The Boeing Company (BA)vsWESCO International Inc (WCC)
BA
The Boeing Company
$215.45
-1.16%
INDUSTRIALS · Cap: $171.61B
WCC
WESCO International Inc
$354.31
-3.02%
INDUSTRIALS · Cap: $16.89B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 280% more annual revenue ($92.18B vs $24.25B). WCC leads profitability with a 2.8% profit margin vs 2.5%. WCC appears more attractively valued with a PEG of 2.30. WCC earns a higher WallStSmart Score of 61/100 (C+).
BA
Hold48
out of 100
Grade: D+
WCC
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-80.2%
Fair Value
$119.81
Current Price
$215.45
$95.64 premium
Intrinsic value data unavailable for WCC.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 38 in profit
Large-cap with strong market position
Earnings expanding 48.1% YoY
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
2.8% margin — thin
Elevated debt levels
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 : WCC
The strongest argument for WCC centers on EPS Growth. Revenue growth of 13.8% demonstrates continued momentum.
Bear Case : BA
The primary concerns for BA are Profit Margin, Operating Margin, PEG Ratio. A P/E of 86.0x leaves little room for execution misses. Debt-to-equity of 7.89 is elevated, increasing financial risk.
Bear Case : WCC
The primary concerns for WCC are PEG Ratio, Profit Margin, Debt/Equity. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
WCC carries more volatility with a beta of 1.54 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
WCC generates stronger free cash flow (198M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WCC scores higher overall (61/100 vs 48/100) and 13.8% 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.
WESCO International Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
WESCO International, Inc. provides business-to-business distribution, logistics, and supply chain solutions in the United States, Canada, and internationally. The company is headquartered in Pittsburgh, Pennsylvania.
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