The Boeing Company (BA)vsL3Harris Technologies Inc (LHX)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
LHX
L3Harris Technologies Inc
$352.02
+0.17%
INDUSTRIALS · Cap: $64.62B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 309% more annual revenue ($89.46B vs $21.87B). LHX leads profitability with a 7.3% profit margin vs 2.5%. LHX appears more attractively valued with a PEG of 2.24. BA earns a higher WallStSmart Score of 51/100 (C-).
BA
Buy51
out of 100
Grade: C-
LHX
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1083.9%
Fair Value
$16.86
Current Price
$199.61
$182.75 premium
Margin of Safety
-486.7%
Fair Value
$58.00
Current Price
$352.02
$294.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Large-cap with strong market position
Generating 1.8B in free cash flow
Areas to Watch
ROE of 2.9% — below average capital efficiency
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.3% revenue growth
7.3% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : LHX
The strongest argument for LHX centers on Market Cap, Free Cash Flow.
Bear Case : BA
The primary concerns for BA are Return on Equity, Profit Margin, PEG Ratio. A P/E of 79.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : LHX
The primary concerns for LHX are PEG Ratio, Revenue Growth, Profit Margin. A P/E of 40.5x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while LHX is a value play — different risk/reward profiles.
BA carries more volatility with a beta of 1.10 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
LHX generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
BA scores higher overall (51/100 vs 44/100) and 57.1% 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.
L3Harris Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
L3Harris Technologies (L3Harris) is an American technology company, defense contractor and information technology services provider that produces C6ISR systems and products, wireless equipment, tactical radios, avionics and electronic systems, night vision equipment, and both terrestrial and spaceborne antennas for use in the government, defense, and commercial sectors.
Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?