The Boeing Company (BA)vsNorthrop Grumman Corporation (NOC)
BA
The Boeing Company
$227.38
-0.72%
INDUSTRIALS · Cap: $176.67B
NOC
Northrop Grumman Corporation
$568.14
-1.96%
INDUSTRIALS · Cap: $82.31B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 118% more annual revenue ($92.18B vs $42.37B). NOC leads profitability with a 10.8% profit margin vs 2.5%. NOC appears more attractively valued with a PEG of 4.25. NOC earns a higher WallStSmart Score of 63/100 (C+).
BA
Hold48
out of 100
Grade: D+
NOC
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-41.1%
Fair Value
$161.19
Current Price
$227.38
$66.19 premium
Margin of Safety
-61.3%
Fair Value
$420.95
Current Price
$568.14
$147.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
Earnings expanding 84.9% YoY
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
4.4% revenue growth
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
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 : NOC
The strongest argument for NOC centers on EPS Growth, Market Cap, Return on Equity.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : NOC
The primary concerns for NOC are Revenue Growth, Altman Z-Score, Debt/Equity.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.13 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
BA generates stronger free cash flow (-1.5B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOC scores higher overall (63/100 vs 48/100). 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
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