BA vs COST: Which Is the Better Buy?
Side-by-side comparison of The Boeing Company and Costco Wholesale Corporation — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-07-08.
The Boeing Company · Industrials
$234.54
+45.0% upside to fair value
Grade C
VS
Costco Wholesale Corporation · Consumer Defensive
$947.50
-1.4% upside to fair value
Grade C
High Quality
QuantHub Verdict
BA has more upside to fair value
(+45.0%).
COST trades at a lower forward P/E
(47.6x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
BA |
COST |
| Current Price |
$234.54 |
$947.50 |
| Fair Value Estimate |
$340.08 |
$933.84 |
| Upside to Fair Value |
+45.0%
|
-1.4%
|
| Market Cap |
$184.9B |
$420.2B |
| Forward P/E |
96.9x
|
47.6x
|
| EV / EBITDA |
30.4x
|
28.3x
|
| Price / Sales |
2.0x
|
1.4x
|
| Price / FCF |
-177.6x
|
47.7x
|
| Revenue Growth YoY |
+14.0%
|
+11.6%
|
| Gross Margin |
4.8%
|
12.9%
|
| Operating Margin |
-5.9%
|
3.8%
|
| Return on Equity |
-8723.1%
|
28.3%
|
| Dividend Yield |
0% |
0% |
| FCF Yield |
—
|
2.1%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
The Boeing Company operates in the Industrials sector within the Aerospace & Defense industry, manufacturing commercial jetliners, defense, space, and security systems. Despite a challenging operating margin of -5.9% and a negative free cash flow per share of -2.46, Boeing shows strong recent earnings growth of 89.2% and revenue growth of 14.0% in the most recent quarter, signaling a potential re…
Costco Wholesale Corporation operates as a membership-only warehouse club offering a wide range of merchandise at low prices. The company exhibits high business quality with a durable competitive moat driven by cost advantages, strong brand loyalty, and efficient operations, reflected in a robust ROE of 28.3% and solid revenue growth of 11.6% in the most recent quarter. Despite these strengths, t…
Accumulation Zones
| Metric |
BA |
COST |
| Zone Low |
$255.06 |
$700.38 |
| Zone High |
$289.07 |
$793.76 |
| In Buy Zone? |
Yes
|
No
|