The Boeing Company (BA)vsJacobs Solutions Inc. (J)
BA
The Boeing Company
$173.38
+0.52%
INDUSTRIALS · Cap: $135.94B
J
Jacobs Solutions Inc.
$147.54
-7.85%
INDUSTRIALS · Cap: $17.66B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 567% more annual revenue ($94.91B vs $14.22B). BA leads profitability with a 8.1% profit margin vs 2.4%. J appears more attractively valued with a PEG of 0.45. J earns a higher WallStSmart Score of 54/100 (C-).
BA
Hold50
out of 100
Grade: D+
J
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.1%
Fair Value
$126.00
Current Price
$173.38
$47.38 premium
Margin of Safety
-80.1%
Fair Value
$79.06
Current Price
$147.54
$68.48 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
Growing faster than its price suggests
Revenue surging 34.5% year-over-year
Areas to Watch
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 21.0x book value
Grey zone — moderate risk
2.4% margin — thin
Elevated debt levels
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 : J
The strongest argument for J centers on PEG Ratio, Revenue Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 0.45 suggests the stock is reasonably priced for its growth.
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 : J
The primary concerns for J are Altman Z-Score, Profit Margin, Debt/Equity. A P/E of 50.1x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA profiles as a value stock while J is a hypergrowth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.26 — expect wider price swings.
J is growing revenue faster at 34.5% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
J scores higher overall (54/100 vs 50/100) and 34.5% revenue growth. Both earn "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.
Jacobs Solutions Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Jacobs Engineering Group Inc. (NYSE: J) is an American international technical professional services firm. The company provides technical, professional and construction services, as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies.
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