The Boeing Company (BA)vsHuntington Ingalls Industries Inc (HII)
BA
The Boeing Company
$215.45
-1.16%
INDUSTRIALS · Cap: $171.61B
HII
Huntington Ingalls Industries Inc
$293.04
-0.51%
INDUSTRIALS · Cap: $11.73B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 617% more annual revenue ($92.18B vs $12.85B). HII leads profitability with a 4.7% profit margin vs 2.5%. HII appears more attractively valued with a PEG of 1.09. HII earns a higher WallStSmart Score of 59/100 (C).
BA
Hold48
out of 100
Grade: D+
HII
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
-71.4%
Fair Value
$229.14
Current Price
$293.04
$63.90 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.0% earnings growth
4.7% margin — thin
Negative free cash flow — burning cash
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 : HII
The strongest argument for HII centers on Price/Book. Revenue growth of 13.4% demonstrates continued momentum. PEG of 1.09 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 : HII
The primary concerns for HII are EPS Growth, Profit Margin, Free Cash Flow. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.21 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
HII generates stronger free cash flow (-464M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
HII scores higher overall (59/100 vs 48/100) and 13.4% 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.
Huntington Ingalls Industries Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Huntington Ingalls Industries (HII) is the largest military shipbuilding company in the United States as well as a provider of professional services to partners in government and industry.
Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?