Added to YB: 2026-03-03
Pitch date: 2026-02-28
BA [neutral]
The Boeing Company
+1.65%
current return
Author Info
Monopolistic Investor is searching for high-quality companies with wide moats. Sign up for the newsletter.
Company Info
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.
Market Cap
$178.7B
Pitch Price
$226.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-78.27
P/E
91.75
EV/Sales
2.31
Sector
Aerospace and Defense
Category
turnaround
The Boeing Company - $BA
BA (SELL rating): Moat score 2.8/10, quality 4.9/10. Duopoly advantage eroding as airlines retrain pilots for Airbus over 5-yr Boeing delays. Defense unit -$5B loss on fixed-price contracts (Rolls-Royce 1971 parallel). Negative equity -$28.8B, 5.8% net margin, negative FCF. Services segment only profit center. Risk: govt bailout could wipe shareholders like Lockheed 1971.
Read full article (4 min)