Northrop Grumman Corporation (NOC)vsUnited Airlines Holdings Inc (UAL)
NOC
Northrop Grumman Corporation
$563.68
+0.78%
INDUSTRIALS · Cap: $78.37B
UAL
United Airlines Holdings Inc
$112.62
-3.38%
INDUSTRIALS · Cap: $37.26B
Smart Verdict
WallStSmart Research — data-driven comparison
United Airlines Holdings Inc generates 43% more annual revenue ($60.47B vs $42.37B). NOC leads profitability with a 10.8% profit margin vs 6.1%. NOC appears more attractively valued with a PEG of 4.08. UAL earns a higher WallStSmart Score of 67/100 (B-).
NOC
Buy63
out of 100
Grade: C+
UAL
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NOC.
Margin of Safety
-76.6%
Fair Value
$65.00
Current Price
$112.62
$47.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 84.9% YoY
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Attractively priced relative to earnings
Attractively priced relative to earnings
Earnings expanding 84.5% YoY
Every $100 of equity generates 23 in profit
Reasonable price relative to book value
Generating 3.1B in free cash flow
Areas to Watch
4.4% revenue growth
Grey zone — moderate risk
Weak financial health signals
Expensive relative to growth rate
6.1% margin — thin
Operating margin of 4.3%
Elevated debt levels
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : NOC
The strongest argument for NOC centers on EPS Growth, Market Cap, Return on Equity.
Bull Case : UAL
The strongest argument for UAL centers on P/E Ratio, EPS Growth, Return on Equity. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : NOC
The primary concerns for NOC are Revenue Growth, Altman Z-Score, Piotroski F-Score.
Bear Case : UAL
The primary concerns for UAL are Profit Margin, Operating Margin, Debt/Equity. Debt-to-equity of 1.95 is elevated, increasing financial risk.
Key Dynamics to Monitor
UAL carries more volatility with a beta of 1.21 — expect wider price swings.
UAL is growing revenue faster at 10.6% — sustainability is the question.
UAL generates stronger free cash flow (3.1B), providing more financial flexibility.
Monitor AEROSPACE & DEFENSE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UAL scores higher overall (67/100 vs 63/100) and 10.6% 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.
Northrop Grumman Corporation
INDUSTRIALS · AEROSPACE & DEFENSE · USA
Northrop Grumman Corporation (NYSE: NOC) is an American multinational aerospace and defense technology company.
Visit Website →United Airlines Holdings Inc
INDUSTRIALS · AIRLINES · USA
United Airlines Holdings, Inc. (formerly known as United Continental Holdings, Inc., UAL Corporation, Allegis Corporation and founded originally as UAL, Inc.) is a publicly traded airline holding company headquartered in the Willis Tower in Chicago. UAH owns and operates United Airlines, Inc.
Visit Website →Compare with Other AEROSPACE & DEFENSE Stocks
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