The Boeing Company (BA)vsMcGrath RentCorp (MGRC)
BA
The Boeing Company
$210.45
+2.76%
INDUSTRIALS · Cap: $166.33B
MGRC
McGrath RentCorp
$110.40
+0.49%
INDUSTRIALS · Cap: $2.68B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 9976% more annual revenue ($94.00B vs $932.86M). MGRC leads profitability with a 16.4% profit margin vs 2.6%. MGRC appears more attractively valued with a PEG of 1.02. MGRC earns a higher WallStSmart Score of 57/100 (C).
BA
Buy52
out of 100
Grade: C-
MGRC
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.4%
Fair Value
$124.25
Current Price
$210.45
$86.20 premium
Margin of Safety
-48.4%
Fair Value
$77.95
Current Price
$110.40
$32.45 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
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 23.3%
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.3x book value
Revenue declined 6.2%
Earnings declined 6.2%
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 : MGRC
The strongest argument for MGRC centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 16.4% and operating margin at 23.3%. PEG of 1.02 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 73.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : MGRC
The primary concerns for MGRC are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
BA profiles as a value stock while MGRC is a declining 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.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
MGRC scores higher overall (57/100 vs 52/100), backed by strong 16.4% 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.
McGrath RentCorp
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
McGrath RentCorp is a business-to-business rental company in the United States and internationally. The company is headquartered in Livermore, California.
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