The Boeing Company (BA)vsIES Holdings Inc (IESC)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
IESC
IES Holdings Inc
$345.71
+8.20%
INDUSTRIALS · Cap: $13.66B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2258% more annual revenue ($94.00B vs $3.99B). IESC leads profitability with a 11.4% profit margin vs 2.6%. IESC trades at a lower P/E of 30.4x. IESC earns a higher WallStSmart Score of 64/100 (C+).
BA
Buy52
out of 100
Grade: C-
IESC
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.4%
Fair Value
$124.25
Current Price
$210.45
$86.20 premium
Intrinsic value data unavailable for IESC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Every $100 of equity generates 37 in profit
Revenue surging 39.6% year-over-year
Earnings expanding 98.7% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.3x book value
Premium valuation, high expectations priced in
Trading at 11.2x book value
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. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : IESC
The strongest argument for IESC centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 39.6% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 73.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : IESC
The primary concerns for IESC are P/E Ratio, Price/Book, Free Cash Flow.
Key Dynamics to Monitor
BA profiles as a value stock while IESC is a growth play — different risk/reward profiles.
IESC carries more volatility with a beta of 1.78 — expect wider price swings.
IESC is growing revenue faster at 39.6% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
IESC scores higher overall (64/100 vs 52/100) and 39.6% 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.
IES Holdings Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States. The company is headquartered in Houston, Texas.
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