The Boeing Company (BA)vsThomson Reuters Corporation Common Shares (TRI)
BA
The Boeing Company
$215.45
-1.16%
INDUSTRIALS · Cap: $171.61B
TRI
Thomson Reuters Corporation Common Shares
$86.04
+0.35%
INDUSTRIALS · Cap: $35.94B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1103% more annual revenue ($92.18B vs $7.66B). TRI leads profitability with a 19.9% profit margin vs 2.5%. TRI appears more attractively valued with a PEG of 1.29. TRI earns a higher WallStSmart Score of 59/100 (C).
BA
Hold48
out of 100
Grade: D+
TRI
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.2%
Fair Value
$119.81
Current Price
$215.45
$95.64 premium
Margin of Safety
-53.2%
Fair Value
$58.22
Current Price
$86.04
$27.82 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Strong operational efficiency at 30.3%
Conservative balance sheet, low leverage
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
No major concerns identified
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 : TRI
The strongest argument for TRI centers on Operating Margin, Debt/Equity. Profitability is solid with margins at 19.9% and operating margin at 30.3%. PEG of 1.29 suggests the stock is reasonably priced for its growth.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 86.0x leaves little room for execution misses. Debt-to-equity of 7.89 is elevated, increasing financial risk.
Bear Case : TRI
No major red flags identified for TRI, but monitor valuation.
Key Dynamics to Monitor
BA profiles as a value stock while TRI 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.
TRI generates stronger free cash flow (349M), providing more financial flexibility.
Bottom Line
TRI scores higher overall (59/100 vs 48/100), backed by strong 19.9% margins. 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.
Thomson Reuters Corporation Common Shares
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Thomson Reuters Corporation provides business information services in the Americas, Europe, the Middle East, Africa, and Asia Pacific.
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