BA
The Boeing Company
BA has a slight edge over CWST overall, supported by stronger fundamentals and lower modeled downside.
CWST
Casella Waste Systems, Inc.
CWST's outlook is improving, though it still trails on the overall score.
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.
CWST Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Stable | |
| Under pressure |
CWST's revenue is currently healthy, and its cash flow is stable, but its profitability 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's PE is 18x, but its earnings don't support one, so it isn't a reliable read right now.
CWST PE Valuation
CWST has no meaningful PE right now: it lost money over the past year.
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.
CWST Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect earnings and revenue growth for CWST, with profitability improving. 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 CWST on earnings quality, reporting a profit while its opponent remains loss making.
CWST Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.58 | — |
| Q3 2026 | -$0.18 | -175% |
| Q2 2026 | $0.09 | -50% |
| Q1 2026 | $0.11 | -50% |
| Q4 2025 | $0.12 | -48% |
| Q3 2025 | $0.24 | +85% |
| Q2 2025 | $0.18 | -47% |
| Q1 2025 | $0.22 | -31% |
| Q4 2024 | $0.23 | -50% |
CWST has swung to a loss: it lost $0.18 per share over the past year, after a profit the year before.
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.
CWST Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $559.2M | +15% |
| Q2 2026 | $543.7M | +17% |
| Q1 2026 | $457.3M | +9.6% |
| Q4 2025 | $469.1M | +9.7% |
| Q3 2025 | $485.4M | +18% |
| Q2 2025 | $465.3M | +23% |
| Q1 2025 | $417.1M | +22% |
| Q4 2024 | $427.5M | +19% |
CWST has the edge over BA on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.8% | -3.3 points |
| Q2 2026 | 3.7% | -0.5 points |
| Q1 2026 | 1.1% | +0.3 points |
| Q4 2025 | 2.5% | -1.8 points |
| Q3 2025 | 6% | +0.1 points |
| Q2 2025 | 4.1% | -2 points |
| Q1 2025 | 0.8% | -1.3 points |
| Q4 2024 | 4.3% | +0.6 points |
CWST 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 CWST on cash flow, with more consistent year-over-year improvement.
CWST Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $2.6M | -91% |
| Q2 2026 | $26.5M | +14% |
| Q1 2026 | $12.3M | +$17.6M |
| Q4 2025 | $39.3M | +19% |
| Q3 2025 | $27.6M | -32% |
| Q2 2025 | $23.1M | -16% |
| Q1 2025 | -$5.4M | +$17.2M |
| Q4 2024 | $32.9M | +207% |
CWST generated $81M in free cash flow over the past year, up 3% from the year before.
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 | — |
CWST Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -43K shares |
| 1 year | +0.1% | +51K shares |
| 3 years | +9.6% | +5.6M shares |
| 5 years | +23% | +12.1M shares |
| Available history | +31% | +15.1M shares |
CWST has the edge over BA on shareholder dilution, with a more favorable share count trend.
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 CWST on leverage, with a lower net debt burden relative to earnings.
CWST Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.6x | Elevated |
| Q2 2026 | 3.4x | Elevated |
| Q1 2026 | 2.7x | Moderate |
| Q4 2025 | 2.8x | Moderate |
| Q3 2025 | 2.6x | Moderate |
| Q2 2025 | 2.7x | Moderate |
| Q1 2025 | 2.7x | Moderate |
| Q4 2024 | 2.5x | Moderate |
CWST's net debt is about 3.5 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).
CWST Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.4 | Neutral |
| Stochastic | 86.3 | Overbought |
CWST's weekly RSI is 60 (neutral) and its Stochastic is 86 (overbought).
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 CWST on valuation relative to its sector.
CWST PE vs Industrials Sector
| Metric | CWST | Sector median | Relative |
|---|---|---|---|
| PE | 1,091x | 24x | 4,434% above |
| PE % | 100 | 58 | 42 pts above |
CWST has no meaningful PE right now: it lost money over the past year.
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.
CWST Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $90.8 | 10% above |
| 20 week MA | $91.7 | 9.4% above |
| 50 week MA | $91.8 | 9.3% above |
| 100 week MA | $98.5 | 1.8% above |
| 200 week MA | $94.6 | 6% above |
CWST 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 finished lower in four of the last six years. It's down 21% so far in 2026.
CWST Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $45.8 | $61.6 | +34% |
| 2021 | $61.6 | $83.5 | +36% |
| 2022 | $83.5 | $80.7 | -3.3% |
| 2023 | $80.7 | $85.5 | +5.9% |
| 2024 | $85.5 | $106.2 | +24% |
| 2025 | $106.2 | $101.1 | -4.7% |
| 2026 YTD | $101.1 | $100.3 | -0.8% |
CWST has the edge over BA on returns for 2026, with the stronger performance.