The Boeing Company (BA)vsSterling Infrastructure, Inc. (STRL)
BA
The Boeing Company
$210.29
-0.08%
INDUSTRIALS · Cap: $166.33B
STRL
Sterling Infrastructure, Inc.
$511.04
+5.40%
INDUSTRIALS · Cap: $15.36B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2634% more annual revenue ($94.00B vs $3.44B). STRL leads profitability with a 12.6% profit margin vs 2.6%. STRL appears more attractively valued with a PEG of 0.60. STRL earns a higher WallStSmart Score of 76/100 (B+).
BA
Buy52
out of 100
Grade: C-
STRL
Strong Buy76
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
Intrinsic value data unavailable for STRL.
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 32 in profit
Revenue surging 90.1% year-over-year
Earnings expanding 116.5% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Strong operational efficiency at 20.1%
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.2x book value
Premium valuation, high expectations priced in
Trading at 11.5x book value
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 : STRL
The strongest argument for STRL centers on Return on Equity, Revenue Growth, EPS Growth. Revenue growth of 90.1% demonstrates continued momentum. PEG of 0.60 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 : STRL
The primary concerns for STRL are P/E Ratio, Price/Book.
Key Dynamics to Monitor
BA profiles as a value stock while STRL is a growth play — different risk/reward profiles.
STRL carries more volatility with a beta of 1.85 — expect wider price swings.
STRL is growing revenue faster at 90.1% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
STRL scores higher overall (76/100 vs 52/100) and 90.1% revenue growth. 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.
Sterling Infrastructure, Inc.
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Sterling Construction Company, Inc., a construction company, engages in residential construction, specialty services, and heavy civil activities primarily in the southern United States, the Rocky Mountain states, California, and Hawaii. The company is headquartered in The Woodlands, Texas.
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