Boeing Co vs RTX Corp

Boeing Co (BA) is overvalued and RTX Corp (RTX) is overvalued.

Both trade above our estimate of their intrinsic value. RTX is the closer of the two: -24%, against -295% for BA.

Values as of the 22 Sept 2026 close.

Boeing Co (BA)

Discounting its cash flows at 10.2% (average of 3 methods) values the shares at $50.02; the price of $197.72 is 295% above that value, and 72% of that value comes from beyond year five.

Leak Score 29/100 on 9 of 12 signals

RTX Corp (RTX)

Discounting its cash flows at 7.3% (average of 3 methods) values the shares at $154.18; the price of $190.99 is 24% above that value, and 82% of that value comes from beyond year five.

Leak Score 55/100 on 10 of 12 signals

MetricBARTX
VerdictOvervaluedOvervalued
Price$197.72$190.99
Intrinsic value$50.02$154.18
Margin of safety-295%-24%
Leak Score29/100 (9/12)55/100 (10/12)
Market cap$156.3B$257.4B
Revenue growth, 5 years9.0%9.3%
Operating margin-5.4%10.7%
Net margin2.2%8.3%
Return on equity173.6%12.0%
Debt to equity7.520.59
P/E90.0x33.6x
Forward P/E50.0x24.2x
P/B25.6x3.9x
Dividend yield0.0%1.5%

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