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Boeing (BA) Competitors

$174.03
+1.82 (+1.06%)
(As of 01:15 PM ET)

BA vs. LMT, RTX, GD, 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), RTX (RTX), General Dynamics (GD), 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.

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

74.2% of Lockheed Martin shares are held by institutional investors. Comparatively, 64.8% of Boeing shares are held by institutional investors. 0.2% of Lockheed Martin shares are held by company insiders. Comparatively, 0.2% of Boeing shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Lockheed Martin pays an annual dividend of $12.60 per share and has a dividend yield of 2.7%. Boeing pays an annual dividend of $8.22 per share and has a dividend yield of 4.8%. Lockheed Martin pays out 46.1% of its earnings in the form of a dividend. Boeing pays out -231.5% 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. Lockheed Martin has raised its dividend for 21 consecutive years. Boeing is clearly the better dividend stock, given its higher yield and lower payout ratio.

Boeing received 1251 more outperform votes than Lockheed Martin when rated by MarketBeat users. Likewise, 70.07% of users gave Boeing an outperform vote while only 58.87% of users gave Lockheed Martin an outperform vote.

CompanyUnderperformOutperform
Lockheed MartinOutperform Votes
760
58.87%
Underperform Votes
531
41.13%
BoeingOutperform Votes
2011
70.07%
Underperform Votes
859
29.93%

Lockheed Martin has a net margin of 9.73% compared to Lockheed Martin's net margin of -2.81%. Boeing's return on equity of 85.96% beat Lockheed Martin's return on equity.

Company Net Margins Return on Equity Return on Assets
Lockheed Martin9.73% 85.96% 12.44%
Boeing -2.81%N/A -2.55%

Lockheed Martin has higher earnings, but lower revenue 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
Lockheed Martin$67.57B1.66$6.92B$27.3317.09
Boeing$76.44B1.38-$2.22B-$3.55-48.50

In the previous week, Boeing had 60 more articles in the media than Lockheed Martin. MarketBeat recorded 84 mentions for Boeing and 24 mentions for Lockheed Martin. Boeing's average media sentiment score of 0.46 beat Lockheed Martin's score of -0.08 indicating that Lockheed Martin is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lockheed Martin
10 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Boeing
17 Very Positive mention(s)
15 Positive mention(s)
17 Neutral mention(s)
25 Negative mention(s)
8 Very Negative mention(s)
Neutral

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

Lockheed Martin currently has a consensus target price of $485.40, indicating a potential upside of 3.92%. Boeing has a consensus target price of $221.24, indicating a potential upside of 28.50%. Given Lockheed Martin's stronger consensus rating and higher probable upside, analysts clearly believe Boeing is more favorable than Lockheed Martin.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lockheed Martin
1 Sell rating(s)
6 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.20
Boeing
1 Sell rating(s)
8 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.55

Summary

Lockheed Martin beats Boeing on 11 of the 21 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$105.69B$8.76B$16.98B$17.84B
Dividend YieldN/AN/A1.36%3.48%
P/E Ratio-48.501.8516.4522.10
Price / Sales1.381,499.2520.2610.24
Price / CashN/A17.3021.5319.30
Price / Book-6.215.474.595.88
Net Income-$2.22B-$261.03M$447.76M$976.87M
7 Day Performance-6.91%-7.51%-2.89%-2.31%
1 Month Performance4.76%3.57%0.94%2.34%
1 Year Performance-13.60%32.44%20.07%21.76%

Boeing Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
LMT
Lockheed Martin
4.1639 of 5 stars
$468.31
+0.3%
$485.40
+3.6%
+3.2%$112.37B$67.57B17.14122,000
RTX
RTX
3.8646 of 5 stars
$105.43
+0.4%
$98.33
-6.7%
+12.1%$140.17B$68.92B41.35185,000
GD
General Dynamics
4.2642 of 5 stars
$297.02
-1.1%
$300.53
+1.2%
+43.3%$81.49B$42.27B24.23111,600Analyst Forecast
Insider Selling
TDG
TransDigm Group
3.8352 of 5 stars
$1,337.46
+1.9%
$1,327.44
-0.7%
+69.9%$74.84B$7.30B53.0515,500Positive News
NOC
Northrop Grumman
4.2985 of 5 stars
$471.91
+0.6%
$514.33
+9.0%
+5.5%$69.84B$39.29B33.00101,000
LHX
L3Harris Technologies
4.3933 of 5 stars
$225.31
+0.8%
$231.80
+2.9%
+20.8%$42.74B$19.42B36.5850,000Positive News
HEI
HEICO
2.2222 of 5 stars
$216.05
+0.5%
$206.00
-4.7%
+31.0%$29.89B$2.97B70.609,600Upcoming Earnings
Analyst Forecast
News Coverage
AVAV
AeroVironment
1.8979 of 5 stars
$196.78
-0.2%
$140.20
-28.8%
+80.4%$5.54B$705.78M-45.661,279Positive News
EVEX
EVE
0.5627 of 5 stars
$5.75
+3.0%
$8.50
+47.8%
-28.2%$1.55BN/A-12.78180Gap Up
ACHR
Archer Aviation
2.0433 of 5 stars
$3.48
-5.2%
$8.25
+137.1%
+4.6%$1.08BN/A-2.13578Analyst Forecast

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This page (NYSE:BA) was last updated on 5/24/2024 by MarketBeat.com Staff

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