BA
The Boeing Company
BA offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
WCC
WESCO International, Inc.
WCC has a slight 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.
WCC Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Under pressure |
WCC's revenue and profitability are currently healthy, and its cash flow is stable, but its balance sheet is 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 has the edge over WCC in the historical PE scenario, which offers more potential upside but is not a forecast.
WCC PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9.7x | $156 | -52% |
| Fair | 14x | $228 | -30% |
| Forward | 16x | $327 | — |
| Current | 20x | $327 | — |
| Expensive | 25x | $408 | +25% |
Historical ranges are pointers, not guarantees.
WCC's PE is in its expensive range at 20x. If earnings grow as analysts expect, today's price would be 16x next year's earnings, in its fair range.
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.
WCC Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for WCC, with profitability improving.
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.
WCC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.75 | +29% |
| Q3 2026 | $16.10 | +26% |
| Q2 2026 | $14.46 | +13% |
| Q1 2026 | $14.06 | +6.5% |
| Q4 2025 | $13.05 | 0% |
| Q3 2025 | $12.73 | +1.9% |
| Q2 2025 | $12.75 | -1% |
| Q1 2025 | $13.20 | +9.9% |
| Q4 2024 | $13.05 | -3.6% |
WCC 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 WCC 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.
WCC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $7.2B | +17% |
| Q2 2026 | $6.7B | +13% |
| Q1 2026 | $6.1B | +14% |
| Q4 2025 | $6.1B | +10% |
| Q3 2025 | $6.2B | +13% |
| Q2 2025 | $5.9B | +7.7% |
| Q1 2025 | $5.3B | -0.1% |
| Q4 2024 | $5.5B | +0.5% |
WCC's revenue has grown year over year for six quarters in a row: $7.2B last quarter, up 17% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 6.2% | +0.7 points |
| Q2 2026 | 5.7% | +0.3 points |
| Q1 2026 | 4.8% | +0.3 points |
| Q4 2025 | 5.3% | -0.1 points |
| Q3 2025 | 5.6% | -0.5 points |
| Q2 2025 | 5.5% | -0.4 points |
| Q1 2025 | 4.5% | -0.4 points |
| Q4 2024 | 5.5% | -0.3 points |
WCC 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 WCC on cash flow, with more consistent year-over-year improvement.
WCC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $164.8M | +$260.7M |
| Q2 2026 | $25.5M | -70% |
| Q1 2026 | $198M | +2505% |
| Q4 2025 | $27.5M | -89% |
| Q3 2025 | -$95.9M | -135% |
| Q2 2025 | $86M | +$330.6M |
| Q1 2025 | $7.6M | -99% |
| Q4 2024 | $252.3M | +521% |
WCC still generates free cash flow, though less than at its 2024 peak: $416M 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 | — |
WCC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -100K shares |
| 1 year | -0.4% | -200K shares |
| 3 years | -5.6% | -2.9M shares |
| 5 years | -5.3% | -2.8M shares |
| Available history | +13% | +5.8M shares |
WCC has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $35.1M |
| Q2 2026 | $14.9M |
| Q1 2026 | $25M |
| Q4 2025 | — |
| Q3 2025 | $25M |
| Q2 2025 | $25M |
| Q1 2025 | $25M |
| Q4 2024 | $50M |
WCC spent $75M buying back its own shares over the past year, down 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 has the edge over WCC on leverage, with a lower net debt burden relative to earnings.
WCC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 3.1x | Elevated |
| Q2 2026 | 3.3x | Elevated |
| Q1 2026 | 3.4x | Elevated |
| Q4 2025 | 3.6x | Elevated |
| Q3 2025 | 3.7x | Elevated |
| Q2 2025 | 3.6x | Elevated |
| Q1 2025 | 3.2x | Elevated |
| Q4 2024 | 3.1x | Elevated |
WCC's net debt is about 3.1 years of its operating earnings (EBITDA), down from 3.7 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).
WCC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 48.5 | Neutral |
| Stochastic | 30.4 | Neutral |
WCC's weekly RSI is 49 (neutral) and its Stochastic is 30 (neutral).
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 WCC on valuation relative to its sector.
WCC PE vs Industrials Sector
| Metric | WCC | Sector median | Relative |
|---|---|---|---|
| PE | 20x | 24x | 15% below |
| PE % | 70 | 58 | 12 pts above |
WCC is trading at 20x earnings, a 15% 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.
WCC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $342.1 | 4.3% below |
| 20 week MA | $342.3 | 4.4% below |
| 50 week MA | $318.6 | 2.7% above |
| 100 week MA | $256.3 | 28% above |
| 200 week MA | $209.3 | 56% above |
WCC 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.
WCC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $59.3 | $76.7 | +29% |
| 2021 | $76.7 | $127.2 | +66% |
| 2022 | $127.2 | $123.2 | -3.1% |
| 2023 | $123.2 | $173.9 | +41% |
| 2024 | $173.9 | $178.6 | +2.7% |
| 2025 | $178.6 | $254.0 | +42% |
| 2026 YTD | $254.0 | $327.2 | +29% |
WCC has the edge over BA on returns for 2026, with the stronger performance.