BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
GGG
Graco Inc.
GGG has the edge over BA overall, supported by stronger valuation and lower modeled downside.
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.
GGG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
GGG's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
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 GGG in the historical PE scenario, which offers more potential upside but is not a forecast.
GGG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 21x | $72.44 | — |
| Current | 23x | $72.44 | — |
| Cheap | 25x | $78.04 | +7.7% |
| Fair | 28x | $87.32 | +21% |
| Expensive | 32x | $97.81 | +35% |
Historical ranges are pointers, not guarantees.
GGG's PE is in its cheap range at 23x. If earnings grow as analysts expect, today's price would be 21x next year's earnings.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over GGG on the outlook, with more favorable profitability expectations.
GGG Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for GGG, 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.
GGG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.40 | +9.7% |
| Q3 2026 | $3.10 | +5.8% |
| Q2 2026 | $3.17 | +12% |
| Q1 2026 | $3.06 | +8.1% |
| Q4 2025 | $3.08 | +9.2% |
| Q3 2025 | $2.93 | +3.5% |
| Q2 2025 | $2.82 | -2.4% |
| Q1 2025 | $2.83 | -2.4% |
| Q4 2024 | $2.82 | -4.1% |
GGG 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 has the edge over GGG on sales, with stronger typical year-over-year growth.
| 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.
GGG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $586.4M | +7.9% |
| Q2 2026 | $590.6M | +3.3% |
| Q1 2026 | $540.1M | +2.2% |
| Q4 2025 | $593.2M | +8.1% |
| Q3 2025 | $543.4M | +4.7% |
| Q2 2025 | $571.8M | +3.4% |
| Q1 2025 | $528.3M | +7.3% |
| Q4 2024 | $548.7M | -3.2% |
GGG's revenue has grown year over year for seven quarters in a row: $586M last quarter, up 7.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | -5.1 points |
| Q2 2026 | 30% | +2.1 points |
| Q1 2026 | 26% | -1.8 points |
| Q4 2025 | 27% | +3 points |
| Q3 2025 | 30% | +2.3 points |
| Q2 2025 | 28% | -1.6 points |
| Q1 2025 | 27% | +0.2 points |
| Q4 2024 | 24% | -6.3 points |
GGG 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 GGG on cash flow, with more consistent year-over-year improvement.
GGG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $146.3M | -17% |
| Q2 2026 | $161.3M | -1.1% |
| Q1 2026 | $108.1M | -5.8% |
| Q4 2025 | $184.3M | +7.6% |
| Q3 2025 | $175.7M | +10% |
| Q2 2025 | $163.1M | +59% |
| Q1 2025 | $114.8M | +40% |
| Q4 2024 | $171.3M | +42% |
GGG generated $600M in free cash flow over the past year, down 4% 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 | — |
GGG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -2.7M shares |
| 1 year | -3.3% | -5.6M shares |
| 3 years | -5.6% | -9.8M shares |
| 5 years | -6.7% | -11.8M shares |
| Available history | -5% | -8.6M shares |
GGG has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $131.8M |
| Q2 2026 | $319.4M |
| Q1 2026 | $11.8M |
| Q4 2025 | $62.2M |
| Q3 2025 | — |
| Q2 2025 | $122.9M |
| Q1 2025 | $238.1M |
| Q4 2024 | — |
GGG spent $525M buying back its own shares over the past year, up 45% 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's net debt is about 3.0 years of its operating earnings (EBITDA), down from more than 20 years a year ago.
GGG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | -1.0x | Net Cash |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.8x | Net Cash |
| Q1 2025 | -0.8x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
GGG has the edge over BA on leverage, with a lower net debt burden relative to earnings.
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).
GGG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 17.9 | Oversold |
GGG's weekly RSI is 43 (neutral) and its Stochastic is 18 (oversold).
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 GGG on valuation relative to its sector.
GGG PE vs Industrials Sector
| Metric | GGG | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 24x | 2.9% below |
| PE % | 3 | 58 | 55 pts below |
GGG is trading at 23x earnings, in line with 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.
GGG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $73.9 | 1.9% below |
| 20 week MA | $76.5 | 5.3% below |
| 50 week MA | $80.7 | 10% below |
| 100 week MA | $82.3 | 12% below |
| 200 week MA | $81.7 | 11% below |
GGG is in a downtrend: it's below all five of its weekly moving averages, and 11% below its 200-week average.
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.
GGG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $52.2 | $72.8 | +40% |
| 2021 | $72.8 | $78.6 | +7.9% |
| 2022 | $78.6 | $66.8 | -15% |
| 2023 | $66.8 | $86.8 | +30% |
| 2024 | $86.8 | $84.1 | -3% |
| 2025 | $84.1 | $83.4 | -0.9% |
| 2026 YTD | $83.4 | $72.4 | -13% |
GGG has the edge over BA on returns for 2026, with the stronger performance.