The Boeing Company (BA)vsLuxfer Holdings PLC (LXFR)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
LXFR
Luxfer Holdings PLC
$15.05
+5.69%
INDUSTRIALS · Cap: $351.12M
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 23869% more annual revenue ($92.18B vs $384.60M). BA leads profitability with a 2.5% profit margin vs 2.0%. LXFR appears more attractively valued with a PEG of 1.68. BA earns a higher WallStSmart Score of 48/100 (D+).
BA
Hold48
out of 100
Grade: D+
LXFR
Hold47
out of 100
Grade: D+
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
+56.0%
Fair Value
$35.37
Current Price
$15.05
$20.32 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
ROE of 5.9% — below average capital efficiency
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 : LXFR
The strongest argument for LXFR centers on Price/Book.
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 : LXFR
The primary concerns for LXFR are PEG Ratio, P/E Ratio, Market Cap. Thin 2.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.13 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
LXFR generates stronger free cash flow (-6M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BA scores higher overall (48/100 vs 47/100) and 14.0% revenue growth. LXFR offers better value entry with a 56.0% margin of safety. Both earn "Hold" 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.
Luxfer Holdings PLC
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Luxfer Holdings PLC designs, manufactures and supplies high performance high pressure gas containment materials, components and devices for defense and emergency response, healthcare, transportation and general industrial end market applications. The company is headquartered in Manchester, the United Kingdom.
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