The Boeing Company (BA)vsNordson Corporation (NDSN)
BA
The Boeing Company
$210.29
-0.08%
INDUSTRIALS · Cap: $166.33B
NDSN
Nordson Corporation
$314.47
+2.28%
INDUSTRIALS · Cap: $17.65B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 3054% more annual revenue ($94.00B vs $2.98B). NDSN leads profitability with a 18.6% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. NDSN earns a higher WallStSmart Score of 65/100 (C+).
BA
Buy52
out of 100
Grade: C-
NDSN
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
$210.28
$86.03 premium
Margin of Safety
-79.8%
Fair Value
$163.73
Current Price
$314.47
$150.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Strong operational efficiency at 27.4%
Earnings expanding 23.0% YoY
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : NDSN
The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.6% and operating margin at 27.4%. Revenue growth of 10.3% demonstrates continued momentum.
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 : NDSN
The primary concerns for NDSN are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
BA profiles as a value stock while NDSN is a mature play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
NDSN is growing revenue faster at 10.3% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
NDSN scores higher overall (65/100 vs 52/100), backed by strong 18.6% margins and 10.3% revenue growth. 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.
Nordson Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.
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