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.
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.
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.
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.
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.
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.
Get Boeing News Delivered to You Automatically
Sign up to receive the latest news and ratings for BA and its competitors with MarketBeat's FREE daily newsletter.
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 ChartMedia 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
Related Companies and Tools
This page (NYSE:BA) was last updated on 6/11/2025 by MarketBeat.com Staff