The Boeing Company (BA)vsUnited Airlines Holdings Inc (UAL)
BA
The Boeing Company
$190.52
-1.98%
INDUSTRIALS · Cap: $149.72B
UAL
United Airlines Holdings Inc
$88.44
-4.59%
INDUSTRIALS · Cap: $28.63B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 51% more annual revenue ($89.46B vs $59.07B). UAL leads profitability with a 5.7% profit margin vs 2.5%. BA appears more attractively valued with a PEG of 6.53. UAL earns a higher WallStSmart Score of 60/100 (C).
BA
Buy51
out of 100
Grade: C-
UAL
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1030.0%
Fair Value
$16.86
Current Price
$190.52
$173.66 premium
Margin of Safety
+43.5%
Fair Value
$201.55
Current Price
$88.44
$113.11 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 290 in profit
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Attractively priced relative to earnings
Every $100 of equity generates 24 in profit
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 27.5x book value
4.8% revenue growth
5.7% margin — thin
Expensive relative to growth rate
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book.
Bear Case : BA
The primary concerns for BA are Profit Margin, PEG Ratio, P/E Ratio. A P/E of 76.8x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : UAL
The primary concerns for UAL are Revenue Growth, Profit Margin, PEG Ratio. Debt-to-equity of 2.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while UAL is a value play — different risk/reward profiles.
UAL carries more volatility with a beta of 1.25 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
UAL generates stronger free cash flow (-604M), providing more financial flexibility.
Bottom Line
UAL scores higher overall (60/100 vs 51/100). 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.
United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
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