The Boeing Company (BA)vsGates Industrial Corporation plc (GTES)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
GTES
Gates Industrial Corporation plc
$24.84
-1.15%
INDUSTRIALS · Cap: $6.32B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2577% more annual revenue ($92.18B vs $3.44B). GTES leads profitability with a 7.3% profit margin vs 2.5%. GTES trades at a lower P/E of 25.9x. GTES earns a higher WallStSmart Score of 58/100 (C).
BA
Hold48
out of 100
Grade: D+
GTES
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$160.81
Current Price
$229.03
$68.22 premium
Margin of Safety
-20.8%
Fair Value
$21.95
Current Price
$24.84
$2.89 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 36.4% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Moderate valuation
3.2% revenue growth
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
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 : GTES
The strongest argument for GTES centers on Price/Book, EPS Growth.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : GTES
The primary concerns for GTES are P/E Ratio, Revenue Growth, Altman Z-Score.
Key Dynamics to Monitor
GTES carries more volatility with a beta of 1.29 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
GTES generates stronger free cash flow (251M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
GTES scores higher overall (58/100 vs 48/100). 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.
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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