BA vs BAC: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Bank of America Corporation โ fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-04-11.
The Boeing Company ยท Industrials
$217.63
+19.5% upside to fair value
Grade C
VS
Bank of America Corporation ยท Financial Services
$52.54
+7.3% upside to fair value
Grade B+
QuantHub Verdict
BA has more upside to fair value
(+19.5%).
BAC trades at a lower forward P/E
(12.1x).
These are model outputs โ not personalized investment advice.
See all research โ
Valuation & Fundamentals
| Metric |
BA |
BAC |
| Current Price |
$217.63 |
$52.54 |
| Fair Value Estimate |
$260.00 |
$56.39 |
| Upside to Fair Value |
+19.5%
|
+7.3%
|
| Market Cap |
$170.9B |
$377.1B |
| Forward P/E |
74.0x
|
12.1x
|
| EV / EBITDA |
28.4x
|
12.8x
|
| Price / Sales |
1.9x
|
2.0x
|
| Price / FCF |
-88.2x
|
29.9x
|
| Revenue Growth YoY |
+34.5%
|
-0.5%
|
| Gross Margin |
4.8%
|
56.1%
|
| Operating Margin |
-6.1%
|
19.7%
|
| Return on Equity |
41.0%
|
10.1%
|
| Dividend Yield |
0.2% |
2.09% |
| FCF Yield |
-1.1%
|
3.35%
|
| Analyst Consensus |
Buy
|
Buy
|
Investment Thesis
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 โฆ
Bank of America is a top-two U.S. bank by assets with $3.4 trillion on its balance sheet, generating $30.5 billion in net income in 2025 on the back of 12.5% earnings growth. The bank benefits from scale in consumer deposits, a recovering investment banking franchise, and an expanding digital platform serving 47 million active users. At 12.7x trailing earnings and 1.97x sales, BAC trades at a faiโฆ
Accumulation Zones
| Metric |
BA |
BAC |
| Zone Low |
$195.00 |
$42.29 |
| Zone High |
$221.00 |
$47.93 |
| In Buy Zone? |
Yes
|
No
|