The Boeing Company (BA)vsHowmet Aerospace Inc (HWM)
BA
The Boeing Company
$171.55
-0.64%
INDUSTRIALS · Cap: $135.94B
HWM
Howmet Aerospace Inc
$199.22
-3.26%
INDUSTRIALS · Cap: $88.12B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 941% more annual revenue ($94.91B vs $9.12B). HWM leads profitability with a 20.5% profit margin vs 8.1%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 75/100 (B+).
BA
Hold50
out of 100
Grade: D+
HWM
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.1%
Fair Value
$126.00
Current Price
$171.55
$45.55 premium
Intrinsic value data unavailable for HWM.
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
Large-cap with strong market position
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
Strong operational efficiency at 28.5%
Revenue surging 24.1% year-over-year
Areas to Watch
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 20.8x book value
Trading at 13.9x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap, P/E Ratio.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, Profit Margin. Profitability is solid with margins at 20.5% and operating margin at 28.5%. Revenue growth of 24.1% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are PEG Ratio, Revenue Growth, Operating Margin. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 47.6x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a value stock while HWM is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.26 — expect wider price swings.
HWM is growing revenue faster at 24.1% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (75/100 vs 50/100), backed by strong 20.5% margins and 24.1% 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.
Howmet Aerospace Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Howmet Aerospace Inc. is an American aerospace company based in Pittsburgh, Pennsylvania. The company manufactures components for jet engines, fasteners and titanium structures for aerospace applications, and forged aluminum wheels for heavy trucks.
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