Boeing (BA) Competitors

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

Do analysts recommend GE or BA?

GE Aerospace currently has a consensus price target of $216.92, indicating a potential upside of 7.64%. Boeing has a consensus price target of $200.90, indicating a potential upside of 9.65%. Given Boeing's higher possible upside, analysts clearly believe Boeing is more favorable than GE Aerospace.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
GE Aerospace	0 Sell rating(s)	0 Hold rating(s)	12 Buy rating(s)	0 Strong Buy rating(s)	3.00
Boeing	1 Sell rating(s)	4 Hold rating(s)	16 Buy rating(s)	2 Strong Buy rating(s)	2.83

Do insiders and institutionals have more ownership in GE or BA?

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

Which has more volatility & risk, GE or BA?

GE Aerospace has a beta of 1.04, indicating that its share price is 4% more volatile than the S&P 500. Comparatively, Boeing has a beta of 1.24, indicating that its share price is 24% more volatile than the S&P 500.

Is GE or BA a better dividend stock?

GE Aerospace pays an annual dividend of $1.44 per share and has a dividend yield of 0.7%. Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 4.5%. GE Aerospace pays out 22.4% of its earnings in the form of a dividend. Boeing pays out -45.9% 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. Boeing is clearly the better dividend stock, given its higher yield and lower payout ratio.

Is GE or BA 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
GE Aerospace	14.31%	22.19%	3.66%
Boeing	-17.76%	N/A	-9.19%

Does the media prefer GE or BA?

In the previous week, Boeing had 68 more articles in the media than GE Aerospace. MarketBeat recorded 135 mentions for Boeing and 67 mentions for GE Aerospace. GE Aerospace's average media sentiment score of 0.93 beat Boeing's score of 0.50 indicating that GE Aerospace is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
GE Aerospace	42 Very Positive mention(s)	7 Positive mention(s)	16 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Boeing	50 Very Positive mention(s)	17 Positive mention(s)	35 Neutral mention(s)	14 Negative mention(s)	8 Very Negative mention(s)	Neutral

Which has stronger earnings & valuation, GE or BA?

GE Aerospace has higher earnings, but lower revenue 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
GE Aerospace	$39.68B	5.42	$6.56B	$6.43	31.34
Boeing	$69.44B	1.99	-$11.82B	-$17.92	-10.22

Does the MarketBeat Community believe in GE or BA?

GE Aerospace received 87 more outperform votes than Boeing when rated by MarketBeat users. Likewise, 75.46% of users gave GE Aerospace an outperform vote while only 70.00% of users gave Boeing an outperform vote.

Company	Underperform	Outperform
GE Aerospace	Outperform Votes 2140 75.46%	Underperform Votes 696 24.54%
Boeing	Outperform Votes 2053 70.00%	Underperform Votes 880 30.00%

Summary

GE Aerospace beats Boeing on 13 of the 21 factors compared between the two stocks.