BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
KFY
Korn Ferry
KFY has the edge over BA overall, supported by stronger modeled upside 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.
KFY Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Strong |
KFY's profitability, cash flow and balance sheet are currently healthy, 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 KFY in the historical PE scenario, which offers more potential upside but is not a forecast.
KFY PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 11x | $56.02 | -26% |
| Forward | 13x | $75.75 | — |
| Fair | 14x | $75.58 | -0.2% |
| Current | 14x | $75.75 | — |
| Expensive | 29x | $152 | +101% |
Historical ranges are pointers, not guarantees.
KFY's PE is in its fair range at 14x. If earnings grow as analysts expect, today's price would be 13x next year's earnings, in its cheap range.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over KFY on the outlook, with more favorable profitability expectations.
KFY Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Strong growth | |
| Weakening | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for KFY, but weaker profitability.
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.
KFY Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.01 | +14% |
| Q3 2026 | $5.28 | +13% |
| Q2 2026 | $5.22 | +13% |
| Q1 2026 | $5.04 | +8.2% |
| Q4 2025 | $4.91 | +4.7% |
| Q3 2025 | $4.69 | +34% |
| Q2 2025 | $4.60 | +42% |
| Q1 2025 | $4.66 | +61% |
| Q4 2024 | $4.69 | +138% |
KFY 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 KFY 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.
KFY Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $764.6M | +6.9% |
| Q2 2026 | $768.3M | +6.7% |
| Q1 2026 | $725M | +7.2% |
| Q4 2025 | $729.8M | +7% |
| Q3 2025 | $715.5M | +4.8% |
| Q2 2025 | $719.8M | +2.8% |
| Q1 2025 | $676.5M | 0% |
| Q4 2024 | $682M | -4.3% |
KFY's revenue has grown year over year for six quarters in a row: $765M last quarter, up 6.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 12% | +0.6 points |
| Q2 2026 | 13% | -1.3 points |
| Q1 2026 | 13% | +1 points |
| Q4 2025 | 14% | +0.7 points |
| Q3 2025 | 12% | +0.5 points |
| Q2 2025 | 15% | +2.6 points |
| Q1 2025 | 12% | +4.2 points |
| Q4 2024 | 13% | +9.6 points |
KFY 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 KFY on cash flow, with more consistent year-over-year improvement.
KFY Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$265.6M | -$5.6M |
| Q2 2026 | $271.9M | +15% |
| Q1 2026 | $211.7M | +7.8% |
| Q4 2025 | $100.7M | -6.5% |
| Q3 2025 | -$260M | -$22.3M |
| Q2 2025 | $235.5M | -5.8% |
| Q1 2025 | $196.4M | +29% |
| Q4 2024 | $107.7M | -7.7% |
KFY usually generates cash, though not every quarter: the latest was −$266M, but it generated $319M 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 | — |
KFY Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -2.2% | -1.2M shares |
| 1 year | -1.9% | -1M shares |
| 3 years | +0.5% | +265K shares |
| 5 years | -3.7% | -2M shares |
| Available history | -6.2% | -3.4M shares |
KFY has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $746,000 |
| Q2 2026 | $78.1M |
| Q1 2026 | $19.3M |
| Q4 2025 | $8.1M |
| Q3 2025 | $10.3M |
| Q2 2025 | $14.9M |
| Q1 2025 | $17.8M |
| Q4 2024 | $32.7M |
KFY spent $106M buying back its own shares over the past year, up 40% 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.
KFY Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.8x | Net Cash |
| Q2 2026 | -1.5x | Net Cash |
| Q1 2026 | -1.1x | Net Cash |
| Q4 2025 | -0.8x | Net Cash |
| Q3 2025 | -0.7x | Net Cash |
| Q2 2025 | -1.4x | Net Cash |
| Q1 2025 | -0.9x | Net Cash |
| Q4 2024 | -0.8x | Net Cash |
KFY 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).
KFY Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.5 | Neutral |
| Stochastic | 32.9 | Neutral |
KFY's weekly RSI is 51 (neutral) and its Stochastic is 33 (neutral).
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.
KFY PE vs Industrials Sector
| Metric | KFY | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 24x | 40% below |
| PE % | 50 | 58 | 8 pts below |
KFY has the edge over BA on valuation relative to its sector.
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.
KFY Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $74.3 | 2% above |
| 20 week MA | $77.8 | 2.6% below |
| 50 week MA | $71.0 | 6.7% above |
| 100 week MA | $69.7 | 8.6% above |
| 200 week MA | $64.4 | 18% above |
KFY 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.
KFY Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $42.0 | $44.9 | +6.8% |
| 2021 | $44.9 | $75.5 | +68% |
| 2022 | $75.5 | $51.0 | -33% |
| 2023 | $51.0 | $59.4 | +16% |
| 2024 | $59.4 | $67.4 | +14% |
| 2025 | $67.4 | $67.1 | -0.4% |
| 2026 YTD | $67.1 | $75.8 | +13% |
KFY has the edge over BA on returns for 2026, with the stronger performance.