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Boeing Community
NYSE:BA Community
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Boeing
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FrugalBull
Community Contributor
A Turnaround Taking Flight on Commercial Recovery and Operational Execution
Drivers of Growth and Valuation Commercial Aviation Recovery: Global air travel demand has rebounded to pre-pandemic levels and continues to grow. Airlines are rebuilding and expanding fleets, fueling large aircraft orders.
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US$206.79
FV
12.9% overvalued
intrinsic discount
15.00%
Revenue growth p.a.
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13
users have followed this narrative
6 months ago
author updated this narrative
Boeing
AN
AnalystConsensusTarget
Consensus Narrative from 24 Analysts
Robust Air Travel Demand Will Drive Global Expansion
Key Takeaways Strong aircraft demand, large backlog, and global services growth support sustained revenue gains and improved profitability as international air travel expands. Investments in advanced technology, supply chain efficiency, and favorable trade environments enhance competitiveness, margin stability, and long-term earnings visibility.
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US$249.85
FV
6.6% undervalued
intrinsic discount
14.95%
Revenue growth p.a.
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0
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164
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6 days ago
author updated this narrative
Your Valuation for
BA
BA
Boeing
Your Fair Value
US$
Current Price
US$233.37
23.6% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-11b
134b
2015
2018
2021
2024
2025
2027
2030
Revenue US$133.5b
Earnings US$10.9b
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