The Boeing Company (BA)vsJBTMarel Corp (JBTM)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
JBTM
JBTMarel Corp
$114.38
+1.76%
INDUSTRIALS · Cap: $6.02B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2294% more annual revenue ($94.00B vs $3.93B). JBTM leads profitability with a 4.9% profit margin vs 2.6%. JBTM appears more attractively valued with a PEG of 1.22. JBTM earns a higher WallStSmart Score of 58/100 (C).
BA
Buy52
out of 100
Grade: C-
JBTM
Buy58
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
Margin of Safety
-9.2%
Fair Value
$151.42
Current Price
$114.38
$37.04 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
Reasonable price relative to book value
Earnings expanding 833.0% YoY
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
4.9% revenue growth
ROE of 3.7% — below average capital efficiency
4.9% margin — thin
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 : JBTM
The strongest argument for JBTM centers on Price/Book, EPS Growth. PEG of 1.22 suggests the stock is reasonably priced for its growth.
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 : JBTM
The primary concerns for JBTM are P/E Ratio, Revenue Growth, Return on Equity. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.21 — expect wider price swings.
BA is growing revenue faster at 8.0% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JBTM scores higher overall (58/100 vs 52/100). 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.
JBTMarel Corp
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
JBT Marel Corporation provides technology solutions to food and beverage industry in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company is headquartered in Chicago, Illinois.
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