The Boeing Company (BA)vsNorthrop Grumman Corporation (NOC)
BA
The Boeing Company
$190.02
+0.78%
INDUSTRIALS · Cap: $149.92B
NOC
Northrop Grumman Corporation
$519.86
+4.05%
INDUSTRIALS · Cap: $73.08B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 119% more annual revenue ($94.00B vs $42.89B). NOC leads profitability with a 10.5% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.49. NOC earns a higher WallStSmart Score of 55/100 (C).
BA
Buy52
out of 100
Grade: C-
NOC
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-49.2%
Fair Value
$125.02
Current Price
$190.02
$65.00 premium
Intrinsic value data unavailable for NOC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Attractively priced relative to earnings
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 24.6x book value
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
Earnings declined 5.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : NOC
The strongest argument for NOC centers on Market Cap, Return on Equity, P/E Ratio.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 68.8x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : NOC
The primary concerns for NOC are Altman Z-Score, Piotroski F-Score, PEG Ratio.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.26 — expect wider price swings.
BA is growing revenue faster at 8.0% — sustainability is the question.
NOC generates stronger free cash flow (978M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOC scores higher overall (55/100 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.
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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