The Boeing Company (BA)vsMotorola Solutions Inc (MSI)
BA
The Boeing Company
$199.61
-2.63%
INDUSTRIALS · Cap: $154.36B
MSI
Motorola Solutions Inc
$451.01
-0.82%
TECHNOLOGY · Cap: $75.74B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 666% more annual revenue ($89.46B vs $11.68B). MSI leads profitability with a 18.4% profit margin vs 2.5%. MSI appears more attractively valued with a PEG of 2.47. MSI earns a higher WallStSmart Score of 62/100 (C+).
BA
Buy51
out of 100
Grade: C-
MSI
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-1083.9%
Fair Value
$16.86
Current Price
$199.61
$182.75 premium
Margin of Safety
-60.8%
Fair Value
$261.93
Current Price
$451.01
$189.08 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 57.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 104 in profit
Large-cap with strong market position
Strong operational efficiency at 27.8%
Generating 1.1B in free cash flow
Areas to Watch
ROE of 2.9% — below average capital efficiency
2.5% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 31.0x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Revenue Growth, Market Cap. Revenue growth of 57.1% demonstrates continued momentum.
Bull Case : MSI
The strongest argument for MSI centers on Return on Equity, Market Cap, Operating Margin. Profitability is solid with margins at 18.4% and operating margin at 27.8%. Revenue growth of 12.3% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Return on Equity, Profit Margin, PEG Ratio. A P/E of 79.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : MSI
The primary concerns for MSI are PEG Ratio, P/E Ratio, Piotroski F-Score. Debt-to-equity of 4.05 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a hypergrowth stock while MSI is a mature play — different risk/reward profiles.
BA carries more volatility with a beta of 1.10 — expect wider price swings.
BA is growing revenue faster at 57.1% — sustainability is the question.
MSI generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
MSI scores higher overall (62/100 vs 51/100), backed by strong 18.4% margins and 12.3% revenue growth. 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.
Motorola Solutions Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Motorola Solutions, Inc., is an American data communications and telecommunications equipment provider that succeeded Motorola, Inc., following the spinoff of the mobile phone division into Motorola Mobility in 2011. The company is headquartered in Chicago, Illinois.
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