BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
POOL
Pool Corporation
POOL has the edge over BA overall, supported by stronger valuation.
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.
POOL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
POOL'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 POOL in the historical PE scenario, which offers more potential upside but is not a forecast.
POOL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 19x | $209 | -2.4% |
| Forward | 19x | $214 | — |
| Current | 20x | $214 | — |
| Fair | 28x | $307 | +43% |
| Expensive | 38x | $409 | +91% |
Historical ranges are pointers, not guarantees.
POOL's PE is in its cheap range at 20x. On analysts' estimates for next year's earnings, today's price would be 19x.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over POOL on the outlook, with more favorable earnings and revenue expectations.
POOL Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect POOL's earnings, revenue and profitability to hold roughly 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 the edge over POOL on earnings, with more consistent year-over-year improvement.
POOL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $11.38 | +4.6% |
| Q3 2026 | $10.88 | -1% |
| Q2 2026 | $10.88 | +0.2% |
| Q1 2026 | $10.88 | +1.9% |
| Q4 2025 | $10.85 | -4% |
| Q3 2025 | $10.99 | -5.4% |
| Q2 2025 | $10.86 | -8.4% |
| Q1 2025 | $10.68 | -16% |
| Q4 2024 | $11.30 | -15% |
POOL's earnings per share have fallen from their peak: $10.88 over the past year, against $19.47 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 POOL 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.
POOL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.5B | +3.7% |
| Q2 2026 | $1.8B | +2.2% |
| Q1 2026 | $1.1B | +6.2% |
| Q4 2025 | $982.2M | -0.5% |
| Q3 2025 | $1.5B | +1.3% |
| Q2 2025 | $1.8B | +0.8% |
| Q1 2025 | $1.1B | -4.4% |
| Q4 2024 | $987.5M | -1.6% |
POOL's revenue fell from its 2022 peak and has held roughly level since: $1.5B last quarter, up 3.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 11% | -0.8 points |
| Q2 2026 | 15% | -0.6 points |
| Q1 2026 | 7.3% | 0 points |
| Q4 2025 | 5.3% | -0.8 points |
| Q3 2025 | 12% | 0 points |
| Q2 2025 | 15% | -0.1 points |
| Q1 2025 | 7.2% | -2.5 points |
| Q4 2024 | 6.1% | -1.8 points |
POOL 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 POOL on cash flow, with more consistent year-over-year improvement.
POOL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $407.4M | +53% |
| Q2 2026 | -$54.5M | -$11.6M |
| Q1 2026 | $17.1M | +23% |
| Q4 2025 | $71.9M | -54% |
| Q3 2025 | $266.6M | -13% |
| Q2 2025 | -$42.9M | -589% |
| Q1 2025 | $13.9M | -89% |
| Q4 2024 | $157M | +30% |
POOL still generates free cash flow, though less than at its 2026 peak: $442M 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 | — |
POOL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -209K shares |
| 1 year | -3.5% | -1.3M shares |
| 3 years | -7.9% | -3.1M shares |
| 5 years | -12% | -4.8M shares |
| Available history | -12% | -4.9M shares |
POOL has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $111.6M |
| Q2 2026 | $22M |
| Q1 2026 | $64.4M |
| Q4 2025 | $182.4M |
| Q3 2025 | $3.2M |
| Q2 2025 | $104.3M |
| Q1 2025 | $56.3M |
| Q4 2024 | $146.9M |
POOL spent $380M buying back its own shares over the past year, up 22% 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.
POOL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.7x | Healthy |
| Q2 2026 | 2.1x | Moderate |
| Q4 2024 | 1.3x | Healthy |
| Q3 2024 | 1.2x | Healthy |
| Q2 2024 | 1.5x | Healthy |
| Q1 2024 | 1.2x | Healthy |
| Q4 2023 | 1.3x | Healthy |
| Q3 2023 | 1.2x | Healthy |
POOL 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).
POOL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 58.3 | Neutral |
| Stochastic | 88.4 | Overbought |
POOL's weekly RSI is 58 (neutral) and its Stochastic is 88 (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 POOL on valuation relative to its sector.
POOL PE vs Industrials Sector
| Metric | POOL | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 24x | 18% below |
| PE % | 20 | 58 | 38 pts below |
POOL is trading at 20x earnings, a 18% discount 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.
POOL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $186.2 | 15% above |
| 20 week MA | $189.7 | 13% above |
| 50 week MA | $208.3 | 2.9% above |
| 100 week MA | $259.5 | 17% below |
| 200 week MA | $309.9 | 31% below |
POOL 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.
POOL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $213.3 | $364.7 | +71% |
| 2021 | $364.7 | $549.7 | +51% |
| 2022 | $549.7 | $305.6 | -44% |
| 2023 | $305.6 | $398.7 | +30% |
| 2024 | $398.7 | $345.1 | -13% |
| 2025 | $345.1 | $232.5 | -33% |
| 2026 YTD | $232.5 | $214.2 | -7.8% |
POOL has the edge over BA on returns for 2026, with the stronger performance.