Boeing (BA) Competitors

$184.95
+1.99 (+1.09%)
(As of 05/17/2024 ET)

BA vs. LMT, RTX, GD, TDG, NOC, LHX, HEI, AVAV, EVEX, and ACHR

Should you be buying Boeing stock or one of its competitors? The main competitors of Boeing include Lockheed Martin (LMT), RTX (RTX), General Dynamics (GD), TransDigm Group (TDG), Northrop Grumman (NOC), L3Harris Technologies (LHX), HEICO (HEI), AeroVironment (AVAV), EVE (EVEX), and Archer Aviation (ACHR). These companies are all part of the "aerospace" sector.

Boeing vs.

Boeing (NYSE:BA) and Lockheed Martin (NYSE:LMT) are both large-cap aerospace companies, but which is the superior business? We will contrast the two businesses based on the strength of their analyst recommendations, institutional ownership, risk, earnings, community ranking, media sentiment, profitability, valuation and dividends.

Lockheed Martin has lower revenue, but higher earnings than Boeing. Boeing is trading at a lower price-to-earnings ratio than Lockheed Martin, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Boeing$77.79B1.46-$2.22B-$3.55-52.10
Lockheed Martin$67.57B1.66$6.92B$27.3317.06

Boeing received 1251 more outperform votes than Lockheed Martin when rated by MarketBeat users. Likewise, 70.07% of users gave Boeing an outperform vote while only 58.87% of users gave Lockheed Martin an outperform vote.

CompanyUnderperformOutperform
BoeingOutperform Votes
2011
70.07%
Underperform Votes
859
29.93%
Lockheed MartinOutperform Votes
760
58.87%
Underperform Votes
531
41.13%

Boeing has a beta of 1.54, suggesting that its share price is 54% more volatile than the S&P 500. Comparatively, Lockheed Martin has a beta of 0.46, suggesting that its share price is 54% less volatile than the S&P 500.

Lockheed Martin has a net margin of 9.73% compared to Boeing's net margin of -2.81%. Lockheed Martin's return on equity of 85.96% beat Boeing's return on equity.

Company Net Margins Return on Equity Return on Assets
Boeing-2.81% N/A -2.55%
Lockheed Martin 9.73%85.96%12.44%

64.8% of Boeing shares are held by institutional investors. Comparatively, 74.2% of Lockheed Martin shares are held by institutional investors. 0.2% of Boeing shares are held by company insiders. Comparatively, 0.2% of Lockheed Martin shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

In the previous week, Boeing had 66 more articles in the media than Lockheed Martin. MarketBeat recorded 110 mentions for Boeing and 44 mentions for Lockheed Martin. Lockheed Martin's average media sentiment score of 0.44 beat Boeing's score of -0.35 indicating that Lockheed Martin is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Boeing
21 Very Positive mention(s)
12 Positive mention(s)
27 Neutral mention(s)
26 Negative mention(s)
20 Very Negative mention(s)
Neutral
Lockheed Martin
16 Very Positive mention(s)
6 Positive mention(s)
7 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Neutral

Boeing presently has a consensus target price of $221.24, indicating a potential upside of 19.62%. Lockheed Martin has a consensus target price of $485.40, indicating a potential upside of 4.12%. Given Boeing's stronger consensus rating and higher possible upside, research analysts plainly believe Boeing is more favorable than Lockheed Martin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Boeing
1 Sell rating(s)
8 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.55
Lockheed Martin
1 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.20

Summary

Lockheed Martin beats Boeing on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding BA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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BA vs. The Competition

MetricBoeingAircraft IndustryAerospace SectorNYSE Exchange
Market Cap$113.54B$9.33B$16.49B$18.07B
Dividend YieldN/AN/A1.36%3.43%
P/E Ratio-52.102.3122.2825.09
Price / Sales1.461,672.1320.2010.27
Price / CashN/A17.2721.5920.15
Price / Book-6.675.584.586.01
Net Income-$2.22B-$261.03M$435.21M$966.25M
7 Day Performance3.62%12.23%0.23%1.87%
1 Month Performance8.67%10.97%4.58%7.14%
1 Year Performance-10.60%53.98%20.42%22.43%

Boeing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LMT
Lockheed Martin
4.5064 of 5 stars
$467.18
-0.7%
$485.40
+3.9%
+1.9%$112.09B$69.64B17.09122,000Short Interest ↓
Analyst Revision
RTX
RTX
3.9548 of 5 stars
$105.70
-0.1%
$96.93
-8.3%
+7.9%$140.52B$68.92B41.45185,000Analyst Forecast
Insider Selling
Options Volume
GD
General Dynamics
4.3659 of 5 stars
$294.17
+0.2%
$300.53
+2.2%
+41.5%$80.53B$43.12B23.99111,600Insider Selling
Short Interest ↑
Analyst Revision
TDG
TransDigm Group
3.8623 of 5 stars
$1,275.70
-0.4%
$1,327.44
+4.1%
+57.6%$71.39B$6.59B50.6015,500Analyst Upgrade
Insider Selling
NOC
Northrop Grumman
4.0201 of 5 stars
$474.32
-0.5%
$514.33
+8.4%
+5.1%$70.19B$39.29B33.17101,000Dividend Increase
LHX
L3Harris Technologies
4.5031 of 5 stars
$221.13
+0.2%
$231.80
+4.8%
+20.3%$41.94B$19.42B35.9050,000Short Interest ↓
HEI
HEICO
1.2276 of 5 stars
$209.97
+0.0%
$206.00
-1.9%
+21.3%$29.05B$2.97B68.629,600Short Interest ↑
AVAV
AeroVironment
1.8445 of 5 stars
$194.26
+3.7%
$140.20
-27.8%
+82.3%$5.47B$540.54M-45.071,279
EVEX
EVE
0.4642 of 5 stars
$5.38
+1.3%
$8.50
+58.0%
-33.3%$1.45BN/A-11.96180News Coverage
Gap Up
ACHR
Archer Aviation
1.8305 of 5 stars
$4.01
+6.7%
$9.00
+124.7%
+26.3%$1.24BN/A-2.46578Analyst Forecast

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This page (NYSE:BA) was last updated on 5/18/2024 by MarketBeat.com Staff

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