The Boeing Company (BA)vsUnited Rentals Inc (URI)
BA
The Boeing Company
$210.29
-0.08%
INDUSTRIALS · Cap: $166.33B
URI
United Rentals Inc
$989.12
0.00%
INDUSTRIALS · Cap: $61.57B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 458% more annual revenue ($94.00B vs $16.83B). URI leads profitability with a 15.7% profit margin vs 2.6%. URI appears more attractively valued with a PEG of 1.29. URI earns a higher WallStSmart Score of 72/100 (B).
BA
Buy52
out of 100
Grade: C-
URI
Strong Buy72
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 URI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Large-cap with strong market position
Every $100 of equity generates 29 in profit
Strong operational efficiency at 26.0%
Earnings expanding 25.5% YoY
Areas to Watch
2.6% margin — thin
Operating margin of 0.0%
Premium valuation, high expectations priced in
Trading at 27.2x book value
Grey zone — moderate risk
Elevated debt levels
Weak financial health signals
Negative free cash flow — burning cash
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 : URI
The strongest argument for URI centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 15.7% and operating margin at 26.0%. Revenue growth of 11.8% 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 : URI
The primary concerns for URI are Altman Z-Score, Debt/Equity, Piotroski F-Score. Debt-to-equity of 1.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
BA profiles as a value stock while URI is a mature play — different risk/reward profiles.
URI carries more volatility with a beta of 1.79 — expect wider price swings.
URI is growing revenue faster at 11.8% — sustainability is the question.
BA generates stronger free cash flow (631M), providing more financial flexibility.
Bottom Line
URI scores higher overall (72/100 vs 52/100), backed by strong 15.7% margins and 11.8% 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.
United Rentals Inc
INDUSTRIALS · RENTAL & LEASING SERVICES · USA
United Rentals, Inc. (NYSE: URI) is the world's largest equipment rental company, with about 13 percent of the North American market share as of 2019.
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