The Boeing Company (BA)vsThomson Reuters Corporation Common Shares (TRI)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
TRI
Thomson Reuters Corporation Common Shares
$97.35
+1.71%
INDUSTRIALS · Cap: $45.78B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1100% more annual revenue ($94.00B vs $7.83B). TRI leads profitability with a 21.2% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. TRI earns a higher WallStSmart Score of 63/100 (C+).
BA
Buy52
out of 100
Grade: C-
TRI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.4%
Fair Value
$124.25
Current Price
$210.45
$86.20 premium
Margin of Safety
-47.1%
Fair Value
$60.64
Current Price
$97.35
$36.71 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
Keeps 21 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Strong operational efficiency at 28.3%
Earnings expanding 47.2% YoY
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.3x book value
Expensive relative to growth rate
Moderate valuation
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : TRI
The strongest argument for TRI centers on Profit Margin, Debt/Equity, Operating Margin. Profitability is solid with margins at 21.2% and operating margin at 28.3%.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 73.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : TRI
The primary concerns for TRI are PEG Ratio, P/E Ratio.
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.
TRI is growing revenue faster at 9.5% — sustainability is the question.
TRI generates stronger free cash flow (722M), providing more financial flexibility.
Bottom Line
TRI scores higher overall (63/100 vs 52/100), backed by strong 21.2% margins. Both earn "Buy" and "Buy" 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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