The Boeing Company (BA)vsL3Harris Technologies Inc (LHX)
BA
The Boeing Company
$172.67
+3.30%
INDUSTRIALS · Cap: $150.34B
LHX
L3Harris Technologies Inc
$260.61
+0.47%
INDUSTRIALS · Cap: $46.28B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 310% more annual revenue ($94.00B vs $22.93B). LHX leads profitability with a 8.2% profit margin vs 2.6%. LHX appears more attractively valued with a PEG of 1.19. LHX earns a higher WallStSmart Score of 60/100 (C+).
BA
Buy52
out of 100
Grade: C-
LHX
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-50.5%
Fair Value
$125.11
Current Price
$172.66
$47.55 premium
Margin of Safety
-24.9%
Fair Value
$272.48
Current Price
$260.61
$11.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Reasonable price relative to book value
Earnings expanding 28.3% YoY
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 22.4x book value
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap. PEG of 1.49 suggests the stock is reasonably priced for its growth.
Bull Case : LHX
The strongest argument for LHX centers on Price/Book, EPS Growth. PEG of 1.19 suggests the stock is reasonably priced for its growth.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, P/E Ratio. A P/E of 67.9x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : LHX
The primary concerns for LHX are P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.26 — expect wider price swings.
LHX is growing revenue faster at 8.4% — sustainability is the question.
LHX generates stronger free cash flow (771M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LHX scores higher overall (60/100 vs 52/100). 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.
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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