Boeing (BA) Competitors

$178.51
-2.74 (-1.51%)
(As of 05/10/2024 ET)

BA vs. LMT, GD, RTX, 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), General Dynamics (GD), RTX (RTX), 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 better stock? We will contrast the two companies based on the strength of their dividends, risk, earnings, analyst recommendations, valuation, community ranking, media sentiment, institutional ownership and profitability.

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 owned by institutional investors. Comparatively, 74.2% of Lockheed Martin shares are owned by institutional investors. 0.2% of Boeing shares are owned by company insiders. Comparatively, 0.2% of Lockheed Martin shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

In the previous week, Boeing had 97 more articles in the media than Lockheed Martin. MarketBeat recorded 114 mentions for Boeing and 17 mentions for Lockheed Martin. Lockheed Martin's average media sentiment score of 0.37 beat Boeing's score of -0.06 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
23 Very Positive mention(s)
20 Positive mention(s)
18 Neutral mention(s)
39 Negative mention(s)
13 Very Negative mention(s)
Neutral
Lockheed Martin
6 Very Positive mention(s)
3 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
2 Very Negative mention(s)
Neutral

Boeing received 1249 more outperform votes than Lockheed Martin when rated by MarketBeat users. Likewise, 70.05% of users gave Boeing an outperform vote while only 58.87% of users gave Lockheed Martin an outperform vote.

CompanyUnderperformOutperform
BoeingOutperform Votes
2009
70.05%
Underperform Votes
859
29.95%
Lockheed MartinOutperform Votes
760
58.87%
Underperform Votes
531
41.13%

Boeing currently has a consensus target price of $222.41, suggesting a potential upside of 24.59%. Lockheed Martin has a consensus target price of $485.40, suggesting a potential upside of 3.52%. 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

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$77.79B1.41-$2.22B-$3.55-50.28
Lockheed Martin$67.57B1.66$6.92B$27.3317.16

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

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.
Skip Chart

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.
Skip Chart

BA vs. The Competition

MetricBoeingAircraft IndustryAerospace SectorNYSE Exchange
Market Cap$109.58B$8.74B$16.53B$17.88B
Dividend YieldN/AN/A1.34%3.46%
P/E Ratio-50.281.8020.0422.45
Price / Sales1.411,382.2820.1110.22
Price / CashN/A16.7621.6318.04
Price / Book-6.446.994.746.05
Net Income-$2.22B-$261.03M$435.21M$967.12M
7 Day Performance-0.71%-3.43%1.59%1.48%
1 Month Performance5.29%-3.56%2.87%2.59%
1 Year Performance-11.06%24.23%26.45%131.38%

Boeing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LMT
Lockheed Martin
4.6065 of 5 stars
$466.56
+0.8%
$485.40
+4.0%
+4.0%$111.95B$67.57B17.07122,000Short Interest ↓
GD
General Dynamics
4.3908 of 5 stars
$293.37
+0.7%
$300.53
+2.4%
+42.5%$80.49B$42.27B23.93111,600Insider Selling
Short Interest ↑
Positive News
RTX
RTX
3.8362 of 5 stars
$103.22
+1.3%
$96.93
-6.1%
+11.3%$137.23B$68.92B40.48185,000
TDG
TransDigm Group
3.8969 of 5 stars
$1,310.40
+0.7%
$1,170.27
-10.7%
+64.5%$72.87B$6.59B55.6215,500Earnings Report
Analyst Forecast
News Coverage
High Trading Volume
NOC
Northrop Grumman
3.9645 of 5 stars
$473.53
+1.0%
$509.38
+7.6%
+8.9%$70.08B$39.29B33.11101,000
LHX
L3Harris Technologies
4.6878 of 5 stars
$215.92
+0.5%
$231.33
+7.1%
+17.5%$40.96B$19.42B35.0550,000Analyst Forecast
Short Interest ↓
HEI
HEICO
1.3856 of 5 stars
$208.44
-2.0%
$206.00
-1.2%
+28.0%$28.84B$2.97B68.129,600Short Interest ↑
AVAV
AeroVironment
1.8923 of 5 stars
$179.59
-0.2%
$140.20
-21.9%
+74.0%$5.05B$540.54M-41.671,279News Coverage
EVEX
EVE
0.6433 of 5 stars
$5.58
+1.3%
$8.50
+52.5%
-34.5%$1.50BN/A-12.39180Upcoming Earnings
Analyst Revision
ACHR
Archer Aviation
2.1414 of 5 stars
$3.87
-2.3%
$9.00
+132.9%
+54.0%$1.20BN/A-2.23578Earnings Report
News Coverage

Related Companies and Tools

This page (NYSE:BA) was last updated on 5/12/2024 by MarketBeat.com Staff

From Our Partners