The Boeing Company (BA)vsHowmet Aerospace Inc (HWM)
BA
The Boeing Company
$205.99
-2.34%
INDUSTRIALS · Cap: $167.75B
HWM
Howmet Aerospace Inc
$232.94
-3.72%
INDUSTRIALS · Cap: $97.38B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 984% more annual revenue ($89.46B vs $8.25B). HWM leads profitability with a 18.3% profit margin vs 2.5%. HWM appears more attractively valued with a PEG of 0.80. HWM earns a higher WallStSmart Score of 69/100 (B-).
BA
Buy51
out of 100
Grade: C-
HWM
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1150.4%
Fair Value
$16.86
Current Price
$205.99
$189.13 premium
Margin of Safety
-58.8%
Fair Value
$145.34
Current Price
$232.94
$87.60 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 290 in profit
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 30 in profit
Large-cap with strong market position
Growing faster than its price suggests
Strong operational efficiency at 26.3%
Earnings expanding 20.3% YoY
Areas to Watch
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 29.7x book value
Trading at 17.5x 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, Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : HWM
The strongest argument for HWM centers on Return on Equity, Market Cap, PEG Ratio. Profitability is solid with margins at 18.3% and operating margin at 26.3%. Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 86.1x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : HWM
The primary concerns for HWM are Price/Book, P/E Ratio. A P/E of 65.4x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while HWM is a mature play — different risk/reward profiles.
HWM carries more volatility with a beta of 1.19 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
HWM generates stronger free cash flow (530M), providing more financial flexibility.
Bottom Line
HWM scores higher overall (69/100 vs 51/100), backed by strong 18.3% margins and 14.6% revenue growth. Both earn "Strong 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.
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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