The Boeing Company (BA)vsL3Harris Technologies Inc (LHX)
BA
The Boeing Company
$237.36
+2.74%
INDUSTRIALS · Cap: $182.12B
LHX
L3Harris Technologies Inc
$299.64
-0.51%
INDUSTRIALS · Cap: $56.30B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 617% more annual revenue ($92.18B vs $12.86B). LHX leads profitability with a 10.4% profit margin vs 2.5%. LHX appears more attractively valued with a PEG of 1.71. LHX earns a higher WallStSmart Score of 54/100 (C-).
BA
Hold48
out of 100
Grade: D+
LHX
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.0%
Fair Value
$161.59
Current Price
$237.36
$75.77 premium
Intrinsic value data unavailable for LHX.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Revenue surging 190.0% year-over-year
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
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 6.1%
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 : LHX
The strongest argument for LHX centers on Revenue Growth, Market Cap, Price/Book. Revenue growth of 190.0% demonstrates continued momentum.
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 : LHX
The primary concerns for LHX are PEG Ratio, P/E Ratio, EPS Growth.
Key Dynamics to Monitor
BA profiles as a value stock while LHX is a growth play — different risk/reward profiles.
BA carries more volatility with a beta of 1.21 — expect wider price swings.
LHX is growing revenue faster at 190.0% — sustainability is the question.
LHX generates stronger free cash flow (-194M), providing more financial flexibility.
Bottom Line
LHX scores higher overall (54/100 vs 48/100) and 190.0% 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.
L3Harris Technologies Inc
INDUSTRIALS · AEROSPACE & DEFENSE · USA
L3Harris Technologies (L3Harris) is an American technology company, defense contractor and information technology services provider that produces C6ISR systems and products, wireless equipment, tactical radios, avionics and electronic systems, night vision equipment, and both terrestrial and spaceborne antennas for use in the government, defense, and commercial sectors.
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