMT), and safety and productivity solutions (SPS).
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