The Boeing Company (BA)vsUbiquiti Networks Inc (UI)
BA
The Boeing Company
$237.36
+2.74%
INDUSTRIALS · Cap: $182.12B
UI
Ubiquiti Networks Inc
$842.10
-9.13%
TECHNOLOGY · Cap: $56.08B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 3002% more annual revenue ($92.18B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 2.5%. UI appears more attractively valued with a PEG of 1.10. UI earns a higher WallStSmart Score of 71/100 (B).
BA
Hold48
out of 100
Grade: D+
UI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.0%
Fair Value
$161.59
Current Price
$237.36
$75.77 premium
Margin of Safety
-84.1%
Fair Value
$387.42
Current Price
$842.10
$454.68 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
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 50.2x book value
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 : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 91.0x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 63.3x leaves little room for execution misses.
Key Dynamics to Monitor
BA profiles as a value stock while UI is a growth play — different risk/reward profiles.
UI carries more volatility with a beta of 1.47 — expect wider price swings.
UI is growing revenue faster at 35.8% — sustainability is the question.
UI generates stronger free cash flow (162M), providing more financial flexibility.
Bottom Line
UI scores higher overall (71/100 vs 48/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong 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.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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