Boeing Company (The) (BA) · Analyst Ledger · Stoa

Boeing Company (The)

BANYSE

210.45+2.8%

Market cap166.3BAutoFwd P/E51.4Auto52-week range176.77 - 254.35Auto

This range -0.2%

1D 1W 1M 6M 1Y 5Y

HITMISSNEAROpen call

Stoa coverage of BA

How much of Stoa is on this name, and how its closed calls turned out.

Open calls

Analysts covering

50%

Hit rate · 2 resolved

Publications on this name

See all

RESEARCHVideo

Boeing: retail demand and factory shipments have separated

The production schedule has not yet acknowledged what the retail data has been saying since spring.

Victor ReyesAUG 20

CALLShortVideo · Call

Boeing: the backlog is excellent and the delivery schedule is the risk

Book-to-bill is not the problem. Turning the book into revenue on schedule is, and the schedule has moved.

Resolved history

What the market did with every call that has closed.

Analyst	Direction	Entry → resolved	Return	Outcome
Victor Reyes	Short	169.98212.25	-24.9%	Miss
Raphael Moreau	Long	148.35208.87	+40.8%	Hit

Fundamentals

Pulled automatically, never an analyst's estimate.

P/E Auto

73.6

Market cap Auto

166.3B

Revenue Auto

94B

Profit margin Auto

2.6%

EPS Auto

2.86

Peers

The rest of the sector.

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Boeing Company (The)

Stoa coverage of BA

Publications on this name

Boeing: retail demand and factory shipments have separated

Boeing: the backlog is excellent and the delivery schedule is the risk

Resolved history

Fundamentals

Peers

Boeing: services revenue is compounding under a cyclical label

Boeing: the aftermarket is the business and it is undervalued

Boeing: fixed-price contracts and rising input costs do not mix

Boeing: dealer inventory is absorbing the production

Boeing: demand was never the bottleneck, conversion is