Added to YB: 2024-12-09
Pitch date: 2024-12-06
BA [neutral]
The Boeing Company
+32.48%
current return
Author Info
Value Don't Lie is a value investor who focuses on small cap and special situations 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
$152.3B
Pitch Price
$154.27
Price Target
224.00 (+10%)
Dividend
N/A
EV/EBITDA
-33.02
P/E
-14.83
EV/Sales
2.30
Sector
Aerospace and Defense
Category
turnaround
Boeing’s Recovery Path: Is the Potential Reward Worth the Risk?
BA (risks don't justify upside): Turnaround play. 737-MAX & COVID led to cash burn, $24bn equity raise. 10% workforce cut, strikes, regulatory pressure. Revenue $74bn vs $101bn peak. Potential $14/sh earnings at full recovery. $38bn net debt by 2025. 16x P/E = $224/sh upside, but may not justify risks.
Read full article (1 min)