The Boeing Company (BA)vsGrupo Aeroportuario del Centro Norte SAB de CV (OMAB)
BA
The Boeing Company
$210.29
-0.08%
INDUSTRIALS · Cap: $166.33B
OMAB
Grupo Aeroportuario del Centro Norte SAB de CV
$98.73
+0.61%
INDUSTRIALS · Cap: $4.80B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 476% more annual revenue ($94.00B vs $16.33B). OMAB leads profitability with a 33.2% profit margin vs 2.6%. OMAB appears more attractively valued with a PEG of 0.76. OMAB earns a higher WallStSmart Score of 69/100 (B-).
BA
Buy52
out of 100
Grade: C-
OMAB
Strong Buy69
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-69.4%
Fair Value
$124.25
Current Price
$210.28
$86.03 premium
Margin of Safety
+32.6%
Fair Value
$191.68
Current Price
$98.73
$92.95 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Every $100 of equity generates 42 in profit
Keeps 33 of every $100 in revenue as profit
Strong operational efficiency at 53.5%
Growing faster than its price suggests
Attractively priced relative to earnings
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.2x book value
Trading at 8.8x book value
2.6% revenue growth
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. PEG of 1.47 suggests the stock is reasonably priced for its growth.
Bull Case : OMAB
The strongest argument for OMAB centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 33.2% and operating margin at 53.5%. PEG of 0.76 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 : OMAB
The primary concerns for OMAB are Price/Book, Revenue Growth, Debt/Equity. Debt-to-equity of 1.57 is elevated, increasing financial risk.
Key Dynamics to Monitor
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.
OMAB generates stronger free cash flow (921M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
OMAB scores higher overall (69/100 vs 52/100), backed by strong 33.2% margins. Both earn "Strong 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.
Grupo Aeroportuario del Centro Norte SAB de CV
INDUSTRIALS · AIRPORTS & AIR SERVICES · USA
Grupo Aeroportuario del Centro Norte, SAB de CV, holds concessions to develop, operate and maintain airports in Mexico. The company is headquartered in Mexico City, Mexico.
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