BA
The Boeing Company
BA has the edge over WSC overall, supported by stronger fundamentals and lower modeled downside.
WSC
WillScot Holdings Corporation
WSC offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
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.
WSC Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Under pressure | |
| Strong | |
| Weak |
WSC's cash flow is currently strong, and its revenue is stable, but its profitability 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.
WSC PE Valuation
WSC 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.
WSC Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| Moderate |
Analysts expect earnings and revenue growth for WSC, 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 the edge over WSC on earnings quality, reporting a profit while its opponent remains loss making.
WSC Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.17 | — |
| Q3 2026 | -$0.33 | -127% |
| Q2 2026 | -$0.37 | -162% |
| Q1 2026 | -$0.37 | -511% |
| Q4 2025 | -$0.29 | -293% |
| Q3 2025 | $1.21 | +764% |
| Q2 2025 | $0.60 | -38% |
| Q1 2025 | $0.09 | -95% |
| Q4 2024 | $0.15 | -94% |
WSC has swung to a loss: it lost $0.33 per share over the past year, after a profit the year before.
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 WSC 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.
WSC Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $601.3M | +6.1% |
| Q2 2026 | $612.2M | +3.9% |
| Q1 2026 | $548.6M | -2% |
| Q4 2025 | $566M | -6.1% |
| Q3 2025 | $566.8M | -5.8% |
| Q2 2025 | $589.1M | -2.6% |
| Q1 2025 | $559.6M | -4.7% |
| Q4 2024 | $602.5M | -1.6% |
WSC's revenue grew through 2022 and has held roughly level since: $601M last quarter, up 6.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 21% | 0 points |
| Q2 2026 | 19% | -2.3 points |
| Q1 2026 | 18% | -3.7 points |
| Q4 2025 | -32% | -61 points |
| Q3 2025 | 21% | +27 points |
| Q2 2025 | 22% | +22 points |
| Q1 2025 | 21% | -0.8 points |
| Q4 2024 | 29% | 0 points |
WSC 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 WSC on cash flow, with more consistent year-over-year improvement.
WSC Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $192.6M | +3% |
| Q2 2026 | $157.5M | -21% |
| Q1 2026 | $187.4M | -7.2% |
| Q4 2025 | $149.7M | -15% |
| Q3 2025 | $186.9M | +$191.8M |
| Q2 2025 | $199M | +18% |
| Q1 2025 | $202M | -0.1% |
| Q4 2024 | $176.6M | -17% |
WSC generated $687M in free cash flow over the past year, down 10% 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 | — |
WSC Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -42K shares |
| 1 year | -0.6% | -1M shares |
| 3 years | -8.8% | -17.5M shares |
| 5 years | -22% | -50.1M shares |
| Available history | +59% | +67.7M shares |
WSC has the edge over BA on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $35,000 |
| Q2 2026 | — |
| Q1 2026 | $7.3M |
| Q4 2025 | $17.4M |
| Q3 2025 | $9.3M |
| Q2 2025 | $51.2M |
| Q1 2025 | $22M |
| Q4 2024 | $140.1M |
WSC spent $25M buying back its own shares over the past year, down 89% 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 WSC on leverage, with a lower net debt burden relative to earnings.
WSC Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 13.7x | High |
| Q2 2026 | 14.2x | High |
| Q1 2026 | 13.7x | High |
| Q4 2025 | 12.9x | High |
| Q3 2025 | 5.7x | High |
| Q2 2025 | 7.7x | High |
| Q1 2025 | 10.6x | High |
| Q4 2024 | 10.7x | High |
WSC's net debt is about 14 years of its operating earnings (EBITDA), up from 5.7 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).
WSC Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.9 | Neutral |
| Stochastic | 33.0 | Neutral |
WSC's weekly RSI is 47 (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.
WSC PE vs Industrials Sector
| Metric | WSC | Sector median | Relative |
|---|---|---|---|
| PE | N/A | 24x | — |
WSC 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.
WSC Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $17.7 | 12% above |
| 20 week MA | $21.0 | 5.7% below |
| 50 week MA | $21.6 | 8.3% below |
| 100 week MA | $24.5 | 19% below |
| 200 week MA | $33.4 | 41% below |
WSC 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.
WSC Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.2 | $22.6 | +24% |
| 2021 | $22.6 | $40.6 | +80% |
| 2022 | $40.6 | $45.7 | +13% |
| 2023 | $45.7 | $44.5 | -2.6% |
| 2024 | $44.5 | $33.7 | -24% |
| 2025 | $33.7 | $19.7 | -41% |
| 2026 YTD | $19.7 | $19.8 | +0.5% |
WSC has the edge over BA on returns for 2026, with the stronger performance.