The Boeing Company (BA)vsJetBlue Airways Corp (JBLU)
BA
The Boeing Company
$236.87
-0.56%
INDUSTRIALS · Cap: $182.12B
JBLU
JetBlue Airways Corp
$4.96
-2.94%
INDUSTRIALS · Cap: $1.90B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 906% more annual revenue ($92.18B vs $9.16B). BA leads profitability with a 2.5% profit margin vs -7.8%. JBLU appears more attractively valued with a PEG of 0.88. BA earns a higher WallStSmart Score of 48/100 (D+).
BA
Hold48
out of 100
Grade: D+
JBLU
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.5%
Fair Value
$162.00
Current Price
$236.87
$74.87 premium
Margin of Safety
+78.9%
Fair Value
$27.58
Current Price
$4.96
$22.62 discount
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
Growing faster than its price suggests
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.7% revenue growth
Smaller company, higher risk/reward
ROE of -33.5% — below average capital efficiency
Earnings declined 82.9%
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 : JBLU
The strongest argument for JBLU centers on Price/Book, PEG Ratio. PEG of 0.88 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 91.0x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : JBLU
The primary concerns for JBLU are Revenue Growth, Market Cap, Return on Equity. Debt-to-equity of 4.84 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a value stock while JBLU is a turnaround play — different risk/reward profiles.
JBLU carries more volatility with a beta of 1.69 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
JBLU generates stronger free cash flow (3M), providing more financial flexibility.
Bottom Line
BA scores higher overall (48/100 vs 46/100) and 14.0% revenue growth. JBLU offers better value entry with a 78.9% margin of safety. Both earn "Hold" 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.
JetBlue Airways Corp
INDUSTRIALS · AIRLINES · USA
JetBlue Airways Corporation provides passenger air transportation services. The company is headquartered in Long Island City, New York.
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