The Boeing Company (BA)vsBWX Technologies Inc (BWXT)
BA
The Boeing Company
$215.45
+4.58%
INDUSTRIALS · Cap: $171.61B
BWXT
BWX Technologies Inc
$185.95
-2.52%
INDUSTRIALS · Cap: $17.72B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2630% more annual revenue ($92.18B vs $3.38B). BWXT leads profitability with a 10.2% profit margin vs 2.5%. BWXT appears more attractively valued with a PEG of 1.67. BWXT earns a higher WallStSmart Score of 64/100 (C+).
BA
Hold48
out of 100
Grade: D+
BWXT
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.2%
Fair Value
$119.81
Current Price
$215.45
$95.64 premium
Intrinsic value data unavailable for BWXT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Revenue surging 26.1% year-over-year
Earnings expanding 20.7% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Trading at 13.3x book value
Elevated debt levels
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. Revenue growth of 14.0% demonstrates continued momentum.
Bull Case : BWXT
The strongest argument for BWXT centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 26.1% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 86.0x leaves little room for execution misses. Debt-to-equity of 7.89 is elevated, increasing financial risk.
Bear Case : BWXT
The primary concerns for BWXT are PEG Ratio, Price/Book, Debt/Equity. A P/E of 51.6x leaves little room for execution misses. Debt-to-equity of 1.58 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a value stock while BWXT is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
BWXT is growing revenue faster at 26.1% — sustainability is the question.
BWXT generates stronger free cash flow (50M), providing more financial flexibility.
Bottom Line
BWXT scores higher overall (64/100 vs 48/100) and 26.1% 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.
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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