The Boeing Company (BA)vsWestinghouse Air Brake Technologies Corp (WAB)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
WAB
Westinghouse Air Brake Technologies Corp
$261.37
-0.69%
INDUSTRIALS · Cap: $44.35B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 701% more annual revenue ($92.18B vs $11.51B). WAB leads profitability with a 10.5% profit margin vs 2.5%. WAB appears more attractively valued with a PEG of 1.37. WAB earns a higher WallStSmart Score of 64/100 (C+).
BA
Hold48
out of 100
Grade: D+
WAB
Buy64
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-42.4%
Fair Value
$160.81
Current Price
$229.03
$68.22 premium
Margin of Safety
+16.4%
Fair Value
$304.25
Current Price
$261.37
$42.88 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 170 in profit
Large-cap with strong market position
No standout strengths identified
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
Distress zone — elevated risk
Weak financial health signals
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 : WAB
Revenue growth of 13.0% demonstrates continued momentum. PEG of 1.37 suggests the stock is reasonably priced for its growth.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 88.6x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : WAB
The primary concerns for WAB are P/E Ratio, Altman Z-Score, Piotroski F-Score.
Key Dynamics to Monitor
BA carries more volatility with a beta of 1.13 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
WAB generates stronger free cash flow (153M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WAB scores higher overall (64/100 vs 48/100) and 13.0% 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.
Westinghouse Air Brake Technologies Corp
INDUSTRIALS · RAILROADS · USA
Wabtec Corporation (derived from Westinghouse Air Brake Technologies Corporation) is an American company formed by the merger of the Westinghouse Air Brake Company (WABCO) and MotivePower Industries Corporation in 1999. It is headquartered in Pittsburgh, Pennsylvania.
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