Boeing (BA) Competitors

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

Is BA or GE more profitable?

GE Aerospace has a net margin of 14.31% compared to Boeing's net margin of -17.76%. GE Aerospace's return on equity of 22.19% beat Boeing's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Boeing	-17.76%	N/A	-9.19%
GE Aerospace	14.31%	22.19%	3.66%

Does the media favor BA or GE?

In the previous week, Boeing had 79 more articles in the media than GE Aerospace. MarketBeat recorded 142 mentions for Boeing and 63 mentions for GE Aerospace. GE Aerospace's average media sentiment score of 1.06 beat Boeing's score of 0.65 indicating that GE Aerospace is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Boeing	61 Very Positive mention(s)	28 Positive mention(s)	22 Neutral mention(s)	8 Negative mention(s)	11 Very Negative mention(s)	Positive
GE Aerospace	40 Very Positive mention(s)	10 Positive mention(s)	9 Neutral mention(s)	1 Negative mention(s)	1 Very Negative mention(s)	Positive

Is BA or GE a better dividend stock?

Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 4.0%. GE Aerospace pays an annual dividend of $1.44 per share and has a dividend yield of 0.6%. Boeing pays out -45.9% of its earnings in the form of a dividend. GE Aerospace pays out 22.4% 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. GE Aerospace has increased its dividend for 2 consecutive years. Boeing is clearly the better dividend stock, given its higher yield and lower payout ratio.

Does the MarketBeat Community prefer BA or GE?

GE Aerospace received 83 more outperform votes than Boeing when rated by MarketBeat users. Likewise, 75.43% of users gave GE Aerospace an outperform vote while only 69.97% of users gave Boeing an outperform vote.

Company	Underperform	Outperform
Boeing	Outperform Votes 2057 69.97%	Underperform Votes 883 30.03%
GE Aerospace	Outperform Votes 2140 75.43%	Underperform Votes 697 24.57%

Which has higher valuation and earnings, BA or GE?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Boeing	$69.44B	2.21	-$11.82B	-$17.92	-11.37
GE Aerospace	$39.68B	6.20	$6.56B	$6.43	35.88

Do analysts prefer BA or GE?

Boeing currently has a consensus price target of $204.35, suggesting a potential upside of 0.32%. GE Aerospace has a consensus price target of $216.92, suggesting a potential downside of 5.99%. Given Boeing's higher probable upside, analysts clearly believe Boeing is more favorable than GE Aerospace.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Boeing	1 Sell rating(s)	3 Hold rating(s)	18 Buy rating(s)	2 Strong Buy rating(s)	2.88
GE Aerospace	0 Sell rating(s)	1 Hold rating(s)	11 Buy rating(s)	0 Strong Buy rating(s)	2.92

Which has more volatility & risk, BA or GE?

Boeing has a beta of 1.41, suggesting that its stock price is 41% more volatile than the S&P 500. Comparatively, GE Aerospace has a beta of 1.31, suggesting that its stock price is 31% more volatile than the S&P 500.

Do institutionals & insiders hold more shares of BA or GE?

64.8% of Boeing shares are held by institutional investors. Comparatively, 74.8% of GE Aerospace shares are held by institutional investors. 0.1% of Boeing shares are held by insiders. Comparatively, 0.2% of GE Aerospace shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company will outperform the market over the long term.

Summary

GE Aerospace beats Boeing on 14 of the 22 factors compared between the two stocks.