The Boeing Company (BA)vsGlobal Payments Inc (GPN)
BA
The Boeing Company
$215.45
+4.52%
INDUSTRIALS · Cap: $171.61B
GPN
Global Payments Inc
$66.32
-2.20%
INDUSTRIALS · Cap: $18.52B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 941% more annual revenue ($92.18B vs $8.86B). BA leads profitability with a 2.5% profit margin vs -8.0%. GPN appears more attractively valued with a PEG of 0.19. GPN earns a higher WallStSmart Score of 59/100 (C).
BA
Hold48
out of 100
Grade: D+
GPN
Buy59
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
Margin of Safety
+40.7%
Fair Value
$121.85
Current Price
$66.32
$55.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 63.1% year-over-year
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of -3.0% — below average capital efficiency
Earnings declined 59.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
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 : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 63.1% demonstrates continued momentum. PEG of 0.19 suggests the stock is reasonably priced for its growth.
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 : GPN
The primary concerns for GPN are Return on Equity, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
BA profiles as a value stock while GPN is a hypergrowth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
GPN is growing revenue faster at 63.1% — sustainability is the question.
GPN generates stronger free cash flow (-550M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (59/100 vs 48/100) and 63.1% 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.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
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