BA

The Boeing Company

IndustrialsAerospace & DefenseNASDAQ

$231.15

+$12.15 (5.25%)today

Conviction

0/ 10

Fair Value$269

Upside+16.37%

Signal0

Market Cap$163.2B

52W Range$137.40–$254.35

Next EarningsApr 22

Price History

FAIR VALUE ANALYSISMonte Carlo · 5,000 runs · 99% valid

Fair Value$166.56

Current Price$190.52

Upside / Down-12.6%

P(Undervalued)36.6%

P(20%+ Up)19.7%

P(15%+ Down)47.3%

Fair Value Distribution — percentile bands

36.6% of simulations place fair value above current price

WHAT IS PRICED IN

Revenue-Based Reverse DCF

18.2%/yr

±7.9% · revenue growth to justify current price

FCF-Based Reverse DCF

8.2%/yr

±2.8% · FCF growth to justify current price

THE GAP

Market pricing margin expansion or capex normalization

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Quick Take

The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.

Trailing P/E83.7x

Forward P/E44.2x

P/S1.8x

EPS (TTM)$2.48

Analyst Target$269

Analyst Upside16.4%

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Bull Case

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Bear Case

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Research Feed

sec_10kFeb 28

Conviction: unchanged

Boeing FY2025 10-K: Delivery Ramp Real, But BCA Still Structurally Broken — 777X Keeps Bleeding

Boeing delivered a surface-level turnaround in FY2025 with revenue of $89.5B (+34.5% YoY) and net income of $2.2B vs an $11.8B loss in 2024. However, 60-70% of the apparent profitability came from a o...