The Boeing Company (BA)vsNorthrop Grumman Corporation (NOC)
BA
The Boeing Company
$205.99
-2.34%
INDUSTRIALS · Cap: $167.75B
NOC
Northrop Grumman Corporation
$724.84
+0.11%
INDUSTRIALS · Cap: $105.04B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 113% more annual revenue ($89.46B vs $41.95B). NOC leads profitability with a 10.0% profit margin vs 2.5%. NOC appears more attractively valued with a PEG of 5.50. NOC earns a higher WallStSmart Score of 56/100 (C).
BA
Buy51
out of 100
Grade: C-
NOC
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1150.4%
Fair Value
$16.86
Current Price
$205.99
$189.13 premium
Margin of Safety
+25.0%
Fair Value
$904.66
Current Price
$724.84
$179.82 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 290 in profit
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Large-cap with strong market position
Every $100 of equity generates 26 in profit
Generating 3.2B in free cash flow
Areas to Watch
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 29.7x book value
Moderate valuation
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, Free Cash Flow.
Bear Case : BA
The primary concerns for BA are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 86.1x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : NOC
The primary concerns for NOC are P/E Ratio, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while NOC is a value play — different risk/reward profiles.
BA carries more volatility with a beta of 1.10 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
NOC generates stronger free cash flow (3.2B), providing more financial flexibility.
Bottom Line
NOC scores higher overall (56/100 vs 51/100). 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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