The Boeing Company (BA)vsMasTec Inc (MTZ)
BA
The Boeing Company
$220.90
+3.22%
INDUSTRIALS · Cap: $164.48B
MTZ
MasTec Inc
$324.97
+13.06%
INDUSTRIALS · Cap: $26.04B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 503% more annual revenue ($92.18B vs $15.28B). MTZ leads profitability with a 3.0% profit margin vs 2.5%. MTZ appears more attractively valued with a PEG of 1.27. MTZ earns a higher WallStSmart Score of 65/100 (C+).
BA
Hold48
out of 100
Grade: D+
MTZ
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-76.6%
Fair Value
$121.18
Current Price
$220.90
$99.72 premium
Intrinsic value data unavailable for MTZ.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.0% margin — thin
Operating margin of 3.7%
Premium valuation, high expectations priced in
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 : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum. PEG of 1.27 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 80.6x leaves little room for execution misses. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : MTZ
The primary concerns for MTZ are Profit Margin, Operating Margin, P/E Ratio. A P/E of 57.8x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA profiles as a value stock while MTZ is a hypergrowth play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.77 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
MTZ generates stronger free cash flow (2M), providing more financial flexibility.
Bottom Line
MTZ scores higher overall (65/100 vs 48/100) and 34.5% 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.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
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