The Boeing Company (BA)vsIllinois Tool Works Inc (ITW)
BA
The Boeing Company
$197.98
+0.65%
INDUSTRIALS · Cap: $158.02B
ITW
Illinois Tool Works Inc
$274.32
+0.85%
INDUSTRIALS · Cap: $77.87B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 471% more annual revenue ($94.00B vs $16.47B). ITW leads profitability with a 19.4% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. ITW earns a higher WallStSmart Score of 62/100 (C+).
BA
Buy52
out of 100
Grade: C-
ITW
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-58.0%
Fair Value
$124.52
Current Price
$197.98
$73.46 premium
Intrinsic value data unavailable for ITW.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Every $100 of equity generates 110 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 26.9%
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 25.6x book value
Weak financial health signals
Expensive relative to growth rate
Trading at 27.0x book value
Elevated debt levels
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 : ITW
The strongest argument for ITW centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 19.4% and operating margin at 26.9%.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 70.9x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : ITW
The primary concerns for ITW are Piotroski F-Score, PEG Ratio, Price/Book. Debt-to-equity of 3.35 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a value stock while ITW is a mature play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
BA is growing revenue faster at 8.0% — sustainability is the question.
ITW generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
ITW scores higher overall (62/100 vs 52/100), backed by strong 19.4% margins. 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.
Illinois Tool Works Inc
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Illinois Tool Works Inc. or ITW is an American company that produces engineered fasteners and components, equipment and consumable systems, and specialty products.
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