WallStSmart

The Boeing Company (BA)vsAdvanced Drainage Systems Inc (WMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Boeing Company generates 2818% more annual revenue ($94.00B vs $3.22B). WMS leads profitability with a 14.0% profit margin vs 2.6%. WMS appears more attractively valued with a PEG of 1.28. WMS earns a higher WallStSmart Score of 70/100 (B).

BA

Buy

52

out of 100

Grade: C-

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

WMS

Strong Buy

70

out of 100

Grade: B

Growth: 6.0Profit: 8.0Value: 4.7Quality: 6.0
Piotroski: 1/9Altman Z: 2.39
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BASignificantly Overvalued (-59.2%)

Margin of Safety

-59.2%

Fair Value

$124.52

Current Price

$198.20

$73.68 premium

UndervaluedFair: $124.52Overvalued
WMSSignificantly Overvalued (-68.2%)

Margin of Safety

-68.2%

Fair Value

$102.98

Current Price

$126.05

$23.07 premium

UndervaluedFair: $102.98Overvalued

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

WMS3 strengths · Avg: 8.3/10
Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Operating MarginProfitability
26.3%8/10

Strong operational efficiency at 26.3%

Revenue GrowthGrowth
20.6%8/10

Revenue surging 20.6% year-over-year

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
25.7x2/10

Trading at 25.7x book value

WMS1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
1/93/10

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 : WMS

The strongest argument for WMS centers on Return on Equity, Operating Margin, Revenue Growth. Revenue growth of 20.6% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

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 : WMS

The primary concerns for WMS are Piotroski F-Score.

Key Dynamics to Monitor

BA profiles as a value stock while WMS is a growth play — different risk/reward profiles.

WMS carries more volatility with a beta of 1.28 — expect wider price swings.

WMS is growing revenue faster at 20.6% — sustainability is the question.

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

Bottom Line

WMS scores higher overall (70/100 vs 52/100) and 20.6% revenue growth. Both earn "Strong 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.

Advanced Drainage Systems Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.

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