BA
The Boeing Company
BA has the edge over BLDR overall, supported by lower modeled downside and stronger modeled upside.
BLDR
Builders FirstSource, Inc.
BLDR trails on the overall score without a compensating advantage in the available component scores.
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.
BLDR Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Under pressure | |
| Weak |
BLDR's revenue and profitability are currently stable, but its cash flow and balance sheet are under pressure.
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 BLDR in the historical PE scenario, which offers more potential upside but is not a forecast.
BLDR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 7.4x | $2.82 | -95% |
| Fair | 14x | $5.19 | -91% |
| Expensive | 21x | $7.90 | -87% |
| Forward | 23x | $60.12 | — |
| Current | 158x | $60.12 | — |
Historical ranges are pointers, not guarantees.
BLDR's PE is in its expensive range at 158x. On analysts' estimates for next year's earnings, today's price would be 23x.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over BLDR on the outlook, with more favorable earnings and revenue expectations.
BLDR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong decline | |
| Stable | |
| Weakening | |
| Moderate | |
| Low |
Analysts expect BLDR's earnings and profitability to decline, with its revenue holding steady. However, they disagree widely on these estimates.
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 the edge over BLDR on earnings, with more consistent year-over-year improvement.
BLDR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.62 | +590% |
| Q3 2026 | $0.38 | -93% |
| Q2 2026 | $0.92 | -86% |
| Q1 2026 | $2.62 | -66% |
| Q4 2025 | $3.89 | -57% |
| Q3 2025 | $5.25 | -48% |
| Q2 2025 | $6.59 | -42% |
| Q1 2025 | $7.80 | -33% |
| Q4 2024 | $9.06 | -24% |
BLDR's earnings per share have fallen from their peak: $0.38 over the past year, against $16.82 in late 2022.
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 has the edge over BLDR on sales, with more consistent year-over-year improvement.
| 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.
BLDR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.9B | -2.2% |
| Q2 2026 | $3.9B | -8.8% |
| Q1 2026 | $3.3B | -10% |
| Q4 2025 | $3.4B | -12% |
| Q3 2025 | $3.9B | -6.9% |
| Q2 2025 | $4.2B | -5% |
| Q1 2025 | $3.7B | -6% |
| Q4 2024 | $3.8B | -8% |
BLDR's revenue has slid since its 2022 peak: $3.9B last quarter, down 2.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.6% | -3.2 points |
| Q2 2026 | 3.3% | -4 points |
| Q1 2026 | 0.5% | -4.5 points |
| Q4 2025 | 1.8% | -6.1 points |
| Q3 2025 | 5.8% | -4.3 points |
| Q2 2025 | 7.3% | -3.6 points |
| Q1 2025 | 5% | -4.6 points |
| Q4 2024 | 8% | -3.9 points |
BLDR has the edge over BA on profitability, with a higher operating margin.
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 BLDR on cash flow, with more consistent year-over-year improvement.
BLDR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $73.9M | -84% |
| Q2 2026 | $30M | -88% |
| Q1 2026 | $40.7M | +26% |
| Q4 2025 | $106.7M | -61% |
| Q3 2025 | $461.9M | -27% |
| Q2 2025 | $252.3M | -31% |
| Q1 2025 | $32.4M | -86% |
| Q4 2024 | $273.8M | -47% |
BLDR still generates free cash flow, though less than at its 2022 peak: $251M over the past year.
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 793M diluted shares, up 4.3% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2019 | — |
BLDR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +71K shares |
| 1 year | -3% | -3.3M shares |
| 3 years | -14% | -18.2M shares |
| 5 years | -48% | -98M shares |
| Available history | -8% | -9.4M shares |
BLDR has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $3.5M |
| Q1 2026 | $300.1M |
| Q4 2025 | — |
| Q3 2025 | $1,000 |
| Q2 2025 | $401.6M |
| Q1 2025 | $12.3M |
| Q4 2024 | $363.8M |
BLDR spent $304M buying back its own shares over the past year, down 61% from the year before.
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 has the edge over BLDR on leverage, with a lower net debt burden relative to earnings.
BLDR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.1x | High |
| Q2 2026 | 4.4x | High |
| Q1 2026 | 3.7x | Elevated |
| Q4 2025 | 3.1x | Elevated |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.6x | Moderate |
| Q1 2025 | 2.2x | Moderate |
| Q4 2024 | 1.7x | Healthy |
BLDR's net debt is about 5.0 years of its operating earnings (EBITDA), up from 2.6 years a year ago.
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).
BLDR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.7 | Neutral |
| Stochastic | 48.0 | Neutral |
BLDR's weekly RSI is 41 (neutral) and its Stochastic is 48 (neutral).
BA PE vs Industrials Sector
| Metric | BA | Sector median | Relative |
|---|---|---|---|
| PE | 18x | 24x | 26% below |
| PE % | 0 | 58 | 58 pts below |
BA has the edge over BLDR on valuation relative to its sector.
BLDR PE vs Industrials Sector
| Metric | BLDR | Sector median | Relative |
|---|---|---|---|
| PE | 158x | 24x | 557% above |
| PE % | 99 | 58 | 41 pts above |
BLDR is trading at 158x earnings, a 557% premium to the Industrials sector's median of 24x.
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.
BLDR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $58.4 | 2.9% above |
| 20 week MA | $65.5 | 8.3% below |
| 50 week MA | $83.3 | 28% below |
| 100 week MA | $106.2 | 43% below |
| 200 week MA | $126.5 | 52% below |
BLDR has the edge over BA on trend strength, trading above more of its moving averages.
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 the edge over BLDR on returns for 2026, with the stronger performance.
BLDR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $25.5 | $42.3 | +66% |
| 2021 | $42.3 | $82.2 | +94% |
| 2022 | $82.2 | $65.3 | -21% |
| 2023 | $65.3 | $166.9 | +156% |
| 2024 | $166.9 | $145.1 | -13% |
| 2025 | $145.1 | $104.0 | -28% |
| 2026 YTD | $104.0 | $60.1 | -42% |
BLDR has finished lower in three of the last six years. It's down 42% so far in 2026.