Competitive view
BA vs. two close competitors
This section compares the current company against two nearby peers on valuation, growth, margins, balance-sheet strength, and investment setup. Green generally marks the strongest relative figure for that row, while red marks the weakest.
YouTube
The Boeing Company
BA
Latest video
Q4 2025
Growth is positive but not explosive, which usually supports a steadier compounding case than a hyper-growth story.
Profitability is serviceable, but it does not obviously dominate peers on margin or cash conversion alone.
Valuation already asks investors to pay up, so the upside case depends on continued execution staying strong.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
YouTube
Latest video
Q2 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation looks more grounded than many growth names, which can improve the risk/reward if fundamentals hold up.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
YouTube
Honeywell International Inc.
HON
Latest video
Q1 2026
Growth profile looks strong right now, with above-average top-line and/or earnings momentum.
Cash generation stands out versus market value, which helps the stock absorb valuation pressure better than weaker cash converters.
Valuation sits in a middle zone where future upside likely depends more on quarterly execution than on multiple re-rating alone.
Balance-sheet leverage is elevated, so investors should watch refinancing costs and how much flexibility management really has.
Market Cap
More scale can mean deeper resources and resilience, although bigger does not automatically mean better upside.
BA
$175.15B
The Boeing Company
LMT
$133.70B
Lockheed Martin Corporation
HON
$78.33B
Honeywell International Inc.
Trailing P/E
Lower trailing P/E can indicate a cheaper valuation relative to trailing earnings, but it may also reflect slower growth or higher perceived risk.
BA
87.5x
The Boeing Company
LMT
21.4x
Lockheed Martin Corporation
HON
9.5x
Honeywell International Inc.
Forward P/E
Forward P/E is often a better read on what investors are paying for the next year of earnings power.
BA
54.3x
The Boeing Company
LMT
17.7x
Lockheed Martin Corporation
HON
24.8x
Honeywell International Inc.
Revenue Growth
Higher revenue growth usually signals stronger demand, market share gains, or a business still in expansion mode.
BA
14.0%
The Boeing Company
LMT
10.5%
Lockheed Martin Corporation
HON
4.3%
Honeywell International Inc.
Earnings Growth
Faster earnings growth matters because it shows management is converting sales momentum into shareholder value.
BA
—
The Boeing Company
LMT
443.8%
Lockheed Martin Corporation
HON
263.9%
Honeywell International Inc.
Operating Margin
Higher operating margin suggests better operating discipline, pricing power, or a structurally stronger business model.
BA
1.7%
The Boeing Company
LMT
12.0%
Lockheed Martin Corporation
HON
20.2%
Honeywell International Inc.
Gross Margin
Gross margin helps show how much product-level pricing power and unit economics a company has before overhead.
BA
4.8%
The Boeing Company
LMT
11.8%
Lockheed Martin Corporation
HON
36.5%
Honeywell International Inc.
Net Margin
Higher net margin means more of each dollar of revenue reaches the bottom line after all costs.
BA
2.5%
The Boeing Company
LMT
8.2%
Lockheed Martin Corporation
HON
21.6%
Honeywell International Inc.
Return on Equity
ROE shows how efficiently management turns shareholder capital into profits, though leverage can inflate it.
BA
169.9%
The Boeing Company
LMT
89.2%
Lockheed Martin Corporation
HON
46.6%
Honeywell International Inc.
Free Cash Flow Yield
Higher free cash flow yield can indicate a stronger cash return relative to the stock's market value.
BA
1.5%
The Boeing Company
LMT
4.2%
Lockheed Martin Corporation
HON
3.3%
Honeywell International Inc.
Debt to Equity
Lower leverage usually means less balance-sheet risk, though capital-intensive sectors naturally run higher debt loads.
BA
828.70x
The Boeing Company
LMT
234.24x
Lockheed Martin Corporation
HON
185.37x
Honeywell International Inc.
Current Ratio
A stronger current ratio usually signals better short-term liquidity and more room to absorb shocks.
BA
1.18x
The Boeing Company
LMT
1.19x
Lockheed Martin Corporation
HON
1.21x
Honeywell International Inc.
Beta
Lower beta often means lower volatility versus the market, while higher beta usually brings a rougher ride.
BA
1.21
The Boeing Company
LMT
0.11
Lockheed Martin Corporation
HON
0.93
Honeywell International Inc.
Dividend Yield
Dividend yield matters for income-focused investors, but a high yield can also reflect a stressed stock price.
BA
—
The Boeing Company
LMT
2.4%
Lockheed Martin Corporation
HON
3.8%
Honeywell International Inc.
Analyst Upside
Higher analyst upside suggests the Street still sees room between current price and consensus fair value.
BA
21.6%
The Boeing Company
LMT
7.6%
Lockheed Martin Corporation
HON
3.2%
Honeywell International Inc.