The Boeing Company (BA)vsJetBlue Airways Corp (JBLU)
BA
The Boeing Company
$171.56
-1.71%
INDUSTRIALS · Cap: $135.94B
JBLU
JetBlue Airways Corp
$3.81
-5.22%
INDUSTRIALS · Cap: $1.49B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 850% more annual revenue ($94.91B vs $9.99B). BA leads profitability with a 8.1% profit margin vs -10.0%. JBLU appears more attractively valued with a PEG of 0.88. JBLU earns a higher WallStSmart Score of 52/100 (C-).
BA
Hold50
out of 100
Grade: D+
JBLU
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.5%
Fair Value
$126.10
Current Price
$171.56
$45.46 premium
Margin of Safety
+69.4%
Fair Value
$19.00
Current Price
$3.81
$15.19 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 117 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 21.1% 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
Smaller company, higher risk/reward
ROE of -39.4% — below average capital efficiency
Earnings declined 82.9%
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, P/E Ratio.
Bull Case : JBLU
The strongest argument for JBLU centers on Price/Book, PEG Ratio, Revenue Growth. Revenue growth of 21.1% demonstrates continued momentum. PEG of 0.88 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 7.01 is elevated, increasing financial risk.
Bear Case : JBLU
The primary concerns for JBLU are Market Cap, Return on Equity, EPS Growth. Debt-to-equity of 6.99 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a value stock while JBLU is a growth play — different risk/reward profiles.
JBLU carries more volatility with a beta of 1.90 — expect wider price swings.
JBLU is growing revenue faster at 21.1% — sustainability is the question.
BA generates stronger free cash flow (464M), providing more financial flexibility.
Bottom Line
JBLU scores higher overall (52/100 vs 50/100) and 21.1% 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.
JetBlue Airways Corp
INDUSTRIALS · AIRLINES · USA
JetBlue Airways Corporation provides passenger air transportation services. The company is headquartered in Long Island City, New York.
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