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v0.1
BA$224.30-2.96%
Fair $224.30+0.0%

BA

The Boeing Company

Industrials / Aerospace & DefenseNYSE

$224.30

-6.85 (-2.96%)

Fairly Valued+0.0%Fair Value $224.30Fund rank 17/100 · Data gapFallback financials|
SA 26/D
F-Score: 6/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-1.9B · quality 13.7/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

26/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 9.98, above the 2.0 threshold
Thesis & Journal · BALocal privado en este navegador · The Boeing Company
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$176.8B

P/E

89.0x

↑

EV/EBITDA

29.1x

↑

ROE

41.0%

↑

Gross Margin

4.8%

↓

Debt/Equity

9.98

↑
52-Week Range$224
$177$254

TradingView lightweight chart

BA price, volumen y niveles de valoración

Último $224.30Periodo +458.1%
Fair value: $224.30

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+1.7%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $89.46B · net income $2.23B · FCF $-1.89B

2007-FY → 2025-FY

Gross margin

4.8%-14.8% pts

Operating margin

-6.1%-14.8% pts

Net margin

2.5%-3.6% pts

FCF margin

-2.1%-13.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$89.46B$89.46B$66.52B$77.79B$66.61B$62.29B$58.16B$76.56B$101.13B$94.00B$93.50B$96.11B$90.76B$86.62B$81.70B$68.73B$64.31B$68.28B$60.91B$66.39B
Net Income$2.23B$2.23B$-11.82B$-2.22B$-4.93B$-4.20B$-11.87B$-636.0M$10.46B$8.46B$5.03B$5.18B$5.45B$4.58B$3.90B$4.02B$3.31B$1.31B$2.67B$4.07B
EBITDA$7.36B$7.36B$-7.65B$2.31B$-482.0M$-726.0M$-10.52B$296.0M$14.10B$12.39B$8.42B$9.28B$9.38B$8.41B$8.10B$7.50B$6.72B$3.16B$4.96B—
EPS2.482.48-18.36-3.67-8.30-7.15-20.88-1.1217.8513.857.837.447.385.965.115.344.451.843.675.28
Gross Margin4.8%4.8%-3.0%9.9%5.3%4.9%-9.8%5.8%19.4%18.5%15.5%14.6%15.4%15.4%16.0%18.7%19.4%17.2%17.3%19.6%
Operating Margin-6.1%-6.1%-16.3%-1.1%-5.3%-4.6%-22.0%-2.6%11.9%11.0%7.0%7.7%8.2%7.6%7.7%8.5%7.7%3.1%6.5%8.8%
Net Margin2.5%2.5%-17.8%-2.9%-7.4%-6.7%-20.4%-0.8%10.3%9.0%5.4%5.4%6.0%5.3%4.8%5.8%5.1%1.9%4.4%6.1%
Balance Sheet
Debt/Equity9.989.98-13.87-3.05-3.61-3.86-3.46-2.43————————————
Current Ratio1.181.18——————————————————
Cash Flow
Free Cash Flow$-1.89B$-1.89B$-14.40B$4.43B$2.29B$-4.40B$-19.71B$-4.28B$13.60B$11.61B$7.88B$6.91B$6.62B$6.08B$5.80B$2.31B$1.83B$4.42B$-2.08B$7.85B
Returns
ROE41.0%41.0%302.4%12.9%31.1%28.0%64.8%7.4%3085.5%510.7%616.2%81.7%62.9%30.8%66.5%114.3%119.6%61.7%-206.5%—
Valuation
P/E89.0189.01——————————————————
EV/EBITDA29.1529.15—82.43————————————————
P/B31.3531.35——————————————————
Growth & Yield
Revenue Growth34.5%34.5%-14.5%16.8%—7.1%-24.0%-24.3%7.6%0.5%-2.7%5.9%4.8%6.0%18.9%6.9%-5.8%12.1%-8.3%—
EPS Growth113.5%113.5%-400.3%55.8%—65.8%-1764.3%-106.3%28.9%76.9%5.2%0.8%23.8%16.6%-4.3%20.0%141.8%-49.9%-30.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

100.2%

muy exigente

EPS terminal req.

$19.90

Spread vs growth

13.3%

5Y implied EPS CAGR

57.6%

muy exigente

EPS terminal req.

$24.08

Spread vs growth

55.9%

10Y implied EPS CAGR

31.7%

muy exigente

EPS terminal req.

$38.79

Spread vs growth

81.9%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +8.2%

Total return

+8.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-18.36 → 2.48

Residual

+8.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+8.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.