The Boeing Company (BA)vsGates Industrial Corporation plc (GTES)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
GTES
Gates Industrial Corporation plc
$26.04
+1.60%
INDUSTRIALS · Cap: $6.49B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2582% more annual revenue ($94.00B vs $3.50B). GTES leads profitability with a 10.4% profit margin vs 2.6%. GTES trades at a lower P/E of 18.2x. GTES earns a higher WallStSmart Score of 64/100 (C+).
BA
Buy52
out of 100
Grade: C-
GTES
Buy64
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 GTES.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Earnings expanding 205.8% YoY
Reasonable price relative to book value
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.3x book value
Grey zone — moderate risk
ROE of 7.4% — below average capital efficiency
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 : GTES
The strongest argument for GTES centers on EPS Growth, Price/Book.
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 : GTES
The primary concerns for GTES are Altman Z-Score, Return on Equity.
Key Dynamics to Monitor
GTES carries more volatility with a beta of 1.26 — expect wider price swings.
BA is growing revenue faster at 8.0% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GTES scores higher overall (64/100 vs 52/100). 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.
Gates Industrial Corporation plc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Gates Industrial Corporation plc manufactures and sells engineered power transmission and fluid power solutions worldwide. The company is headquartered in Denver, Colorado.
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