The Boeing Company (BA)vsParker-Hannifin Corporation (PH)
BA
The Boeing Company
$237.36
+2.74%
INDUSTRIALS · Cap: $182.12B
PH
Parker-Hannifin Corporation
$878.83
-0.90%
INDUSTRIALS · Cap: $111.82B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 339% more annual revenue ($92.18B vs $20.99B). PH leads profitability with a 16.6% profit margin vs 2.5%. PH appears more attractively valued with a PEG of 3.54. PH earns a higher WallStSmart Score of 55/100 (C-).
BA
Hold48
out of 100
Grade: D+
PH
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.0%
Fair Value
$161.59
Current Price
$237.36
$75.77 premium
Intrinsic value data unavailable for PH.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Large-cap with strong market position
Every $100 of equity generates 25 in profit
Strong operational efficiency at 21.5%
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Expensive relative to growth rate
Earnings declined 4.2%
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 : PH
The strongest argument for PH centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 16.6% and operating margin at 21.5%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 91.0x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : PH
The primary concerns for PH are P/E Ratio, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
BA profiles as a value stock while PH is a mature 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.
PH generates stronger free cash flow (881M), providing more financial flexibility.
Bottom Line
PH scores higher overall (55/100 vs 48/100), backed by strong 16.6% margins and 10.6% revenue growth. 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.
Parker-Hannifin Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Parker-Hannifin Corporation, originally Parker Appliance Company, usually referred to as just Parker, is an American corporation specializing in motion and control technologies. Its corporate headquarters are in Mayfield Heights, Ohio, in Greater Cleveland.
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