The Boeing Company (BA)vsElbit Systems Ltd (ESLT)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
ESLT
Elbit Systems Ltd
$728.00
+0.56%
INDUSTRIALS · Cap: $33.20B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1000% more annual revenue ($94.00B vs $8.55B). ESLT leads profitability with a 7.4% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. BA earns a higher WallStSmart Score of 52/100 (C-).
BA
Buy52
out of 100
Grade: C-
ESLT
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.4%
Fair Value
$124.25
Current Price
$210.45
$86.20 premium
Intrinsic value data unavailable for ESLT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Conservative balance sheet, low leverage
15.9% revenue growth
Earnings expanding 34.2% YoY
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.3x book value
Distress zone — elevated risk
7.4% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull 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 : ESLT
The strongest argument for ESLT centers on Debt/Equity, Revenue Growth, EPS Growth. Revenue growth of 15.9% demonstrates continued momentum.
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 : ESLT
The primary concerns for ESLT are Altman Z-Score, Profit Margin, PEG Ratio. A P/E of 53.3x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a value stock while ESLT is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
ESLT is growing revenue faster at 15.9% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
BA scores higher overall (52/100 vs 51/100). 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.
Elbit Systems Ltd
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Elbit Systems Ltd. develops and supplies a portfolio of airborne, land and naval products and systems for defense, national security and commercial aviation applications primarily in Israel. The company is headquartered in Haifa, Israel.
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