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Compare Stocks › BA vs LOW

The Boeing Company (BA) vs Lowe's Companies, Inc. (LOW)

BA
The Boeing Company
$227.38
VS
LOW
Lowe's Companies, Inc.
$233.33

Rewards

BA
    LOW
    • ★Lowe's Companies, Inc. has maintained ROIC above 15% for 4 consecutive years, indicating a durable competitive advantage.
    • ★Lowe's Companies, Inc. scores 80/100 on the Economic Moat Score (Wide Moat), with margin stability as the strongest competitive dimension.
    • ★Dividend yield of 2.06% with a consistent or growing payout over the past 4 years.

    Risks

    BA
    • ⚠Gross margin of 4.8% is low, suggesting a competitive or commodity-like market with limited pricing power.
    • ⚠The Boeing Company scores only 23/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
    • ⚠Share count has increased by 31% over the past 4 years, diluting existing shareholders.
    LOW
    • ⚠Each dollar of retained earnings has produced only $0.18 of earning power — shareholders may have been better served by dividends.
    • ⚠FCF yield of 5.9% suggests reasonable valuation assuming continued moderate growth.
    • ⚠PEG ratio of 2.48 indicates the stock is expensive relative to its expected growth — the market may be pricing in more growth than analysts project.

    Key Valuation Metrics

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    BA
    LOW
    Valuation
    $2.55B
    Free Cash Flow
    $7.65B
    1.43%
    FCF Yield
    5.85%
    90.23
    Trailing P/E
    19.69
    53.02
    Forward P/E
    17.10
    Quality & Moat
    2.25%
    ROIC
    13.05%
    31.57%
    ROE
    N/A
    4.82%
    Gross Margin
    33.48%
    24.63
    PEG Ratio
    2.48
    Balance Sheet Safety
    8.29
    Debt / Equity
    N/A
    N/A
    Interest Coverage
    N/A
    N/A
    Net Debt / EBITDA
    3.52
    N/A
    Dividend Yield
    2.06%
    BA: 0Ties: 1LOW: 7
    BALOW

    Historical Fundamentals

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    BA

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

    LOW

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

    Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.

    $1 Retained Earnings Test

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    BA
    N/A
    Net losses over 3 years — test not applicable
    Company had negative cumulative retained earnings
    Σ Retained
    $-12.13B
    Δ Market Cap
    +$56.54B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
    LOW
    $-0.21
    created per $1 retained over 3 years
    Market Cap Declined
    Σ Retained
    $13.60B
    Δ Market Cap
    $-2.87B
    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
    > $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer

    Discounted Cash Flow (DCF) Analysis

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    BA
    34.7% Overvalued
    Price is 34.7% above estimated fair value
    Current Price: $227.38
    Fair Value: $168.79
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued
    LOW
    26.4% Overvalued
    Price is 26.4% above estimated fair value
    Current Price: $233.33
    Fair Value: $184.65
    Strongly undervalued
    Undervalued
    Fairly valued
    Overvalued
    Strongly overvalued

    Reverse DCF — Market-Implied Growth

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    BA

    What growth rate is the market pricing in at $227?

    +28.9%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +27.0%
    LOW

    What growth rate is the market pricing in at $233?

    +11.4%
    Market-Implied Owner Earnings Growth
    Standard FCF implies +9.5%

    The market implies +11.4% Owner Earnings growth, above historical trends.

    Standard FCF implies a demanding +9.5%, reflecting heavy growth investment.

    Economic Moat Score

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    BA
    23/100
    No Moat
    70+ Wide · 40-69 Narrow · <40 None

    No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
    LOW
    80/100
    Wide Moat
    70+ Wide · 40-69 Narrow · <40 None

    Wide moat with strength across all dimensions. Margin Stability is the standout factor.

    Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.

    Forensic Accounting

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    BA
    -3.01
    Unlikely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
    LOW
    8.81
    Likely Manipulator
    Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone

    M-Score Trend

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.

    Ownership Breakdown

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    BA
    Insiders 0.1%Institutions 73.4%Retail & Other 26.6%
    No. of Institutional Holders3,007
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
    LOW
    Insiders 0.1%Institutions 80.8%Retail & Other 19.1%
    No. of Institutional Holders3,333
    High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.

    High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.

    Insider Buying Activity

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    BA
    1
    Buys (3M)
    3
    Buys (12M)
    Total value (12M): $1.10M
    BUCKLEY MORTIMER J.
    Director
    $499,966
    @ $224.20 · 2026-03-03
    DEASY DANA S
    Officer
    $99,102
    @ $178.88 · 2025-11-24
    BUCKLEY MORTIMER J.
    Director
    $497,420
    @ $226.10 · 2025-08-19
    Open market purchases · includes direct & indirect ownership · excludes option exercises
    LOW
    0
    Buys (3M)
    1
    Buys (12M)
    Total value (12M): $231,063
    SIMKINS LAWRENCE
    Director
    $231,063
    @ $231.06 · 2025-11-24
    SIMKINS LAWRENCE
    Director
    $245,532
    @ $245.53 · 2024-12-20
    Open market purchases · includes direct & indirect ownership · excludes option exercises

    Open market purchases · includes direct & indirect ownership · excludes option exercises.

    Insider Selling Activity

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    BA
    4
    Sells (3M)
    9
    Sells (12M)
    Total value (12M): $7.46M
    AMULURU UMA M
    Officer
    $351,484
    @ $233.85 · 2026-02-24
    SCHMIDT ANN M
    Officer
    $1.53M
    @ $243.37 · 2026-02-17
    MCKENZIE HOWARD E
    Officer
    $2.46M
    @ $234.01 · 2026-02-05
    AMULURU UMA M
    Officer
    $644,598
    @ $236.03 · 2026-02-04
    AMULURU UMA M
    Officer
    $270,009
    @ $197.66 · 2025-11-06
    RAYMOND DAVID CHRISTOPHER
    Officer
    $867,069
    @ $229.99 · 2025-08-08
    NELSON BRENDAN J.
    President
    $132,019
    @ $206.28 · 2025-05-15
    SHOCKEY JEFFREY S
    Officer
    $650,198
    @ $202.87 · 2025-05-13
    CLEARY MICHAEL J
    Officer
    $558,009
    @ $186.00 · 2025-05-06
    RAYMOND DAVID CHRISTOPHER
    Officer
    $729,164
    @ $187.01 · 2025-05-02
    POPE STEPHANIE F
    Officer
    $3.08M
    @ $183.78 · 2025-05-01
    CLEARY MICHAEL J
    Officer
    $368,018
    @ $184.01 · 2025-05-01
    CLEARY MICHAEL J
    Officer
    $268,530
    @ $179.02 · 2025-02-26
    AMULURU UMA M
    Officer
    $570,759
    @ $180.73 · 2025-02-20
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
    LOW
    1
    Sells (3M)
    8
    Sells (12M)
    Total value (12M): $32.92M
    VANCE QUONTA D
    Officer
    $2.67M
    @ $257.54 · 2026-03-04
    ELLISON MARVIN R
    Chief Executive Officer
    $4.70M
    @ $261.17 · 2026-01-09
    MCFARLAND JOSEPH MICHAEL III
    Officer
    $11.94M
    @ $272.60 · 2025-09-11
    SINK BRANDON J.
    Chief Financial Officer
    $2.20M
    @ $268.58 · 2025-09-05
    PRYOR JULIETTE WILLIAMS
    Officer
    $238,939
    @ $257.20 · 2025-08-26
    ELLISON MARVIN R
    Chief Executive Officer
    $10.56M
    @ $264.10 · 2025-08-20
    DUPRE JANICE M.
    Officer
    $350,039
    @ $224.38 · 2025-06-10
    PRYOR JULIETTE WILLIAMS
    Officer
    $257,077
    @ $227.50 · 2025-06-03
    VANCE QUONTA D
    Officer
    $1.97M
    @ $274.37 · 2024-11-27
    MCFARLAND JOSEPH MICHAEL III
    Officer
    $1.08M
    @ $270.74 · 2024-10-03
    GODBOLE SEEMANTINI P
    Chief Technology Officer
    $7.12M
    @ $271.73 · 2024-10-03
    VAGELL MARGRETHE R
    Officer
    $1.56M
    @ $271.45 · 2024-10-02
    GRIGGS DAN CLAYTON JR.
    Officer
    $1.68M
    @ $248.82 · 2024-09-12
    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives

    Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.

    🎭 Mr. Market's Mood

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    BA
    FearGreed
    😐Neutral(60/100)

    "Market is pricing this stock without strong emotion in either direction"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
    LOW
    FearGreed
    😐Neutral(42/100)

    "Market is pricing this stock without strong emotion in either direction"

    Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.

    ⚖️ Buffett Signal

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    BA
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Neutral (60)
    LOW
    ⚪Awaiting DCF Data

    The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.

    DCF Margin of Safety: N/AMr. Market's Mood: Neutral (42)
    View BA Full AnalysisView LOW Full Analysis
    BA vs LOW: Which Is the Better Buy? | SafetyMargin.io