The Boeing Company (BA)vsMasco Corporation (MAS)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
MAS
Masco Corporation
$68.52
+1.30%
INDUSTRIALS · Cap: $13.99B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1134% more annual revenue ($94.00B vs $7.62B). MAS leads profitability with a 11.6% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. MAS earns a higher WallStSmart Score of 65/100 (C+).
BA
Buy52
out of 100
Grade: C-
MAS
Buy65
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
Intrinsic value data unavailable for MAS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Every $100 of equity generates 85 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Strong operational efficiency at 23.6%
Earnings expanding 24.5% 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
Expensive relative to growth rate
Revenue declined 2.9%
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 : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio.
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 : MAS
The primary concerns for MAS are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
BA profiles as a value stock while MAS is a declining play — different risk/reward profiles.
MAS carries more volatility with a beta of 1.29 — expect wider price swings.
BA is growing revenue faster at 8.0% — sustainability is the question.
MAS generates stronger free cash flow (780M), providing more financial flexibility.
Bottom Line
MAS scores higher overall (65/100 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.
Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
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