AAR Corp (AIR)vsThe Boeing Company (BA)
AIR
AAR Corp
$108.73
+0.10%
INDUSTRIALS · Cap: $4.20B
BA
The Boeing Company
$176.93
+2.13%
INDUSTRIALS · Cap: $135.94B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2622% more annual revenue ($94.91B vs $3.49B). BA leads profitability with a 8.1% profit margin vs 5.5%. BA appears more attractively valued with a PEG of 1.51. AIR earns a higher WallStSmart Score of 55/100 (C).
AIR
Buy55
out of 100
Grade: C
BA
Hold50
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-84.5%
Fair Value
$61.54
Current Price
$108.73
$47.19 premium
Margin of Safety
-36.1%
Fair Value
$126.00
Current Price
$176.93
$50.93 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Revenue surging 24.1% year-over-year
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
4.4% earnings growth
5.5% margin — thin
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 21.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AIR
The strongest argument for AIR centers on Price/Book, Revenue Growth. Revenue growth of 24.1% demonstrates continued momentum.
Bull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap, P/E Ratio.
Bear Case : AIR
The primary concerns for AIR are PEG Ratio, EPS Growth, Profit Margin.
Bear Case : BA
The primary concerns for BA are PEG Ratio, Revenue Growth, Operating Margin. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Key Dynamics to Monitor
AIR profiles as a growth stock while BA is a value play — different risk/reward profiles.
BA carries more volatility with a beta of 1.26 — expect wider price swings.
AIR is growing revenue faster at 24.1% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
AIR scores higher overall (55/100 vs 50/100) and 24.1% revenue growth. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
AAR Corp
INDUSTRIALS · AEROSPACE & DEFENSE · USA
AAR Corp. The company is headquartered in Wood Dale, Illinois.
Visit Website →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.
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