The Boeing Company, together with its subsidiaries, designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide. The company operates through three segments: Commercial Airplanes; Defense, Space & Security; and Global Services. The Commercial Airplanes segment develops, produces, and markets commercial jet aircraft for passenger and cargo …
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Competitive advantage assessment
Key risks
Commodity Pressure / Weak DifferentiationGross margin at 11.3th percentile with high volatility suggests weak pricing power or commoditized products.
Boeing Company (The) ranks #42 of 80
scored companies in Aerospace & Defense by moat score — the top 52%.
The widest moat in the group is Howmet Aerospace Inc. (HWM)
at 80/100.
Moat scores for companies ranked near BA in Aerospace & Defense
Pricing power is the ability to raise prices without losing volume.
Cost Advantage
Score 70
· 15% of the moat score
A cost advantage means delivering the same product for structurally less — better purchasing, denser distribution, a more automated process.
Customer Stickiness
Score 42
· 15% of the moat score
Stickiness is what makes revenue repeat without being re-won every year.
Capital Efficiency
Score 53
· 18% of the moat score
Capital efficiency asks what the company earns on the money tied up in the business.
Resilience
Score 28
· 17% of the moat score
Resilience is the capacity to get through a bad year on its own terms — enough liquidity, enough interest cover, and enough cash generation to avoid a rescue financing or a forced sale.
Scale & Market Position
Score 32
· 15% of the moat score
Scale matters only when it converts into economics.
Boeing Company (The) (BA) scores 43 out of 100 on the StatsAlpha Moat Map, which rates its competitive advantage as developing. It ranks #42 of 80 scored companies in Aerospace & Defense, the top 52%. The score is a weighted composite of 6 competitive defenses, each measured against industry peers of 79 companies in Aerospace & Defense. Its strongest defense is Cost Advantage (70/100) and its weakest is Resilience (28/100).
How does Boeing Company (The) compare with other Aerospace & Defense companies?
Boeing Company (The) ranks #42 of 80 scored companies in Aerospace & Defense by moat score. The widest moat in Aerospace & Defense is Howmet Aerospace Inc. (HWM) at 80/100. The companies ranked closest are Mercury Systems Inc (MRCY) at 44 just above it and Planet Labs PBC (PL) at 42 just below it.
How is the moat score calculated?
Each company is scored with an industry-specific template — Corporate Default in this case, chosen because the defenses that matter to a bank are not the ones that matter to a software company. Every defense combines several financial signals, and each signal is measured as a percentile against a peer group of 79 companies in Aerospace & Defense. The defenses are then weighted to produce the overall score out of 100.
Why is Boeing Company (The) scored with the Corporate Default template?
Most public companies sell a product or a service at a margin, so the moat question is whether that margin survives contact with competitors. The Corporate template scores the six defenses that show up in a general operating company's financial signature: whether it can hold price, produce more cheaply than rivals, keep its customers, earn a return above its cost of capital, withstand a downturn, and turn size into economics.
Which competitive defenses are measured for Boeing Company (The)?
The Corporate Default template measures 6 defenses, and BA scores: Pricing Power (34), Cost Advantage (70), Customer Stickiness (42), Capital Efficiency (53), Resilience (28), Scale & Market Position (32). Each is scored independently as a percentile against peers, so a company can be strong on one and weak on another — the overall score reflects how those defenses are weighted for this industry.
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