BA
The Boeing Company
BA has the edge over DSGR overall, supported by stronger valuation and stronger fundamentals.
DSGR
Distribution Solutions Group, Inc.
DSGR'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.
DSGR Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Under pressure | |
| Weak |
DSGR's revenue and profitability are currently healthy, 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 DSGR in the historical PE scenario, which offers more potential upside but is not a forecast.
DSGR PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 28x | $6.74 | -81% |
| Forward | 39x | $35.04 | — |
| Fair | 45x | $10.73 | -69% |
| Current | 146x | $35.04 | — |
| Expensive | 240x | $57.69 | +65% |
Historical ranges are pointers, not guarantees.
DSGR's PE is in its expensive range at 146x. If earnings grow as analysts expect, today's price would be 39x next year's earnings, in its fair range.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over DSGR on the outlook, with more favorable profitability expectations.
DSGR Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for DSGR, with profitability holding steady.
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.
DSGR Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.91 | +279% |
| Q3 2026 | $0.24 | +$0.47 |
| Q2 2026 | $0.19 | +111% |
| Q1 2026 | $0.12 | +500% |
| Q4 2025 | $0.18 | +$0.34 |
| Q3 2025 | -$0.23 | -2400% |
| Q2 2025 | $0.09 | +$0.57 |
| Q1 2025 | $0.02 | +$0.47 |
| Q4 2024 | -$0.16 | +$0.04 |
DSGR has the edge over BA on earnings, with more consistent year-over-year improvement.
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.
DSGR Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $573.6M | +11% |
| Q2 2026 | $557.7M | +11% |
| Q1 2026 | $496M | +3.8% |
| Q4 2025 | $481.6M | +0.2% |
| Q3 2025 | $518M | +11% |
| Q2 2025 | $502.4M | +14% |
| Q1 2025 | $478M | +15% |
| Q4 2024 | $480.5M | +19% |
DSGR's revenue has grown year over year every quarter since late 2020: $574M last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 4.4% | -0.2 points |
| Q2 2026 | 5% | -0.3 points |
| Q1 2026 | 2.8% | -1.5 points |
| Q4 2025 | 1.6% | -2.6 points |
| Q3 2025 | 4.6% | +0.5 points |
| Q2 2025 | 5.3% | +2.1 points |
| Q1 2025 | 4.2% | +3.5 points |
| Q4 2024 | 4.2% | +4.3 points |
DSGR 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 DSGR on cash flow, with more consistent year-over-year improvement.
DSGR Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $16.4M | -50% |
| Q2 2026 | $16.4M | -43% |
| Q1 2026 | -$23.7M | -$13.3M |
| Q4 2025 | $11.7M | -71% |
| Q3 2025 | $32.9M | +$53.4M |
| Q2 2025 | $28.7M | +59% |
| Q1 2025 | -$10.4M | -350% |
| Q4 2024 | $41.1M | +71% |
DSGR still generates free cash flow, though less than at its 2023 peak: $21M 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 | — |
DSGR Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.4% | +655K shares |
| 1 year | +0.1% | +27.4K shares |
| 3 years | +0.7% | +350K shares |
| 5 years | +152% | +28.4M shares |
| Available history | +151% | +28.3M shares |
DSGR has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q4 2025 | $3.5M |
| Q3 2025 | $4,000 |
| Q2 2025 | $9.1M |
| Q1 2025 | $11.2M |
| Q4 2024 | — |
| Q3 2024 | $897,000 |
| Q4 2023 | $3.6M |
| Q4 2022 | — |
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 DSGR on leverage, with a lower net debt burden relative to earnings.
DSGR Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 4.5x | High |
| Q2 2026 | 4.3x | High |
| Q1 2026 | 4.5x | High |
| Q4 2025 | 4.0x | High |
| Q3 2025 | 3.7x | Elevated |
| Q2 2025 | 4.1x | High |
| Q1 2025 | 4.6x | High |
| Q4 2024 | 5.1x | High |
DSGR's net debt is about 4.5 years of its operating earnings (EBITDA), up from 3.7 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).
DSGR Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 69.2 | Neutral |
| Stochastic | 59.6 | Neutral |
DSGR's weekly RSI is 69 (neutral) and its Stochastic is 60 (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 DSGR on valuation relative to its sector.
DSGR PE vs Industrials Sector
| Metric | DSGR | Sector median | Relative |
|---|---|---|---|
| PE | 146x | 24x | 508% above |
| PE % | 69 | 58 | 11 pts above |
DSGR is trading at 146x earnings, a 508% 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.
DSGR Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $35.0 | 0.1% above |
| 20 week MA | $34.1 | 2.8% above |
| 50 week MA | $30.3 | 16% above |
| 100 week MA | $29.8 | 17% above |
| 200 week MA | $29.8 | 18% above |
DSGR 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.
DSGR Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $26.1 | $26.3 | +0.5% |
| 2021 | $26.3 | $24.0 | -8.5% |
| 2022 | $24.0 | $17.9 | -25% |
| 2023 | $17.9 | $31.6 | +76% |
| 2024 | $31.6 | $34.7 | +10% |
| 2025 | $34.7 | $28.7 | -17% |
| 2026 YTD | $28.7 | $35.0 | +22% |
DSGR has the edge over BA on returns for 2026, with the stronger performance.