The Boeing Company (BA)vsOld Dominion Freight Line Inc (ODFL)
BA
The Boeing Company
$210.29
-0.08%
INDUSTRIALS · Cap: $166.33B
ODFL
Old Dominion Freight Line Inc
$181.91
+1.18%
INDUSTRIALS · Cap: $38.89B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1578% more annual revenue ($94.00B vs $5.60B). ODFL leads profitability with a 19.4% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. ODFL earns a higher WallStSmart Score of 67/100 (B-).
BA
Buy52
out of 100
Grade: C-
ODFL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.4%
Fair Value
$124.25
Current Price
$210.28
$86.03 premium
Margin of Safety
-27.0%
Fair Value
$143.29
Current Price
$181.91
$38.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Strong operational efficiency at 28.8%
Earnings expanding 32.3% YoY
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.2x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 8.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : ODFL
The strongest argument for ODFL centers on Debt/Equity, Altman Z-Score, Return on Equity. Profitability is solid with margins at 19.4% and operating margin at 28.8%. Revenue growth of 10.4% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 73.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : ODFL
The primary concerns for ODFL are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
BA profiles as a value stock while ODFL is a mature play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
ODFL is growing revenue faster at 10.4% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
ODFL scores higher overall (67/100 vs 52/100), backed by strong 19.4% margins and 10.4% revenue growth. Both earn "Strong 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.
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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