The Boeing Company (BA)vsHuntington Ingalls Industries Inc (HII)
BA
The Boeing Company
$199.61
+1.62%
INDUSTRIALS · Cap: $154.36B
HII
Huntington Ingalls Industries Inc
$402.56
+0.12%
INDUSTRIALS · Cap: $15.78B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 617% more annual revenue ($89.46B vs $12.48B). HII leads profitability with a 4.9% profit margin vs 2.5%. HII appears more attractively valued with a PEG of 1.74. HII earns a higher WallStSmart Score of 58/100 (C).
BA
Buy51
out of 100
Grade: C-
HII
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1083.9%
Fair Value
$16.86
Current Price
$199.61
$182.75 premium
Margin of Safety
+45.5%
Fair Value
$720.72
Current Price
$402.56
$318.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
15.7% revenue growth
Earnings expanding 28.1% YoY
Areas to Watch
ROE of 2.9% — below average capital efficiency
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Moderate valuation
4.9% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : HII
The strongest argument for HII centers on Revenue Growth, EPS Growth. Revenue growth of 15.7% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Return on Equity, Profit Margin, PEG Ratio. A P/E of 79.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : HII
The primary concerns for HII are PEG Ratio, P/E Ratio, Profit Margin. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while HII is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.10 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
HII generates stronger free cash flow (516M), providing more financial flexibility.
Bottom Line
HII scores higher overall (58/100 vs 51/100) and 15.7% revenue growth. 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.
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.
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