The Boeing Company (BA)vsLennox International Inc (LII)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
LII
Lennox International Inc
$517.62
+4.46%
INDUSTRIALS · Cap: $18.02B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1674% more annual revenue ($92.18B vs $5.20B). LII leads profitability with a 15.5% profit margin vs 2.5%. LII appears more attractively valued with a PEG of 1.42. LII earns a higher WallStSmart Score of 56/100 (C).
BA
Hold48
out of 100
Grade: D+
LII
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$160.81
Current Price
$229.03
$68.22 premium
Margin of Safety
-52.5%
Fair Value
$365.66
Current Price
$517.62
$151.96 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Every $100 of equity generates 76 in profit
Safe zone — low bankruptcy risk
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 15.5x book value
Weak financial health signals
Revenue declined 11.2%
Earnings declined 17.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.
Bull Case : LII
The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.5% and operating margin at 19.8%. PEG of 1.42 suggests the stock is reasonably priced for its growth.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : LII
The primary concerns for LII are Price/Book, Piotroski F-Score, Revenue Growth.
Key Dynamics to Monitor
BA profiles as a value stock while LII is a declining play — different risk/reward profiles.
LII carries more volatility with a beta of 1.21 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
LII generates stronger free cash flow (377M), providing more financial flexibility.
Bottom Line
LII scores higher overall (56/100 vs 48/100), backed by strong 15.5% margins. 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.
Lennox International Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.
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