The Boeing Company (BA)vsOwens Corning Inc (OC)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
OC
Owens Corning Inc
$121.18
-2.25%
INDUSTRIALS · Cap: $9.74B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 812% more annual revenue ($92.18B vs $10.10B). BA leads profitability with a 2.5% profit margin vs -5.2%. OC appears more attractively valued with a PEG of 1.62. OC earns a higher WallStSmart Score of 51/100 (C-).
BA
Hold48
out of 100
Grade: D+
OC
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$160.81
Current Price
$229.03
$68.22 premium
Margin of Safety
+55.0%
Fair Value
$307.93
Current Price
$121.18
$186.75 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 31.2% YoY
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
Elevated debt levels
Weak financial health signals
ROE of -4.2% — 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 : OC
The strongest argument for OC centers on Price/Book, EPS Growth.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : OC
The primary concerns for OC are PEG Ratio, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
BA profiles as a value stock while OC is a turnaround play — different risk/reward profiles.
OC carries more volatility with a beta of 1.34 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
OC generates stronger free cash flow (-14M), providing more financial flexibility.
Bottom Line
OC scores higher overall (51/100 vs 48/100). 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.
Owens Corning Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Owens Corning manufactures and markets a range of fiberglass, roofing and insulation composites in the United States, Canada, Europe, Asia Pacific and internationally. The company is headquartered in Toledo, Ohio.
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