Analyse Boeing stock

Confirmed: The consensus price target of 245.97 EUR is around +24.3% above the current price of 197.95 EUR and therefore within the required plausibility range of +/-25%.

Quantitative: Boeing is still a Turnaround/recovery case; Classic key figures such as P/E ratio, P/B ratio and sometimes ROE are only of limited meaning due to historically weak/volatile profits and balance sheet burdens. More plausible are sales normalization, free cash flow recovery and EV-based multiples. Compared to Airbus and the sector, a valuation with a premium is only sustainable if production ramp-up, margin recovery and debt reduction ar...