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Boeing (BA) Competitors

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$214.08 -1.65 (-0.77%)
Closing price 03:59 PM Eastern
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$213.30 -0.77 (-0.36%)
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BA vs. GE, HON, LMT, TDG, GD, NOC, HEI, TDY, CW, and TXT

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

Boeing vs. Its Competitors

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

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Boeing$69.44B2.32-$11.82B-$17.92-11.95
GE Aerospace$39.68B6.59$6.56B$6.4338.16

In the previous week, Boeing had 35 more articles in the media than GE Aerospace. MarketBeat recorded 100 mentions for Boeing and 65 mentions for GE Aerospace. GE Aerospace's average media sentiment score of 1.13 beat Boeing's score of 0.68 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
47 Very Positive mention(s)
18 Positive mention(s)
25 Neutral mention(s)
6 Negative mention(s)
3 Very Negative mention(s)
Positive
GE Aerospace
44 Very Positive mention(s)
6 Positive mention(s)
13 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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%

GE Aerospace received 80 more outperform votes than Boeing when rated by MarketBeat users. Likewise, 75.44% of users gave GE Aerospace an outperform vote while only 69.94% of users gave Boeing an outperform vote.

CompanyUnderperformOutperform
BoeingOutperform Votes
2061
69.94%
Underperform Votes
886
30.06%
GE AerospaceOutperform Votes
2141
75.44%
Underperform Votes
697
24.56%

Boeing has a beta of 1.43, indicating that its share price is 43% more volatile than the S&P 500. Comparatively, GE Aerospace has a beta of 1.38, indicating that its share price is 38% more volatile than the S&P 500.

Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 3.8%. 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.

Boeing presently has a consensus price target of $209.35, suggesting a potential downside of 2.21%. GE Aerospace has a consensus price target of $221.15, suggesting a potential downside of 9.87%. Given Boeing's higher probable upside, analysts plainly believe Boeing is more favorable than GE Aerospace.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Boeing
2 Sell rating(s)
3 Hold rating(s)
17 Buy rating(s)
1 Strong Buy rating(s)
2.74
GE Aerospace
0 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.92

64.8% of Boeing shares are owned by institutional investors. Comparatively, 74.8% of GE Aerospace shares are owned by institutional investors. 0.1% of Boeing shares are owned by company insiders. Comparatively, 0.2% of GE Aerospace shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Summary

GE Aerospace beats Boeing on 14 of the 22 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 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$161.42B$16.39B$22.07B$19.80B
Dividend YieldN/A0.10%1.13%3.84%
P/E Ratio-11.6915.8151.0235.67
Price / Sales2.328,594.005.9946.74
Price / CashN/A25.9129.9017.52
Price / Book-40.936.216.274.84
Net Income-$11.82B-$990.37M$326.81M$1.02B
7 Day Performance0.94%12.66%3.52%1.90%
1 Month Performance10.05%38.81%16.91%5.49%
1 Year Performance15.42%48.43%40.81%10.62%

Boeing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BA
Boeing
3.3168 of 5 stars
$214.08
-0.8%
$209.35
-2.2%
+13.5%$161.42B$69.44B-11.69156,000Trending News
Analyst Forecast
GE
GE Aerospace
4.612 of 5 stars
$252.53
-1.2%
$221.15
-12.4%
+48.6%$269.31B$39.68B42.16172,000Positive News
HON
Honeywell International
4.4197 of 5 stars
$227.61
-0.5%
$248.14
+9.0%
+7.4%$146.27B$39.22B26.1397,000Trending News
LMT
Lockheed Martin
4.7902 of 5 stars
$481.32
-0.1%
$541.80
+12.6%
+2.0%$112.77B$71.81B21.62116,000Trending News
Gap Down
TDG
TransDigm Group
3.9264 of 5 stars
$1,465.15
-0.1%
$1,505.23
+2.7%
+9.9%$82.23B$8.39B51.6414,400Positive News
GD
General Dynamics
4.284 of 5 stars
$276.63
+0.1%
$293.00
+5.9%
-5.8%$74.25B$49.21B20.28106,500Positive News
Dividend Announcement
NOC
Northrop Grumman
4.5819 of 5 stars
$489.08
-0.1%
$545.31
+11.5%
+12.2%$70.40B$40.37B17.2695,000Positive News
HEI
HEICO
2.3979 of 5 stars
$302.46
-0.3%
$279.45
-7.6%
+33.5%$42.05B$4.13B82.606,500
TDY
Teledyne Technologies
3.4115 of 5 stars
$505.88
+1.0%
$542.50
+7.2%
+28.8%$23.70B$5.77B29.3614,700Positive News
CW
Curtiss-Wright
3.2637 of 5 stars
$460.43
+1.7%
$404.29
-12.2%
+67.6%$17.34B$3.21B43.648,100Analyst Forecast
Analyst Revision
TXT
Textron
3.9244 of 5 stars
$76.76
+1.6%
$87.70
+14.3%
-9.8%$13.86B$13.87B17.8134,000

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This page (NYSE:BA) was last updated on 6/11/2025 by MarketBeat.com Staff
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