AMZN vs BA: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and The Boeing Company β€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-04-11.
Amazon.com, Inc. Β· Consumer Cyclical
$238.12
+59.3% upside to fair value
Grade B High Quality
VS
The Boeing Company Β· Industrials
$217.63
+19.5% upside to fair value
Grade C
QuantHub Verdict
AMZN has more upside to fair value (+59.3%). AMZN trades at a lower forward P/E (32.8x). These are model outputs β€” not personalized investment advice. See all research β†’
Valuation & Fundamentals
Metric AMZN BA
Current Price $238.12 $217.63
Fair Value Estimate $379.40 $260.00
Upside to Fair Value +59.3% +19.5%
Market Cap $2,556.2B $170.9B
Forward P/E 32.8x 74.0x
EV / EBITDA 15.9x 28.4x
Price / Sales 3.6x 1.9x
Price / FCF 332.2x -88.2x
Revenue Growth YoY +18.4% +34.5%
Gross Margin 50.3% 4.8%
Operating Margin 11.2% -6.1%
Return on Equity 21.9% 41.0%
Dividend Yield 0% 0.2%
FCF Yield 0.3% -1.1%
Analyst Consensus Strong Buy Buy
Investment Thesis
AMZN β€” Amazon.com, Inc.
Amazon.com, Inc. operates as the world's largest e-commerce and cloud computing company, with a diversified revenue base spanning online retail, third-party seller services, AWS cloud, advertising, and subscription services. The business quality is high due to its durable competitive moats including AWS's leadership in cloud infrastructure and Amazon's dominant e-commerce platform. Despite strong…
BA β€” The Boeing Company
The Boeing Company is the world's largest aerospace manufacturer operating across commercial airplanes, defense and space, global services, and Boeing Capital. After years of losses stemming from the 737 MAX crisis, production disruptions, and regulatory setbacks, Boeing posted its first profitable year in 2025 with net income of $2.2 billion on revenue of $89.5 billion, a 34.5% revenue increase …
Accumulation Zones
Metric AMZN BA
Zone Low $284.55 $195.00
Zone High $322.49 $221.00
In Buy Zone? Yes Yes
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