The Boeing Company (BA)vsPACCAR Inc (PCAR)
BA
The Boeing Company
$171.56
-1.71%
INDUSTRIALS · Cap: $135.94B
PCAR
PACCAR Inc
$106.33
-1.66%
INDUSTRIALS · Cap: $53.66B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 226% more annual revenue ($94.91B vs $29.08B). PCAR leads profitability with a 9.5% profit margin vs 8.1%. PCAR appears more attractively valued with a PEG of 0.73. PCAR earns a higher WallStSmart Score of 71/100 (B).
BA
Hold50
out of 100
Grade: D+
PCAR
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-37.5%
Fair Value
$126.10
Current Price
$171.56
$45.46 premium
Margin of Safety
-13.6%
Fair Value
$89.77
Current Price
$106.33
$16.56 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 117 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
19.0% revenue growth
Earnings expanding 43.6% YoY
Areas to Watch
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 20.8x book value
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap, P/E Ratio.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio, Price/Book. Revenue growth of 19.0% demonstrates continued momentum. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : BA
The primary concerns for BA are PEG Ratio, Revenue Growth, Operating Margin. Debt-to-equity of 7.01 is elevated, increasing financial risk.
Bear Case : PCAR
The primary concerns for PCAR are Piotroski F-Score.
Key Dynamics to Monitor
BA profiles as a value stock while PCAR is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.26 — expect wider price swings.
PCAR is growing revenue faster at 19.0% — sustainability is the question.
BA generates stronger free cash flow (464M), providing more financial flexibility.
Bottom Line
PCAR scores higher overall (71/100 vs 50/100) and 19.0% revenue growth. Both earn "Strong 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.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
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