The Boeing Company (BA)vsCurtiss-Wright Corporation (CW)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
CW
Curtiss-Wright Corporation
$702.25
+0.21%
INDUSTRIALS · Cap: $25.84B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2457% more annual revenue ($89.46B vs $3.50B). CW leads profitability with a 13.8% profit margin vs 2.5%. CW appears more attractively valued with a PEG of 2.00. CW earns a higher WallStSmart Score of 61/100 (C+).
BA
Buy51
out of 100
Grade: C-
CW
Buy61
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
-28.9%
Fair Value
$491.88
Current Price
$702.25
$210.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Strong operational efficiency at 20.3%
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 10.2x 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 : CW
The strongest argument for CW centers on Operating Margin. Revenue growth of 14.9% 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 : CW
The primary concerns for CW are PEG Ratio, Price/Book, P/E Ratio. A P/E of 54.4x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while CW is a value 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.
CW generates stronger free cash flow (315M), providing more financial flexibility.
Bottom Line
CW scores higher overall (61/100 vs 51/100) and 14.9% 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.
Curtiss-Wright Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Curtiss-Wright Corporation designs, manufactures and repairs precision components and engineering products and services primarily for the aerospace, defense, general industrial and power generation markets worldwide.
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