The Boeing Company (BA)vsUnion Pacific Corporation (UNP)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
UNP
Union Pacific Corporation
$241.33
+0.69%
INDUSTRIALS · Cap: $142.22B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 265% more annual revenue ($89.46B vs $24.51B). UNP leads profitability with a 29.1% profit margin vs 2.5%. UNP appears more attractively valued with a PEG of 2.69. UNP earns a higher WallStSmart Score of 60/100 (C).
BA
Buy51
out of 100
Grade: C-
UNP
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1083.9%
Fair Value
$16.86
Current Price
$199.61
$182.75 premium
Margin of Safety
-13.1%
Fair Value
$211.98
Current Price
$241.33
$29.35 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 40 in profit
Strong operational efficiency at 40.9%
Large-cap with strong market position
Keeps 29 of every $100 in revenue as profit
Generating 1.2B in free cash flow
Areas to Watch
ROE of 2.9% — below average capital efficiency
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Revenue declined 0.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : UNP
The strongest argument for UNP centers on Return on Equity, Operating Margin, Market Cap. Profitability is solid with margins at 29.1% and operating margin at 40.9%.
Bear Case : BA
The primary concerns for BA are Return on Equity, Profit Margin, PEG Ratio. A P/E of 79.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : UNP
The primary concerns for UNP are PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while UNP is a declining play — different risk/reward profiles.
BA carries more volatility with a beta of 1.10 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
UNP generates stronger free cash flow (1.2B), providing more financial flexibility.
Bottom Line
UNP scores higher overall (60/100 vs 51/100), backed by strong 29.1% 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.
Union Pacific Corporation
INDUSTRIALS · RAILROADS · USA
The Union Pacific Corporation (Union Pacific) is a publicly traded railroad holding company. It was incorporated in Utah in 1969 and is headquartered in Omaha, Nebraska. It is the parent company of the current, Delaware-registered, form of the Union Pacific Railroad.
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