The Boeing Company (BA)vsOld Dominion Freight Line Inc (ODFL)
BA
The Boeing Company
$215.45
-1.16%
INDUSTRIALS · Cap: $171.61B
ODFL
Old Dominion Freight Line Inc
$245.52
-0.81%
INDUSTRIALS · Cap: $51.11B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1590% more annual revenue ($92.18B vs $5.46B). ODFL leads profitability with a 18.5% profit margin vs 2.5%. ODFL appears more attractively valued with a PEG of 3.51. BA earns a higher WallStSmart Score of 48/100 (D+).
BA
Hold48
out of 100
Grade: D+
ODFL
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.2%
Fair Value
$119.81
Current Price
$215.45
$95.64 premium
Margin of Safety
-78.2%
Fair Value
$137.89
Current Price
$245.52
$107.63 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Every $100 of equity generates 23 in profit
Strong operational efficiency at 23.8%
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.6x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Revenue declined 2.9%
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 : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 18.5% and operating margin at 23.8%.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 86.0x leaves little room for execution misses. Debt-to-equity of 7.89 is elevated, increasing financial risk.
Bear Case : ODFL
The primary concerns for ODFL are Price/Book, PEG Ratio, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a value stock while ODFL is a declining play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
ODFL generates stronger free cash flow (311M), providing more financial flexibility.
Bottom Line
BA scores higher overall (48/100 vs 46/100) and 14.0% revenue growth. 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.
Old Dominion Freight Line Inc
INDUSTRIALS · TRUCKING · USA
Old Dominion Freight Line, Inc. is an American less than truckload shipping (LTL) company. It offers regional, inter-regional and national LTL service. In addition to its core LTL services, the company offers logistics services including ground and air expedited transportation, supply chain consulting, transportation management, truckload brokerage, container delivery and warehousing, as well as household moving services.
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