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Boeing (BA) Competitors

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$171.14 +2.21 (+1.31%)
As of 01/17/2025 03:59 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

BA vs. HON, LMT, GD, TDG, NOC, HEI, TDY, TXT, CW, and HII

Should you be buying Boeing stock or one of its competitors? The main competitors of Boeing include Honeywell International (HON), Lockheed Martin (LMT), General Dynamics (GD), TransDigm Group (TDG), Northrop Grumman (NOC), HEICO (HEI), Teledyne Technologies (TDY), Textron (TXT), Curtiss-Wright (CW), and Huntington Ingalls Industries (HII). These companies are all part of the "aerospace & defense" industry.

Boeing vs.

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

In the previous week, Boeing had 17 more articles in the media than Honeywell International. MarketBeat recorded 73 mentions for Boeing and 56 mentions for Honeywell International. Honeywell International's average media sentiment score of 1.05 beat Boeing's score of 0.68 indicating that Honeywell International is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Boeing
33 Very Positive mention(s)
12 Positive mention(s)
16 Neutral mention(s)
11 Negative mention(s)
1 Very Negative mention(s)
Positive
Honeywell International
43 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Boeing has a beta of 1.52, indicating that its stock price is 52% more volatile than the S&P 500. Comparatively, Honeywell International has a beta of 1.06, indicating that its stock price is 6% more volatile than the S&P 500.

Boeing currently has a consensus target price of $192.21, indicating a potential upside of 12.32%. Honeywell International has a consensus target price of $248.29, indicating a potential upside of 11.55%. Given Boeing's stronger consensus rating and higher possible upside, equities analysts plainly believe Boeing is more favorable than Honeywell International.

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)
1 Strong Buy rating(s)
2.61
Honeywell International
0 Sell rating(s)
10 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.47

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Boeing$73.29B1.44-$2.22B-$12.90-13.27
Honeywell International$36.66B3.95$5.66B$8.6625.70

Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 4.8%. Honeywell International pays an annual dividend of $4.52 per share and has a dividend yield of 2.0%. Boeing pays out -63.7% of its earnings in the form of a dividend. Honeywell International pays out 52.2% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Honeywell International has raised its dividend for 14 consecutive years. Boeing is clearly the better dividend stock, given its higher yield and lower payout ratio.

Boeing received 839 more outperform votes than Honeywell International when rated by MarketBeat users. However, 74.52% of users gave Honeywell International an outperform vote while only 70.06% of users gave Boeing an outperform vote.

CompanyUnderperformOutperform
BoeingOutperform Votes
2038
70.06%
Underperform Votes
871
29.94%
Honeywell InternationalOutperform Votes
1199
74.52%
Underperform Votes
410
25.48%

64.8% of Boeing shares are held by institutional investors. Comparatively, 75.9% of Honeywell International shares are held by institutional investors. 0.2% of Boeing shares are held by company insiders. Comparatively, 0.4% of Honeywell International shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Honeywell International has a net margin of 15.02% compared to Boeing's net margin of -10.88%. Honeywell International's return on equity of 37.77% beat Boeing's return on equity.

Company Net Margins Return on Equity Return on Assets
Boeing-10.88% N/A -6.69%
Honeywell International 15.02%37.77%9.65%

Summary

Honeywell International beats Boeing on 12 of the 21 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} 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$105.80B$11.17B$18.80B$19.94B
Dividend YieldN/AN/A1.32%3.71%
P/E Ratio-13.2715.9244.2041.41
Price / Sales1.44762.107.2316.25
Price / CashN/A25.6829.3719.84
Price / Book-6.066.175.685.76
Net Income-$2.22B-$271.16M$472.45M$993.25M
7 Day Performance0.34%5.06%3.81%3.12%
1 Month Performance-3.50%3.80%5.27%4.75%
1 Year Performance-20.41%13.93%48.42%18.83%

Boeing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BA
Boeing
3.4984 of 5 stars
$171.14
+1.3%
$192.21
+12.3%
-20.4%$105.80B$73.29B-13.27171,000
HON
Honeywell International
4.7628 of 5 stars
$219.30
+0.5%
$248.21
+13.2%
+10.9%$142.60B$37.85B25.3297,000Analyst Forecast
Short Interest ↑
News Coverage
Positive News
LMT
Lockheed Martin
4.6336 of 5 stars
$479.43
+2.4%
$591.21
+23.3%
+7.2%$113.64B$71.30B17.36122,000Positive News
GD
General Dynamics
4.8623 of 5 stars
$263.02
+1.4%
$308.18
+17.2%
+7.0%$72.32B$46.05B20.03106,500Ex-Dividend
Short Interest ↑
Positive News
TDG
TransDigm Group
3.9222 of 5 stars
$1,265.96
+0.3%
$1,452.00
+14.7%
+26.8%$71.18B$7.94B49.4514,400Analyst Revision
News Coverage
NOC
Northrop Grumman
4.9437 of 5 stars
$471.59
+2.8%
$551.40
+16.9%
+2.6%$68.71B$40.99B29.2295,000Analyst Upgrade
HEI
HEICO
2.3115 of 5 stars
$223.11
-1.1%
$270.20
+21.1%
+34.4%$30.97B$3.86B65.439,600Analyst Revision
TDY
Teledyne Technologies
4.1656 of 5 stars
$457.58
+0.3%
$531.00
+16.0%
+8.7%$21.32B$5.59B23.1314,700Upcoming Earnings
TXT
Textron
4.6509 of 5 stars
$76.25
+0.8%
$98.64
+29.4%
+0.5%$14.15B$13.98B16.7634,000
CW
Curtiss-Wright
4.5946 of 5 stars
$346.31
-1.1%
$379.00
+9.4%
+64.7%$13.14B$3.08B32.768,600Short Interest ↓
Positive News
HII
Huntington Ingalls Industries
4.6444 of 5 stars
$194.21
+2.2%
$228.89
+17.9%
-20.9%$7.60B$11.71B10.9744,000

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This page (NYSE:BA) was last updated on 1/20/2025 by MarketBeat.com Staff
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