The Boeing Company (BA)vsBWX Technologies Inc (BWXT)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
BWXT
BWX Technologies Inc
$222.13
+8.48%
INDUSTRIALS · Cap: $18.76B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2697% more annual revenue ($89.46B vs $3.20B). BWXT leads profitability with a 10.3% profit margin vs 2.5%. BWXT appears more attractively valued with a PEG of 1.67. BWXT earns a higher WallStSmart Score of 62/100 (C+).
BA
Buy51
out of 100
Grade: C-
BWXT
Buy62
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
-18.5%
Fair Value
$167.54
Current Price
$222.13
$54.59 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 28 in profit
18.7% revenue growth
Earnings expanding 31.1% YoY
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
Trading at 16.5x book value
Premium valuation, high expectations priced in
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 : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 18.7% demonstrates continued momentum.
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 : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.2x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while BWXT is a growth 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.
BWXT generates stronger free cash flow (57M), providing more financial flexibility.
Bottom Line
BWXT scores higher overall (62/100 vs 51/100) and 18.7% 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.
BWX Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. The company is headquartered in Lynchburg, Virginia.
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