The Boeing Company (BA)vsUnited Airlines Holdings Inc (UAL)
BA
The Boeing Company
$210.29
-0.08%
INDUSTRIALS · Cap: $166.33B
UAL
United Airlines Holdings Inc
$108.96
-0.78%
INDUSTRIALS · Cap: $35.13B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 49% more annual revenue ($94.00B vs $62.90B). UAL leads profitability with a 5.6% profit margin vs 2.6%. BA appears more attractively valued with a PEG of 1.47. UAL earns a higher WallStSmart Score of 57/100 (C).
BA
Buy52
out of 100
Grade: C-
UAL
Buy57
out of 100
Grade: C
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
-55.8%
Fair Value
$68.74
Current Price
$108.96
$40.22 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
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
16.0% revenue growth
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.2x book value
5.6% margin — thin
Expensive relative to growth rate
Earnings declined 17.2%
Distress zone — elevated risk
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 : UAL
The strongest argument for UAL centers on P/E Ratio, Return on Equity, Price/Book. Revenue growth of 16.0% demonstrates continued momentum.
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 : UAL
The primary concerns for UAL are Profit Margin, PEG Ratio, EPS Growth. Debt-to-equity of 2.02 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a value stock while UAL is a growth play — different risk/reward profiles.
UAL carries more volatility with a beta of 1.27 — expect wider price swings.
UAL is growing revenue faster at 16.0% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
UAL scores higher overall (57/100 vs 52/100) and 16.0% revenue growth. Both earn "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.
United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
Visit Website →Compare with Other AEROSPACE & DEFENSE Stocks
Want to dig deeper into these stocks?