The Boeing Company (BA)vsAdvanced Drainage Systems Inc (WMS)
BA
The Boeing Company
$231.03
+0.48%
INDUSTRIALS · Cap: $179.24B
WMS
Advanced Drainage Systems Inc
$144.08
-3.12%
INDUSTRIALS · Cap: $11.22B
Smart Verdict
WallStSmart Research — data-driven comparison
The Boeing Company generates 2984% more annual revenue ($92.18B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 2.5%. WMS appears more attractively valued with a PEG of 1.21. WMS earns a higher WallStSmart Score of 66/100 (B-).
BA
Hold48
out of 100
Grade: D+
WMS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-43.0%
Fair Value
$161.59
Current Price
$231.03
$69.44 premium
Margin of Safety
-67.6%
Fair Value
$103.37
Current Price
$144.08
$40.71 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 28 in profit
Strong operational efficiency at 21.0%
Areas to Watch
2.5% margin — thin
Operating margin of 1.7%
Expensive relative to growth rate
Premium valuation, high expectations priced in
0.4% 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 : WMS
The strongest argument for WMS centers on Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. PEG of 1.21 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 90.2x leaves little room for execution misses. Debt-to-equity of 9.92 is elevated, increasing financial risk.
Bear Case : WMS
The primary concerns for WMS are Revenue Growth.
Key Dynamics to Monitor
WMS carries more volatility with a beta of 1.33 — expect wider price swings.
BA is growing revenue faster at 14.0% — sustainability is the question.
WMS generates stronger free cash flow (184M), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WMS scores higher overall (66/100 vs 48/100), backed by strong 15.8% margins. 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.
Advanced Drainage Systems Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.
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