BA
The Boeing Company
BA offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
SITE
SiteOne Landscape Supply, Inc.
SITE has a slight edge over BA overall, supported by stronger valuation and stronger modeled upside.
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.
SITE Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Unavailable |
SITE's profitability and cash flow are currently healthy, and its revenue is stable. There isn't enough data to rate its balance sheet.
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 SITE in the historical PE scenario, which offers more potential upside but is not a forecast.
SITE PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 24x | $113 | — |
| Cheap | 27x | $104 | -7.6% |
| Current | 30x | $113 | — |
| Fair | 42x | $162 | +44% |
| Expensive | 52x | $200 | +77% |
Historical ranges are pointers, not guarantees.
SITE's PE is in its cheap range at 30x. If earnings grow as analysts expect, today's price would be 24x next year's earnings.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
BA has the edge over SITE on the outlook, with more favorable revenue and profitability expectations.
SITE Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Stable | |
| Stable | |
| Limited | |
| High |
Analysts expect SITE's earnings to grow, with its revenue and 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.
SITE Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.62 | +21% |
| Q3 2026 | $3.81 | +23% |
| Q2 2026 | $3.66 | +33% |
| Q1 2026 | $3.38 | +34% |
| Q4 2025 | $3.37 | +24% |
| Q3 2025 | $3.10 | -0.3% |
| Q2 2025 | $2.76 | -19% |
| Q1 2025 | $2.53 | -27% |
| Q4 2024 | $2.71 | -29% |
SITE's earnings per share have fallen from their peak: $3.81 over the past year, against $6.11 in mid-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'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.
SITE Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.3B | +2.6% |
| Q2 2026 | $1.5B | +4.7% |
| Q1 2026 | $940.1M | +0.1% |
| Q4 2025 | $1B | +3.2% |
| Q3 2025 | $1.3B | +4.1% |
| Q2 2025 | $1.5B | +3.4% |
| Q1 2025 | $939.4M | +3.8% |
| Q4 2024 | $1B | +5% |
SITE's revenue has grown year over year every quarter since early 2021: $1.3B last quarter, up 2.6% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.4% | +0.7 points |
| Q2 2026 | 13% | +0.1 points |
| Q1 2026 | -2.8% | +0.4 points |
| Q4 2025 | -0.5% | +2 points |
| Q3 2025 | 6.8% | +1 points |
| Q2 2025 | 13% | +0.8 points |
| Q1 2025 | -3.1% | -0.7 points |
| Q4 2024 | -2.5% | -2.3 points |
SITE 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 SITE on cash flow, with more consistent year-over-year improvement.
SITE Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $108.3M | -8.6% |
| Q2 2026 | $135.6M | +11% |
| Q1 2026 | -$145.1M | -$700K |
| Q4 2025 | $150.3M | +37% |
| Q3 2025 | $118.5M | +12% |
| Q2 2025 | $122.4M | -9.5% |
| Q1 2025 | -$144.4M | -$36.2M |
| Q4 2024 | $109.9M | +10% |
SITE generated $249M in free cash flow over the past year, up 21% 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 | — |
SITE Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -546K shares |
| 1 year | -2.7% | -1.2M shares |
| 3 years | -4.2% | -1.9M shares |
| 5 years | -4.4% | -2M shares |
| Available history | +2.5% | +1.1M shares |
SITE has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $62.2M |
| Q2 2026 | $94.4M |
| Q1 2026 | $20M |
| Q4 2025 | $40M |
| Q3 2025 | — |
| Q2 2025 | $54.5M |
| Q1 2025 | $3.8M |
| Q4 2024 | $29.7M |
SITE spent $217M buying back its own shares over the past year, up 146% 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.
SITE Net Leverage
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).
SITE Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.8 | Neutral |
| Stochastic | 86.4 | Overbought |
SITE's weekly RSI is 56 (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 SITE on valuation relative to its sector.
SITE PE vs Industrials Sector
| Metric | SITE | Sector median | Relative |
|---|---|---|---|
| PE | 30x | 24x | 23% above |
| PE % | 19 | 58 | 39 pts below |
SITE is trading at 30x earnings, a 23% 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.
SITE Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $100.3 | 12% above |
| 20 week MA | $99.9 | 13% above |
| 50 week MA | $118.3 | 4.9% below |
| 100 week MA | $123.5 | 8.9% below |
| 200 week MA | $136.9 | 18% below |
SITE 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.
SITE Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $90.5 | $159.1 | +76% |
| 2021 | $159.1 | $230.4 | +45% |
| 2022 | $230.4 | $117.5 | -49% |
| 2023 | $117.5 | $162.5 | +38% |
| 2024 | $162.5 | $133.7 | -18% |
| 2025 | $133.7 | $127.2 | -4.9% |
| 2026 YTD | $127.2 | $112.6 | -12% |
SITE has the edge over BA on returns for 2026, with the stronger performance.