The Boeing Company (BA)vsKnight Transportation Inc (KNX)
BA
The Boeing Company
$175.37
+2.24%
INDUSTRIALS · Cap: $135.94B
KNX
Knight Transportation Inc
$61.67
+1.46%
INDUSTRIALS · Cap: $9.91B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1086% more annual revenue ($94.91B vs $8.00B). BA leads profitability with a 8.1% profit margin vs 1.9%. KNX appears more attractively valued with a PEG of 0.23. KNX earns a higher WallStSmart Score of 64/100 (C+).
BA
Hold50
out of 100
Grade: D+
KNX
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.1%
Fair Value
$126.00
Current Price
$175.37
$49.37 premium
Margin of Safety
+56.0%
Fair Value
$138.90
Current Price
$61.67
$77.23 discount
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
Reasonable price relative to book value
Earnings expanding 1387.0% YoY
Areas to Watch
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 21.2x book value
Grey zone — moderate risk
ROE of 0.6% — below average capital efficiency
1.9% margin — thin
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 : KNX
The strongest argument for KNX centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 14.2% demonstrates continued momentum. PEG of 0.23 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 : KNX
The primary concerns for KNX are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 64.7x leaves little room for execution misses. Thin 1.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.26 — expect wider price swings.
KNX is growing revenue faster at 14.2% — 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
KNX scores higher overall (64/100 vs 50/100) and 14.2% 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.
Knight Transportation Inc
INDUSTRIALS · TRUCKING · USA
Knight-Swift Transportation Holdings Inc., provides truck cargo transportation services in the United States, Mexico and Canada. The company is headquartered in Phoenix, Arizona.
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