The Boeing Company (BA)vsMcGrath RentCorp (MGRC)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
MGRC
McGrath RentCorp
$118.80
-1.03%
INDUSTRIALS · Cap: $2.92B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 9663% more annual revenue ($92.18B vs $944.24M). MGRC leads profitability with a 16.6% profit margin vs 2.5%. MGRC appears more attractively valued with a PEG of 1.18. MGRC earns a higher WallStSmart Score of 69/100 (B-).
BA
Hold48
out of 100
Grade: D+
MGRC
Strong Buy69
out of 100
Grade: B-
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
-26.4%
Fair Value
$91.46
Current Price
$118.80
$27.34 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
Reasonable price relative to book value
Strong operational efficiency at 28.9%
Earnings expanding 28.1% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
No major concerns identified
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 : MGRC
The strongest argument for MGRC centers on Price/Book, Operating Margin, EPS Growth. Profitability is solid with margins at 16.6% and operating margin at 28.9%. PEG of 1.18 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 : MGRC
No major red flags identified for MGRC, but monitor valuation.
Key Dynamics to Monitor
BA profiles as a value stock while MGRC is a mature play — different risk/reward profiles.
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.
MGRC generates stronger free cash flow (34M), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (69/100 vs 48/100), backed by strong 16.6% margins. Both earn "Strong 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.
McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
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