WallStSmart

The Boeing Company (BA)vsQuanex Building Products (NX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Boeing Company generates 4892% more annual revenue ($92.18B vs $1.85B). BA leads profitability with a 2.5% profit margin vs -13.0%. NX appears more attractively valued with a PEG of 0.66. BA earns a higher WallStSmart Score of 48/100 (D+).

BA

Hold

48

out of 100

Grade: D+

Growth: 5.3Profit: 5.0Value: 2.0Quality: 4.0
Piotroski: 5/9Altman Z: 1.01

NX

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 3.5Value: 7.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BASignificantly Overvalued (-42.3%)

Margin of Safety

-42.3%

Fair Value

$161.59

Current Price

$229.93

$68.34 premium

UndervaluedFair: $161.59Overvalued
NXUndervalued (+77.3%)

Margin of Safety

+77.3%

Fair Value

$98.50

Current Price

$20.11

$78.39 discount

UndervaluedFair: $98.50Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BA2 strengths · Avg: 9.5/10
Return on EquityProfitability
170.0%10/10

Every $100 of equity generates 170 in profit

Market CapQuality
$179.24B9/10

Large-cap with strong market position

NX2 strengths · Avg: 9.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

PEG RatioValuation
0.668/10

Growing faster than its price suggests

Areas to Watch

BA4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.5%3/10

2.5% margin — thin

Operating MarginProfitability
1.7%3/10

Operating margin of 1.7%

PEG RatioValuation
24.632/10

Expensive relative to growth rate

P/E RatioValuation
90.2x2/10

Premium valuation, high expectations priced in

NX4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
2.3%4/10

2.3% revenue growth

Market CapQuality
$899.93M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
0.7%3/10

Operating margin of 0.7%

Return on EquityProfitability
-28.2%2/10

ROE of -28.2% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : BA

The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.

Bull Case : NX

The strongest argument for NX centers on Price/Book, PEG Ratio. PEG of 0.66 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 90.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.

Bear Case : NX

The primary concerns for NX are Revenue Growth, Market Cap, Operating Margin.

Key Dynamics to Monitor

BA profiles as a value stock while NX is a turnaround 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.

NX generates stronger free cash flow (-32M), providing more financial flexibility.

Bottom Line

BA scores higher overall (48/100 vs 47/100) and 14.0% revenue growth. NX offers better value entry with a 77.3% margin of safety. Both earn "Hold" 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.

Quanex Building Products

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Quanex Building Products Corporation (NX) is a prominent manufacturer of innovative engineered materials and components for the building and construction sector, distinguished by its dedication to quality and sustainability. The company's extensive product offerings encompass energy-efficient window and door systems, alongside advanced engineered wood products, effectively addressing the needs of both residential and commercial markets. With an emphasis on operational excellence and a strong foundation in material science, Quanex utilizes its proprietary technologies to provide exceptional value, securing a competitive position in a rapidly evolving industry landscape focused on sustainable construction practices.

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