AAPL vs BA: Which Is the Better Buy?

Side-by-side comparison of Apple Inc. and The Boeing Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-13.
Apple Inc. Β· Technology
$294.80
-9.3% upside to fair value
Grade B- High Quality
VS
The Boeing Company Β· Industrials
$231.28
+45.0% upside to fair value
Grade C
QuantHub Verdict
BA has more upside to fair value (+45.0%). AAPL trades at a lower forward P/E (35.4x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AAPL BA
Current Price $294.80 $231.28
Fair Value Estimate $267.40 $335.36
Upside to Fair Value -9.3% +45.0%
Market Cap $4,329.8B $181.8B
Forward P/E 35.4x 83.4x
EV / EBITDA 27.3x 30.8x
Price / Sales 9.6x 2.0x
Price / FCF 33.5x 776.7x
Revenue Growth YoY +16.6% +14.0%
Gross Margin 47.9% 4.8%
Operating Margin 32.6% -5.9%
Return on Equity 146.7% -8723.1%
Dividend Yield 0.34% 0%
FCF Yield 2.98% 0.13%
Analyst Consensus Buy Strong Buy
Investment Thesis
AAPL β€” Apple Inc.
Apple Inc. is the world's most valuable consumer technology company, anchored by the iPhone franchise and a roughly $100 billion annual Services business that compounds at a low-to-mid teens rate on an installed base of approximately 2.5 billion active devices. Fiscal Q2 2026 results reported on April 30 showed revenue of $111.2 billion (+16.6% YoY) and EPS of $2.02 (+22.4% YoY), driven by a cont…
BA β€” The Boeing Company
The Boeing Company is a leading global aerospace and defense firm operating across commercial airplanes, defense, space and security, and global services segments. Despite a challenging operating margin of negative 5.9% and a high trailing P/E of 83.43, Boeing is currently fairly valued with a fair value estimate of $422.56, implying an 82.7% upside from the current price of $231.28. The company …
Accumulation Zones
Metric AAPL BA
Zone Low $200.50 $251.52
Zone High $227.30 $285.06
In Buy Zone? No Yes
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