BA vs. BAESY

Last updated Apr 1, 2026

Compare and contrast key facts about The Boeing Company (BA) and BAE Systems PLC (BAESY).

Performance

BA vs. BAESY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Boeing Company (BA) and BAE Systems PLC (BAESY). The values are adjusted to include any dividend payments, if applicable.

BA vs. BAESY - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BA The Boeing Company	-8.33%	22.67%	-32.10%	36.84%	-5.38%	-5.95%	-33.90%	3.34%	11.50%	94.72%
BAESY BAE Systems PLC	25.43%	65.51%	1.23%	40.91%	46.40%	14.56%	-3.43%	34.69%	-22.16%	13.28%

Fundamentals

Market Cap BA : $158.25B BAESY : $88.35B
EPS BA : $2.90 BAESY : $5.29
PE Ratio BA : 68.52 BAESY : 22.01
PEG Ratio BA : 10.73 BAESY : 4.05
PS Ratio BA : 1.71 BAESY : 1.62
PB Ratio BA : 29.05 BAESY : 7.51
Total Revenue (TTM) BA : $89.46B BAESY : $54.56B
Gross Profit (TTM) BA : $4.32B BAESY : $19.72B
EBITDA (TTM) BA : -$2.59B BAESY : $7.74B

Returns By Period

In the year-to-date period, BA achieves a -8.33% return, which is significantly lower than BAESY's 25.43% return. Over the past 10 years, BA has underperformed BAESY with an annualized return of 5.65%, while BAESY has yielded a comparatively higher 19.99% annualized return.

BA

• 1D: 5.19%
• 1M: -12.53%
• YTD: -8.33%
• 6M: -7.78%
• 1Y: 16.70%
• 3Y*: -2.15%
• 5Y*: -4.68%
• 10Y*: 5.65%

BAESY

• 1D: 3.42%
• 1M: 0.43%
• YTD: 25.43%
• 6M: 5.03%
• 1Y: 44.31%
• 3Y*: 36.22%
• 5Y*: 36.34%
• 10Y*: 19.99%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

BA vs. BAESY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BA

BA Risk / Return Rank: 56
BA Sharpe Ratio Rank: 59
BA Sortino Ratio Rank: 54
BA Omega Ratio Rank: 55
BA Calmar Ratio Rank: 57
BA Martin Ratio Rank: 58

BAESY

BAESY Risk / Return Rank: 77
BAESY Sharpe Ratio Rank: 83
BAESY Sortino Ratio Rank: 77
BAESY Omega Ratio Rank: 74
BAESY Calmar Ratio Rank: 76
BAESY Martin Ratio Rank: 76

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BA vs. BAESY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Boeing Company (BA) and BAE Systems PLC (BAESY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	BA	BAESY	Difference
Sharpe ratio Return per unit of total volatility	0.46	1.36	-0.90
Sortino ratio Return per unit of downside risk	0.92	1.91	-1.00
Omega ratio Gain probability vs. loss probability	1.12	1.24	-0.11
Calmar ratio Return relative to maximum drawdown	0.59	1.87	-1.27
Martin ratio Return relative to average drawdown	1.49	4.71	-3.22
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

BA vs. BAESY - Sharpe Ratio Comparison

The current BA Sharpe Ratio is 0.46, which is lower than the BAESY Sharpe Ratio of 1.36. The chart below compares the historical Sharpe Ratios of BA and BAESY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	BA	BAESY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.46	1.36	-0.90
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.13	1.33	-1.46
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.14	0.73	-0.59
Sharpe Ratio (All Time) Calculated using the full available price history	0.30	0.37	-0.07

Correlation

The correlation between BA and BAESY is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.

Dividends

BA vs. BAESY - Dividend Comparison

BA has not paid dividends to shareholders, while BAESY's dividend yield for the trailing twelve months is around 1.52%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BA The Boeing Company	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.96%	2.52%	2.12%	1.93%	2.80%	2.52%
BAESY BAE Systems PLC	1.52%	1.90%	2.79%	2.40%	3.09%	4.46%	7.05%	3.66%	4.93%	5.71%	6.26%	4.38%

Drawdowns

BA vs. BAESY - Drawdown Comparison

The maximum BA drawdown since its inception was -89.45%, which is greater than BAESY's maximum drawdown of -59.20%. Use the drawdown chart below to compare losses from any high point for BA and BAESY.

Drawdown Indicators

	BA	BAESY	Difference
Max Drawdown Largest peak-to-trough decline	-89.45%	-59.20%	-30.25%
Max Drawdown (1Y) Largest decline over 1 year	-24.96%	-23.59%	-1.37%
Max Drawdown (5Y) Largest decline over 5 years	-55.33%	-23.59%	-31.74%
Max Drawdown (10Y) Largest decline over 10 years	-77.92%	-42.13%	-35.79%
Current Drawdown Current decline from peak	-53.75%	-6.33%	-47.42%
Average Drawdown Average peak-to-trough decline	-30.97%	-19.43%	-11.54%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.98%	9.35%	+0.63%

Volatility

BA vs. BAESY - Volatility Comparison

The Boeing Company (BA) and BAE Systems PLC (BAESY) have volatilities of 11.90% and 11.44%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BA	BAESY	Difference
Volatility (1M) Calculated over the trailing 1-month period	11.90%	11.44%	+0.46%
Volatility (6M) Calculated over the trailing 6-month period	23.02%	22.24%	+0.78%
Volatility (1Y) Calculated over the trailing 1-year period	36.83%	32.77%	+4.06%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.20%	27.48%	+8.72%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	41.36%	27.56%	+13.80%

Financials

BA vs. BAESY - Profitability Comparison

The chart below illustrates the profitability comparison between The Boeing Company and BAE Systems PLC over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Boeing Company reported a gross profit of 1.81B and revenue of 23.95B. Therefore, the gross margin over that period was 7.6%.

BAESY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, BAE Systems PLC reported a gross profit of 1.34B and revenue of 14.67B. Therefore, the gross margin over that period was 9.2%.

BA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Boeing Company reported an operating income of -815.00M and revenue of 23.95B, resulting in an operating margin of -3.4%.

BAESY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, BAE Systems PLC reported an operating income of 1.34B and revenue of 14.67B, resulting in an operating margin of 9.2%.

BA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Boeing Company reported a net income of 8.22B and revenue of 23.95B, resulting in a net margin of 34.3%.

BAESY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, BAE Systems PLC reported a net income of 1.09B and revenue of 14.67B, resulting in a net margin of 7.4%.