The Boeing Company (BA)vsWaste Management Inc (WM)
BA
The Boeing Company
$229.03
+2.20%
INDUSTRIALS · Cap: $176.67B
WM
Waste Management Inc
$230.31
+1.30%
INDUSTRIALS · Cap: $93.39B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 263% more annual revenue ($92.18B vs $25.41B). WM leads profitability with a 11.0% profit margin vs 2.5%. WM appears more attractively valued with a PEG of 2.35. WM earns a higher WallStSmart Score of 58/100 (C).
BA
Hold48
out of 100
Grade: D+
WM
Buy58
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
-80.0%
Fair Value
$130.38
Current Price
$230.31
$99.93 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
Large-cap with strong market position
Every $100 of equity generates 30 in profit
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
Premium valuation, high expectations priced in
Trading at 9.3x book value
3.5% revenue growth
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 : WM
The strongest argument for WM centers on Market Cap, Return on Equity.
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 : WM
The primary concerns for WM are PEG Ratio, P/E Ratio, Price/Book.
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.
WM generates stronger free cash flow (810M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WM scores higher overall (58/100 vs 48/100). 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.
Waste Management Inc
INDUSTRIALS · WASTE MANAGEMENT · USA
Waste Management, Inc. is an American waste management, comprehensive waste, and environmental services company in North America. Founded in 1968, the company is headquartered 800 Capitol in Houston, Texas.
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