AMSC
American Superconductor Corporation
AMSC has the edge over BA overall, supported by stronger modeled upside and stronger valuation.
BA
The Boeing Company
BA has lower modeled downside risk, despite its lower overall score.
AMSC Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Healthy | |
| Stable | |
| Healthy |
AMSC's revenue, profitability and balance sheet are currently healthy, and its cash flow is stable.
BA Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Under pressure |
BA's profitability is currently healthy, and its revenue and cash flow are stable, but its balance sheet is under pressure.
AMSC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 8.3x | $25.04 | — |
| Cheap | 9.8x | $29.65 | +18% |
| Forward | 24x | $25.04 | — |
| Fair | 51x | $154 | +514% |
| Expensive | 147x | $445 | +1676% |
Historical ranges are pointers, not guarantees.
AMSC's PE is in its cheap range at 8.3x. On analysts' estimates for next year's earnings, today's price would be 24x, in its fair range.
BA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 18x | $172 | — |
| Cheap | 51x | $496 | +189% |
| Fair | 82x | $790 | +360% |
| Expensive | 91x | $876 | +411% |
Historical ranges are pointers, not guarantees.
BA has the edge over AMSC in the historical PE scenario, which offers more potential upside but is not a forecast.
AMSC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for AMSC, with profitability improving.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect BA to return to profit, with revenue growing. However, they disagree widely on these estimates.
AMSC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.04 | -66% |
| Q3 2026 | $3.03 | +697% |
| Q2 2026 | $3.08 | +670% |
| Q1 2026 | $3.05 | +1806% |
| Q4 2025 | $2.94 | +$3.19 |
| Q3 2025 | $0.38 | +$0.75 |
| Q2 2025 | $0.40 | +$0.99 |
| Q1 2025 | $0.16 | +$0.87 |
| Q4 2024 | -$0.25 | +$0.34 |
AMSC has the edge over BA on earnings, with more consistent year-over-year improvement.
BA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $9.66 | +$23.38 |
| Q2 2026 | $2.78 | +$19.33 |
| Q1 2026 | $2.53 | +$20.49 |
| Q4 2025 | $2.48 | +$20.84 |
| Q3 2025 | -$13.72 | -$0.83 |
| Q2 2025 | -$16.55 | -$10.93 |
| Q1 2025 | -$17.96 | -$14.42 |
| Q4 2024 | -$18.36 | -$14.69 |
BA has returned to profit: it earned $9.66 per share over the past year, after losing money the year before.
AMSC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $94M | +43% |
| Q2 2026 | $94.1M | +30% |
| Q1 2026 | $86.4M | +30% |
| Q4 2025 | $74.5M | +21% |
| Q3 2025 | $65.9M | +21% |
| Q2 2025 | $72.4M | +80% |
| Q1 2025 | $66.7M | +59% |
| Q4 2024 | $61.4M | +56% |
AMSC has the edge over BA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 5.7% | +1.2 points |
| Q2 2026 | 10% | +2.6 points |
| Q1 2026 | -0.6% | -3.1 points |
| Q4 2025 | 4.5% | +2.4 points |
| Q3 2025 | 4.5% | +5.9 points |
| Q2 2025 | 7.8% | +16 points |
| Q1 2025 | 2.5% | +7.8 points |
| Q4 2024 | 2.1% | +5.8 points |
AMSC has the edge over BA on profitability, with a higher operating margin.
BA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $24.2B | +3.9% |
| Q2 2026 | $24.6B | +8% |
| Q1 2026 | $22.2B | +14% |
| Q4 2025 | $23.9B | +57% |
| Q3 2025 | $23.3B | +30% |
| Q2 2025 | $22.7B | +35% |
| Q1 2025 | $19.5B | +18% |
| Q4 2024 | $15.2B | -31% |
BA's revenue has grown year over year for seven quarters in a row: $24.2B last quarter, up 3.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 1.5% | +22 points |
| Q2 2026 | 0.6% | +1.4 points |
| Q1 2026 | 2% | -0.3 points |
| Q4 2025 | 37% | +61 points |
| Q3 2025 | -21% | +12 points |
| Q2 2025 | -0.8% | +5.7 points |
| Q1 2025 | 2.4% | +2.9 points |
| Q4 2024 | -25% | -26 points |
BA's operating margin was 1.5% last quarter, up 22 points from the same quarter a year ago.
AMSC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $5.6M | +68% |
| Q1 2026 | $7.5M | +43% |
| Q4 2025 | $2.4M | -56% |
| Q1 2025 | $5.3M | +171% |
| Q4 2024 | $5.4M | +411% |
| Q1 2024 | $1.9M | +$7.6M |
| Q4 2023 | $1M | +$7M |
| Q3 2023 | $681K | +$6.5M |
AMSC generated $21M in free cash flow over the past year, up 30% from the year before.
BA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $464M | +95% |
| Q2 2026 | $631M | +$831M |
| Q1 2026 | -$1.5B | +$836M |
| Q4 2025 | $375M | +$4.5B |
| Q3 2025 | $238M | +$2.2B |
| Q2 2025 | -$200M | +$4.1B |
| Q1 2025 | -$2.3B | +$1.6B |
| Q4 2024 | -$4.1B | -239% |
BA has the edge over AMSC on cash flow, with more consistent year-over-year improvement.
AMSC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -91K shares |
| 1 year | +25% | +9.3M shares |
| 3 years | +69% | +19.2M shares |
| 5 years | +85% | +21.6M shares |
| Available history | +122% | +25.8M shares |
AMSC has 47M diluted shares, up 25% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2026 | — |
| Q4 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
BA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.3% | +2.1M shares |
| 1 year | +4.3% | +32.8M shares |
| 3 years | +31% | +186M shares |
| 5 years | +35% | +204M shares |
| Available history | +40% | +227M shares |
BA has the edge over AMSC on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
AMSC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -6.2x | Net Cash |
| Q2 2026 | -6.2x | Net Cash |
| Q1 2026 | -8.1x | Net Cash |
| Q4 2025 | -6.8x | Net Cash |
| Q3 2025 | -12.1x | Net Cash |
| Q2 2025 | -15.2x | Net Cash |
| Q1 2025 | -17.7x | Net Cash |
AMSC has the edge over BA on leverage, with a lower net debt burden relative to earnings.
BA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.0x | Elevated |
| Q2 2026 | 5.7x | High |
| Q1 2026 | 6.0x | High |
| Q4 2025 | 6.9x | High |
| Q2 2024 | 361.8x | High |
| Q1 2024 | 36.1x | High |
| Q4 2023 | 36.4x | High |
| Q3 2023 | 96.1x | High |
BA's net debt is about 3.0 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
AMSC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 37.9 | Neutral |
| Stochastic | 21.3 | Neutral |
AMSC's weekly RSI is 38 (neutral) and its Stochastic is 21 (neutral).
BA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 31.1 | Neutral |
| Stochastic | 9.6 | Oversold |
BA's weekly RSI is 31 (neutral) and its Stochastic is 10 (oversold).
AMSC PE vs Industrials Sector
| Metric | AMSC | Sector median | Relative |
|---|---|---|---|
| PE | 8.3x | 24x | 66% below |
| PE % | 2 | 58 | 56 pts below |
AMSC has the edge over BA on valuation relative to its sector.
BA PE vs Industrials Sector
| Metric | BA | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 0 | 58 | 58 pts below |
BA is trading at 18x earnings, a 26% discount to the Industrials sector's median of 24x, though its earnings don't support one.
AMSC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $27.1 | 7.6% below |
| 20 week MA | $29.8 | 16% below |
| 50 week MA | $34.4 | 27% below |
| 100 week MA | $35.0 | 28% below |
| 200 week MA | $24.2 | 3.7% above |
AMSC has the edge over BA on trend strength, trading above more of its moving averages.
BA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $184.6 | 7.1% below |
| 20 week MA | $203.8 | 16% below |
| 50 week MA | $215.5 | 20% below |
| 100 week MA | $205.9 | 17% below |
| 200 week MA | $200.6 | 14% below |
BA is in a downtrend: it's below all five of its weekly moving averages, and 14% below its 200-week average.
AMSC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $8.02 | $25.2 | +214% |
| 2021 | $25.2 | $11.7 | -54% |
| 2022 | $11.7 | $3.40 | -71% |
| 2023 | $3.40 | $11.1 | +228% |
| 2024 | $11.1 | $25.1 | +125% |
| 2025 | $25.1 | $30.6 | +22% |
| 2026 YTD | $30.6 | $25.0 | -18% |
AMSC has the edge over BA on returns for 2026, with the stronger performance.
BA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $330.1 | $217.2 | -34% |
| 2021 | $217.2 | $204.2 | -6% |
| 2022 | $204.2 | $189.1 | -7.4% |
| 2023 | $189.1 | $260.7 | +38% |
| 2024 | $260.7 | $180.7 | -31% |
| 2025 | $180.7 | $216.4 | +20% |
| 2026 YTD | $216.4 | $171.6 | -21% |
BA has finished lower in four of the last six years. It's down 21% so far in 2026.