BA
The Boeing Company
BA has the edge over SMHI overall, supported by stronger fundamentals and lower modeled downside.
SMHI
SEACOR Marine Holdings Inc.
SMHI trails on the overall score without a compensating advantage in the available component scores.
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.
SMHI Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Weak | |
| Weak |
SMHI's revenue is currently stable, but its profitability, 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's PE is 18x, but its earnings don't support one, so it isn't a reliable read right now.
SMHI PE Valuation
SMHI has no meaningful PE right now: it lost money over the past year.
BA Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Returning to profit | |
| Growth | |
| Improving | |
| Limited | |
| Low |
Analysts expect BA to return to profit, with revenue growing. However, they disagree widely on these estimates.
SMHI Forward outlook
There aren't enough analyst estimates for SMHI to show an outlook.
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 SMHI on earnings quality, reporting a profit while its opponent remains loss making.
SMHI Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.44 | -$0.03 |
| Q2 2026 | -$0.73 | +$1.62 |
| Q1 2026 | -$1.11 | +$1.43 |
| Q4 2025 | -$1.06 | +$1.76 |
| Q3 2025 | -$1.41 | +$0.25 |
| Q2 2025 | -$2.35 | -$1.25 |
| Q1 2025 | -$2.54 | -$1.72 |
| Q4 2024 | -$2.82 | -$2.48 |
SMHI is still losing money, but far less than before: $1.44 per share over the past year, against $3.96 at its worst in late 2019.
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 SMHI 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 has the edge over SMHI on profitability, with a higher operating margin.
SMHI Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $57.3M | -3.3% |
| Q2 2026 | $54.6M | -10% |
| Q1 2026 | $44.3M | -20% |
| Q4 2025 | $52.3M | -25% |
| Q3 2025 | $59.2M | -14% |
| Q2 2025 | $60.8M | -13% |
| Q1 2025 | $55.5M | -12% |
| Q4 2024 | $69.8M | -9.4% |
SMHI's revenue has slid since its 2023 peak: $57M last quarter, down 3.3% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -2.4% | -33 points |
| Q2 2026 | 29% | +19 points |
| Q1 2026 | -14% | -4.9 points |
| Q4 2025 | -9.9% | -25 points |
| Q3 2025 | 31% | +40 points |
| Q2 2025 | 10% | +16 points |
| Q1 2025 | -9.5% | +7.4 points |
| Q4 2024 | 15% | -14 points |
SMHI's operating margin was −2.4% last quarter, down 33 points from the same quarter a year ago.
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 SMHI on cash generation, producing positive trailing cash flow while its opponent burns cash.
SMHI Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$10.2M | +$9.8M |
| Q2 2026 | -$19.6M | -$7.3M |
| Q1 2026 | -$21.2M | +$11M |
| Q4 2025 | -$20.6M | -474% |
| Q3 2025 | -$20M | -4909% |
| Q2 2025 | -$12.3M | +$615K |
| Q1 2025 | -$32.3M | -$21.7M |
| Q4 2024 | $5.5M | +$10.6M |
SMHI has burned cash in most quarters: −$72M over the past year, against −$59M 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 | — |
SMHI Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.7% | -196K shares |
| 1 year | +1% | +269K shares |
| 3 years | -3.8% | -1M shares |
| 5 years | +2.5% | +642K shares |
| Available history | +11% | +2.6M shares |
SMHI has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
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 SMHI on leverage, with a lower net debt burden relative to earnings.
SMHI Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 6.2x | High |
| Q2 2026 | 4.0x | High |
| Q1 2026 | 5.1x | High |
| Q4 2025 | 4.4x | High |
| Q3 2025 | 3.2x | Elevated |
| Q2 2025 | 5.5x | High |
| Q1 2025 | 6.4x | High |
| Q4 2024 | 6.9x | High |
SMHI's net debt is about 6.2 years of its operating earnings (EBITDA), up from 3.2 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).
SMHI Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 51.9 | Neutral |
| Stochastic | 60.0 | Neutral |
SMHI's weekly RSI is 52 (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 is trading at 18x earnings, a 26% discount to the Industrials sector's median of 24x, though its earnings don't support one.
SMHI PE vs Industrials Sector
| Metric | SMHI | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
SMHI has no meaningful PE right now: it lost money over the past year.
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.
SMHI Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $8.72 | 0.1% above |
| 20 week MA | $8.88 | 1.7% below |
| 50 week MA | $7.81 | 12% above |
| 100 week MA | $6.87 | 27% above |
| 200 week MA | $8.96 | 2.6% below |
SMHI 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.
SMHI Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $13.9 | $2.80 | -80% |
| 2021 | $2.80 | $3.32 | +19% |
| 2022 | $3.32 | $9.39 | +183% |
| 2023 | $9.39 | $12.6 | +34% |
| 2024 | $12.6 | $6.22 | -51% |
| 2025 | $6.22 | $6.21 | -0.2% |
| 2026 YTD | $6.21 | $8.73 | +41% |
SMHI has the edge over BA on returns for 2026, with the stronger performance.