WallStSmart

The Boeing Company (BA)vsWESCO International Inc (WCC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Boeing Company generates 276% more annual revenue ($94.00B vs $25.01B). WCC leads profitability with a 2.8% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. WCC earns a higher WallStSmart Score of 61/100 (C+).

BA

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 5.0Value: 3.3Quality: 3.5
Piotroski: 5/9Altman Z: 0.95

WCC

Buy

61

out of 100

Grade: C+

Growth: 5.3Profit: 5.5Value: 5.7Quality: 6.0
Piotroski: 3/9Altman Z: 2.78
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BASignificantly Overvalued (-69.4%)

Margin of Safety

-69.4%

Fair Value

$124.25

Current Price

$210.45

$86.20 premium

UndervaluedFair: $124.25Overvalued

Intrinsic value data unavailable for WCC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BA2 strengths · Avg: 9.5/10
Return on EquityProfitability
39.9%10/10

Every $100 of equity generates 40 in profit

Market CapQuality
$166.33B9/10

Large-cap with strong market position

WCC0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

BA4 concerns · Avg: 2.5/10
Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Operating MarginProfitability
0.0%3/10

Operating margin of 0.0%

P/E RatioValuation
73.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
27.3x2/10

Trading at 27.3x book value

WCC3 concerns · Avg: 3.0/10
Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Debt/EquityHealth
1.283/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull 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 : WCC

Revenue growth of 13.0% demonstrates continued momentum.

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 : WCC

The primary concerns for WCC are Profit Margin, Debt/Equity, Piotroski F-Score. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

WCC carries more volatility with a beta of 1.53 — expect wider price swings.

WCC is growing revenue faster at 13.0% — sustainability is the question.

BA generates stronger free cash flow (631M), providing more financial flexibility.

Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.

Bottom Line

WCC scores higher overall (61/100 vs 52/100) and 13.0% revenue growth. 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.

WESCO International Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.

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