The Boeing Company (BA)vsRegal Beloit Corporation (RRX)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
RRX
Regal Beloit Corporation
$203.82
-2.74%
INDUSTRIALS · Cap: $13.57B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1453% more annual revenue ($92.18B vs $5.93B). RRX leads profitability with a 4.7% profit margin vs 2.5%. RRX appears more attractively valued with a PEG of 1.92. RRX earns a higher WallStSmart Score of 57/100 (C).
BA
Hold48
out of 100
Grade: D+
RRX
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$160.81
Current Price
$229.03
$68.22 premium
Margin of Safety
-40.1%
Fair Value
$159.90
Current Price
$203.82
$43.92 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Earnings expanding 54.7% YoY
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
Expensive relative to growth rate
4.3% revenue growth
Distress zone — elevated risk
ROE of 4.3% — below average capital efficiency
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 : RRX
The strongest argument for RRX centers on EPS Growth, Price/Book.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : RRX
The primary concerns for RRX are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 48.5x leaves little room for execution misses. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.13 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
RRX generates stronger free cash flow (141M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RRX scores higher overall (57/100 vs 48/100). 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.
Regal Beloit Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.
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