Added to YB: 2025-03-25
Pitch date: 2025-03-21
BA [bullish]
The Boeing Company
+12.89%
current return
Author Info
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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
$155.3B
Pitch Price
$182.03
Price Target
356.00 (+74%)
Dividend
N/A
EV/EBITDA
-33.57
P/E
-15.12
EV/Sales
2.34
Sector
Aerospace and Defense
Category
value
Can this Hated Duopoly 2x from Here? - The Boeing Company
BA: Down 40% from ATH, trading at 1.3x peak revenue. Strong duopoly with Airbus, $500B+ backlog. New CEO Kelly Ortberg from Rockwell Collins. Simple thesis: return to $10B+ FCF in few years could command 20x multiple. High conviction, not highest return. Risks need investigation.
Read full article (2 min)