The Boeing Company (BA)vsTerex Corporation (TEX)
BA
The Boeing Company
$175.37
+2.24%
INDUSTRIALS · Cap: $135.94B
TEX
Terex Corporation
$57.68
+2.72%
INDUSTRIALS · Cap: $6.46B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 1321% more annual revenue ($94.91B vs $6.68B). BA leads profitability with a 8.1% profit margin vs 2.6%. TEX appears more attractively valued with a PEG of 1.00. TEX earns a higher WallStSmart Score of 63/100 (C+).
BA
Hold50
out of 100
Grade: D+
TEX
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-36.1%
Fair Value
$126.00
Current Price
$175.37
$49.37 premium
Margin of Safety
-80.0%
Fair Value
$38.38
Current Price
$57.68
$19.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 58.4% year-over-year
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
3.9% revenue growth
Operating margin of 0.3%
Trading at 21.2x book value
Moderate valuation
2.0% earnings growth
ROE of 3.2% — below average capital efficiency
2.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BA
The strongest argument for BA centers on Return on Equity, Market Cap, P/E Ratio.
Bull Case : TEX
The strongest argument for TEX centers on Price/Book, Revenue Growth, PEG Ratio. Revenue growth of 58.4% demonstrates continued momentum. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : BA
The primary concerns for BA are PEG Ratio, Revenue Growth, Operating Margin. Debt-to-equity of 7.52 is elevated, increasing financial risk.
Bear Case : TEX
The primary concerns for TEX are P/E Ratio, EPS Growth, Return on Equity. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
BA profiles as a value stock while TEX is a hypergrowth play — different risk/reward profiles.
TEX carries more volatility with a beta of 1.47 — expect wider price swings.
TEX is growing revenue faster at 58.4% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
TEX scores higher overall (63/100 vs 50/100) and 58.4% 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.
Terex Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Terex Corporation manufactures and sells aerial work platforms and materials processing machinery worldwide. The company is headquartered in Norwalk, Connecticut.
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