The Boeing Company (BA)vsRedwire Corp (RDW)
BA
The Boeing Company
$220.90
+3.22%
INDUSTRIALS · Cap: $164.48B
RDW
Redwire Corp
$8.47
+8.87%
INDUSTRIALS · Cap: $2.08B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 24750% more annual revenue ($92.18B vs $370.96M). BA leads profitability with a 2.5% profit margin vs -80.9%. BA earns a higher WallStSmart Score of 48/100 (D+).
BA
Hold48
out of 100
Grade: D+
RDW
Hold38
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.6%
Fair Value
$121.18
Current Price
$220.90
$99.72 premium
Margin of Safety
-40.7%
Fair Value
$6.02
Current Price
$8.46
$2.45 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
Revenue surging 57.9% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
ROE of -27.6% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : RDW
The strongest argument for RDW centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 57.9% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 80.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : RDW
The primary concerns for RDW are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
BA profiles as a value stock while RDW is a hypergrowth play — different risk/reward profiles.
RDW carries more volatility with a beta of 3.02 — expect wider price swings.
RDW is growing revenue faster at 57.9% — sustainability is the question.
RDW generates stronger free cash flow (-12M), providing more financial flexibility.
Bottom Line
BA scores higher overall (48/100 vs 38/100) 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.
Redwire Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Redwire Corp (RDW) is a leading innovator in the aerospace sector, specializing in advanced space infrastructure solutions that cater to the growing demands of both commercial and government markets. The company focuses on critical technologies such as satellite components, in-space robotics, and spacecraft operations, thereby establishing a solid foundation for next-generation space missions. With a commitment to quality and technological advancement, along with a seasoned leadership team, Redwire is well-equipped to leverage emerging opportunities in the expanding aerospace landscape, positioning itself as a key player in the ongoing evolution of the space industry.
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