The Boeing Company (BA)vsAltria Group (MO)
BA
The Boeing Company
$237.36
+2.74%
INDUSTRIALS · Cap: $182.12B
MO
Altria Group
$68.12
-1.33%
CONSUMER DEFENSIVE · Cap: $115.29B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 352% more annual revenue ($92.18B vs $20.38B). MO leads profitability with a 39.5% profit margin vs 2.5%. MO appears more attractively valued with a PEG of 1.86. MO earns a higher WallStSmart Score of 61/100 (C+).
BA
Hold48
out of 100
Grade: D+
MO
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.0%
Fair Value
$161.59
Current Price
$237.36
$75.77 premium
Margin of Safety
-37.3%
Fair Value
$48.02
Current Price
$68.12
$20.10 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
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 62.3%
Earnings expanding 106.3% YoY
Conservative balance sheet, low leverage
Large-cap with strong market position
Attractively priced relative to earnings
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
ROE of 0.0% — 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 : MO
The strongest argument for MO centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.5% and operating margin at 62.3%.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 91.0x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : MO
The primary concerns for MO are PEG Ratio, Return on Equity.
Key Dynamics to Monitor
BA profiles as a value stock while MO is a mature play — different risk/reward profiles.
BA 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.
MO generates stronger free cash flow (2.2B), providing more financial flexibility.
Bottom Line
MO scores higher overall (61/100 vs 48/100), backed by strong 39.5% 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.
Altria Group
CONSUMER DEFENSIVE · TOBACCO · USA
Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.
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